Aries insurance services, a division of URL.
Health Plan Options

The rules surrounding 5500 filings for health and welfare plans have changed a bit over the years, and remain somewhat confusing for most employers.

5500’s and associated schedules are due by the last day of the seventh month following the end of the plan year. There are a number of exceptions to this filing requirement.

Please familiarize yourself with these rules for small and large group self-funded programs.