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 Microsoft 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: Remote
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