Penalties for Form 5500 failures—already some of the toughest in benefits law—have increased significantly in the past year, making careful compliance a must for plan sponsors, service providers, and advisors. Let EBIA help you with our popular Form 5500 Workbook for Health & Welfare Plans (2016 Plan Years).
This full-sized, spiral-bound workbook focuses exclusively on health & welfare plans and covers the 2016 Form 5500 requirements line-by-line, highlighting new items. Written by EBIA’s experts, the workbook provides targeted, user-friendly information—including scenarios summarizing the filing requirements for selected welfare plan configurations and a sample filled-in Form 5500. It also delves into particularly challenging aspects of the Form, such as Schedules C, H, and I, and explains background topics vital to understanding the filing requirements and exemptions, such as determining a plan’s funded status. With the Form 5500 Workbook for Health & Welfare Plans, you can cut through all the inapplicable pension/retirement material in Form 5500 and concentrate on what matters for your health & welfare plans.
Note: We are currently selling two editions of the Form 5500 Workbook for Health & Welfare Plans. The 2016 plan year edition is for plan years beginning in 2016, and the 2015 plan year edition is for plan years beginning in 2015. Be sure to order the correct edition.