Category: ERISA

  • Compliance Recap July 2024

    Compliance Recap July 2024

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    by

    Cleveland Benefits Partners
    in , , ,

    FORM 5500 FILING FOR HEALTH AND WELFARE PLANS The Form 5500 series is a component of the Employee Retirement Income Security Act’s (ERISA) reporting and disclosure framework. The Form is used to report information on the qualification of the plan, its financial condition, investments, and its operations. It also guarantees that participants, beneficiaries, and regulators have access…

  • Form 5500: What You Need To Know

    Form 5500: What You Need To Know

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    by

    Cleveland Benefits Partners
    in ,

    Attention Employers: Don’t Miss Your Form 5500 Deadline! Here’s a simplified breakdown of what you need to know about filing your employee benefit plan report: Who Needs to File? Employers subject to ERISA (Employee Retirement Income Security Act) with employee benefit plans, unless exempt. What to File? Form 5500 (annual report) for each employee benefit…