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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
2014 Form 5500 Instructions - 140314 Clean Draft.pdf
Yes
Yes
Fillable Fileable
Instruction
2014 Form 5500 Instructions RLSO - 140314.pdf
Yes
Yes
Fillable Fileable
Instruction
2014 Form 5500 SF Instructions - 140314 Clean Draft.pdf
Yes
Yes
Fillable Fileable
Instruction
2014 Form 5500 SF Instructions RLSO - 140314.pdf
Yes
Yes
Fillable Fileable
Form
2014 Form 5500
2014 Annual Return/Report of Employee Benefit Plan
140124 Clean Form5500.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Form 5500
2014 Annual Return/Report of Employee Benefit Plan (Redline/Strikeout)
140124 RLSO Form5500.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Form 5500-SF
2014 Short Form Annual Return/Report of Small Employee Benefit Plan
140124 Clean Form5500SF.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Form 5500-SF
2014 Short Form Annual Return/Report of Small Employee Benefit Plan (Redline/Strikeout)
140124 RLSO Form5500SF.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule A (Form 5500)
2014 Schedule A (Form 5500) - Insurance Information
140124 Clean SchA.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule A (Form 5500)
2014 Schedule A (Form 5500) - Insurance Information (Redline/Strikeout)
140124 RLSO SchA.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule C (Form 5500)
2014 Schedule C (Form 5500) - Service Provider Information
140124 Clean SchC.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule C (Form 5500)
2014 Schedule C (Form 5500) - Service Provider Information (Redline/Strikeout)
140124 RLSO SchC.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule D (Form 5500)
2014 Schedule D (Form 5500) - DFE/Participating Provider Information
140124 Clean SchD.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule D (Form 5500)
2014 Schedule D (Form 5500) - DFE/Participating Provider Information (Redline/Strikeout)
140124 RLSO SchD.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule G (Form 5500)
2014 Schedule G (Form 5500) - Financial Transaction Schedules
140124 Clean SchG.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule G (Form 5500)
2014 Schedule G (Form 5500) - Financial Transaction Schedules (Redline/Strikeout)
140124 RLSO SchG.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule H (Form 5500)
2014 Schedule H (Form 5500) - Financial Information
140124 Clean SchH.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule H (Form 5500)
2014 Schedule H (Form 5500) - Financial Information (Redline/Strikeout)
140124 RLSO SchH.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule I (Form 5500)
2014 Schedule I (Form 5500) - Financial Information - Small Plan
140124 Clean SchI.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule I (Form 5500)
2014 Schedule I (Form 5500) - Financial Information - Small Plan (Redlne/Strikeout)
140124 RLSO SchI.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule MB (Form 5500)
2014 Schedule MB (Form 5500) - Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
140124 Clean SchMB.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule MB (Form 5500)
2014 Schedule MB (Form 5500) - Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information (Redline/Strikeout)
140124 RLSO SchMB.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule R (Form 5500)
2014 Schedule R (Form 5500) - Retirement Plan Information
140124Clean SchR.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule R (Form 5500)
2014 Schedule R (Form 5500) - Retirement Plan Information (Redline/Strikeout)
140124 RLSO SchR.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule SB (Form 5500)
2014 Schedule SB (Form 5500) - Single-Employer Defined Benefit Plan Actuarial Information
140124 Clean SchSB.pdf
Yes
Yes
Fillable Fileable Signable
Form
2014 Schedule SB (Form 5500)
2014 Schedule SB (Form 5500) - Single-Employer Defined Benefit Plan Actuarial Information (Redline/Strikeout)
140124 RLSO 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:
25,000
Number of Respondents for Small Entity:
17,500
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
25,000
0
0
-5,300
0
30,300
Annual IC Time Burden (Hours)
1,200
0
0
0
0
1,200
Annual IC Cost Burden (Dollars)
1,357,000
0
0
-6,000
0
1,363,000
Documents for IC
Title
Document
Date Uploaded
5500 Comment - BFA
Annual-Reporting-Form-5500-Series-Comment BFA.pdf
04/18/2014
Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.
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The .gov means it's official.
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