Form 5500 for Health and Welfare Plans

Compliance in an Electronic World

For one registration fee ($279), you and your co-workers can gather in one room to attend the web seminar together via a single web connection.

Form 5500 filings are subject to some of the toughest penalties in benefits law. A new electronic filing system is now mandatory for all Form 5500 filings (with the 2010 plan year filing due for most plans in July 2011, not counting extensions). In this 90-minute web seminar, our experts will walk you through the Form 5500 requirements, highlighting those for health and welfare plans and cutting through inapplicable pension/retirement rules.

Originally presented on March 24, 2011.

Seminar Level

Intermediate Difficulty

Topics Covered

Here’s some of what was covered:

  • How does the new electronic filing system work, and what are the filing deadlines? What are the penalties for noncompliance?
  • 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 2010 Form?
  • What other Schedules might a health and welfare plan be required to file? When might an accountant’s opinion be required?


Speakers: Darcy L. Hitesman and Kyle T. Murray. Ms. Hitesman, an attorney and principal shareholder of Hitesman & Wold, P.A., in Minneapolis, is a Contributing Author of EBIA’s ERISA Compliance manual. Mr. Murray is an attorney and Editor at EBIA, and the Editor and a Contributing Author of EBIA’s ERISA Compliance manual.

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 (not clients or others, please) 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 and materials only with those employed by your company (not clients or others, please). For details on our copyright policy, please visit our Copyright page.

System Requirements for Recorded Web Seminars

EBIA uses WebEx technology for the seminar.

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