Items That Must Be Filed:

The following forms typically apply to groups with over 100 participants or have a self-funded plan.  The Employer Reporting link provides information regarding final IRS regulations with regards to reporting group health insurance information.

5500PCOR TaxTransitional Reinsurance FeeEmployer Reporting

The Summary Annual Report (SAR) is a summary of the Form 5500 filing that employers file with the DOL if they have over 100 participants or have a self-funded plan.  Summary should be distributed each year the employer is required to file a form 5500 to covered employees and beneficiaries under the plan.

Information for non complaint ACA plans (such as self-funded programs) can be found here.

Final IRS regulations pertaining to how employers and insurance companies will report information to the IRS in order to enforce both the Individual and Employee mandates of the Affordable Care Act (ACA).

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