Form 5500 is filed electronically through EFAST2, not on paper.
The Department of Labor requires the annual report to be filed through the EFAST2 system. Paper filings are not accepted.
What EFAST2 requires.
Electronic Only
Form 5500 and its schedules go through the EFAST2 system. The DOL does not take paper filings.
Filing Credentials
The filer needs EFAST2 credentials for the electronic signature before the form can be submitted.
Third-Party Software
Many employers use approved software to prepare the form and transmit it to EFAST2.
Information needed before filing.
Plan Information
Plan name, plan number, plan year, and the employer identification number.
Participant Counts
The number of participants at the start of the plan year, which decides the form type and any exemption.
Insurance Details
Carrier names and premium information for insured benefits that file a Schedule A.
Signature
The plan administrator signs electronically to complete the filing.
Quick answers.
Short answers. This is general information, not legal or tax advice.
Can we mail the form?
No. Paper filings are not accepted and the form must go through EFAST2.
Who prepares it?
Many employers hand the preparation to their benefits advisor or accountant. We can help you with the filing.
Can we fix an error?
Yes. An amended filing can be submitted through EFAST2.
Where the rules and figures come from.
Each figure on this page comes from the source below. Amounts are indexed or updated over time, so confirm current figures before relying on them.
Send us your renewal.
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Your current plan summary
Contribution split by tier
Enrolled counts by tier
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