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Form 5500 For Welfare Plans: A 2-Part Program [2017]
Presentor: David Schultz Recorded Date: 5/23/2017 Duration: 200 Min.

This program was recorded during a live presentation given on May 23, & 24, 2017 at 12:00PM EST.

Most Form 5500 seminars focus on completing the Form 5500 for retirement plans. Welfare plan practitioners need a 5500 presentation that focuses on their unique issues and FIS Relius Education delivers.

This two-part Web seminar reviews the Form 5500 in detail for those issues relevant to welfare plans. It ignores retirement plans entirely and focuses the entire 200 minutes on welfare plans. The speaker goes line-by-line through the 5500 and all the supporting schedules a welfare plan might need and gives you the information you need to know. He pays particular attention to wrap plans and identifying participants, and will also address the new MEWA questions.

Topics include:

  • Funded vs. unfunded plans
  • Small vs. large plans
  • Self-insured plans
  • Schedule C reporting
  • New welfare plan questions
  • Changes to the 5500 and schedules
  • Wrap plans
  • Due dates; extension requests
  • Forms 5500 and 5500-SF
  • Schedules A, C, D, G, H, and I; all the schedules a welfare plan might file
  • Late filing
  • Small MEWA
  • Welfare plan participants
  • Answers to your questions
Why You Should Attend

Do you know how to complete a 5500 for a welfare plan? What about all the Schedules? Do you know where to go for help? Do you know the questions you need to ask? If not, you'll want to participate in this program now to get these answers and more.


There are no prerequisites for the program. It is basic enough for the beginner and, at the same time, it is detailed enough so that experienced practitioners will see value in learning about nuances and techniques they may have missed or forgotten.

Level: Overview. Instructional Delivery Method
Group – Internet-Based

NASBA Field of Study: Taxes

Speaker: David Schultz, J.D.

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Objectives: After attending this Web seminar, an attendee should be able to:

  • Identify the filing requirements for funded and unfunded plans
  • Determine how to properly prepare and file a Form 5500 filing under EFAST2
  • Identify who is a welfare plan participant
  • Distinguish the different types of fees and expenses for purposes of completing the Schedule C
  • Identify the proper schedules for welfare plan filing
  • Determine what constitutes a welfare plan for Form 5500 filing purposes
  • Prepare a Form 5500 filing for a wrap plan