The Internal Revenue Service (IRS) Form 5500 is used to report information concerning employee benefit plans. All employers with 100 or more employees who are participating in any health and welfare benefit plan as of the first day of a Plan Year must complete an IRS Form 5500 with applicable schedules for that Plan Year, and must do so within seven months of the Plan Year’s end. Each IRS Form 5500 must accurately reflect the characteristics and operations of the Plan being reported.

We take the pain and cost out of IRS Form 5500 preparation!

We lift the work associated with this important filing off your busy Human Resource Department. We collect the benefit-related employer data and complete an IRS Form 5500 return. Penalties for failure to submit an IRS Form 5500 can be costly. In addition to possible criminal penalties for willful IRS Form 5500 failures, you may be penalized up to $1,100 a day during which time your IRS Form 5500 is missing or incomplete. Let our partners take this risk off of you!

Don’t pay an attorney who will charge you an hourly fee plus fees for phone calls and emails for this service. Our agency will provide comprehensive service for a faction of the cost! We have the skill, experience, and expertise needed to prepare and file IRS Form 5500s for all Plan Sponsors.


Our Form 5500 Preparation Delivers

  • Full compliance with evolving regulations.
  • Affordable service!
  • Easy-to-understand service and instructions.
  • Toll-free customer service.
  • 35+ years of experience.


Service features

  • User-friendly electronic tools that save you time and money.
  • Satisfies the employer’s Form 5500 filing requirements for the employer’s health and welfare benefits.
  • Assistance in collecting needed data from your insurance carrier and/or service providers.
  • Complete preparation of an IRS Form 5500 and all schedules, along with filing instructions and deadlines for submission.
  • Files for up to eight benefits at one low price!


Choose Our Form 5500 Preparation today!