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.



Brady C. Bizarro, Esq.

Brady C. Bizarro, Esq.

The Phia Group, LLC

  • Director, health care 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 health care 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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