Form 5500 annual return
Included with every AIS benefits program – never billed separately.
Form 5500 details
What it is
The annual Department of Labor report for an ERISA plan
- Summarises plan, participants and insurance contracts
- Filed electronically through EFAST2
Who it applies to
- Welfare plans with 100+ participants at year start
- Funded plans regardless of size
- A wrap document can mean one filing
What AIS does
- Filing threshold tracked for your plan
- Carrier data gathered, return and Summary Annual Report prepared
- Filed on schedule, extension included where needed
Why it matters
Late filing penalties accrue per day, per plan. The filing itself is routine; missing it is not.
Also included
The other compliance programs
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