July 31 Retirement, Health and Medicare Compliance Deadlines

HORAN compiled a list of the upcoming Retirement, Health and Medicare Plans’ compliance deadlines. All of these materials have a filing deadline of July 31.

Retirement and Health Plan Compliance:

-          Deadline for filing Form 5500 (without an extension) or deadline for filing Form 5558 to request an automatic extension of time to file Form 5500 (2 ½ months).

-          Deadline for filing Form 5330 – return of excise taxes related to Employee Benefit Plans – used to report and pay excise taxes on prohibited transactions and excess 401(k) plan contributions which occurred in prior year.

-          Deadline for providing individual benefit statement to participants in plans that do not have an extension filing Form 5500 and do not allow for participant direction of investments.

Health Plan/Medicare Compliance:

-          Deadline for filing and reporting Patient Centered Outcome Research Institute fees on Form 720.

If you have any questions or need assistance in completing the forms, clients are encouraged to contact their account manager.