Form 5500 Health & Welfare Filing Services
Comprehensive Compliance Support for Employee Benefit Plans
At SK Agency, we specialize in the complete preparation and submission of Form 5500 filings for Health and Welfare benefit plans, ensuring full compliance with ERISA and Department of Labor (DOL) regulations. Whether you’re a small business, large corporation, or third-party administrator, our expert team handles every step of the process—accurately, efficiently, and on your behalf.
Our Services Include:
- Intake & Plan Review
We begin with a thorough intake process to understand your plan structure, filing history, and compliance needs.
✔ Review plan documents and prior filings
✔ Identify filing requirements and deadlines
✔ Confirm eligibility for exemptions or consolidated filings
- Data Collection & Validation
We work closely with your HR, benefits, Plan Sponsors or payroll teams to gather all necessary data.
✔ Collect Schedule A information from carriers
✔ Validate plan participant counts and funding details
✔ Ensure accuracy and completeness of all required schedules
- Form 5500 Preparation
Our specialists prepare your Form 5500 and associated schedules with precision.
✔ Prepare Form 5500, Schedule A, Schedule C, and others as applicable
✔ Apply current DOL and IRS guidelines
✔ Flag any compliance risks or inconsistencies
- Publishing & Client Review
Before submission, we provide a complete draft for your review and approval.
✔ Share final Form 5500 package for sign-off
✔ Answer questions and provide guidance
✔ Make any necessary revisions or clarifications
- Electronic Filing (EFAST2)
We file your Form 5500 electronically through the DOL’s EFAST2 system.
✔ Submit on your behalf
✔ Confirm successful transmission and acceptance
✔ Provide filing confirmation and archive copies
Additional Services
Amendments to Past Filings
Need to correct or update a previously filed Form 5500? We’ve got you covered.
✔ Identify errors or omissions
✔ Prepare and file amended returns
✔ Maintain audit-ready documentation
Delinquent Filings (DFVCP)
Missed a deadline? We help you get back in compliance through the DOL’s Delinquent Filer Voluntary Compliance Program (DFVCP).
✔ Assess eligibility and penalty structure
✔ Prepare and file delinquent Form 5500s
✔ Submit DFVCP documentation and payment
Why Choose Us?
- Deep expertise in ERISA compliance
- Personalized concierge service and responsive support
- Transparent pricing and no hidden fees
- Trusted by HR teams, brokers, and TPAs nationwide