Where to File

File Form 5500 along with any required schedules, statements and attachments to:

By mail:

Filing Form 5500 on paper:

EBSA
P.O. Box 7043
Lawrence, KS 66044-7043

Filing on floppy disc, CD, or tape:

EBSA
P.O. Box 7041
Lawrence, KS 66044-7041

By private delivery service:

Filing on paper, floppy disc, CD, or tape:

EBSA
Attn: EFAST
3833 Greenway Drive
Lawrence, KS 66046-1290

Electronically:

To complete the form electronically, you must contact the Department of Labor to obtain software from one of their "EFAST" approved vendors.

To send an electronic filing you must contact the Department of Labor to obtain software from one of their approved "EFAST" transmitters.

Maintaining copies and distribution to employees

You should maintain copies of your completed 5500 report for review by any employee upon request. Within nine months of the close of your plan year, you should distribute copies of your summary annual report to plan participants.