After ComplianceBug completes the preparation of your annual Form 5500, you’ll receive an email notification letting you know you can electronically review the DRAFT preparation and/or file the COMPLETED return(s) directly with the Employee Benefits Security Agency (EBSA) via our EFAST2 connection to the Department of Labor (DOL).

To access your filing(s):

STEP 1: Click the REVIEW/FILE button that appears on your Compliance Scorecard

 

 

 

STEP 2:  Click the E-SIGN 5500 button to show all filings for your account.

 

 

 

 

 

 

To review your DRAFT filings:

STEP 1:  Click the PRINT 5500 button.  For some browsers, this will open a NEW BROWSER TAB where you can view your filing.  For others, it will download a PDF attachment to your computer.

 

 

 

 

 

 

 

STEP 2:  Use your browser’s PRINT/SAVE options to print (or save) the filing for your review and records.  CLOSE ANY TABS OR CLICK THE EXIT/LOGOUT BUTTONS WHEN COMPLETE.

STEP 3:  Let ComplianceBug (or your broker/consultant) know via fax/email of any edits/corrections you’ll need made to finalize your annual filing.

To SUBMIT a COMPLETED filing:

Access your filings as shown above.  You’ll be REQUIRED to review/print a final version of your filing before being able to electronically submit it to the EBSA.

STEP 1:  Enter your DOL signing credentials and click the SIGN 5500 button.  NOTE:  The credentials must be for the individual listed on the Form 5500.  You cannot have one person’s name listed on the filing and use another person’s DOL credentials.