Form 5500 is due July 31 for December 31 plan years. Here's the 60-day checklist self-funded employers need to gather Schedule H, C, and A data and coordinate with their TPA before the deadline.
The DOL flags Form 5500 filings using predictable patterns, including missing audits, late contributions, and missing participants. Here's what they're looking for in 2026.
The IRS penalty for a late Form 5500 is $250 per day, capped at $150,000. The DOL adds up to $2,529 per day with no cap. Here's what to do before July 31.
