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23 Pages
  • 23 Pages

Form 5500 Filing Requirements with Wrap Documents

 

Make sure your wrap document meets ERISA guidelines.

When employers provide benefits to employees, they have established an employee welfare benefit plan, under the Employee Retirement Income Security Act of 1974. The different types of employee benefit plans include medical, dental, vision, prescription, disability, and HRA. With a few exceptions, employers providing these plans must comply with ERISA. This white paper discusses how to comply with ERISA and reviews what a wrap document is and its purpose.

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Form 5500 Filing Requirements with Wrap Documents

Agenda

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Form 5500 Filing Requirements with Wrap Documents

Faculty

Brady C. Bizarro, Esq.

Brady C. Bizarro, Esq.

The Phia Group, LLC

  • Director, Healthcare attorney in the office of The Phia Group, LLC
  • Practice emphasizes all aspects of ERISA, ACA, and HIPAA compliance
  • Conducts regular seminars and workshops on numerous regulatory, transactional, and compliance matters related to healthcare and employee benefits law
  • Written several publications related to the areas of health insurance industry, especially self-funded employee benefit plans
  • Member Self-Insurance Institute of America
  • J.D. degree, Boston University School of Law; B.A. degree, Boston University
  • Can be contacted at 781-535-5643, [email protected] or on Twitter® @ThePhiaGroup
Jennifer McCormick, Esq.

Jennifer McCormick, Esq.

The Phia Group, LLC

  • Vice president of Consulting at The Phia Group, LLC
  • Concentrates in various aspects of self-funding, healthcare, and employee benefits
  • Frequent speaker for industry webinars and at national association conferences
  • Written multiple industry publications and contributor to online media content
  • J.D. degree, Syracuse University College of Law, with certificates in estate planning and family law; B.A. degree in both psychology and criminal justice, Indiana University, graduating with distinction as a National Dean’s List Scholar
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Form 5500 Filing Requirements with Wrap Documents

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