Most group health and pension plans that are subject to ERISA are required to file a Form 5500. Welfare plans that offer medical, dental, vision, life, disability, severance plans, employee assistance plans and travel accident policies must file if they have more than 100 employee participants and may require an audit. No matter the size of your firm, the IRS requires that pension and retirement plans file Form 5500 for Profit Sharing, 401(k), Money Purchase, ESOP, an employer sponsored IRA, 403(b) plans with employer contributions and Defined Benefit Plans. WellSpring Benefits will guide you through this filing process and will advise you as to whether you should file as a large plan or as a small plan.

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With over 20 years of experience in the employee benefits market, WellSpring Benefits, Inc. develops strategies for employers to keep their healthcare dollars in check. With changing legislation, employers are finding it increasingly difficult to balance cost and value when managing employee benefits. Contact us today to see how WellSpring Benefits can create a strategy that best suits your unique workplace needs.

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