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5500 filing requirements for welfare benefit plans Form: What You Should Know

The ERICA form must be filed within ten days of the end of the plan year, or the following  Form 5500 Series | U.S. Department of Labor Form 5500 Electronic Filing Requirement Jan 3, 2024 — All “funded” welfare plans covered by ERICA must electronically file an “annual report of the plan's finances. NOTE: Form 5500 reports must be filed electronically through the Electronic Filing Service (EAST) from any eligible plan covered by the ERICA program. To be effective, the ERICA Form 5500 must be electronically filed through the EFAST2 system. Form 5500 Electronic Filing Requirements Jan 3, 2024 — In addition to filing a “annual report of the welfare plan's finances, the ‪federally qualified small employer (FTTH) plan administrator shall also file a Form 5500 each filing period to provide information about the plan, such as the following: The information reported on the Form 5500: 1. The name and address of the employer and plan sponsor 3. The number of participants in the plan and how much they are each paid in wages, benefits, or contributions 11. The number of participants in the plan who receive any compensation for the purpose of planning, conducting or participating in an employer — sponsored plan or enterprise, including amounts received under a fringe benefit plan; and the amount of such compensation. 17. A description of the distribution (if any) of the plan's assets. (a.5) In calculating compensation, only payee or contributor's compensation is included. (b.2) The name and address of the employer and plan sponsor. (c.5) The amount and classification of the benefits and contributions paid by the plan. ’d.5) An explanation of how the gross income was derived from the contributions and wages of the participants. (e.5) A description of the gross income derived from the employer's contributions and wages (if any), and the method used to arrive at the tax basis for such contributions and wages. (5A) A description of, and the dollar amount of, the employer contribution and the amount of the wages paid to the participant, and the amount of the employer's contributions and wages. (f.5) a.

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