Form 5500 Workbook for Health & Welfare Plans
In Form 5500 Workbook for Health & Welfare Plans, EBIA’s experts analyze the Form 5500 requirements for health and welfare plans and provide step-by-step guidance.
Designed exclusively for health & welfare plans, our workbook cuts through all the inapplicable pension/retirement plan material in Form 5500 and lets you focus on what matters for your health & welfare plans.
Let EBIA be your trusted resource for health & welfare plan Form 5500s!
The Form 5500 Workbook for Health & Welfare Plans is currently available for both 2006 Plan Years and 2007 Plan Years. Be sure to order the correct edition. (For example, for calendar year plans beginning 1/1/07, the correct edition is 2007 Plan Years.)
Details
This full-sized, spiral bound workbook focuses exclusively on health & welfare plans and covers the Form 5500 requirements from A to Z, including
- Which ERISA welfare plans are required to file Form 5500 (with detailed information on how to identify fringe benefits subject to ERISA and the Form 5500 requirement)
- Filing deadlines, Form 5500 filing formats, filing methods (including electronic filing), and other Form 5500 mechanics
- Line-by-line explanations with detailed background on multiple-employer plan filings, ERISA plan assets, and prohibited transactions
- How to correct Form 5500 mistakes (addressing amended Form 5500s and the DOL’s delinquent filer program)
- Summary annual reports (SARs) and Form 5500 recordkeeping
And more!
Buy Now
Line-by-line explanations of Form 5500 and every Schedule and attachment relevant for health & welfare plans
Bulk discounts available, please contact us for more information
Our Form 5500 Workbook opens flat with room for notes.
Samples
Review an excerpt from our Form 5500 Workbook for Health & Welfare Plans (2007 Plan Years). Pages include “clips” of lines from the Form 5500 and detailed explanations.
