Form 5500 for Health and Welfare Plans
A Guided Tour for Employers, Preparers, and Advisors
Available immediately and for 60 days after purchase.
The annual Form 5500 filing requirement is subject to ERISA’s most significant statutory penalties. Check your compliance status in this 90-minute web seminar. Our experts will walk you through the 2008 version of the Form, highlighting the requirements for health and welfare plans and cutting through inapplicable pension/retirement rules.
Originally presented on May 21, 2009.
For one registration fee ($249), you and your co-workers may view the seminar as many times as you wish for 60 days after purchase.
Seminar Level
Topics Covered
Here’s some of what was covered:
- Overview and penalties for noncompliance. How to collect information and prepare for Form 5500 filings to avoid costly penalties. What are the filing deadlines and methods?
- 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?
- 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. When must service provider compensation be reported?
- What other Schedules might a health & welfare plan be required to file? When might an accountant’s opinion be required?
- What to expect once electronic filing becomes mandatory for 2009 plan years.
Details
Speakers: James D. O’Connell, Esq. and Brigid Carroll Anderson, Esq. Mr. O’Connell is a Partner in Jacobs, Burns, Orlove, Stanton & Hernandez and a contributing author of EBIA’s ERISA Compliance for Health & Welfare Plans manual. Ms. Anderson is Director of Seminars at EBIA and lead contributor to EBIA’s Form 5500 Workbook for Health & Welfare Plans.
Handouts: A handout of the seminar slides and other information is provided through download.
Viewing Details
You and your co-workers may view the seminar as many times as you wish during a 60-day viewing window.
Please respect our copyright; do not record the web seminar, share the access link, or duplicate materials. For details on our copyright policy, please visit here.
System Requirements for Recorded Web Seminars
EBIA uses WebEx technology for the seminar. You may wish to view system requirements, test your system and download any necessary WebEx software here:
http://developers.webex.com/api/jointest/
If you are not able to complete the WebEx installation, please contact WebEx technical support at (866) 863-3904.
