Home
Tax Form Catalog
Fiduciary reporting
5500 forms
5500 form
Form5500 Annual Return/Report of Employee Benefit Plan - Kaiser...

Form5500 Annual Return/Report of Employee Benefit Plan - Kaiser... 2025

Form5500 Annual Return/Report of Employee Benefit Plan - Kaiser... Preview on Page 1

See details

4.4 out of 5

310 votes

The document is the Form 5500 for the year 2008, which is an annual return/report required under the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code. It collects essential information about employee benefit plans, including plan identification, sponsor details, participant statistics, and benefits provided. The form must be completed accurately to avoid penalties for late or incomplete filing.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to quickly redact Form5500 Annual Return/Report of Employee Benefit Plan - Kaiser... online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is a perfect editor for modifying your forms online. Follow this straightforward guideline redact Form5500 Annual Return/Report of Employee Benefit Plan - Kaiser... in PDF format online for free:

Register and log in. Create a free account, set a secure password, and proceed with email verification to start working on your forms.
Add a document. Click on New Document and select the file importing option: add Form5500 Annual Return/Report of Employee Benefit Plan - Kaiser... from your device, the cloud, or a protected link.
Make adjustments to the template. Take advantage of the upper and left-side panel tools to change Form5500 Annual Return/Report of Employee Benefit Plan - Kaiser.... Insert and customize text, pictures, and fillable areas, whiteout unnecessary details, highlight the significant ones, and provide comments on your updates.
Get your documentation completed. Send the form to other individuals via email, create a link for quicker file sharing, export the template to the cloud, or save it on your device in the current version or with Audit Trail included.

Discover all the benefits of our editor today!

See more Form5500 Annual Return/Report of Employee Benefit Plan - Kaiser... versions

We've got more versions of the Form5500 Annual Return/Report of Employee Benefit Plan - Kaiser... form. Select the right Form5500 Annual Return/Report of Employee Benefit Plan - Kaiser... version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2020	4.9 Satisfied (42 Votes)
2018	4.3 Satisfied (249 Votes)
2017	4.2 Satisfied (47 Votes)
2016	4.1 Satisfied (29 Votes)
2015	4.4 Satisfied (20 Votes)
2014	4 Satisfied (34 Votes)
2013	4.3 Satisfied (24 Votes)
2012	4.3 Satisfied (62 Votes)
2011	4.1 Satisfied (47 Votes)
2010	4 Satisfied (34 Votes)
2009	4.3 Satisfied (49 Votes)
2008	4.4 Satisfied (310 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the annual return report of an employee benefits plan called?

The Form 5500, Annual Return/Report of Employee Benefit Plan, including all required schedules and attachments (Form 5500 return/report), is used to report information concerning employee benefit plans and Direct Filing Entities (DFEs).

What is a 5500 annual report?

The Form 5500 Series is part of ERISAs overall reporting and disclosure framework, which is intended to assure that employee benefit plans are operated and managed in ance with certain prescribed standards and that participants and beneficiaries, as well as regulators, are provided or have access to sufficient

Who must file Form 5500 for health insurance?

IRS Form 5500 applies to most public and private sector businesses providing plans to 100 or more participants. It must be filed electronically using the DOL ERISA Filing Acceptance System (EFAST2).

What is a summary annual report for benefit plans?

The Summary Annual Report is a condensed version of the information provided on Form 5500 for employee benefit plans. It includes details such as funding requirements, insurance information, basic financial statements, and participants rights to information.

Is your health plan required to file an annual form 5500?

Generally, any business that sponsors a retirement savings plan must file a Form 5500 each year that the plan holds assets. Form 5500 Series reporting may also be required for certain employer-sponsored health and welfare plans, including medical, dental, life insurance and disability benefits.

What is form 5500 annual report?

Annual Return/Report of Employee Benefit Plan This form is required to be filed for employee benefit plans under sections 104 and 4065 of the Employee Retirement Income Security Act of 1974 (ERISA) and sections 6057(b) and 6058(a) of the Internal Revenue Code (the Code).

What is the employee plan return 5500?

The 5500 series of tax forms are prepared by retirement plans. They report the business activity, investments, expenditures and earnings of the plan for the year. Prospective participants must complete Form 9041, Application for Electronic/Magnetic Media Filing of Business and Employee Benefit Plan Returns.

Form5500 Annual Return/Report of Employee Benefit Plan - Kaiser... 2025

Here's how it works

How to quickly redact Form5500 Annual Return/Report of Employee Benefit Plan - Kaiser... online