Call Us: (610) 853-9075 • Toll-Free: (855) 222-5727

Form 5500 Preparation Service

Companies with more than 100 participants in their welfare benefit plans are required each year to file Form 5500 with the U.S. Department of Labor. Form 5500 preparation is a highly complex and time-consuming process, that human resource staff often lack the manpower or specialized skills required to complete documents effectively. The penalties for late filings can be significant.

The Harrison Group’s professionals are knowledgeable of the challenges that may arise while completing timely, accurate and thorough Form 5500 filings. With extensive experience assisting clients with such filings, The Harrison Group can assist with a wide array of unique situations.

Form 5500 Filing Timeline

Employers must file the Form 5500 return by the last day of the seventh (7th) month after the Plan year-end. For calendar year plans, the due date is July 31st of the following year. A Summary Annual Report is also required to be distributed to all plan participants.

How The Harrison Group helps you with Form 5500 Preparation:

  • Customer Service is our FOCUS – Your employees will need to devote a little bit of time paying for these out of pocket expenses and/or submitting claims for their flexible spending accounts. Recent studies show that only 44% of employees fully comprehend their benefits. It is critical to select a Form 5500 preparation service that not only answers the phone but also assists your employees when questions arise. When it comes to the complexities of Form 5500 prep and filing, we offer considerable expertise and assistance to make sure you are compliant with filing requirements.
  • A Partner with Proven Expertise – With over 30 years of experience in the industry, our clients have come to rely on us to partner with them and their health insurance broker to provide the necessary education and benefits plan consultation.
  • Concierge Customization – One size does not fit all.  We offer customized solutions to meet your specific objectives regardless of your size or demographics.
  • Technological Advances – We offer the latest in industry-leading technology to our clients including a web and mobile application for accurate claims submission.  We also offer online education for employers and their employees.

If you have questions, please give us a call or contact us online.  We will be happy to assist you.


PHONE: 610-853-9075
TOLL FREE: 855-222-5727
FAX: 610-853-9079

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