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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
240311 Form 5500_clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500-SF
Short Form Annual Return/Report of Small Employee Benefit Plan
240311 Form 5500-SF_clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule A
Insurance Information
240311 Sch A_clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule C
Service Provider Information
240311 Sch C_clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule D
DFE/Participating Plan Information
240311 Sch D_clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule G
Financial Transaction Schedules
240311 Sch G_clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule H
Financial Information
240311 Sch H_clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule I
Financial Information--Small Plans
240311 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
240311 Sch MB_clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule SB
Single-Employer Defined Benefit Plan Actuarial Information
240311 Sch SB_clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule R
Retirement Plan Information
240311 Sch R_clean.docx
Yes
Yes
Fillable Fileable Signable
Instruction
2024 Form 5500 Instructions 240311_clean.docx
Yes
Yes
Fillable Fileable
Instruction
2024 Form 5500SF Instructions 240311_clean.docx
Yes
Yes
Fillable Fileable
Form
Form 5500 Schedule DCG
Individual Plan Information
240311 Sch DCG_clean.docx
Yes
Yes
Fillable Fileable Signable
Form
Form 5500 Schedule MEP
Multiple-Employer Retirement Plan Information
240311 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:
Not-for-profit institutions, 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
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.