Annual Form 5500 Filing

A Form 5500 has to be filed each year by employers with 100 or more employees participating in an employee health and welfare benefit plan covered by ERISA. Information is reported to the Department of Labor regarding their plan operations, such as financial condition and investments.

Not filing timely and correctly may result in expensive penalties for the employer. Completing the Form 5500, as well as any required additional schedules, can be time consuming and challenging.

American Fidelity Administrative Services (AFAS) offers Form 5500 compliance assistance that is:

  • Simple

  • Efficient

  • Helpful to administrative challenges

AFAS has partnered with Wrangle, LLC to offer Form 5500 preparation and filing services. By partnering with Wrangle, we help ensure process efficiency through:

  • A sophisticated data and due-date tracking system

  • Data collection management

  • Accurate and timely completion of the Form and all schedules

  • Detailed e-filing assistance options