Compliance Tracker – July

calendar, schedule, notes

Upcoming Compliance Dates:

A | Final Deadline for EEO-1 Data Collection – July 9, 2024

Private-sector employers with 100 or more employees and certain federal contractors must file EEO-1 reports with the Equal Employment Opportunity Commission (EEOC) each year. No additional reports for 2023 will be accepted by the EEOC after July 9, 2024.

B | Regular Deadline for Filing Form 5500 (Calendar-year Plans Only) – July 31, 2024

Employers with ERISA-covered employee benefit plans that operate on a calendar year must file Form 5500 for the 2023 plan year by July 31, 2024, unless an extension is requested or a reporting exemption applies.

C | Deadline for Paying PCORI Fees(Self-insured Plans Only) – July 31, 2024

Employers with self-insured health plans must report and pay fees to fund the Patient-Centered Outcomes Research Institute (PCORI) by July 31, 2024.

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