Alert / Employee Benefits
Upcoming key compliance deadlines and reminders for third quarter 2018

The dog days of summer are nearly upon us, which means employee benefit plans operating on a calendar year ERISA plan year are revving up to finalize their 2017 Form 5500 filing.

For ERISA and non-ERISA self-funded medical plans, the Patient-Centered Outcomes Research Institute (PCORI) tax looms. Sponsors of fully insured and otherwise funded ERISA plans (e.g., a funded plan would be one where plan assets are held in trust) must provide a summary of the plan’s 2017 Form 5500 (i.e., the “summary annual report” or SAR). Some multiple-employer welfare arrangement (MEWA) sponsors may owe the second quarter’s calculation of the annual fee on health insurance.

The five items listed below in this third installment of our quarterly reporting and disclosure reminders for 2018 are not necessarily applicable to all plans. If you have questions about the applicability of certain requirements to your plan, please contact your Lockton account team.

Here are potential action items for the third quarter of 2018 (through Sept. 30).

Not Legal Advice: Nothing in this Alert should be construed as legal advice. Lockton may not be considered your legal counsel and communications with Lockton's Compliance Services group are not privileged under the attorney-client privilege.

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