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Full Version: Retrieve old 5500 from IRS/DOL
BenefitsLink Message Boards > Employee Benefits in General > Form 5500
ombskid
We need to retrieve a 2003 filing for a new client. Old TPA can't/won't provide it, client claims no knowledge of ever filing, but the EFAST system (I think that's who operates that database) says it was filed. Anyone know how to get copies from either IRS or DOL? How long it takes?
BXO
I have received copies from the DOL in a matter of weeks. I was already in contact with them about the plan on another matter.

They said they would charge us for the copies, but I don't think we ever received an invoice.
Jim Norman
Did you try freeerisa.com?
ombskid
freeERISA doesn't have EZ filings - I should have included that in the original post.

BXO - any idea where to contact DOL for getting the old form.

Anybody think requesting an old form triggers any searches by them for missing filings?
BXO
Try

Office of Public Disclosure

Phone: 202/693-8673
Fax: 202/501-4098 (Sheryl)

Letter of request, including:
Name of Form
Name of Company
EIN
Plan Name
Plan Number
Year or Years
Week to 10-day turnaround
15 cents a page; they will bill us
ombskid
Thanks BXO - that works for 5500 but not 5500-EZ

But your post got me this info:

For EZ's you have to write (1999 - present years)

IRS
Ogden Service Process Center
PO Box 9941 Stop 6734
Ogden UT 84409

30 to 45 days
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