Accounting and Compliance Services for Multiple Employer Welfare Arrangements (MEWAs)

Multiple Employer Welfare Arrangements (MEWAs) allow employers to pool resources and provide health and welfare benefits to their employees. Because they operate at the intersection of federal and state regulation, MEWAs face oversight that most single-employer plans never encounter—including annual Form M-1 filing with the Department of Labor and, for arrangements that qualify as ERISA plans covering 100 or more participants, an annual audit as part of the Form 5500 filing. These audits are critical for confirming compliance, demonstrating financial soundness, and protecting the employers and participants who rely on the arrangement.

At Waypoint Partners, PLLC, we understand the complex regulatory environment MEWAs operate in and the scrutiny they attract from both the DOL and state insurance regulators. Our experienced team conducts thorough audits that meet federal and applicable state requirements while providing sponsors with meaningful insights.

MEWA Audit Services Include:

• Financial statement audits
• Form 5500, Form 990 and Form M-1 preparation
• Internal control evaluations and recommendations
• Guidance on audit readiness and year-round compliance

Solvency You Can Demonstrate. Compliance You Can Trust.

We’ve helped MEWA sponsors and administrators navigate a demanding dual-regulatory landscape with accuracy, efficiency, and peace of mind. Our goal is to make your audit as smooth and value-driven as possible—so you can focus on delivering reliable benefits to participating employers and their employees.

Interested in learning more about our MEWA audit services? Fill out our contact form below —we’re here to help.