View Information Collection (IC)
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Agenda
Reg Review
ICR
View Information Collection (IC)
View Information Collection (IC)
IC Title:
Annual 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:
Information Collection Instruments:
Document Type
Form No.
Form Name
Instrument File
URL
Available Electronically?
Can Be Submitted Electronically?
Electronic Capability
Form
Schedule A
Insurance Information
Sch A (Form 5500).pdf
Yes
Yes
Fillable Fileable
Form
Schedule C
Service Provider Information
Sch C (Form 5500).pdf
Yes
Yes
Fillable Fileable
Form
Schedule D
DFE/Participating Plan Information
Sch D (Form 5500).pdf
Yes
Yes
Fillable Fileable
Form
Schedule E
ESOP Annual Information
Sch E (Form 5500).pdf
Yes
Yes
Fillable Fileable
Form
Schedule G
Financial Transaction Schedules
Sch G (Form 5500).pdf
Yes
Yes
Fillable Fileable
Form
Schedule H
Financial Information
Sch H (Form 5500).pdf
Yes
Yes
Fillable Fileable
Form
Schedule I
Financial Information - Small Plan
Sch I (Form 5500).pdf
Yes
Yes
Fillable Fileable
Form
Schedule R
Retirement Plan Information
Sch R (Form 5500).pdf
Yes
Yes
Fillable Fileable
Form
Schedule SSA
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits
Sch SSA (Form 5500).pdf
Yes
Yes
Fillable Fileable
Form
Sch MB (Form 5500)
Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
Sch MB (F 5500).pdf
Yes
Yes
Fillable Fileable
Instruction
08i5500hilite1107FinCumChgs1029sgmlCir1030.pdf
Yes
No
Printable Only
Form
5500
Annual Return/Report of Employee Benefit Plan
Form 5500.pdf
Yes
Yes
Fillable Fileable
Form
Sch SB (Form 5500)
Single-Employer Defined Benefit Plan Actuarial Information
Sch SB (F 5500).pdf
Yes
Yes
Fillable Fileable
Federal Enterprise Architecture Business Reference Module
Line of Business:
General Government
Subfunction:
Taxation Management
Privacy Act System of Records
Title:
FR Citation:
Number of Respondents:
780,000
Number of Respondents for Small Entity:
0
Affected Public:
Private Sector
Private Sector:
Businesses or other for-profits
Percentage of Respondents Reporting Electronically:
1 %
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
780,000
-69,433
0
-289,811
0
1,139,244
Annual IC Time Burden (Hours)
593,000
805,728
0
-2,386,211
0
2,173,483
Annual IC Cost Burden (Dollars)
137,000,000
27,400,000
0
109,600,000
0
0
Documents for IC
Title
Document
Date Uploaded
Clarification of burden methodology used for this ICR
RE Form 5500 Paperwork Numbers for 2008 Forms - IRS.htm
07/15/2008
Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.