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Don’t Forget to File Form 5500

Each year, employee benefit plan administrators are generally required to file a return/report regarding the plan’s financial condition, investments and operations. This annual reporting obligation is generally satisfied by filing the Form 5500 Annual Return/Report of Employee Benefit Plan.

Form 5500 must be filed annually for employer-sponsored welfare plans with 100 or more participants as of the beginning of the plan year.

For more information, see the article in our Friday News Brief.

About the Author:Mary Frank

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