Relius Government Forms 5500

Forms for annual reporting of information for employee compensation and benefit plans.

5500 Product Description
The Government Forms 5500 package produces DOL/IRS Form 5500 and related schedules, PBGC forms, and other forms pertinent to these filings for the current and two previous form years.

5500

  • Form 5500, 5500-EZ, and related schedules
    • Schedules A, B, C, D, E, G, H, I, R, and SSA
  • PBGC Form 1-ES, 1-EZ, Form 1, Form 1 Schedule A
  • PBGC Forms 10, 10-Advance, 200
  • Forms 2758 (for form year 1999 and prior), 5330, 5558, 8453-E
  • Forms 2848, 8821, 8868, SS-4
  • Form EFAST-1

5500 Web Client
A fully automated method of delivering annual 5500 filing packets to Plan Sponsors. Used in conjunction with Relius Government Forms 5500, it operates as a(n):

  • Reader
  • Editor
  • Printer Mechanism
  • Electronic Filing Utility

With certain permissions set by the preparer, the plan sponsor can change data on the form or schedules, print the completed return to be signed and mailed or kept as an office copy, or even submit the completed return electronically to the Department of Labor.

The 5500 Filing Guide
Presented in a pleasing, readable format, the Filing Guide is accessible as you need it, in a single key stroke to understand required annual Form 5500 rules for pension and welfare benefit plans. It is the best resource available for preparing your 5500 filings confidently and correctly. And, since it is in Relius Government Forms 5500, you save time and energy that might otherwise be wasted on researching these rules elsewhere.
Order the most recent version of the 5500 Filing Guide today.

5500-Import
This modules goes a step beyond the basic import and validation processing of our 5500 software by allowing the user to import data and validate in a batch mode - not just one plan and one form at a time. If you are a high volume processor of 500 or more plans you may want to consider this module. Please call for a free demo so you can try it yourself!

To learn more about all the Relius Government Forms modules that SunGard has to offer, or for pricing information, contact Sales Support at 800-326-7235, ext. 1100.

Other 5500 Packages Available
Same great packages – for larger or smaller filings.

5500 Enterprise and Omni Enterprise

5500 Lite (current form year) (Single license only.)
DOL/IRS Form 5500, 5500-EZ, 5558 and EFAST-1 as well as schedules A, C, D, E, G, H (5 maximum), I, R, and SSA. Twelve 5500s 25 of each included schedule type (as applicable) per return. No schedule B or PBGC forms.

5500 Ltd. (current form year) (Single license only.)
DOL/IRS Form 5500, 5500-EZ, 5558 and EFAST-1 as well as schedules A, D, I, R, and SSA. Five small plan returns, using either the 5500 and/or 5500-EZ, 25 of each included schedule type (as applicable), per return 100 participants per plan. No Schedule B, Schedule H, or PBGC forms.