As you may know, Form 5500 is now filed electronically with the Department of Labor (DOL). (Form 5500EZ is still filed by mail to the Internal Revenue Service.) If you have not already done so, we will need you to provide us with your e-mail address so that we can coordinate the filing of your Form 5500. Please go to our “Contact Us” page to provide it to us via e-mail. Please reference your six-digit plan number and indicate you are providing us your e-mail address for the Form 5500 filing.
Overview of Form 5500: this piece provides a basic overview of Form 5500 and Schedules and contains other helpful information. Click here to download the PDF.
Obtaining Your Credentials: In order for you to be able to electronically submit your Form 5500 to the DOL, the DOL requires that you first get “credentials.” To do so, you need to go to their website and follow the steps to receive credentials as a “Filing Signer.” To aid you, we have created a step by step guide to the process. Click here for a PDF of the guide.
E-Filing Instructions: Once you have your credentials, click here for the instructions you will need in order to actually file your Form 5500.
These files require Adobe Acrobat Reader software. You can download the free software by clicking on the Acrobat Reader link here: www.acrobat.com
Member Client service contacts
Member Client service contacts:
Customer Service Associates
Mon. - Fri., 8:00 a.m.- 8:00 p.m.,
Eastern Standard Time.
Voice Response Unit
Participant Account information available 24 hours a day, seven days a week.
Plan Administrator Line
Mon. - Fri., 8:00 a.m. - 8:00 p.m., Eastern Standard Time.
Program Digital Resources Guide
Check out the Program's Digital Resources Guide to help you locate the resources you need for any Program related task.
Morning Star Pages
Please click here to view the latest Morningstar Fund Profiles