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BRCC / Baldwin Bulletin – May/June 2026

COMPLIANCE NEWSLETTER – May & June 2026

Baldwin Bulletin

BALDWIN REGULATORY COMPLIANCE COLLABORATIVE

Welcome to the May/June 2026 issue

The Baldwin Bulletin is a compliance newsletter authored by the Baldwin Regulatory Compliance Collaborative and serves as a monthly guide to important regulatory developments, legal news, and employee benefits-related industry happenings designed to keep you abreast of the latest developments.

This month’s issue focuses on important upcoming compliance deadlines and includes our timeline of upcoming compliance requirements, in addition to providing information regarding certain hot-button compliance issues significantly impacting employers

Upcoming Compliance Deadlines

For information regarding upcoming compliance deadlines for employer-sponsored group health plans.

Form 5500 deadline approaching: Due July 31, 2026

Each year, companies subject to the Employee Retirement Income Security Act of 1974 (“ERISA”) need to submit an annual report (Form 5500) for…

Upcoming PCORI filing deadline: Due July 31, 2026

The upcoming deadline for health insurance issuers and plan sponsors of self-insured health plans to report and pay their PCORI fee is July 31

2027 ACA out-of-pocket maximums released

On January 29, 2026, the U.S. Department of Health and Human Services (“HHS”) released the maximum limits on cost sharing for 2027…

State leave benefits update

State paid family and medical leave developments continue to expand and evolve across the country, creating new compliance considerations for…

CMS excludes account-based plans from Medicare Part D notices

On April 2, 2026, the Centers for Medicare & Medicaid Services (“CMS”) issued a final rule that significantly changes the Medicare Part D…

PBM litigation and reform: What employers need to know

Pharmacy Benefit Manager (“PBM”) litigation is rapidly emerging as both a fiduciary issue and a compliance priority for employers that sponsor…

HIPAA enforcement action against a group health plan

In April 2026, the U.S. Department of Health and Human Services (“HHS”) Office for Civil Rights (“OCR”) announced a HIPAA enforcement action…

Mental health parity update

March saw two important developments with respect to the Mental Health Parity and Addiction Equity Act (“MHPAEA”). Most notably, the…

Frequently Asked Question (“FAQ”) of the Month

May’s FAQ of the month: What is Imputed Income and how does it apply to health and welfare plans?

FEATURED COMPLIANCE INSIGHTS

Training and webcast calendars

Stay on top of everything and never miss out with our comprehensive calendars guiding you every step of the way

2026 HIPAA Complete Training Calendar

2024 BRCC Educational Webinars

2026 Baldwin Professional Education Connection Educational Webcast Calendar

This newsletter is intended for general information purposes only and should not be construed as advice or opinions on any specific facts or circumstances. The content of this newsletter is made available on an “as is” basis, without warranty of any kind. The Baldwin Insurance Group Holdings, LLC (“The Baldwin Group”), its affiliates, and subsidiaries do not guarantee that this information is, or can be relied on for, compliance with any law or regulation, assurance against preventable losses, or freedom from legal liability. This publication is not intended to be legal, underwriting, or any other type of professional advice. The Baldwin Group does not guarantee any particular outcome and makes no commitment to update any information herein or remove any items that are no longer accurate or complete. Furthermore, The Baldwin Group does not assume any liability to any person or organization for loss or damage caused by or resulting from any reliance placed on that content. Persons requiring advice should always consult an independent adviser.

The Baldwin Group offers insurance services through one or more of its insurance licensed entities. Each of the entities may be known by one or more of the logos displayed; all insurance commerce is only conducted through The Baldwin Group insurance licensed entities. This material is not an offer to sell insurance.

Get in touch with our compliance team

The Baldwin Regulatory Compliance Collaborative is a national team of compliance and ERISA experts to help keep your organization compliant and informed.