Data analytics firm miEdge and Wrangle LLC, which only works with Form 5500s, share little-known facts on these important documents required by the federal government for most employee benefit plans with more than 100 participants,.

Employers with fewer than 100 participants are generally not required to file an annual Form 5500 unless the benefits are funded through a trust or a Multiple Employer Welfare Arrangement (MEWA). If the ERISA Plan is under a Trust or MEWA, the Form 5500 is required to be filed regardless of the number of participants.

Mary Weiss
Chief Marketing Officer

Weiss is chief marketing officer of miEdge.

Ann McAdam
Technical Consultant

McAdam is a technical consultant at Wrangle LLC.


For reprint and licensing requests for this article, click here.


More From Employee Benefit News

Sign Up Form

Login Modal Form