5500 Filings

We can assist with annual 5500 filings for our clients that administer a Pension or Welfare benefit plan covered by ERISA. These filings cover the qualification of the plan, the financial condition, investments, and operations.


All clients who qualify for the Affordable Care Act (ACA) must file annually with the IRS. We can assist you with the paperwork and ensuring your documents are submitted in time. ACA filings report health coverage options provided to employees.


Our clients are provided COBRA administration for no charge if we administer your medical benefits. When clients use our HRIS system for employee management, we automate that progress, meaning when an employee enrolls in any COBRA eligible benefit, upon termination, our COBRA administrator receives the termination, and a notice is sent out to the employee.


The Employee Retirement Income Security Act (ERISA) sets minimum standards for most established retirement and health plans in the private sector. ERISA provides protection for individuals that qualify through those plans. We can assist you in compiling your ERISA documents and ensuring they are filed properly.

Section 125

Section 125 plans allow employees to pay for benefit premiums from their paychecks on a pre-tax basis. If you want your employees to be able to pay for their premiums this way, we can assist you in putting a Section 125 plan in place.

FMLA Administration

If one of your employees has a qualified medical or family event that qualifies them for FMLA (Family & Medical Leave Act) we can help with the steps and administration of your FMLA policies.

Part D Notifications

If you provide a prescription plan within your medical benefits, employees who become eligible for Medicare must be notified that they qualify for Medicare Part D coverage. We can assist with that transition and with the administration of your Medicare Plans.

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