Form 5500 Filing
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1
2
3Flex
xBank
k Offer
rs For
rm 550
00 Pre
ep
We’re h
ere to help! T
Toll Free: 888.
677.8373 – 93
7.299.5515 – F
Fax: 937.299.5
5609
O
Ok. I have t
to file. Now
w what?
FlexBan
nk also prov
vides a
ERISA requ
uires that pla
ans file
Summa
ary Annual R
Report
Form 5500
by the end
of the
("SAR")
) for the em
ployer to
s
seventh mo
onth followin
ng the
approve
e and distrib
bute as
e
end of the p
plan year. F
or
required
d.
c
calendar ye
ear plans, th
his
m
means the F
Form must
be
s
submitted to
o the DOL b
by July
Why F
lexBank fo
or 5500s?
3
31 of the fo
llowing year
r. An
FlexBa
ank utilizes I
IRS
Tell
me about F
Form 5500
.
a
automatic 2
2 ½ month
approv
ved software
e for the
Form
m 5500 is re
equired
e
extension c
an be grant
ted by
most e
fficient and
cost-
annu
ually for all
ERISA heal
lth
c
completing
and mailing
g Form
effectiv
ve filing. And
d, better
and
welfare pla
ns maintain
ned
5
5558 to the
IRS prior to
o the
yet, Fle
exBank also
o prepares
by c
ertain empl
oyers. The
d
due date of
the Form 5
5500.
the DO
OL required
ERISA
filing
g is required
d under ERI
SA
wrap d
ocument. T
The Form
and
enforced by
y the
F
Failing to fil
le a Form 55
500 for
5500 a
and the wrap
p document
Dep
artment of L
Labor (DOL
L).
y
your busine
ess, if requir
red, can
must b
e consisten
nt.
r
result in larg
ge penalties
s (up to
Who
o must file?
?
$
$2,063 per
day).
Don’t h
have a wrap
p
Typi
cally, health
h and welfa
re
docum
ent?
Click H
Here
bene
efit plans wi
ith 100+
FlexBank m
makes the
or call
FlexBank’s
parti
icipants (em
mployees) o
n
p
process ea
asy for the
complia
ance depart
tment
the f
first day of t
the plan yea
ar.
e
employer.
today t
to talk throu
gh the
FlexBank’s
preparation
n
require
ement and h
how
Whe
en determin
ing if you m
must
p
process is d
designed to
be
FlexBa
ank can help
p you.
file,
you look at
all the lines
s of
s
simple and
efficient for
r the
cove
erage when
calculating
the
e
employer.
How m
much?
num
mber of partic
cipants. For
r
For a s
specific quot
te, contact
exam
mple, there
could have
First, FlexB
ank needs a
a
FlexBa
ank at
been
n 85 employ
yees in the
c
completed F
Form 5500
Compli
iance@Flex
xBank.net.
med
dical plan on
n the first da
ay of
A
Application
(see next p
page).
FlexBa
ank charges
s $400 for
the p
plan year an
nd 115
Return the a
application t
to
one Fo
orm 5500. A
Additional
emp
ployees on t
he company
y-
FlexBank a
long with al
l of your
fees m
ay apply to
multiple
paid
life on that
date. In this
s
S
Schedule A
As and Sche
edule Cs
and/or
delinquent
filings.
case
e you would
d need to file
e
(
(if applicabl
e). Your ins
surance
the f
forms becau
use there w
ere
c
carriers will
send you th
hese
more
e than 100 p
participants
s in
f
forms, but o
only if you h
ave
the c
company-pa
aid life on th
he
m
more than 1
100 participa
ants.
first
day of the p
plan year. O
One
note
e, if you mai
ntain your
FlexBank th
hen generat
tes the
welfa
are benefit
plan in
Form 5500
and provide
es the
conj
unction with
h a trust
e
employer w
with access t
to an
Contac
ct FlexBank
k!
(VEB
BA), you mu
ust file a Fo
rm
e
electronic p
portal where
e the
By pho
one:
5500
0 regardless
s of the
a
authorized i
individual(s)
) can
888.677
7.8373
num
mber of partic
cipants.
r
review and
submit the
Form to
By ema
ail:
t
the governm
ment. FlexB
Bank will
Compli
iance@Flex
xBank.net
Gov
ernmental,
public scho
ool
p
provide a st
tep by step
guide
and
church affil
iated
w
with filing in
nstructions.
emp
ployers are e
exempt.
FlexBank i
is not an accoun
ting or law firm
and does n
not provide acco
unting or legal
advice.
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