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The Wrangle Blog

Wrangle Blog

Wrangle’s Communication on CAA Disclosure Requirements: Section 408(b)(2) Fee Disclosure

Wrangle, an Ascensus company, provides health and welfare Form 5500 and ERISA Plan Document services. When updates occur that alter the existing regulations under a group’s health plan, their vendors report benefits or establish plan documents. We help our clients and broker...

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Wrangle Blog

Working with Carriers for the Schedule As

We are counting on carriers to provide the required Schedule A data. There are certain carrier protocols we want to bring to your attention that may cause delays in the 5500 process. Note: If the carrier is unable to provide what is required for the Schedule A,...

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Wrangle Blog

Delinquent Filings

“We have a delinquent filing!” At some point, every broker will hear that a client’s filing is delinquent. Unfortunately, the Department of Labor has stated in their FAQs that they do not accept reasonable cause letters. Instead,...

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Wrangle Blog

Changes to the 2021 and 2022 Form 5500

Changes to the Form 5500 continue to be relatively small on the health and welfare side. Nevertheless, we want to keep you informed and ready to dispel any concerns from your clients. Often, when headlines include the phrase, “Proposed Changes...

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Wrangle Blog

2021’s Amendments to Plan Documents and SPDs

You can always count on ERISA evolving. With this year’s Acts: The Consolidated Appropriations Act (“CAA”) and The American Rescue Act Plan (“ARPA”), the employee benefit world once again has taken the reins of change in hand. As...

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Wrangle Blog

A Blitz of Important Notes

Here is an assortment of important information that needs to be brought to your attention: Vaccine Programs – Should they be listed in the Plan Documents and noted in the Form 5500? The answer all depends on how the vaccine program has...

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Wrangle Blog

Q&A from Wrangle’s Demystifying Form 5500s and Nondiscrimination Testing Webinar

On August 12th, Wrangle hosted our second national webinar: Demystifying Form 5500s and Nondiscrimination Testing. We thought all would benefit to read a portion of the Q&A from the attendees. We have selected two questions for each topic discussed: Form 5500s and...

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Wrangle Blog

The Latest Findings on DOL Audits

In May, the EBSA, the “police” for the Department of Labor, released their findings on their audit enforcement program of employer-sponsored health and welfare plans. We summarized the findings for you and highlighted the key points that could...

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Wrangle Blog

Questions on the Schedule A’s Experienced-Rated Premium Answered

Experienced-rated policies and how they are reported on the Schedule A in the Form 5500 can be a bit of a mystery. This blog is to help provide more understanding. What is an Experienced-Rated Contract? The premiums for the current experience-rated contract are...

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