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5500 Reporting: Tips & Tricks

Thursday, May 18, 2023, 2:00 PM – 3:00 PM CST
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5500 Reporting: Tips & Tricks

With the 5500 reporting deadline approaching for calendar year plans, it is a good time to review the general reporting requirements as well as some of the more common (and uncommon) issues employers may face when reporting. We will touch on when to use a wrap document, counting participants, which schedules are needed, special codes for terminating and shrinking plans, plans with multiple policy years, and more.


Sarah Grcevich, Senior Consultant, Benefit Comply LLC

Sarah Grcevich is a compliance consultant for Benefit Comply, where she assists employers dealing with employee benefits compliance challenges. Prior to joining Benefit Comply, Sarah worked in compliance and public policy for a major health plan, and also served as the HIPAA privacy official for a health insurance technology company.

David Flotten, J.D., Senior Consultant, Benefit Comply LLC

David Flotten has over 24 years of experience in employee benefits and employment law with a particular focus on health and welfare plan compliance an employee benefits strategic planning. He has helped employers deal with difficult compliance issues related to ERISA, HIPAA, and more. David regularly presents seminars on the ACA, employee benefits compliance, and other HR topics, including for the College of Continuing & Professional Studies at the University of Minnesota. He has also taught the PHR/SPHR and SHRM-CP/SHRM-SCP exam prep courses.

Material posted on this website is for informational purposes only and does not constitute a legal opinion or medical advice. Contact your legal representative or medical professional for information specific to your legal or medical needs.

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