×

Method and system for preparing an employee benefits plan

  • US 8,412,610 B2
  • Filed: 09/29/2011
  • Issued: 04/02/2013
  • Est. Priority Date: 12/20/2004
  • Status: Active Grant
First Claim
Patent Images

1. A system that prepares a Form-5500 in response to a request from a user at a remote computer terminal, comprising:

  • a server in support of a website accessible by the remote computer terminal via an internet connection, the server configured to;

    transmit a request to an electronic public database implemented by a Department of Labor computing system via a communication over the internet connection, the request including an identification of previously filed benefit data;

    receive the previously filed benefit data in flat file format from the electronic public database;

    convert the previously filed benefit data into a format searchable and retrievable by the software running on the server;

    store the converted previously filed benefit data into a database in the memory of the server;

    receive from a remote computer terminal via the website supported by the server a request to populate Form-5500 with at least a portion of the previously filed data, the request to populate Form-5500 also including a filing party identification which includes at least one of an employer identification number identifier (EIN), a designation of an employer, or a designation of an employer benefit plan;

    search the integrated database for a desired portion of the converted previously filed benefit data based on the filing party identification;

    populate the plurality of entries of the electronic-version of the Form-5500 with the portions of the previously filed benefit data;

    prompt the user at the remote terminal for manual entry of one or more entries of the Form-5500 in response to prompts from web pages of the website, where the manual entries are stored in the database;

    display the completed electronic version of Form-5500 including the information from the desired portion of the converted previously filed benefit data and the information received by manual entry at the terminal via the website for review.

View all claims
  • 2 Assignments
Timeline View
Assignment View
    ×
    ×