On September 20, 2005, The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) announced additional time has been granted to January 3, 2006, for filing deadline of Form 5500 and Form 5500 EZ annual report/returns for employee benefit plans affected by Hurricane Katrina.

This extension applies to the plan administrators, employers and other entities located in the areas directly affected PLUS firms located outside the affected areas who are unable to obtain the necessary information from service providers, banks, or insurance companies whose operations were directly affected by the hurricane.

When taking advantage of this extension, plan filers should check Part I, Box D on the Form 5500 or Part 1 on Form 5500-EZ and attach a statement to the form in accordance with the instructions.

Click here to read Media Release 05-1732-NAT (September 20, 2005) announcing this extension.