Employee Benefit Documents
The form 5500 is our most popular document.
We can obtain all publicly available schedules and attachments,
including lists of assets, auditors' reports, plan provisions, financial
statements, and more.
NO HOURLY CHARGES
Similar services often run between $60 and $120 per hour! What
separates us from the competition is that we ONLY charge you for
what we send you, not for the time it took us to obtain the
documents! |
The basic charge is
only $60 per 5500*,
and we also offer a number of helpful additional services at very low
cost:
|
Form 5500
Annual report for a pension, health or welfare plan |
$60.00 |
SEC Overview
For publicly traded companies, we can obtain copies of the most
recent annual reports and proxy statements. |
$6.99 |
Blue-Ribbon Certification
Get a 5500 OFFICIALLY certified by the Department of Labor.
Many jurisdictions require that 5500s be certified in order to be
admitted in a court of law. Cost is in addition to base documents
retrieval fees. |
$14.99 |
Extended Plan History Report
We can obtain a list of all 5500s filed for a particular plan
all the way back to 1993. |
$60.00 for the
first plan
$20.00 for each
additional plan |
Other filings we can obtain include:
Summary Plan
Descriptions
The most recently available SPDs are from the 1997 plan
year, so this would be the most recent copy we could obtain. |
$60.00 |
Top Hat
Letters
The only document in the
public record for a top hat plan is the top hat letter. This
letter is usually a one-page document that includes date of plan
inception, number of participants, and sponsor contact
information. |
$60.00 |
|
Advisory Opinions |
$60.00 |
|
Exemption
Applications/Notifications |
$60.00 |
|
If you want something that's not on
this list, just ask us and we'll see
what we can do! |
|
Labor-Management Documents
For unions, we can provide a variety of
documents* ranging from the financial reports of a
union headquarters to local by-laws.
Constitutions
The laws of a national union. |
$60.00 |
By-Laws
The laws of a local union. |
$60.00 |
LM-1
Union creation report. |
$60.00 |
LM-1A
Amended LM-1. |
$60.00 |
LM-2/3/4
Union financial reports. |
$60.00 |
LM-10/20/21
Consultant and employer reports. |
$60.00 |
LM-15/16
Trusteeship Reports |
$60.00 |
Collective
Bargaining Agreements
We have all agreements with over 1,000 participants. |
$80.00 |
|
If you want something that's not on
this list, just ask us and we'll see
what we can do! |
|
Rush Service
Typical turnaround time is 5-10 business
days for most of our documents. This can seem like an eternity when you
have a court date, a meeting deadline, or when you just can't wait! When
you absolutely need your documents right away, we offer a number of rush
service options. In addition, we can also ship your package via Federal
Express, in which case you'll get them the morning after we do, or we
can fax or e-mail them, in which case you'll get them
MINUTES after we do!
STAY
AHEAD OF THE COMPETITION
E-mail
We can now e-mail your documents to you. Save as much as 18% off
the cost of shipping and get your documents instantly.**
Fax
We can fax your documents to you for only $0.99 per
page. This allows you the luxury of getting them minutes after
they come into our office.
***E-mail charges are in
addition to standard document rates. |
E-MAIL SHIPPING***
|
Pages |
Price |
|
0-100 |
$13.00 |
|
101-200 |
$15.00 |
|
201-300 |
$17.00 |
|
301-400 |
$20.00 |
|
401-500 |
$25.00 |
The most cost-effective way to
get your documents ASAP! |
We offer the following rush services (all
fees are in addition to standard document fees):
Standard Rush
This service moves you to the "top of the list" so that we get to
your orders before anyone else's. There is no guaranteed
turnaround time. |
$24.99 per document |
VIP Rush
This is our fastest rush service available. We drop everything and
work to get your order right away. We can usually get it to you
overnight if you order by 1PM Eastern.
If we cannot
provide the documents with 24 hours, you are notified and the rush fee is waived.
Not available for some documents such as blue-ribbon
certification, SPDs or Top Hat Letters. |
$49.99 per document |
Tax-Exempt Filings
The primary source of information for
tax-exempt organizations is the form 990*. We can
obtain these for $60.00 per filing from our in-house archive. If they
are not available there, we can submit a Freedom of Information Act
request to the IRS for $75.00.
*All documents are subject to a $0.45 per
page photocopying fee. If no documents were available, you will be
charged a minimum $50 research fee. We are not responsible for documents
damaged in shipping, or for the information reported to the government
in the documents.
**Typical turnaround time for most documents
is 5-10 business days. Rush service is available at extra cost. Your order
will be e-mailed following our receipt and scanning of the documents
requested. Percent savings is based on Fedex Priority Overnight to Zone 2.
***E-mail charges are in
addition to standard document rates. |
