5500 Services

Both the Department of Labor (DOL) and the IRS require that certain benefit plans file an annual 5500 form outlining a plan’s operation and compliance items. Most employers are quite used to filing these forms on their qualified retirement plans, but many don’t realize that those same forms are required annually for their health, prescription drug, dental, vision, life insurance and disability plans as well.

Kushner & Company can assist an employer in both cleaning up past unfiled returns through the DOL’s Delinquent Filer Voluntary Compliance Program (DFVCP), as well as with the now-required electronic filing of current 5500 forms with the federal government.