The Leading Provider of the Form 5500
Wrangle manages all aspects of the Form 5500 process, from beginning to end. Our experienced team provides the following services.
All services included in one flat-rate fee
- Health & Wellness Form 5500
- Trust filings
- Multiple Employer (MEWA)
- Delinquent filings (under the DFVC program)
- Collection of unlimited Schedule Aās from insurance carriers
- Form 5558 Extensions (if necessary)
- Amend prior Form 5500 filings
- Ongoing educational programs (such as live webinars) to keep you current on the latest compliance news
- Access to our experienced team to answer all your technical questions
- Assist with DOL audits
Contact Us Today for Pricing
Wrangleās team monitors the process for each ERISA Plan that is listed in the Dashboard. When any approaching deadline is on the horizon and action is required, Wrangle will proactively reach out to notify the contact on the account for instructions.
Each Form 5500 File follows the exact four phase cycle that runs every 12 months.
| Role | 5500 Representative | 5500 Specialist | Data Collections Broker Facing |
Data Collections Carrier Facing |
|---|---|---|---|---|
| Tasks | Personally available for client questions, Form 5500 questions and process questions | Reviews, posts and e-files Form 5500s as well as updates for changes. Also prepares extensions (Form 5558) | Reviews the eWorksheet and asks questions if necessary | Reaches out to Carriers to obtain Schedule As and builds the Form 5500 |
POD Team Members
| POD Name | 5500 Representative | 5500 Specialist | Data CollectionsĀ Broker FacingĀ | Data CollectionsĀ Carrier FacingĀ |
| ATEAM | Julie Berblinger | Natalie Kent | JD Flagg | Chantiel Miotke |
| BATCAT | Jennifer Bishop | Eden Shroyer | Sarah Warren | Peter Clark |
| BLAST | Tammy Martinez | Camey Berry | Nan McNatt | Mekayla DancingBear |
| ROCKITĀ | Janice Dye | Rebecca Lubahn | Wanda Loney | Carolina Reyes De Mendoza |
| SUPER | Megan Cain | Megan Cain | Amy Bone | Sabine Antoine |
| SUPERĀ | Pam Branham | Pam Branham | Amy Bone | Sabine Antoine |
| WINNER | Tiffany Collins | Tina Fruitt | Michelle Auxier | Alyssa Gagliardo |
DFVC:
- Lead: Michelle Shelton,Ā 5500 Specialist: Terry Potter
Process Support Team
- Carrol Smith
- Julie Wensel
- Candy Allen
- Tonya McKay
- Tracy Escudero
- Lisa Smith
Our Interactive Broker Dashboard
Login to your broker Dashboard to manage your plan sponsors and view real-time status updates every step of the way.
Our online Dashboard provides 24/7 access so you can:
- Create, review and edit plan sponsor e-worksheets
- Generate status reports
- Review and e-sign your completed Form 5500s