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	230127 Form 5500-Clean.docx		Yes	Yes	Fillable Fileable Signable
Form	Form 5500-SF	Short Form Annual Return/Report of Small Employee Benefit Plan	230127 Form 5500-SF-Clean.docx		Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule A	Insurance Information	230127 Sch A-Clean.docx		Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule C	Service Provider Information	230127 Sch C-Clean.docx		Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule D	DFE/Participating Plan Information	230127 Sch D-Clean.docx		Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule G	Financial Transaction Schedules	230127 Sch G-Clean.docx		Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule H	Financial Information	230127 Sch H-Clean.docx		Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule I	Financial Information--Small Plans	230127 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	230127 Sch MB-Clean.docx		Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule SB	Single-Employer Defined Benefit Plan Actuarial Information	230127 Sch SB-Clean.docx		Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule R	Retirement Plan Information	230127 Sch R-Clean.docx		Yes	Yes	Fillable Fileable Signable
Instruction			2023 Form 5500 Instructions 070723 update 12-14-23.docx		Yes	Yes	Fillable Fileable
Instruction			2023 Form 5500SF Instructions 070723 update 12-14-23.docx		Yes	Yes	Fillable Fileable
Form	Form 5500 Schedule DCG	Individual Plan Information	230127 Sch DCG-Clean.docx		Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule MEP	Multiple-Employer Retirement Plan Information	230127 Sch MEP-Clean.docx		Yes	Yes	Fillable Fileable Signable
Other- 5500 PLESA Code Question			5500 PLESA Code Question.docx		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: 839,382	Number of Respondents for Small Entity: 634,947

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	845,028	0	0	0	0	845,028
Annual IC Time Burden (Hours)	2,872,410	0	0	0	0	2,872,410
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.