Reminder: Forms 5500 for Calendar-Year Plans are Due July 31
For benefit plans subject to ERISA, Form 5500 must be filed within seven months after the plan year ends. For calendar-year plans, that means the 2017 Form 5500 is due no later than July 31, 2018. Small plans with fewer than 100 participants may be exempt. See our Frequently Asked Questions for tips on the filing requirements for health and welfare plans.