Compliance

Compliance is complex—and varies based on organization size, benefits offered, and insurance types. Keeping up with annual filings, testing requirements, and shifting regulations can quickly drain your team’s time and attention. MEDSURETY simplifies the process with powerful, turnkey compliance solutions like Nondiscrimination Testing, Form 5500 filing, and more. With our expert support, you can eliminate administrative burden, reduce risk, and stay confidently compliant while focusing on the initiatives that move your organization forward.

Our Compliance Solutions

A complete set of services designed to help you meet federal requirements with accuracy and confidence.

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Non-Discrimination Testing

We handle all required Section 125 nondiscrimination testing—across eligibility, benefits, and utilization—to ensure your cafeteria, health FSA, and dependent care FSA plans remain compliant and fair for all employees.

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5500 Filing

We prepare and submit your Form 5500 and required schedules through the DOL’s EFAST2 system, simplifying annual reporting and ensuring your organization stays compliant.

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1094 & 1095 Filing

We streamline your ACA reporting by consolidating data, preparing and distributing 1095-C forms, and filing your required 1094-C with the IRS—ensuring accurate, timely, and hassle-free compliance.

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Wrap Documents

We consolidate your benefit plans into one ERISA-compliant Wrap Document and summary plan description, simplifying compliance and reducing the number of filings you need to complete.

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PCORI Fee Filing

We handle the full PCORI fee process by calculating your annual fee, completing the required IRS form, and providing a signature-ready version so you can easily submit it with your payment.

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Section 125 & POP Documents

We provide a compliant cafeteria plan document that includes all required IRS language for your eligible group benefits, giving your organization a clear, ready-to-use foundation for pre-tax contributions.

$150M+

Assets Managed

800,000/year

Claims Processed

300,000+

Members

3,000+

Organizations

For Employers: Simplify Compliance, Reduce Risk

MEDSURETY helps employers stay compliant, reduce administrative burden, and mitigate risk. Our platform centralizes compliance management, provides expert guidance, and ensures compliance-ready records for all benefit programs.

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Compliance Assurance

Stay compliant with federal and state regulations, minimizing the risk of fines and penalties.

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Significant Time Savings

Defined processes and requirements free HR and finance teams to focus on strategic initiatives.

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Expert Compliance Guidance

Our team provides specialized knowledge to help design, monitor, and maintain compliant benefit programs.

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Compliance-Ready Documentation

Maintain clean, accurate records with easily accessible data to comply with regulatory requirements.

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Centralized Administration

Manage multiple compliance requirements, from nondiscrimination testing to ACA reporting, all in one place.

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Stronger Oversight

Proper compliance oversight helps limit employer liability and strengthens overall benefit program governance.

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Frequently Asked Questions

Get the details you need. Explore our most frequently asked questions about benefits compliance.

MEDSURETY streamlines non-discrimination testing by automatically tracking results and immediately alerting employers to any potential issues. We provide detailed explanations of the findings, actionable recommendations, and support throughout the correction process. This proactive approach helps organizations resolve concerns quickly, maintain compliance, and reduce administrative burden.

Yes. MEDSURETY serves as a single point of coordination for an employer’s compliance needs across various benefit programs. Whether it’s non-discrimination testing, Form 5500 filings, or other regulatory requirements, our platform and team track deadlines, consolidate reporting, and provide guidance to ensure every task is completed correctly. This integrated approach reduces administrative complexity and helps maintain consistent compliance across all employee benefit plans.

MEDSURETY takes a proactive approach to compliance by reviewing plan data and asking questions whenever something appears out of place. If we notice a potential issue—such as an unexpected contribution amount or plan detail that doesn’t align with requirements—we reach out to confirm and help resolve it before it becomes a problem. We can also set system limits and safeguards to prevent employers from exceeding allowable thresholds. This forward-thinking approach reduces compliance risks and keeps benefit programs running smoothly.

MEDSURETY makes managing compliance requirements easier for HR teams by tracking and reminding employers of required tests and filings. Annual alerts, streamlined reporting, and guided workflows reduce manual work, while our expert support ensures HR teams know what actions are needed and when. This expertise minimizes errors, saves time, and allows HR professionals to focus on strategic initiatives rather than administrative compliance tasks.

Stay Ahead in Compliance Insights

Get the latest updates, guidance, and best practices for navigating regulatory requirements, filings, and HR compliance—delivered straight to your inbox. Join our newsletter to help your organization reduce risk, stay informed, and confidently meet every compliance obligation.

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