Skip to main content
An official website of the United States government
The .gov means it's official.
Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you're on a federal government site.
The site is secure.
The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely.
Search:
Agenda
Reg Review
ICR
View Information Collection (IC)
View Information Collection (IC)
IC Title:
Annual Information Return/Report
Agency IC Tracking Number:
Is this a Common Form?
No
IC Status:
Modified
Obligation to Respond:
Mandatory
CFR Citation:
29 CFR 4065
Information Collection Instruments:
Document Type
Form No.
Form Name
Instrument File
URL
Available Electronically?
Can Be Submitted Electronically?
Electronic Capability
Form
2018 Schedule A (Form 5500)
2018 Schedule A (Form 5500) Insurance Information (Clean)
171027 Clean 2018 Schedule A.docx
Yes
Yes
Fillable Fileable
Instruction
2019 Form 5500SF Instructions 080618.doc
Yes
Yes
Fillable Fileable
Form
2018 Schedule D (Form 5500)
2018 Schedule D (Form 5500) DFE/Participating Plan Information (Clean)
171027 Clean 2018 Schedule D.docx
Yes
Yes
Fillable Fileable
Form
2018 Schedule G (Form 5500)
2018 Schedule G (Form 5500) Financial Transaction Schedules (Clean)
171027 Clean 2018 Schedule G.docx
Yes
Yes
Fillable Fileable
Form
2018 Schedule H (Form 5500)
2018 Schedule H (Form 5500) Financial Information (Clean)
171027 Clean 2018 Schedule H.docx
Yes
Yes
Fillable Fileable
Form
2018 Schedule I (Form 5500)
2018 Schedule I (Form 5500) Financial Information—Small Plan (Clean)
171027 Clean 2018 Schedule I.docx
Yes
Yes
Fillable Fileable
Form
5500SF
2019 Form 5500SF
180806 2019 Form 5500SF.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule MB (Form 5500)
2019 Schedule MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
180806 2019 Schedule MB.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule SB (Form 5500)
2019 Schedule SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information
180806 2019 Schedule SB.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule R (Form 5500)
2019 Schedule R (Form 5500) Retirement Plan Information
180806 2019 Schedule R.docx
Yes
Yes
Fillable Fileable
Instruction
Clean 2018 Form 5500 Instructions 091718.doc
Yes
Yes
Fillable Fileable
Instruction
2019 Form 5500SF Instructions 031919 clean.doc
Yes
Yes
Fillable Fileable
Instruction
2019 Form 5500SF Instructions 031919.doc
Yes
Yes
Fillable Fileable
Form
2019 Schedule D (Form 5500)
2019 Schedule D (Form 5500) DFE/Participating Plan Information (Clean)
190130 Sch D clean.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule D (Form 5500)
2019 Schedule D (Form 5500) DFE/Participating Plan Information
190130 Sch D.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule G (Form 5500)
2019 Schedule G (Form 5500) Financial Transaction Schedules (Clean)
190130 Sch G clean.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule G (Form 5500)
2019 Schedule G (Form 5500) Financial Transaction Schedules
190130 Sch G.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule H (Form 5500)
2019 Schedule H (Form 5500) Financial Information (Clean)
190130 Sch H clean.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule H (Form 5500)
2019 Schedule H (Form 5500) Financial Information (Clean)
190130 Sch H.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule I (Form 5500)
2019 Schedule I (Form 5500) Financial Information—Small Plan (Clean)
190130 Sch I clean.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule I (Form 5500)
2019 Schedule I (Form 5500) Financial Information—Small Pla9
190130 Sch I.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule MB (Form 5500)
2019 Schedule MB (Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information) (Clean)
190130 Sch MB clean.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule MB (Form 5500)
2019 Schedule MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
190130 Sch MB.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule R (Form 5500)
2019 Schedule R (Form 5500) Retirement Plan Information (Clean)
190130 Sch R clean.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule R (Form 5500)
2019 Schedule R (Form 5500) Retirement Plan Information
190130 Sch R.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule SB (Form 5500)
2019 Schedule SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information (Clean)
190130 Sch SB clean.docx
Yes
Yes
Fillable Fileable
Form
2019 Schedule SB (Form 5500)
2019 Schedule SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information
190130 Sch SB.docx
Yes
Yes
Fillable Fileable
Instruction
Final Round 2019 Form 5500 Instructions 032019 clean.doc
Yes
Yes
Fillable Fileable
Instruction
Final Round 2019 Form 5500 Instructions 032019.doc
Yes
Yes
Fillable Fileable
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:
23,900
Number of Respondents for Small Entity:
17,300
Affected Public:
Private Sector
Private Sector:
Businesses or other for-profits, Not-for-profit institutions
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
23,900
0
0
0
0
23,900
Annual IC Time Burden (Hours)
1,217
0
0
0
0
1,217
Annual IC Cost Burden (Dollars)
1,531,000
0
0
0
0
1,531,000
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.