June 10, 2014
Comparative Effectiveness Fee Reminder
Research Fee – Filing Reminder
The Research Fee filing deadline is July 31, 2014 for all selffunded medical plans and HRAs.
| This is the second filing for plans with the following plan years: | |
| November 1, 2012 – October 31, 2013; | |
| December 1, 2012 – November 30, 2013; | |
| January 1, 2013 – December 31, 2013. | |
| The amount for these plan years is $2 per covered life. |
| This is the first filing for plans with the following plan years: | |
| February 1, 2012 – January 31, 2013 | |
| March 1, 2012 – February 28, 2013 | |
| April 1, 2012 – March 31, 2013 | |
| May 1, 2012 – April 30, 2013 | |
| June 1, 2012 – May 31, 2013 | |
| July 1, 2012 – June 30, 2013 | |
| August 1, 2012 – July 31, 2013 | |
| September 1, 2012 – August 31, 2013 | |
| October 1, 2012 – September 30, 2013 | |
| The amount for these plan years is $1 per covered life. |
The information is reported in Part II.
It should be noted that Form 720 is a tax form (not an informational return form such as Form 5500). As such, the employer or an accountant would need to prepare it. Parties other than the plan sponsor such as third party administrators and brokers cannot report or pay the fee.
