- This event has passed.
Summary Annual Report (SAR) to participants
September 30, 2024
| Group health plans that are subject to the Form 5500 filing and have not extended the deadline via a Form 5558 | Employers that are required to file a Form 5500 must provide participants with a summary of the information in the Form 5500, called a summary annual report (SAR). The plan administrator must provide the SAR within nine months of the close of the plan year. | No monetary penalty for failure to timely distribute, however Up to $110/day if not provided to participant within 30 days of request |
