We make compliance easy.



Compliance Services

Brokers and employers consistently recognize our Compliance team as key to their satisfaction with our administration and as experts in their field. Recognized nationally in the benefit regulations field, their knowledge and expertise is solicited by both clients and non-clients alike. Our Compliance Services suite offers this expertise to employers requiring services beyond our standard product offerings.

We make compliance easy.



Compliance Services

Brokers and employers consistently recognize our Compliance team as key to their satisfaction with our administration and as experts in their field. Recognized nationally in the benefit regulations field, their knowledge and expertise is solicited by both clients and non-clients alike. Our Compliance Services suite offers this expertise to employers requiring services beyond our standard product offerings.

We make compliance easy.



Compliance Services

Brokers and employers consistently recognize our Compliance team as key to their satisfaction with our administration and as experts in their field. Recognized nationally in the benefit regulations field, their knowledge and expertise is solicited by both clients and non-clients alike. Our Compliance Services suite offers this expertise to employers requiring services beyond our standard product offerings.

We make compliance easy.



Compliance Services

Brokers and employers consistently recognize our Compliance team as key to their satisfaction with our administration and as experts in their field. Recognized nationally in the benefit regulations field, their knowledge and expertise is solicited by both clients and non-clients alike. Our Compliance Services suite offers this expertise to employers requiring services beyond our standard product offerings.

Wrap Plan Document Services

Basic and Advanced Wrap Document Services are available.


Basic Wrap includes a Benefit Booklet conveniently wrapped into a single ERISA-compliant document. Advanced Wrap is a Basic Wrap that we customize to include additional eligibility, dependent definition and funding information and non-ERISA benefits.

Wrap Plan Document Services

Basic and Advanced Wrap Document Services are available.


Basic Wrap includes a Benefit Booklet conveniently wrapped into a single ERISA-compliant document. Advanced Wrap is a Basic Wrap that we customize to include additional eligibility, dependent definition and funding information and non-ERISA benefits.

Wrap Plan Document Services

Basic and Advanced Wrap Document Services are available.


Basic Wrap includes a Benefit Booklet conveniently wrapped into a single ERISA-compliant document. Advanced Wrap is a Basic Wrap that we customize to include additional eligibility, dependent definition and funding information and non-ERISA benefits.

Wrap Plan Document Services

Basic and Advanced Wrap Document Services are available.


Basic Wrap includes a Benefit Booklet conveniently wrapped into a single ERISA-compliant document. Advanced Wrap is a Basic Wrap that we customize to include additional eligibility, dependent definition and funding information and non-ERISA benefits.


Nondiscrimination Testing Services

Insured Group Health Plan Nondiscrimination Testing offers the most compliant insured group health plan testing in the benefits industry. We can determine if non-grandfathered group health plans offer benefit coverage that might favor one work group over another.

Cafeteria Plan Nondiscrimination Testing is required by the IRS to verify that the Section 125 Cafeteria Plan isn't set up in favor of key or highly compensated employees and protects the plan from adverse tax penalties.

Nondiscrimination Testing Services

Insured Group Health Plan Nondiscrimination Testing offers the most compliant insured group health plan testing in the benefits industry. We can determine if non-grandfathered group health plans offer benefit coverage that might favor one work group over another.

Cafeteria Plan Nondiscrimination Testing is required by the IRS to verify that the Section 125 Cafeteria Plan isn't set up in favor of key or highly compensated employees and protects the plan from adverse tax penalties.

Nondiscrimination Testing Services

Insured Group Health Plan Nondiscrimination Testing offers the most compliant insured group health plan testing in the benefits industry. We can determine if non-grandfathered group health plans offer benefit coverage that might favor one work group over another.

Cafeteria Plan Nondiscrimination Testing is required by the IRS to verify that the Section 125 Cafeteria Plan isn't set up in favor of key or highly compensated employees and protects the plan from adverse tax penalties.

Nondiscrimination Testing Services

Insured Group Health Plan Nondiscrimination Testing offers the most compliant insured group health plan testing in the benefits industry. We can determine if non-grandfathered group health plans offer benefit coverage that might favor one work group over another.

Cafeteria Plan Nondiscrimination Testing is required by the IRS to verify that the Section 125 Cafeteria Plan isn't set up in favor of key or highly compensated employees and protects the plan from adverse tax penalties.


Form 5500 Filing

Employers can have all their Health and Welfare Benefit Plan Form 5500s completed by a single, experienced source. As with all our Compliance Services offerings, employers can rely our expertise, experience and accuracy.

Form 5500 Filing

Employers can have all their Health and Welfare Benefit Plan Form 5500s completed by a single, experienced source. As with all our Compliance Services offerings, employers can rely our expertise, experience and accuracy.

Form 5500 Filing

Employers can have all their Health and Welfare Benefit Plan Form 5500s completed by a single, experienced source. As with all our Compliance Services offerings, employers can rely our expertise, experience and accuracy.

Form 5500 Filing

Employers can have all their Health and Welfare Benefit Plan Form 5500s completed by a single, experienced source. As with all our Compliance Services offerings, employers can rely our expertise, experience and accuracy.


Webinars you can’t afford to miss

Each of our live, no-cost webinars averages between 600-700 attendees, covering the gamut of compliance-related topics including testing, federal guidance, ACA provisions and planning, COBRA, and more. They include handouts and informative Q&As and the recorded webinar and advance registration is available online.

You truly cannot afford to miss the next one!


“The ease of access to the webinar is to be noted. The information provided was exceptionally easy to follow and absorb.”

Bonnie Langford | J. F. Schroeder Co., Inc.

Webinars you can’t afford to miss

Each of our live, no-cost webinars averages between 600-700 attendees, covering the gamut of compliance-related topics including testing, federal guidance, ACA provisions and planning, COBRA, and more. They include handouts and informative Q&As and the recorded webinar and advance registration is available online.

You truly cannot afford to miss the next one!


“The ease of access to the webinar is to be noted. The information provided was exceptionally easy to follow and absorb.”

Bonnie Langford | J. F. Schroeder Co., Inc.

Webinars you can’t afford to miss

Each of our live, no-cost webinars averages between 600-700 attendees, covering the gamut of compliance-related topics including testing, federal guidance, ACA provisions and planning, COBRA, and more. They include handouts and informative Q&As and the recorded webinar and advance registration is available online.

You truly cannot afford to miss the next one!


“The ease of access to the webinar is to be noted. The information provided was exceptionally easy to follow and absorb.”

Bonnie Langford | J. F. Schroeder Co., Inc.

Webinars you can’t afford to miss

Each of our live, no-cost webinars averages between 600-700 attendees, covering the gamut of compliance-related topics including testing, federal guidance, ACA provisions and planning, COBRA, and more. They include handouts and informative Q&As and the recorded webinar and advance registration is available online.

You truly cannot afford to miss the next one!


“The ease of access to the webinar is to be noted. The information provided was exceptionally easy to follow and absorb.”

Bonnie Langford | J. F. Schroeder Co., Inc.

Compliance Buzz

“The Buzz” is your source of compliance and regulatory benefit news. Written by the members of our Compliance team who share their observations and insights, “The Buzz,” offers you a practical look at benefit legislation, regulations and guidance. Catch “The Buzz” today.

Compliance Buzz

“The Buzz” is your source of compliance and regulatory benefit news. Written by the members of our Compliance team who share their observations and insights, “The Buzz,” offers you a practical look at benefit legislation, regulations and guidance. Catch “The Buzz” today.

Compliance Buzz

“The Buzz” is your source of compliance and regulatory benefit news. Written by the members of our Compliance team who share their observations and insights, “The Buzz,” offers you a practical look at benefit legislation, regulations and guidance. Catch “The Buzz” today.

Compliance Buzz

“The Buzz” is your source of compliance and regulatory benefit news. Written by the members of our Compliance team who share their observations and insights, “The Buzz,” offers you a practical look at benefit legislation, regulations and guidance. Catch “The Buzz” today.


Choose the easy compliance solution.

Choose the easy compliance solution.

Choose the easy compliance solution.

Choose the easy compliance solution.

Compliance Services | Details

Wrap Documents

Basic Wrap Includes:
  • Plan Document/Summary Plan Description
  • Incorporation of Benefit Booklet
  • Indemnification of ERISA wrap plan document
  • Regulatory updates and required amendments
Advanced Wrap Includes:
  • Plan Document/Summary Plan Description
  • Incorporation of Benefit Booklet
  • Indemnification of ERISA wrap plan document
  • Regulatory updates and required amendments
  • Plus:
  • Consultative plan design support from plan document specialists
  • Customization for ERISA health and welfare benefits and non-ERISA benefits (PTO, Transportation, etc.)
  • Benefit Booklet for self-funded plans

Form 5500 Preparation includes:

  • One complete Form 5500
  • One Schedule A or C
  • Summary Annual Report (SAR)
  • Filing extension, if necessary
(Each additional Form 5500 will be charged a separate fee.)

Nondiscrimination Testing

Insured Plan Testing includes one complete set of tests including:
  • Section 105
    • Eligibility Test
    • Benefits Test
  • Testing Results
(A fee of $100.00 will be invoiced to retest plans due to incomplete or inaccurate data. Until regulations are issued providing guidance on Insured Plan Testing, the Section 105(h) testing rules will be applied. Each additional set of tests will be charged separately.)

Cafeteria Plan Testing includes one complete set of nine tests including:
  • Section 125 (Cafeteria Plan)
    • Eligibility Test
    • Contributions and Benefits Test
    • Key Employee Concentration Test
  • Section 105 (Health FSA)
    • Eligibility Test
    • Benefits Test
  • Section 129 (Dependent Care Assistance Plan)
    • Eligibility Test
    • Contributions and Benefits Test
    • 55% Average Test
    • 25% Concentration Test
  • Testing results
(Each additional Form 5500 will be charged a separate fee.)

Compliance Services
Sales Sheet

First, download a copy of our sales sheet to keep for your convenience.

Details for Employers

Next, view a detailed list of everything Compliance Services has to offer.

Contact our Sales Team

If you have any questions, contact us by phone at 800-346-2126 or by email at sales@ebcflex.com.


Request a Quote

It's easy!
Simply fill out a short online form and we'll get started.

Compliance Services
Sales Sheet

First, download a copy of our sales sheet to keep for your convenience.

Details for Employers

Next, view a detailed list of everything Compliance Services has to offer.

Contact our
Sales Team

If you have any questions, contact us at 800-346-2126 or by email at sales@ebcflex.com.


Request a Quote

It's easy!
Simply fill out a short online form and we'll
get started.

Compliance Services Sales Sheet

First, download a copy of our sales sheet to keep for your convenience.

Tap to download.

Contact our Sales Team

If you have any questions, contact us by phone at 800-346-2126 or by email at sales@ebcflex.com.


Request a Quote

It's easy! Simply fill out a short online form and we'll get started.

Tap to begin.

Compliance Services
Sales Sheet

First, tap here to download a copy of our sales sheet to keep for your convenience.

Contact our Sales Team

If you have any questions, contact us by phone at 800-346-2126 or by email at sales@ebcflex.com.


Request a Quote

It's easy!
Simply tap here to fill out a short online form and we'll get started.

Location (map)
1350 Deming Way, Ste 300
Middleton, WI 53562-4640

Mail Address
PO Box 44347
Madison, WI 53744-4347