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Take charge of your health. Choose Aetna, Choose Affordable Cover age The information you need to choose quality and affordable health benefits and insurance coverage. 63.43.300.1 (1/11) LEARN ABOUT
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The IRS Form 5500 series is a set of forms that must be filed annually by employee benefit plans with the Department of Labor (DOL). The Form 5500 is used to report information about the financial condition, investments, and operations of retirement and welfare benefit plans.
Employee benefit plans, including pension, profit-sharing, and health and welfare plans, are required to file Form 5500 annually with the Department of Labor.
The Form 5500 must be completed according to the instructions provided by the Department of Labor. Plan administrators can use EFAST2, an electronic filing system, to submit their Form 5500 online.
The purpose of Form 5500 is to provide information to the government, plan participants, and beneficiaries about the financial condition and operation of the employee benefit plan.
The Form 5500 requires information about the plan's financial condition, contributions, distributions, investments, and operations.
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