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 2017 Form 5500 Instructions CLEAN 032317.doc Yes Yes Fillable Fileable
Instruction 2017 Form 5500SF Instruction CLEAN 032317.doc Yes Yes Fillable Fileable
Form Form 5500 Annual Return/Report of Employee Benefit Plan 170203 Clean Form 5500.docx Yes Yes Fillable Fileable Signable
Form Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan 170203 Clean Form 5500SF.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule A Insurance Information 170203 Clean Sch A.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule C Service Provider Information 170203 Clean Sch C.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule D DFE/Participating Plan Information 170203 Clean Sch D.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule G Financial Transaction Schedules 170203 Clean Sch G.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule H Financial Information 170203 Clean Sch H.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule I Financial Information--Small Plans 170203 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 170203 Clean Sch MB.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule SB Single-Employer Defined Benefit Plan Actuarial Information 170203 Clean Sch SB.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule R Retirement Plan Information 170203 Clean Sch R.docx Yes Yes Fillable Fileable Signable

Income Security General Retirement and Disability

 

828,000 669,000
   
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 828,000 0 0 22,000 0 806,000
Annual IC Time Burden (Hours) 583,000 0 0 33,000 0 550,000
Annual IC Cost Burden (Dollars) 266,073,000 0 0 33,193,001 0 232,879,999

Title Document Date Uploaded
Form 5500 Instructions (Red Line) 2017 Form 5500 Instructions RLSO 032317.doc 03/28/2017
Form 5500-SF Instructions (Red Line) 2017 Form 5500SF Instruction RLSO 032317.doc 03/28/2017
Form 5500 (Red Line) 170203 RLSO Form 5500.docx 03/28/2017
Form 5500-SF (Red Line) 170203 RLSO Form 5500SF.docx 03/28/2017
Schedule A (Red Line) 170203 RLSO Sch A.docx 03/28/2017
Schedule C (Red Line) 170203 RLSO Sch C.docx 03/28/2017
Schedule D (Red Line) 170203 RLSO Sch D.docx 03/28/2017
Schedule G (Red Line) 170203 RLSO Sch G.docx 03/28/2017
Schedule H (Red Line) 170203 RLSO Sch H.docx 03/28/2017
Schedule I (Red Line) 170203 RLSO Sch I.docx 03/28/2017
Schedule MB (Red Line) 170203 RLSO Sch MB.docx 03/28/2017
Schedule SB (Red Line) 170203 RLSO Sch SB.docx 03/28/2017
Schedule R (Red Line) 170203 RLSO Sch R.docx 03/28/2017
            Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.