Job Description
We are seeking a detail-oriented part-time employee to assist with the preparation and filing of ERISA-based welfare Form 5500s. This role involves managing all aspects of the 5500 filing process, including coordination with insurance carriers and collection of necessary documentation (e.g., Schedule A forms). Key Responsibilities • Prepare and review Form 5500 filings for welfare benefit plans in accordance with ERISA and DOL requirements. • Request and track Schedule A reports and other documentation from insurance carriers.
• Verify data accuracy and ensure timely submission of filings. • Maintain organized records of plan documents, filings, and correspondence. • Communicate professionally with carriers, clients, and internal staff regarding filing status and compliance updates. Qualifications • Prior experience working with ERISA welfare benefit plans or 5500 filings required. • Familiarity with Schedule A requests and coordination with insurance carriers. • Strong attention to detail and organizational skills. • Proficiency in bolthires Excel and/or 5500 preparation software a plus.
• Ability to work independently with minimal supervision. Hours &
Compensation • Flexible, part-time schedule (approximately 10–20 hours per week, depending on workload). • Competitive hourly rate commensurate with experience. Job Type: Part-time Pay: From $15,000.00 per year Expected hours: 7 per week Work Location:
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