IRS Form 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.

Kushner & Company can assist you by preparing and electronically filing the necessary Form 5500s on an annual basis, or for those that have not filed properly in the past can clean up the issues through the federal government’s Delinquent Filer Voluntary Compliance Program (DFVCP).