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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:
Modified
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
Form
Form 5500
Annual Return/Report of Employee Benefit Plan
220413 Form 5500-Clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
220413 Form 5500-SF-Clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule A
Insurance Information
220413 Sch A-Clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule C
Service Provider Information
220413 Sch C-Clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule D
DFE/Participating Plan Information
220413 Sch D-Clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule G
Financial Transaction Schedules
220413 Sch G-Clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule H
Financial Information
220413 Sch H-Clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule I
Financial Information--Small Plans
220413 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
220413 Sch MB-Clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule SB
Single-Employer Defined Benefit Plan Actuarial Information
220413 Sch SB-Clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule R
Retirement Plan Information
220413 Sch R-Clean.docx
Yes
Yes
Fillable Fileable Signable
Instruction
2022 Form 5500 Instructions 050622-Clean.docx
Yes
Yes
Fillable Fileable
Instruction
2022 Form 5500SF Instructions 050622-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:
839,728
Number of Respondents for Small Entity:
682,241
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
839,728
0
0
-1,195
0
840,923
Annual IC Time Burden (Hours)
3,029,299
0
0
-2,350
0
3,031,649
Annual IC Cost Burden (Dollars)
0
0
0
0
0
0
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.