Recent News & Updates
Pharmacy Changes for Anthem Members
Effective 1-1-2012, Walgreens will no longer be participating in Anthem’s network for your prescriptions. You will need to have your prescriptions transferred to a new in-network pharmacy for the new year. If you have any questions about this matter, you should contact your Anthem Customer Service department. Click here to see the announcement from Anthem.
Read MoreA Letter From One of Our Investment Managers
We received a letter from one of our Investment Managers. With the current economic conditions, it’s important to wise consumer and not to make any rash decisions. They have included their recommendations based on their experience. If you have any concerns, the best thing you can do is to contact your personal investor. Their knowledge can help you make the best decision for you.
Read MoreForm 5500 and 990 Filings
expertise is key.
At S&A, we are uniquely qualified to provide Form 5500 preparation and filings. Not only do we have more than 20 years experience in the area, we are also trained accountants and benefits experts. You won’t find a company more qualified.
As prescribed by the Employee Retirement Income Security Act (ERISA), Department of Labor (DOL) and the Internal Revenue Code (IRC), Form 5500 Series satisfy the annual reporting requirement for employee benefit plans. Form 5500s for Health and Welfare Plans are extremely complex. In fact, there are very few companies who have the in-house expertise required to accurately and completely file this type of form. It is common to hear about organizations that have experienced Form 5500 filing errors resulting in DOL and IRS notices.
Our services include Form 5500 preparation with EFAST2 filing and Summary Annual Reports. If you are concerned about past erroneous filings, we can also review prior tax year work to identify and resolve any issues, as well as assist in responding to IRS or DOL inquiries.
S&A will also help to satisfy additional filing requirements, including Form 990. Non-profits, charities, and other tax-exempt organizations, like unions, are generally required to file Form 990 annually to maintain tax-exempt status.
No matter how complex your filings may be, please call (877) 641-8188 or email info@sandainc.com.