Wrangle Blog
Changes to Wrangle’s Sales Approach and Team
Whether you are a new client seeking Form 5500 filing assistance, a long-standing broker requesting a Wrap Plan Document from our ERISA Desk team, or someone who has reached out with questions on a variety of ERISA and employee benefits topics, chances are...
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Health & Welfare Plans: Roadmap to ERISA Compliance
Wrangle’s 6th Year of the Demystifying Series Presents: Health & Welfare Plans: Roadmap to ERISA Compliance Thursday, August 25, 2026, 1:30pm EST (10:30am...
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Quick Highlights of the DOL’s Updated DFVC Penalty Pay System
The DOL recently released enhancements to its DFVC Penalty payment system. These enhancements provide additional information emphasizing the DOL’s expectation of accurate and timely filings. Good news! The overall process is generally the same, including the online payment steps of submitting the banking or...
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Reminders On Stop Loss for the Form 5500
Is stop-loss coverage considered ERISA-reportable, thereby requiring inclusion of a Schedule A with the Form 5500 filing? The answer depends on two key factors: Funding method Designated policyholder
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Amending the Plan Number on the Form 5500
The Plan Number of the ERISA Plan and the Plan Sponsor’s EIN are critical information reported on the Form 5500. Together, they form a specific identifier for the DOL and IRS to track the ERISA Plan from the onset and legacy period. Please keep in mind that...
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Participant Counts
Participant counts are a key component of the Form 5500 and generate the most questions regarding how to complete the form. Below is a roadmap to help you understand the data points used for this section of the Form 5500. We have also included Wrangle’s default reporting...
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Funding and the Form 5500 Report
The Form 5500 report discloses how the Plan Sponsor’s funds are allocated for participants’ Health & Welfare (H&W) benefits. The Department of Labor (DOL) expects this section to be completed with 100% accuracy. Here are the key details to know: What Funding Characteristics...
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Voluntary Benefits and Safe Harbor
Generally speaking, voluntary benefits, such as supplemental life or critical illness insurance, are individually elected benefits for which employees pay 100% of the premium. However, when the employer (plan sponsor) endorses these benefits, this brings them under their group health and welfare plan. They are then subject...
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Celebrating 20 Years of Wrangle: Two Decades of Expertise, Partnership, and Progress
On March 15, Wrangle celebrated a meaningful milestone: 20 years in business. This anniversary marks not just longevity, but two decades of sustained focus on helping brokers, plan sponsors, and partners navigate the complex and ever-revolving world of ERISA compliance with confidence and clarity. Over the past 20 years, Wrangle has...
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