Our ERISA 5500 Process

Our ERISA 5500 Process 2018-02-02T08:34:48+00:00

The Wrangle Process

Operate more efficiently and gain peace of mind

Wrangle uses its proprietary process and experience to manage the Health and Welfare Form 5500 process from start to finish. This allows brokers to focus their time and resources to completing more valuable work for an existing client or obtaining a new client. This eliminates the worry and burden of missing deadlines and replacing staff (turnover).

Our Proven ERISA 5500 Process Produces Results

1.WORKSHEET

Wrangle requests Plan Sponsor Worksheet(s) from Broker.

2. REQUESTS & COLLECTS

Wrangle diligently collects Schedule A Forms from Carriers. Corresponding as many times as required to obtain correct documents.

3. DRAFT PREPARED

Wrangle drafts 5500 and SAR. Sends for review.

4. DELIVERY & E-FILING

Wrangle e-files Form 5500 to the IRS. Wrangle sends the DOL Authorization if required, and then provides the confirmation code to the Broker.

Cycle Runs Every 12 Months

Wrangle’s team monitors the process for each ERISA Plan that is listed in the proprietary database system.

Reviews are conducted on a regular basis to monitor where the ERISA Plan report is within the process. When any approaching deadline is on the horizon and action is required, Wrangle will proactively reach out to notify the contact on the account with instructions.