5500 Filing

Easily navigate the crowded vendor landscape

Form 5500 filing services manage the filing of Form 5500 documentation with the IRS on behalf of the plan administrator.

"Shortlister saved us time and money, while helping us to identify a platform that fit our unique company culture."

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Rachel B

HR Director

Vendor Banner 5500 Filing Q2  2024

Q2 June 2024: Winners

Top 0 5500 Filing

List of the top 0 5500 Filing in Shortlister as of June 2024, presented in the order they appear in the full Vendor Listing tab.

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    • Global Capabilities
    • iOS Native Application
    • Android Native Application
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    • GDPR Compliant
    • SSAE 18 / SOC Audit(s) Performed
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    35 Vendors
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    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... View Full Profile

    Employees
    15000
    Lives Serviced
    26,000,000
    Funding
    None
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    Dashboard analytics
    Top Offerings
    Benefits Administration
    Leave / Absence Management
    Pension Plan
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    28
    Lives Serviced
    32,000
    Funding
    7.5M Seed Round
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Responsive Design
    SSAE 18 / SOC Audit(s) Performed
    Top Offerings
    401(k) Plan
    403(b) Plan
    Profit Sharing Plan
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Employee Benefits Corporation (EBC)

    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 BESTflex Plan clients. And we prepare Form 5500 for ... View Full Profile

    Employees
    215
    Lives Serviced
    1,100,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    iOS Native Application
    Top Offerings
    Health Care Flexible Spending Account (FSA)
    Health Savings Account (HSA)
    COBRA Administration
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    4.1 (193 reviews)
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    2000
    Lives Serviced
    3,500,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    Dashboard analytics
    Top Offerings
    Bundled Solution (HCM/HRIS/HRMS)
    Payroll
    Applicant Tracking System
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    397
    Lives Serviced
    1,000,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    Global Capabilities
    Top Offerings
    Health Care Flexible Spending Account (FSA)
    Health Reimbursement Arrangement (HRA)
    Health Savings Account (HSA)
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    5.0 (1 reviews)
    Full Reviews Breakdown

    BBP Admin

    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 the client. To do so we just need the following: • Group Name • Group ... View Full Profile

    Employees
    50
    Lives Serviced
    1,025,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    Dashboard analytics
    Top Offerings
    COBRA Administration
    Health Savings Account (HSA)
    Health Care Flexible Spending Account (FSA)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -

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    Reviews pending
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    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 ... View Full Profile

    Employees
    85
    Lives Serviced
    690,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    SaaS / Cloud-based
    Third-party integrations
    Top Offerings
    Benefits Administration
    COBRA Administration
    ACA Management
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    NWPS

    NWPS was started in 1994 to provide high-quality service for benefit plan sponsors, participants and advisors. We have no conflicts of interest with investments, insurance or other lines of business. Services Plan consulting and design Recordkeeping and ... View Full Profile

    Employees
    193
    Lives Serviced
    515,000
    Funding
    None
    Minimum Group Size
    100 eligible
    Features
    3rd Party Integrations
    Android Native Application
    Dashboard analytics
    Top Offerings
    401(k) Plan
    403(b) Plan
    Pension Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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, ... View Full Profile

    Employees
    36
    Lives Serviced
    Not Provided
    Funding
    None
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Payroll
    HR Compliance Services
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    15
    Lives Serviced
    200,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    iOS Native Application
    Responsive Design
    Top Offerings
    Health Reimbursement Arrangement (HRA)
    Health Savings Account (HSA)
    COBRA Administration
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    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 ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    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, ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Crumdale Partners

    Crumdale Partners is a diversified insurance firm providing custom, self-funded healthcare solutions to a bespoke set of brokers, consultants, and agents nationwide. We optimize the fragmented health benefits supply chain to reduce health benefit costs and ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    Dashboard analytics
    Top Offerings
    Emerging Products
    Pharmacy Benefit Group Purchasing Coalition
    Stop Loss Coverage
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    ERISAPros, LLC

    Are you an Employee Benefits Producer or Senior Account Manager with ten years of experience looking for an exciting new opporutnity? We are looking for a Director of Business Development to join our team. ERISAPros, LLC is an industry-leading professional ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Flex admin

    Flexible Benefit Administrators, Inc. (FBA) began when our President, G. Landon Browning, Jr., sat on the Cafeteria Plan Advisory Board to develop the reimbursement plan governed by IRS Section 125. While on the Board, our President recognized the need to ... View Full Profile

    Employees
    26
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Kelly Benefits

    Will not complete per Corp Comm 1.8.24... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    3rd Party Integrations
    Android Native Application
    Dashboard analytics
    Top Offerings
    Benefits Administration
    Payroll
    Bundled Solution (HCM/HRIS/HRMS)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Actuarial Systems Corporation - ASC

    Retirement Plan Software, Documents, 5500 Forms & More…. Since our founding in 1981, we focus on providing software and web-based automation which increases retirement plan professionals productivity and efficiency. Additionally, Actuarial Systems ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    BDS admin

    Our purpose is to provide optimal employee benefit solutions by focusing on the goals of our clients. Objective: Is to produce the highest level and quality of employee benefit services possible, while assisting our Employer groups in maximizing their ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Benefits Compliance Consultants

    Benefits Compliance Consultants, Inc. with offices in Saint Petersburg, Florida specializes in ERISA compliance solutions and provides IRS Form 5500 and Plan Document preparation, filing and consulting services. We understand the many intricacies of ERISA ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -