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
5500
Annual Return/Report of Employee Benefit Plan
170203 Clean Form 5500.docx
Yes
Yes
Fillable Fileable
Form
5500SF
Short Form Annual Return/Report of Small Employee Benefit Plan
170203 Clean Form 5500SF.docx
Yes
Yes
Fillable Fileable
Form
Sch A (Form 5500)
Insurance Information
170203 Clean Sch A.docx
Yes
Yes
Fillable Fileable
Form
Sch C (Form 5500)
Service Provider Information
170203 Clean Sch C.docx
Yes
Yes
Fillable Fileable
Form
Sch D (Form 5500)
DFE/Participating Plan Information
170203 Clean Sch D.docx
Yes
Yes
Fillable Fileable
Form
Sch G (Form 5500)
Financial Transaction Schedules
170203 Clean Sch G.docx
Yes
Yes
Fillable Fileable
Form
Sch H (Form 5500)
Financial Information
170203 Clean Sch H.docx
Yes
Yes
Fillable Fileable
Form
Sch I (Form 5500)
Financial Information—Small Plan
170203 Clean Sch I.docx
Yes
Yes
Fillable Fileable
Form
Sch MB (Form 5500)
Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
170203 Clean Sch MB.docx
Yes
Yes
Fillable Fileable
Form
Sch R (Form 5500)
Retirement Plan Information
170203 Clean Sch R.docx
Yes
Yes
Fillable Fileable
Form
Sch SB (Form 5500)
Single-Employer Defined Benefit Plan Actuarial Information
170203 Clean Sch SB.docx
Yes
Yes
Fillable Fileable
Instruction
2017 Form 5500 Instructions CLEAN 031017.doc
Yes
Yes
Printable Only
Instruction
2017 Form 5500SF Instruction CLEAN 031017.doc
Yes
No
Printable Only
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:
828,000
Number of Respondents for Small Entity:
650,000
Affected Public:
Private Sector
Private Sector:
Businesses or other for-profits
Percentage of Respondents Reporting Electronically:
99 %
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)
338,000
0
0
18,000
0
320,000
Annual IC Cost Burden (Dollars)
137,129,000
0
0
16,518,000
0
120,611,000
Documents for IC
Title
Document
Date Uploaded
2017 Burden Spreadsheet for 1545-1610
IRS 2007-2011, 2013-2017.xlsx
03/16/2017
Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.