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What's the latest on the potential requirement for small medical plans to be required to file 5500 starting with plan year 2019?

Posted

I have not read anything new lately but I know it is one of the 5 goals laid out by DOL and my guess it will happen especially with the increased focus on all medical plans in recent years

Posted

The requirement for all welfare plans to file the 5500 Series is part of the Modernization Program which was planned for 2019, but has not yet received the budget necessary to go forward.  There will be no change in this until September when another budget vote is expected to be held.

Kristina

  • 4 months later...

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