Meet ERISAfire.

We are redefining what it means to prepare 5500s and plan docs.

What We Do

What We Do

Preparing plan documents and 5500s can be a time-consuming chore.

Much like collecting and taking out the garbage, it’s a menial task that employers and their brokers complete simply because ERISA mandates it, and costly fines are involved if the Department of Labor notices these aren’t being done.

It doesn’t have to be that way, though.

What if the “waste” of preparing plan documents and 5500s could be repurposed into something more valuable than they could ever be by themselves?

how we help

We upcycle the "waste" to make you more efficient.

While preparing plan documents and 5500s, we extract valuable information to create a sophisticated compliance calendar hyper-customized for each employer. Say goodbye to generic, irrelevant information the client must sort through. Hello helpful, specific, actionable guidance.

ERISAfire Services

  • Form 5500 Fulfillment
  • Plan Document Fulfillment
  • HIPAA Compliance
  • Compliance Q&A
  • Non-Discrimination Testing
  • Healthcare FSA
  • Dependent Care FSA
  • Self-Insured Medical, Dental or Vision
  • ACA Penalty Defense
  • Controlled Group and Affiliated Service Group Determination


We don’t use intake forms.
We use our brains.

We streamline processes, automate transactional tasks, leave complex analysis to experienced humans and upcycle your data into hyper-customized compliance calendars.

All ERISAfire compliance services are integrated into the same software platform so each additional compliance project is easier to do, more precisely tailored and—most importantly—you have greater assurance that it’s done right. For you, our innovation means:

Shorter start-to-finish cycle times
Fewer errors
Better, more accurate forms and documents

All of which allow you to focus more on your core business.

How It Works

We're not your typical garbage-in-garbage-out 5500 vendor.


Without ERISAfire

The job gets done, and compliance trash gets taken out, but only after too many rounds of back-and-forth with the vendor and client. Then if a Schedule A is overlooked or another typical mistake happens, it kicks off more back-and-forth with the vendor and yet another round with the client or insurance company.


With ERISAfire

ERISAfire automates the transactional components—like fetching Schedules A—and integrates data from 5500s, agency management systems and other compliance projects, so we have a more complete picture to analyze. This eliminates mistakes and extraneous rounds of communication, which saves you time and proves to your clients the value you add to their benefits programs.

Million-Dollar Warranty

We’re so confident in our work product that each plan document and 5500 comes with a legal opinion containing a million-dollar warranty and audit defense guaranty from an experienced ERISA law firm.


Meet ERISAfire’s Founders

Contact Us

Experience the value of upcycling.

Invite ERISAfire to handle your compliance needs.


You’ll hear from one of ERISAfire’s founders soon. In the meantime, if you have any questions, feel free to drop a note into the in-app ERISAfire messenger.
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