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Agenda
Reg Review
ICR
View Information Collection (IC)
View Information Collection (IC)
IC Title:
Annual Information Return/Report
Agency IC Tracking Number:
Is this a Common Form?
No
IC Status:
Modified
Obligation to Respond:
Mandatory
CFR Citation:
29 CFR 4065
Information Collection Instruments:
Document Type
Form No.
Form Name
Instrument File
URL
Available Electronically?
Can Be Submitted Electronically?
Electronic Capability
Form
Form 5500
Annual Return/Report of Employee Benefit Plan
Form_5500_mockup.pdf
Yes
Yes
Fillable Fileable
Form
Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
Form_5500-SF_mockup.pdf
Yes
Yes
Fillable Fileable
Form
Schedule A (Form 5500)
Schedule A (Form 5500) - Insurance Information
SchA_mockup.pdf
Yes
Yes
Fillable Fileable
Form
Schedule C (Form 5500)
Schedule C (Form 5500) - Service Provider Information
SchC_mockup.pdf
Yes
Yes
Fillable Fileable
Form
Schedule D (Form 5500)
Schedule D (Form 5500) - DFE/Participating Plan Information
SchD_mockup.pdf
Yes
Yes
Fillable Fileable
Form
Schedule G (Form 5500)
Schedule G (Form 5500) - Financial Transaction Schedules
SchG_mockup.pdf
Yes
Yes
Fillable Fileable
Form
Schedule H (Form 5500)
Schedule H (Form 5500) - Financial Information
SchH_mockup.pdf
Yes
Yes
Fillable Fileable
Form
Schedule I (Form 5500)
Schedule I (Form 5500) - Financial Information - Small Plan
SchI_mockup.pdf
Yes
Yes
Fillable Fileable
Form
Schedule MB (Form 5500)
Schedule MB (Form 5500) - Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
SchMB_mockup.pdf
Yes
Yes
Fillable Fileable
Form
Schedule R (Form 5500)
Schedule R (Form 5500) - Retirement Plan Information
SchR_mockup.pdf
Yes
Yes
Fillable Fileable
Form
Schedule SB (Form 5500)
Schedule SB (Form 5500) - Single-Employer Defined Benefit Plan Actuarial Information
SchSB_mockup.pdf
Yes
Yes
Fillable Fileable
Instruction
2011 Form 5500 Instructions - Mock Up.pdf
Yes
Yes
Fillable Fileable
Instruction
2011 Form 5500-SF Instructions - Mock Up.pdf
Yes
Yes
Fillable Fileable
Federal Enterprise Architecture Business Reference Module
Line of Business:
Income Security
Subfunction:
General Retirement and Disability
Privacy Act System of Records
Title:
FR Citation:
Number of Respondents:
30,300
Number of Respondents for Small Entity:
18,300
Affected Public:
Private Sector
Private Sector:
Not-for-profit institutions
Percentage of Respondents Reporting Electronically:
1 %
Approved
Program Change Due to New Statute
Program Change Due to Agency Discretion
Change Due to Adjustment in Agency Estimate
Change Due to Potential Violation of the PRA
Previously Approved
Annual Number of Responses for this IC
30,300
0
0
0
0
30,300
Annual IC Time Burden (Hours)
1,200
0
0
0
0
1,200
Annual IC Cost Burden (Dollars)
1,210,000
0
-40,000
0
0
1,250,000
Documents for IC
Title
Document
Date Uploaded
No associated records found
Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.