Form 5500 for Health and Welfare Plans
A Guided Tour for Employers, Form 5500 Preparers, and Advisors
Live on Thursday, May 15, 2008
1:00-2:30 p.m. ET (12:00 p.m. CT; 11:00 a.m. MT; 10:00 a.m. PT)
Form 5500 is an annual filing requirement that exposes ERISA plan sponsors to significant statutory penalties. Check your compliance status by joining our experts for this 90-minute web seminar. We will walk you through the 2007 version of the Form, highlight the requirements for health & welfare plans, cut through inapplicable pension/retirement rules, and provide practical guidance on how to prepare and file health & welfare Form 5500s.
For one registration fee ($235), you and your co-workers can gather in one room to attend the seminar together via a single web and telephone connection.*
We're sorry, but registration is closed for this session.
Seminar Level
Topics Covered
Here’s some of what we’ll cover:
- Overview and penalties for noncompliance. How to collect information and prepare for Form 5500 filings.
- What plans must file? Must cafeteria plans file Form 5500? How many Form 5500s must be filed, and what are the exemptions for small plans?
- What are the filing deadlines and methods? Update on electronic filing requirements.
- Form 5500 Main Body. Information required from all filing plans.
- Schedule A for insured plans. When is it required and what information must be reported? What if the insurer doesn’t provide necessary information?
- Schedule C. Latest DOL guidance on when Schedule C is required for reporting service provider compensation. What types of compensation must be included?
- Schedules D, G, H, and I. When might a health & welfare plan be required to file these schedules? When would an accountant’s opinion be required?
- Trouble spots to avoid in preparing Form 5500 filings. Filing amended Form 5500s and correcting delinquent filings.
Details
Questions: Send your seminar-related questions to webseminars@ebia.com by Friday, May 9, 2008 for consideration by the speakers in preparing their remarks. We will also accept written questions during the seminar. Afterwards, we’ll issue a Q&A document of most frequently asked questions (sorry—not all questions can be included).
Speakers: Patricia Farrell, Esq. and Brigid Carroll Anderson, Esq. Ms. Farrell is a Principal and a senior attorney in the Princeton office of Mercer Health & Benefits, as well as Mercer’s compliance lead for the Northeast. Ms. Anderson is Director of Seminars at EBIA and lead contributor to EBIA’s Form 5500 Workbook for Health & Welfare Plans.
Handouts: A PDF copy of the handouts will be available for download the day before the seminar.
* Viewing Details
Your registration provides one web and one phone connection. (Note: A separate registration fee will be charged for each additional web/phone connection.) If employees of the same company wish to view the seminar using more than one connection, please contact us about additional registrations available at a $40 discount.
For no extra fee, you may gather a group of individuals employed by your company to attend the seminar together at one location using one web/phone connection. You may also invite guests (e.g., clients, association members, or colleagues from other companies), but if more than five guests attend, there is a surcharge of $20 for each additional guest. Please contact us to arrange for payment.
The seminar is copyrighted; recording the web seminar is prohibited.
System Requirements to Attend the Seminar
For the phone portion of the seminar, you simply need a phone line. For the web portion of the seminar, we use WebEx technology. You may wish to view system requirements, test your system and download any necessary WebEx software at this link:
http://developers.webex.com/api/jointest/
If you are not able to complete the WebEx installation or access the web portion of the seminar, please contact WebEx live technical support at (866) 863-3904.
