Form 5500 Workbook for Health & Welfare Plans
Let EBIA be your trusted resource for health & welfare plan Form 5500s.
This full-sized, spiral-bound workbook focuses exclusively on health & welfare plans and covers the 2009 Form 5500 requirements from A to Z. Written by EBIA’s experts, the workbook is easy to use, providing targeted information in a user-friendly manner. With the Form 5500 Workbook for Health & Welfare Plans (2009) Plan Years) you can cut through all the inapplicable pension/retirement material in Form 5500 and concentrate on what matters for your health & welfare plans!
New for this year: The Form 5500 Workbook for Health & Welfare Plans (2009) Plan Years) includes all the great information and line-by-line analysis found in the 2008 plan year edition, plus it has been updated throughout to reflect the all-electronic Form 5500 and Instructions for 2009 plan years. The latest edition includes details on the mandatory electronic filing methods required for 2009 and later plan years, and the enhanced reporting of service provider compensation required for plans filing Schedule C!
Note: The Form 5500 Workbook for Health & Welfare Plans is currently available for both 2008 Plan Years and 2009 Plan Years. Be sure to order the correct edition. (For example, for calendar year plans beginning 1/1/09, the correct edition is 2009 Plan Years.)
Details
With this workbook you’ll find what you’ve come to expect from EBIA—top-notch analysis, including legal support for all conclusions, delivered in a practical and understandable manner. Here are a few highlights:
- Which plans must file? The workbook helps you identify 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 mechanics. The workbook identifies filing deadlines, details regarding mandatory electronic filing, and other Form 5500 mechanics.
- Line-by-line explanations. Each line on the 2009 Form 5500, the Schedules, and attachments for relevant health & welfare plans is carefully explained. Background on multiple employer plan filings, ERISA plan assets, and prohibited transactions is included.
- Form 5500 mistakes! The workbook guides you in addressing mistakes, including amended Form 5500s and the Department of Labor’s delinquent filer program.
- SARs and recordkeeping. The workbook includes coverage of summary annual reports (SARs) and Form 5500 recordkeeping.
And more!
$199
$199
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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 (2009 Plan Years). Pages include “clips” of lines from the Form 5500 and detailed explanations.
