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Tag: ERISA

  • Meeting the ERISA Deadline: Handling MLR Rebates

    Meeting the ERISA Deadline: Handling MLR Rebates

    Employers with insured health plans may have received a Medical Loss Ratio (MLR) rebate from their health insurance carrier this year. Rebates were required for plans not meeting the 2024 MLR standards and had to be issued by September 30, 2025, either as premium credits or lump-sum payments. If any part of the rebate qualifies…

  • Form 5500 Filing Requirements: Deadlines, Penalties, and Compliance Options

    Form 5500 Filing Requirements: Deadlines, Penalties, and Compliance Options

    If your company provides an employee benefit plan governed by the Employee Retirement Income Security Act (ERISA), you are likely obligated to file Form 5500. This annual report discloses key details about your organization’s benefit offerings, such as welfare benefit plans (including medical, dental, life, and disability coverage), retirement plans, fully insured plans, and self-funded…