Filing & administration
SBC (Summary of Benefits and Coverage)
A standardized 4-page summary required by the ACA that compares plan benefits in a uniform format. Must be provided to applicants and enrollees at specific times. Designed to make plan comparison easier across carriers.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.
SAR (Summary Annual Report)
Annual Form 5500 summary for participants.
Form 1094-C / 1095-C
IRS ACA reporting forms for ALEs.
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