Mar 11, 2024
As required by the IRS, large employer groups must annually file a completed Schedule A Form 5500. Sutter Health Plus generates and mails large employer groups their Schedule A Form 5500 120 days from the end of their policy year. The form is also available on the Sutter Health Plus Employer Portal in the Other Correspondences section. Sutter Health Plus cannot mail you your clients’ Schedule A Form 5500. However, you can request a copy by reaching out to the Sutter Health Plus Broker Services at SHPBroker@sutterhealth.org.
For requests outside of your clients’ policy year, please send an email to Broker Services at SHPBroker@sutterhealth.org. Be sure to include the name of the group, their account ID and the policy period you are requesting. Please note that these (special or ad hoc) requests can take up to 10 business days to complete.
Contact your Amwins Connect Regional Sales Manager with questions.
