Wrangle Blog
Historical Precedent and Form 5500 Filing Practices
On any given day, we may be asked: "The employer has historically filed multiple welfare benefits under a single plan number and one Form 5500; however, a corresponding Wrap Plan Document cannot be located. Can the employer continue filing as one plan?"
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Summary Annual Report for Experience-Rated.
Many with experience-rated benefits or a trust filing are unsure how the Summary Annual Report (SAR) totals are calculated. The Code of Federal Regulations (eCFR) mandate provisions for the SAR provide the formulas. The key details to clarify are listed below. Scroll to the bottom...
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Special Extensions for 2026
The IRS publishes disaster-related filing relief and special extension deadlines on its website throughout the year. Because these deadlines vary by event and location, it is important to identify affected clients as early as possible. The...
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ICHRA Model Notice
Many use Open Enrollment to distribute the mandated annual notices. One that may fall off the radar is including the ICHRA Model Notice, if applicable: What is ICHRA and the purpose of the Notice?
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National Webinar Questions and Answers
Our national webinar, Health & Welfare Plans: Roadmap to ERISA Compliance brought over forty questions to better understand ERISA, Plan Documents, and the Form 5500s. Here are samples of those questions and their corresponding answers discussed to broaden your...
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NDT Alert: New Guidance That Changes the Rules for the 55% Average Benefits Test for Dependent Care FSA Plans
The 55% Average Benefits Test is one of the nondiscrimination tests that employers sponsoring a Dependent Care Flexible Spending Account (Dependent Care FSA) must satisfy under Internal Revenue Code Section 129. Please read below for key details on what...
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Natural Disasters = Special Extensions
As of Aug. 17th, there are currently a handful of states that have special extensions due to natural disasters. If your client is affected by any of these, please alert your Wrangle team. The special extension...
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Open Enrollment Communication Materials
Below are three key notes to learn as you approach the upcoming Open Enrollment Season: 1. If the Open Enrollment (OE) materials include required ERISA language, they may serve as a Summary of Material Modifications (SMM), which is an ERISA-mandated...
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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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