Form 5500 is a report that provides the government with key details about a companys employee benefit plans, including self-funded plans, retirement plans, and welfare benefit plans such as dental, health, and life insurance. The Form 5500 Series is part of the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Codes overall reporting and disclosure framework, which is intended to ensure that employee benefit plans are operated and managed according to prescribed regulations. The Form 5500 and its accompanying schedules must be filed with the Employee Benefits Security Administration (EBSA) on or before the last day of the seventh month following the end of the plan year. The version of Form 5500 that a company is required to file depends on the type and size of the plan. There are three variations of the form: Form 5500, Form 5500-SF, and Form 5500-EZ. Generally, any business that sponsors a retirement savings plan must file a Form 5500 each year that the plan holds assets. Form 5500 Series reporting may also be required for certain employer-sponsored health and welfare plans, including medical, dental, life insurance, and disability benefits.