For employee benefits compliance firms
Reduce the manual work behind your Form 5500 preparation.
AI-assisted Schedule A preparation, built around your firm’s workflow. Your preparers review and approve the draft.
From documents to a reviewable draft
AI handles the prep.
Your team makes the call.
Match the employer, plan, and year; extract agreed fields; flag gaps; and prepare information your compliance professionals can check. Your team retains approval and files through its existing process.
One focused preparation workflow
Agree the scope. Keep the review.
Built for your documents and tools.
We agree on supported carrier layouts, years, fields, employer and plan matching, revised documents, and exceptions. The engagement defines the output and connection to your existing filing software.
Preparation your team can check.
Source-connected information, missing or conflicting data, and unresolved cases stay visible for preparer review. We measure staff effort including review and corrections. Your team remains responsible for approval and filing.
See the work in insurance preparation.
The project records describe demonstrated extraction, side-by-side comparison, and draft updates in selected tests. Client testing continues; time savings and additional filing capacity have not yet been measured.
Further reading
Practical guides for preparation teams.
Questions about Schedule A preparation.
What can Schedule A preparation automation handle?
A scoped workflow can recognize agreed source documents, match employer, plan, year, and contract details, extract agreed fields from carrier PDFs, and prepare information for review. Supported layouts, revised documents, and exception handling are defined for each engagement.
Can it work with our existing Form 5500 software?
We check your account’s supported imports, access, and output requirements before agreeing on a connection. The anonymized insurance-sector case study describes filing draft updates demonstrated in selected tests; it does not establish compatibility with every account or filing system.
Does automation replace preparer review or submit filings?
No. This use case focuses on Schedule A preparation. Your compliance professionals check extracted information, resolve uncertain or conflicting details, and retain approval. Your team files through its existing process.
How do we measure whether the workflow helps?
Compare active staff effort before and after for equivalent preparation work, including document checks, review, corrections, and exceptions. Track turnaround separately. Extraction speed alone is not a measure of staff time saved, and additional filing capacity must account for the rest of the team’s workload.
What should we bring to the free AI Audit Call?
Bring a brief description of your carrier documents, preparation steps, current tools, and the work your team repeats. You do not need to upload client documents or choose a package to book. We discuss whether there is a useful next step before agreeing on any implementation.