Show navigation

White Paper

9 Pages
  • 9 Pages

Form 5500s

 

Do you have a Form 5500 for each benefit you offer?

In the U.S. private sector employers provide for an estimated 2.3 million health plans. Form 5500 Annual Return/Report is the primary source of information about operation, funding, assets and investments of those employee benefit plans and is an essential compliance and research tool for the Department of Labor, the IRS and the PBGC. This white paper reviews what Form 5500 is and what it does.

Download White Paper

More Program Information

Form 5500s

Agenda

Download White Paper

More Program Information

Form 5500s

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
Download White Paper

More Program Information

Form 5500s

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.