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Agenda
Reg Review
ICR
View Information Collection (IC)
View Information Collection (IC)
IC Title:
Annual Information Return/Report of Employee Benefit Plan
Agency IC Tracking Number:
Is this a Common Form?
No
IC Status:
Unchanged
Obligation to Respond:
Mandatory
CFR Citation:
29 CFR 2520.103-1
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 Fileable
Instruction
2020 Form 5500SF Instructions 031020 CLEAN.docx
Yes
Yes
Fillable Fileable
Form
Form 5500
Annual Return/Report of Employee Benefit Plan
200204 Form 5500 CLEAN.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
200204 Form 5500-SF CLEAN.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule A
Insurance Information
200204 Form Sch. A CLEAN.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule C
Service Provider Information
200204 Sch C CLEAN.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule D
DFE/Participating Plan Information
200204 Sch D CLEAN.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule G
Financial Transaction Schedules
200204 Sch G CLEAN.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule H
Financial Information
200204 Sch H CLEAN.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule I
Financial Information--Small Plans
200204 Sch I CLEAN.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule MB
Multiemployer Defined Benefit Plans and Certain Money Purchase Plan Actuarial Information
200204 Sch MB CLEAN.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule SB
Single-Employer Defined Benefit Plan Actuarial Information
200204 Sch SB CLEAN.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule R
Retirement Plan Information
200204 Sch R CLEAN.docx
Yes
Yes
Fillable Fileable Signable
Instruction
2020 Form 5500-EZ Instructions 031020 CLEAN.docx
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:
814,000
Number of Respondents for Small Entity:
657,000
Affected Public:
Private Sector
Private Sector:
Businesses or other for-profits
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
814,000
0
0
0
0
814,000
Annual IC Time Burden (Hours)
582,000
0
0
0
0
582,000
Annual IC Cost Burden (Dollars)
278,555,000
0
0
0
0
278,555,000
Documents for IC
Title
Document
Date Uploaded
Form 5500 Instructions (Red Line)
2020 Form 5500 Instructions 03102020 RLSO.docx
03/20/2020
Form 5500-SF Instructions (Red Line)
2020 Form 5500SF Instructions 031020 RLSO.docx
03/19/2020
Form 5500 (Red Line)
200204 Form 5500 - RLSO.docx
03/20/2020
Form 5500-SF (Red Line)
200204 Form 5500SF (Red Line).docx
03/18/2020
Schedule A (Red Line)
200204 Sch A (Red Line).docx
03/18/2020
Schedule C (Red Line)
200204 Sch C (Red Line).docx
03/18/2020
Schedule D (Red Line)
200204 Sch D (Red Line).docx
03/18/2020
Schedule G (Red Line)
200204 Sch G (Red Line).docx
03/18/2020
Schedule H (Red Line)
200204 Sch H (Red Line).docx
03/18/2020
Schedule I (Red Line)
200204 Sch I (Red Line).docx
03/18/2020
Schedule MB (Red Line)
200204 Sch MB (Red Line).docx
03/18/2020
Schedule SB (Red Line)
200204 Sch SB (Red Line).docx
03/18/2020
Schedule R (Red Line)
200204 Sch R (Red Line).docx
03/18/2020
Form 5500- EZ Instructions (Red Line)
2020 Form 5500-EZ Instructions 031020 (Red Line).docx
03/18/2020
Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.