Benefits - 5500 Specialist

5 days ago

Remote, Oregon, United States Baystate Benefit Services Full time $120,000 - $180,000 per year

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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