Fully Handled

From data prep to e-filing, we make sure your filings are timely, accurate and audit ready

Form 5500 is more than a regulatory requirement – it’s a reflection of how well your benefits program is documented, managed and maintained. From gathering the right data to submitting on time, Lumelight brings structure, accuracy and peace of mind to every step.

Our experts streamline the process, flag potential issues early and ensure your filings are complete, compliant and ready if ever scrutinized.

End-to-end support including preparation, validation, e-filing and summary annual report submission
Flexible options for e-file only or full-service filing including document storage and audit ready archives
Guided workflows help identify gaps and ensure all plans and benefits are accurately reported
Wrap document guidance simplifies filing by bundling multiple benefits into a single ERISA plan
Filings are reviewed by attorneys, validated for errors and securely stored for seven years with easy access to past submissions

Confident Compliance Starts Here

For the Moments That Matter Most

When your compliance challenge is high-stakes, high-visibility or high-complexity, Lumelight One delivers the insight, precision and senior expertise it demands.