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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
Instruction
130118 Clean Form5500.pdf
Yes
Yes
Fillable Fileable
Instruction
2013 Form 5500 SF Instructions - 130419 Clean Draft.pdf
Yes
Yes
Fillable Fileable
Form
Form 5500
2013 Annual Return/Report of Employee Benefit Plan
130118 Clean Form5500.pdf
Yes
Yes
Fillable Fileable Signable
Form
Form 5500-SF
2013 Short Form Annual Return/Report of Small Employee Benefit Plan
130118 Clean Form5500SF.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule A (Form 5500)
2013 Schedule C (Form 5500) - Insurance Information
130118 Clean SchA.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule C (Form 5500)
2013 Schedule C (Form 5500) - Service Provider Information
130118 Clean SchC.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule D (Form 5500)
2013 Schedule D (Form 5500) - DFE/Participating Plan Information
130118 Clean SchD.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule G (Form 5500)
2013 Schedule G (Form 5500) - Financial Transaction Schedules
130118 Clean SchG.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule H (Form 5500)
2013 Schedule H (Form 5500) - Financial Information
130118 Clean SchH.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule I (Form 5500)
2013 Schedule I (Form 5500) - Financial Information - Small Plan
130118 Clean SchI.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule MB (Form 5500)
2013 Schedule MB (Form 5500) - Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
130118 Clean SchMB.pdf
Yes
Yes
Paper Only
Form
Schedule R (Form 5500)
2013 Schedule R (Form 5500) - Retirement Plan Information
130118 Clean SchR.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule SB (Form 5500)
2013 Schedule SB (Form 5500) - Single-Employer Defined Benefit Plan Actuarial Information
130118 Clean SchSB.pdf
Yes
Yes
Fillable Fileable Signable
Instruction
2013 Form 5500 Instructions - 130419 RLSO Draft.pdf
Yes
Yes
Fillable Fileable
Instruction
2013 Form 5500 SF Instructions - 130419 RLSO Draft.pdf
Yes
Yes
Fillable Fileable
Form
Form 5500
2013 Form 5500 Annual Return/Report of Employee Benefit Plan (Redline)
130118 Red Line Form5500.pdf
Yes
Yes
Fillable Fileable Signable
Form
Form 5500-SF
2013 Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan (Redline)
130118 Red Line Form5500SF.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule A (Form 5500)
2013 Schedule A (Form 5500) - Insurance Information (Redline)
130118 Red Line SchA.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule C (Form 5500)
2013 Schedule C (Form 5500) - Service Provider Information (Redline)
130118 Red Line SchC.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule D (Form 5500)
2013 Schedule D (Form 5500) - DFE/Participating Plan Information (Redline)
130118 Red Line SchD.pdf
Yes
Yes
Printable Only
Form
Schedule G (Form 5500)
2013 Schedule G (Form 5500) - Financial Transaction Schedules (Redline)
130118 Red Line SchG.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule H (Form 5500)
2013 Schedule H (Form 5500) - Financial Information (Redline)
130118 Red Line SchH.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule I (Form 5500)
2013 Schedule I (Form 5500) - Financial Information - Small Plan (Redline)
130118 Red Line SchI.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule MB (Form 5500)
2013 Schedule MB (Form 5500) - Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information (Redline)
130118 Red Line SchMB.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule R (Form 5500)
2013 Schedule R (Form 5500) - Retirement Plan Information (Redline)
130118 Red Line SchR.pdf
Yes
Yes
Fillable Fileable Signable
Form
Schedule SB (Form 5500)
2013 Schedule SB (Form 5500) - Single-Employer Defined Benefit Plan Actuarial Information (Redline)
130118 Red Line SchSB.pdf
Yes
Yes
Fillable Fileable Signable
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)
1,363,000
0
0
153,000
0
1,210,000
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.