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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:
Unchanged
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
2020 Form 5500 Instructions 03102020 CLEAN.docx
Yes
Yes
Fillable Printable
Instruction
2020 Form 5500SF Instructions 031020 CLEAN.docx
Yes
Yes
Fillable Printable
Instruction
2020 Form 5500SF Instructions 031020 RLSO.docx
Yes
Yes
Fillable Printable
Instruction
2020 Form 5500 Instructions 03102020 RLSO.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Annual Return/Report of Employee Benefit Plan
200204 Form 5500 - RLSO.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Annual Return/Report of Employee Benefit Plan
200204 Form 5500 CLEAN.docx
Yes
Yes
Fillable Printable
Form
5500-SF
2020 Short Form Annual Return/Report of Employee Benefit Plan
200204 Form 5500SF - RLSO.docx
Yes
Yes
Fillable Printable
Form
5500-SF
2020 Short Form Annual Return/Report of Small Employee Benefit Plan
200204 Form 5500-SF CLEAN.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule A Insurance Information
200204 Form Sch. A CLEAN.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule A Insurance Information
200204 Sch A - RLSO.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule C Service Provider Information
200204 Sch C CLEAN.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule C Service Provider Information
200204 Sch C-RLSO.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule D DFE/Participating Plan Information
200204 Sch D CLEAN.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule G Financial Transaction Schedules
200204 Sch G CLEAN.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule G Financial Transaction Schedules
200204 Sch G-RLSO.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule D DFE/Participating Plan Information
200204 Sch D-RLSO.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule H Financial Information
200204 Sch H CLEAN.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule H Financial Information
200204 Sch H-RLSO.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule I Financial Information—Small Plan
200204 Sch I CLEAN.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule I Financial Information—Small Plan
200204 Sch I-RLSO.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule MB Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
200204 Sch MB CLEAN.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule MB Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
200204 Sch MB-RLSO.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule R Retirement Plan Information
200204 Sch R CLEAN.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule R Retirement Plan Information
200204 Sch R-RLSO.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule SB Single-Employer Defined Benefit Plan Actuarial Information
200204 Sch SB CLEAN.docx
Yes
Yes
Fillable Printable
Form
5500
2020 Form 5500 Schedule SB Single-Employer Defined Benefit Plan Actuarial Information
200204 Sch SB-RLSO.docx
Yes
Yes
Fillable Printable
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:
24,800
Number of Respondents for Small Entity:
17,300
Affected Public:
Private Sector
Private Sector:
Businesses or other for-profits, Not-for-profit institutions
Percentage of Respondents Reporting Electronically:
100 %
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
24,800
0
0
0
0
24,800
Annual IC Time Burden (Hours)
1,200
0
0
0
0
1,200
Annual IC Cost Burden (Dollars)
1,664,000
0
0
0
0
1,664,000
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.