View Information Collection (IC)

View Information Collection (IC)

Annual Information Return/Report of Employee Benefit Plan
 
No Modified
 
Mandatory
 
29 CFR 2520.103-1

Document Type Form No. Form Name Instrument File URL Available Electronically? Can Be Submitted Electronically? Electronic Capability
Instruction IRS and DOL Changes (Clean) on 2016 Form 5500 Instructions (based on version 160713) 9-29-16.doc Yes Yes Fillable Fileable
Instruction IRS and DOL Changes (Clean) on 2016 Form 5500SF Instruction (Based on version 160713) 9-29-2016.doc Yes Yes Fillable Fileable
Form Form 5500 Annual Return/Report of Employee Benefit Plan 160205 Clean Form 5500.docx Yes Yes Fillable Fileable Signable
Form Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan 160927 Clean Form 5500SF.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule A Insurance Information 160205 Clean Sch A.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule C Service Provider Information 160205 Clean Sch C.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule D DFE/Participating Plan Information 160205 Clean Sch D.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule G Financial Transaction Schedules 160205 Clean Sch G.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule H Financial Information 160205 Clean Sch H.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule I Financial Information--Small Plans 160205 Clean Sch I.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule MB Multiemployer Defined Benefit Plans and Certain Money Purchase Plan Actuarial Information 160205 Clean Sch MB.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule SB Single-Employer Defined Benefit Plan Actuarial Information 160205 Clean Sch SB.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule R Retirement Plan Information 160205 Clean Sch R.docx Yes Yes Fillable Fileable Signable

Income Security General Retirement and Disability

 

806,000 658,000
   
Private Sector Businesses or other for-profits
 
   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 806,000 0 0 -16,000 0 822,000
Annual IC Time Burden (Hours) 550,000 0 0 -29,000 0 579,000
Annual IC Cost Burden (Dollars) 232,879,999 0 -1 3,512,000 0 229,368,000

Title Document Date Uploaded
Form 5500 Instructions (Red Line) IRS and DOL Changes (RLSO) on 2016 Form 5500 Instructions (based on version 160713) 9-29-16.doc 10/12/2016
Form 5500-SF Instructions (Red Line) IRS and DOL Changes (RLSO) on 2016 Form 5500SF Instruction (Based on version 160713) 9-29-2016.doc 10/12/2016
Form 5500 (Red Line) 160205 RLSO Form 5500.docx 10/12/2016
Form 5500-SF (Red Line) 160927 RLSO Form 5500SF.docx 10/12/2016
Schedule A (Red Line) 160205 RLSO Sch A.docx 10/12/2016
Schedule C (Red Line) 160205 RLSO Sch C.docx 10/12/2016
Schedule D (Red Line) 160205 RLSO Sch D.docx 10/12/2016
Schedule G (Red Line) 160205 RLSO Sch G.docx 10/12/2016
Schedule H (Red Line) 160205 RLSO Sch H.docx 10/12/2016
Schedule I (Red Line) 160205 RLSO Sch I.docx 10/12/2016
Schedule MB (Red Line) 160205 RLSO Sch MB.docx 10/12/2016
Schedule SB (Red Line) 160205 RLSO Sch SB.docx 10/12/2016
Schedule R (Red Line) 160205 RLSO Sch R.docx 10/12/2016
            Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.