5500 Filing

Form 5500 filing services manage the filing of Form 5500 documentation with the IRS on behalf of the plan administrator.
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TELUS Health formerly LifeWorks (US) Ltd.

TELUS Health formerly LifeWorks (US) Ltd.

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Company Overview

Founded

July 1966

Employees

15,000

Funding Summary

None

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About TELUS Health formerly LifeWorks (US) Ltd.

TELUS Health is a leading provider of technology-enabled HR services that deliver an integrated approach to employee wellbeing through our cloud-based platform. Our focus is providing world-class solutions to our clients to support the mental, physical, social and financial wellbeing of their people. By improving lives, we improve business. Our approach spans services in employee and family assistance, health and wellness, recognition, pension and benefits administration, retirement consulting, actuarial and investment services. TELUS Health employs approximately 10,000 employees who work with approximately 30,000 client organizations that use our services in over 160 countries. Effective September 1, 2022, LifeWorks was acquired... Show More
Alight Solutions

Alight Solutions

3.9 (14)
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Founded

1994

Employees

10,000

Funding Summary

2.5M Series A

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About Alight Solutions

Founded in June 2017 following a divestiture from Aon Corporation, Alight inherits over 40+ year of HR expertise from its predecessors, Aon and Hewitt Associates. Most recently, in July 2024, Alight completed the sale of our Professional Services segment and our Payroll & HCM Outsourcing businesses to an affiliate of H.I.G. Capital. Following the sale, this business unit has been rebranded as Strada and will operate independently from Alight. In December 2022, Alight acquired ReedGroup, a leader in leave management solutions. This acquisition significantly strengthened Alight's ability to support employees and their dependents throughout their entire employment lifecycle, from onboarding to... Show More
Acrisure Compliance Solutions

Acrisure Compliance Solutions

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Founded

Aug-17

Employees

7

Funding Summary

Not Provided

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About Acrisure Compliance Solutions

Acrisure Compliance Solutions (ACS) is a team of HR and employee benefits compliance experts who assist Acrisure agents with their clients’ complex questions and issues on laws such as ERISA, HIPAA, COBRA, ACA, FMLA, FLSA, and ADA. Along with this free consulting support, ACS provides quarterly compliance-focused webinars, regulatory and legislative updates, weekly digests of compelling news, trends, and compliance due dates, a compliance education publications library, and various compliance checklists, templates, and toolkits. In addition, ACS provides various services that assist clients with their compliance obligations including Form 5500 filings, plan documents and SPD drafts, nondiscrimination testing, HIPAA training,... Show More
Wrangle an Ascensus Company

Wrangle an Ascensus Company

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Min. Group Size

-

Lives Serviced

-

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Overall, Wrangle works directly with you. We will only work with your client after you instruct Wrangle to do so.
We have a 4-phase circular process that has been proven successful... Show More
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BBP Admin

BBP Admin

5.0 (1)
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Min. Group Size

-

Lives Serviced

85,000

Average Cost

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BBP Admin has been filing Welfare 5500’s for over 30 years. Our process is seamless and meant to make
the overall filing easy and compliant. The process starts with BBP Admin tracking... Show More
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Employee Benefits Corporation (EBC)

Employee Benefits Corporation (EBC)

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-

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-

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Trust our compliance expertise and accuracy to prepare your health and welfare benefit plan Form 5500 through a single, experienced source. We prepare health care FSA Form 5500 at no additional charge for... Show More
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isolved

isolved

4.1 (258)
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Founded

1986

Employees

2,000

Funding Summary

Not Provided

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About isolved

isolved is the most-trusted HCM technology leader, providing the best combination of software and services to meet the needs of today's People Heroes – HR, payroll, and benefits professionals. From talent acquisition to workforce management to talent management, our solutions are delivered directly or through our HRO partner network to more than 6 million employees and 168,000 employers across all 50 states – who use them every day to increase productivity, accelerate decision-making and ensure performance, while reducing risk. isolved People Cloud, our intelligently connected platform, automates the entire employee experience by design, so that organizations can engage, empower, and... Show More
HSA Bank, a division of Webster Bank, N.A.

HSA Bank, a division of Webster Bank, N.A.

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Min. Group Size

1 eligible

Lives Serviced

-

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HSA Bank can facilitate the completing of the Form 5500 with our preferred vendor. Show More
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401GO

401GO

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Founded

2018

Employees

28

Funding Summary

7.5M Seed Round

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About 401GO

The most innovative 401(k) platform in the world! We build our system from scratch to solve one of the most important solutions you need to strengthen your business. The 401(k) industry is expensive, slow and very inefficient. We created 401GO to solve these problems allowing you to focus on your future and your business. We look at retirement outside of the box, automating all the things that normally are handled by your business and giving you the freedom to get back to what you do best.
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ACAPrime

ACAPrime

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-

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-

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Refer clients to Wrangle Show More
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BASIC

BASIC

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Founded

1989

Employees

397

Funding Summary

Not Provided

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About BASIC

As one of the first third-party administrators of Flexible Spending Accounts in the nation, BASIC is a Technology Driven HR Compliance Company focused on delivering administrative and technology solutions to assist Human Resource Departments throughout the United States. Show More
Medcom Benefit Solutions

Medcom Benefit Solutions

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Founded

1983

Employees

85

Funding Summary

Not Provided

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About Medcom Benefit Solutions

Celebrating pver 40 years, Medcom has been a leader in employee benefit administration, ERISA Compliance, and consulting services with exceptional service. We create tailor-made solutions of tax-advantaged benefit plans using innovative debit card technology to meet the needs of plan participants and the administrative goals of employers.

Medcom’s expert consultative services provide a comprehensive approach to ERISA Compliance, in addition to, the administration of COBRA, Retiree Billing, Flexible Spending Accounts, Health Savings Accounts, and Health Reimbursement Arrangements.

As regulatory compliance continues to increase in complexity, Medcom has designed a streamlined approach to... Show More
Conner Strong & Buckelew

Conner Strong & Buckelew

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Founded

1959

Employees

Funding Summary

Not Provided

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About Conner Strong & Buckelew

Conner Strong & Buckelew is one of America's largest and most admired insurance brokerage, employee benefits and risk management consulting firms. We’re an industry leader in providing high-risk businesses with comprehensive solutions to prevent losses, manage claims and drive growth. Whether providing risk and insurance services to industries ranging from construction to life science or offering employee benefits services ranging from health and wellness programs to strategic advisory consulting, we are intensely focused on getting results for your business. Founded in 1959, Conner Strong & Buckelew has offices in New Jersey, Pennsylvania, Delaware, Florida, Georgia, Massachusetts and New York. Each... Show More
CXC Solutions

CXC Solutions

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Min. Group Size

-

Lives Serviced

-

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Average Cost is Locked

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Lock

Product Features

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Product Description

• Determine Schedule requirements
• Generate Form 5500s & supporting documents
• Ability to electronically sign Form 5500
• Simple one-click print and E-File
• Supports Wrap Plans
... Show More
Company Overview
First American Bank - Health Account Services

First American Bank - Health Account Services

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Founded

1974

Employees

Funding Summary

Not Provided

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About First American Bank - Health Account Services

For more than 40 years, First American Bank has been focusing on building long-term relationships with customers through high-quality solutions and exceptional service. Our extensive services range from personal products and services to commercial banking and wealth management. First American Bank prides itself on delivering sophisticated bank products combined with the personal attention only a local community bank could offer.

First American Bank’s size and management structure allows the bank to respond quickly with tailor made solutions that reflect a deep understanding of each customer’s goals and potential for growth.

Member FDIC and Equal... Show More
Navia

Navia

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Founded

1989

Employees

165

Funding Summary

Not Provided

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About Navia

Navia has been around since 1989. We started out as Flex-Plan Services, a family-owned and operated third-party administrator of FSA plans serving school districts and other public sector employers in Washington State. We’ve grown from our humble beginnings to be considered one of the premier administrators on the West Coast with a national reach of clients from coast to coast. Over time, even with our increase in service offerings and overall growth, we’ve maintained the qualities and principals that the company was founded on: respect, communication, and treating clients and participants like family.

Relationship with transparency means... Show More
Pro-Flex Administrators, LLC

Pro-Flex Administrators, LLC

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Founded

2010

Employees

15

Funding Summary

Not Provided

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About Pro-Flex Administrators, LLC

Pro-Flex Administrators LLC is a full-service benefits administration company that was built on one premise: to provide the highest levels of service at an affordable cost. Our state-of-the-art software provides the efficiencies required in today’s business environment to effectively meet your administrative needs and create satisfaction with your employees. We combine our knowledge and expertise with unprecedented plan flexibility to deliver our value proposition to clientele within a wide variety of industries.

Pro-Flex Administrators takes great pride in delivering a positive customer service experience at both the employer and employee level. By incorporating three vital components into... Show More
Advantage Administrators

Advantage Administrators

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Founded

1987

Employees

Funding Summary

Not Provided

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About Advantage Administrators

Advantage Administrators, formerly known as R.D. Drenkow & Co., Inc., was founded in 1987 by ERISA attorney Rodney D. Drenkow as an independent employee benefit consultant and administrator. Our experienced staff can help you establish a benefit plan that will satisfy the needs of your employees. As an independent third party administrator, we provide all the services necessary for tax-favored employee benefit programs, such as: Trust Accounting, IRS Reporting, Consulting, Documentation and Compliance Testing Show More
America’s Back Office Inc.

America’s Back Office Inc.

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Founded

1997

Employees

36

Funding Summary

None

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About America’s Back Office Inc.

America's Back Office has over 19 years in taking Human Resource burdens off US businesses of all sizes. From Payroll, HR, Benefits, legal to compliance; we help our clients succeed. Our service model is designed like a fortune 500 Human Resource department, with the experts to back it up. Big or small, America's Back Office offers a custom bundled solution that fits your company’s Human Resource needs. Giving you access to one trusted adviser, one group of experts, under one roof; helping you save Time & Money. Show More
Benefit Planning Consultants, Inc.

Benefit Planning Consultants, Inc.

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Founded

1979

Employees

Funding Summary

Not Provided

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About Benefit Planning Consultants, Inc.

Since 1979, our mission as been to provide comprehensive benefit administration solutions and unmatched customer service. We attribute our success to our passion and the high value we place on our relationships with clients and partners. Our niche is placing our clients and their employees first and looking at things from their point of view. BPC is small enough to care and large enough to do the job right.

Discover what makes BPC different and how you can be a part of it. Show More

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