Form 5500 for Health and Welfare Plans

Are You Ready for Mandatory Electronic Filing?

Available immediately

Form 5500 filings are subject to some of the toughest penalties in benefits law. A new electronic filing system will be required for 2009 plan year filings (for most plans, due July 2010), so plan sponsors, service providers and advisors must be ready to follow new procedures soon. In this 90-minute web seminar, our experts will walk you through the new Form 5500, highlighting the requirements for health and welfare plans and cutting through inapplicable pension/retirement rules.

Recorded on February 2, 2010.

Seminar Level


Intermediate Difficulty

Topics Covered

Here’s some of what was covered:

  • How will the new electronic filing system work, and what are the filing deadlines? How to avoid penalties by collecting information and preparing early for 2009 plan year 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?
  • 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 and what is new for the 2009 Form?
  • What other Schedules might a health and welfare plan be required to file? When might an accountant’s opinion be required?

Details

Speakers: Kyle T. Murray and Brigid Carroll Anderson, Esq. Mr. Murray is an attorney and Editor at EBIA and a Lead Contributor to EBIA’s Form 5500 Workbook for Health & Welfare Plans. Ms. Anderson is Director of Seminars at EBIA and the Editor and a Lead Contributor for 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

Accessing the recorded web seminar: After you purchase a recorded web seminar, you will receive an email with access information. You and your co-workers may then view the recording as many times as you wish for 60 days. An internet connection is required to view the recording; it can be stopped and started as needed and has a table of contents for easy navigation.

Recordings are accurate as of the date presented: Our recordings are accurate as of the presentation date of the live seminar. We supplement handout materials with articles from the EBIA Weekly covering significant later developments. You must check the table of contents at your access link for updates before viewing a recorded seminar.

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 our Copyright page.

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://www.webex.com/lp/jointest/

If you are not able to complete the WebEx installation, please contact WebEx technical support at (866) 863-3904.