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Annuity Plan Membership and Other Benefit PlansEMPLOYER ID: NEW EMPLOYER MEMBER ID: EXISTING MEMBER* *If you are an existing member, please provide your Member ID number above, and your name in the
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An employer benefit plan is a set of benefits provided by an employer, such as health insurance, retirement savings, and paid time off, to its employees.
Employers who offer benefit plans to their employees are required to file Form 5500 with the IRS and Department of Labor.
Employers can fill out Form 5500 online or on paper, providing information about the plan's financial activity, participants, and investments.
The purpose of Form 5500 is to ensure that employer benefit plans are being operated in compliance with federal regulations and that participants are receiving the benefits they are entitled to.
Form 5500 requires information about the plan's funding, investments, and participants, as well as information about the employer sponsoring the plan.
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