Services & Pricing
We offer a wide variety of documents for employee benefits and labor management professionals, as well as the individual. We also provide rush service for when you absolutely need the documents now. We also offer tax-exempt information.
Simplified Pricing Chart
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 document 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 documents* 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 |
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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 |
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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 Shipping*** |
E-mail
The fastest shipping option available. VIP Rush your documents via e-mail and
get them hours after ordering (if order placed before 1PM Eastern).**
|
| Pages |
Price |
| 0-100 |
$13.00 |
| 101-200 |
$15.00 |
| 201-300 |
$17.00 |
| 301-400 |
$20.00 |
| 401-500 |
$25.00 |
|
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.
|
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 |
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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.
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*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.
