Tag: MLR Rebates

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Compliance Zywave

Compliance Tracker July 2026

Form 5500 Filing Deadline (Calendar-year Plans Only) Employers with employee benefit plans covered under the Employee Retirement Income Security Act (ERISA) that operate on a calendar year must file Form 5500 for the 2025 plan year by July 31, 2026, unless an extension is requested or a reporting exemption applies. The regular deadline for filing […]

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Compliance

Meeting the ERISA Deadline: Handling MLR Rebates

Employers with insured health plans may have received a Medical Loss Ratio (MLR) rebate from their health insurance carrier this year. Rebates were required for plans not meeting the 2024 MLR standards and had to be issued by September 30, 2025, either as premium credits or lump-sum payments. If any part of the rebate qualifies […]

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