Compliance Assistance

The Brown & Brown Benefits Group provides our clients assistance with federal and state legislation affecting employee benefits. Among our Benefits Group Associates are individuals with specific expertise and knowledge, in the different areas of legislative compliance.

We Provide:

  • Annual regulatory reporting preparation (Form 5500 & Summary Annual Reports).
  • Contract and booklet review for state and federal requirements.
  • Preparation of compliance notices for COBRA, HIPAA, WHCRA, etc.
  • Preparation of Annual MEWA filings for Multiple Employer Trusts.
  • Assistance with Summary Plan Description wrap around document requirements.
  • Updates on legislative issues which affect welfare plans
  • Assistance with COBRA & HIPAA questions.