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News and Alerts
Form 5500 Annual Return Report of Employee Benefit Plan

Form 5500 Annual Return Report of Employee Benefit Plan

July 8, 2020 Each year, employee benefit plan administrators are generally required to file a return/report regarding the plan’s financial condition, investments and operations. The annual reporting obligation is generally satisfied by filing the Form 5500 Annual...

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HIPAA Compliance for Business Associates

HIPAA Compliance for Business Associates

July 8, 2020 Businesses that have access to protected health information (PHI) on behalf of a covered entity (for example, an employer’s group health plan) typically qualify as “business associates” under the HIPAA Privacy, Security and Breach Notification Rules...

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PCORI Fees Due July 31, 2020

PCORI Fees Due July 31, 2020

June 12, 2020 The Affordable Care Act (ACA) requires health insurance issuers and self-insured plan sponsors to pay Patient-Centered Outcomes Research Institute fees (PCORI fees). The fees are reported and paid annually using IRS Form 720 (Quarterly Federal Excise Tax...

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Your Local Partner with National Clout

United Benefit Advisors® (UBA) is a Partner-owned alliance of elite, independent, privately held benefit advisory firms across the U.S. As a UBA Partner Firm, we have access to large scale resources, shared wisdom and market leverage allowing us to provide sophisticated, cost-effective solutions and personal service that only an independent advisor can deliver.

Serving the health & welfare employee benefit needs of mid-sized employers in New England.

Sullivan Benefits

(774) 369-0280

Marlborough, Massachusetts