Form 5500 — filing check Does this client have to file an annual report for the plan year? Every ERISA welfare plan owes one unless an exemption applies, so this looks for the exemption rather than assuming it.
Client
Select… Acme Corp Albuquerque Retail 04 Albuquerque Retail 14 Albuquerque Retail 24 Albuquerque Retail 34 Albuquerque Retail 44 Atlanta Technology 10 Atlanta Technology 20 Atlanta Technology 30 Atlanta Technology 40 Atlanta Technology 50 Bright Health LLC Chicago Professional Services 08 Chicago Professional Services 18 Chicago Professional Services 28 Chicago Professional Services 38 Chicago Professional Services 48 Dallas Manufacturing 01 Dallas Manufacturing 11 Dallas Manufacturing 21 Dallas Manufacturing 31 Dallas Manufacturing 41 Denver Retail 09 Denver Retail 19 Denver Retail 29 Denver Retail 39 Denver Retail 49 Just Cause Insurance Services Lawton Field Services 02 Lawton Field Services 12 Lawton Field Services 22 Lawton Field Services 32 Lawton Field Services 42 Los Angeles Technology 05 Los Angeles Technology 15 Los Angeles Technology 25 Los Angeles Technology 35 Los Angeles Technology 45 Miami Manufacturing 06 Miami Manufacturing 16 Miami Manufacturing 26 Miami Manufacturing 36 Miami Manufacturing 46 New York Field Services 07 New York Field Services 17 New York Field Services 27 New York Field Services 37 New York Field Services 47 Phoenix Professional Services 03 Phoenix Professional Services 13 Phoenix Professional Services 23 Phoenix Professional Services 33 Phoenix Professional Services 43 Check filing requirement