Our Company

With the ever increasing ERISA health and welfare benefit plan reporting requirements from the Department of Labor (DOL), we realized the overwhelming need for companies and plan sponsors to comply with ERISA. We support with the preparation and filing of the Form 5500 and help our clients navigate the complex regulatory environment.

Form 5500's are required to be filed for ERISA Welfare Benefit plans that have at least 100 participants (excluding exempt plans, such as for governmental or church-affiliated employers). The DOL and IRS may both impose costly penalties for failure to file. Plan sponsors who have never filed, or are currently delinquent, may take advantage of the Delinquent Filers Voluntary Compliance Program (DFVCP), drastically reducing fees and bringing plans into compliance.

5500 Source specializes in Health & Welfare preparation and consulting. With over 20 years of technical experience navigating complex rules and regulations, we provide you with the necessary expertise to accurately and timely prepare your Form 5500(s) and eliminate the hassle and worry of complex compliance issues.

WE PROVIDE EXPERT CONSULTING TO PLAN SPONSORS, ACCOUNTANTS, THIRD PARTY ADMINISTRATORS AND INSURANCE BROKERS.