Introduction to Form 5500 Filings

This webinar provides an introduction to Form 5500 and explains its role under ERISA as a required annual filing for certain employee benefit plans. It outlines which plans must file based on size, funding status and participant counts, and clarifies key concepts like fully insured versus self-funded plans and funded versus unfunded arrangements. The session also covers filing timelines, required components such as schedules and summary annual reports, potential penalties and the importance of plan documentation, along with an overview of the process for completing and submitting filings.