Filing & administration
SAR (Summary Annual Report)
A short summary of the Form 5500 distributed to plan participants annually. Required for plans that file Form 5500. Generally not required for fully-insured plans.Last reviewed: · TMRW Benefits is a benefits brokerage, not a tax or legal advisor. Consult a CPA or attorney for situation-specific guidance.
More in Filing & administration
Form 5500
Annual ERISA report for plans with 100+ participants.
SPD (Summary Plan Description)
Plain-language plan explanation for participants.
Plan Document
Legal document establishing an ERISA plan.
Wrap document
Combines carrier certs with ERISA elements.
Form 1094-C / 1095-C
IRS ACA reporting forms for ALEs.
SBC (Summary of Benefits and Coverage)
Standardized ACA plan-comparison summary.
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