2025 Annual Compliance Calendar

January 15, 2025
By Jay Kirschbaum

 

2025 Annual Compliance Requirements for Health Plans 

Employers that provide group health plan coverage to their employees are subject to numerous compliance requirements throughout the year, such as requirements for reporting, participant disclosure, and certain fee payments. For example, employers with group health plans may be required to:

  • File a Form 5500 by the last day of the seventh month following the end of the plan year (or request a filing extension)
  • Provide Medicare Part D creditable coverage disclosures to plan participants by October 15 of each year
  • Pay Patient-Centered Outcomes Research Institute (PCORI) fees by July 31 of each year
This Compliance Calendar contains a high-level summary of the various compliance requirements and associated deadlines that health plan sponsors should be aware of throughout the year. It also summarizes annual notice requirements for group health plans. Please note that certain deadlines for non-calendar year plans may vary.
 
The calendar will note whether the specific date is based on the calendar year or the plan year.


DOWNLOAD CALENDAR

 

2025 annual compliance calendar


This Legal Update is not intended to be exhaustive, nor should any discussion or opinion be construed as legal advice. Readers should contact legal counsel for legal advice. All rights reserve

About the Author

Jay Kirschbaum

Jay Kirschbaum

Senior Vice President, Director of Benefits Compliance

  • Jay has 30+ years of experience as a tax attorney, specializing in employee benefits programs.
  • Responsible for helping World's clients keep their benefit plans within the boundaries of all applicable laws and regulations while simultaneously enhancing the experience and plan results