Burden Computation

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Overview

Baseline
2007
2008
2009

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Sheet 1: Baseline

Table TA 7: Burden summary for Paperwork Reduction Act (PRA), Baseline
Includes transition burden
Total	Provider	Sponsor	Total		Provider	Sponsor	Total				Total less Sum of Agencies
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	885,111	469,349	1,354,460		$76,119,538	$27,691,604	$103,811,142
Small Pension Plans	2,441,829	599,136	3,040,965		$209,997,268	$35,349,047	$245,346,315				-1.952	-0.473	-2.426		-167.91	-27.92	-195.84
Large Welfare Plans	773,846	115,258	889,104		$66,550,751	$6,800,198	$73,350,949
Small Welfare Plans	29,136	5,465	34,601		$2,505,697	$322,460	$2,828,157
Large Plans	1,658,957	584,607	2,243,564		$142,670,289	$34,491,802	$177,162,091
Small Plans	2,470,965	604,602	3,075,567		$212,502,965	$35,671,507	$248,174,472
Total Plans	4,129,922	1,189,209	5,319,130		$355,173,254	$70,163,309	$425,336,563
DOL	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	490,013	219,012	709,025		$42,141,150	$12,921,695	$55,062,844
Small Pension Plans	1,217,435	235,049	1,452,485		$104,699,443	$13,867,913	$118,567,356
Large Welfare Plans	753,520	101,742	855,262		$64,802,722	$6,002,755	$70,805,477
Small Welfare Plans	21,391	3,549	24,940		$1,839,618	$209,381	$2,048,999
Large Plans	1,243,533	320,753	1,564,287		$106,943,872	$18,924,450	$125,868,322
Small Plans	1,238,826	238,598	1,477,424		$106,539,061	$14,077,294	$120,616,355
Total Plans	2,482,360	559,352	3,041,711		$213,482,932	$33,001,744	$246,484,676
IRS	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	291,585	122,827	414,412		$25,076,325	$7,246,795	$32,323,121
Small Pension Plans	1,032,300	261,324	1,293,624		$88,777,761	$15,418,125	$104,195,886
Large Welfare Plans	20,219	13,484	33,703		$1,738,830	$795,565	$2,534,395
Small Welfare Plans	7,706	1,907	9,613		$662,711	$112,532	$775,243
Large Plans	311,804	136,311	448,115		$26,815,155	$8,042,360	$34,857,516
Small Plans	1,040,005	263,231	1,303,237		$89,440,473	$15,530,656	$104,971,129
Total Plans	1,351,810	399,543	1,751,352		$116,255,628	$23,573,017	$139,828,645
PBGC	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	4,716	281	4,996		$405,533	$16,569	$422,102
Small Pension Plans	15,597	1,907	17,504		$1,341,349	$112,511	$1,453,861
Large Welfare Plans	107	32	139		$9,199	$1,878	$11,077
Small Welfare Plans	39	9	48		$3,370	$548	$3,919
Large Plans	4,822	313	5,135		$414,733	$18,447	$433,180
Small Plans	15,636	1,916	17,553		$1,344,720	$113,060	$1,457,779
Total Plans	20,459	2,229	22,688		$1,759,452	$131,507	$1,890,959
SSA	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	98,797	127,230	226,026		$8,496,530	$7,506,545	$16,003,075
Small Pension Plans	176,499	100,856	277,355		$15,178,883	$5,950,525	$21,129,408
Large Welfare Plans	0	0	0		$0	$0	$0
Small Welfare Plans	0	0	0		$0	$0	$0
Large Plans	98,797	127,230	226,026		$8,496,530	$7,506,545	$16,003,075
Small Plans	176,499	100,856	277,355		$15,178,883	$5,950,525	$21,129,408
Total Plans	275,295	228,086	503,381		$23,675,412	$13,457,070	$37,132,483
IRS + SSA	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	390,382	250,057	640,439		$33,572,855	$14,753,340	$48,326,196
Small Pension Plans	1,208,798	362,181	1,570,979		$103,956,644	$21,368,650	$125,325,294
Large Welfare Plans	20,219	13,484	33,703		$1,738,830	$795,565	$2,534,395
Small Welfare Plans	7,706	1,907	9,613		$662,711	$112,532	$775,243
Large Plans	410,601	263,541	674,142		$35,311,685	$15,548,905	$50,860,590
Small Plans	1,216,504	364,088	1,580,592		$104,619,355	$21,481,182	$126,100,537
Total Plans	1,627,105	627,629	2,254,734		$139,931,040	$37,030,087	$176,961,128

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Sheet 2: 2007

Table TA 8: Burden summary for Paperwork Reduction Act (PRA), Final, 2007
Total	Provider	Sponsor	Total		Provider	Sponsor	Total				Total less Sum of Agencies
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	885,111	469,349	1,354,460		$76,119,538	$27,691,604	$103,811,142				-0.001	0.000	-0.001		-0.05	-0.01	-0.06
Small Pension Plans	2,190,561	540,195	2,730,756		$188,388,248	$31,871,487	$220,259,735				-0.982	-0.238	-1.220		-84.45	-14.04	-98.49
Large Welfare Plans	773,846	115,258	889,104		$66,550,751	$6,800,198	$73,350,949
Small Welfare Plans	23,438	4,801	28,240		$2,015,698	$283,285	$2,298,983
Large Plans	1,658,957	584,607	2,243,564		$142,670,289	$34,491,802	$177,162,091
Small Plans	2,213,999	544,996	2,758,995		$190,403,946	$32,154,771	$222,558,717
Total Plans	3,872,956	1,129,603	5,002,559		$333,074,236	$66,646,573	$399,720,809
DOL	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	490,013	219,012	709,025		$42,141,150	$12,921,695	$55,062,844
Small Pension Plans	1,013,112	212,803	1,225,914		$87,127,591	$12,555,375	$99,682,966
Large Welfare Plans	753,520	101,742	855,262		$64,802,722	$6,002,755	$70,805,477
Small Welfare Plans	15,595	2,893	18,488		$1,341,135	$170,705	$1,511,841
Large Plans	1,243,533	320,753	1,564,287		$106,943,872	$18,924,450	$125,868,322
Small Plans	1,028,706	215,696	1,244,402		$88,468,726	$12,726,080	$101,194,807
Total Plans	2,272,240	536,450	2,808,689		$195,412,598	$31,650,530	$227,063,128
IRS	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	291,585	122,827	414,412		$25,076,325	$7,246,795	$32,323,121
Small Pension Plans	987,196	225,063	1,212,260		$84,898,893	$13,278,736	$98,177,628
Large Welfare Plans	20,219	13,484	33,703		$1,738,830	$795,565	$2,534,395
Small Welfare Plans	7,823	1,903	9,726		$672,789	$112,290	$785,079
Large Plans	311,804	136,311	448,115		$26,815,155	$8,042,360	$34,857,516
Small Plans	995,020	226,967	1,221,986		$85,571,681	$13,391,026	$98,962,707
Total Plans	1,306,824	363,278	1,670,101		$112,386,836	$21,433,386	$133,820,222
PBGC	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	4,716	281	4,996		$405,533	$16,569	$422,102
Small Pension Plans	13,755	1,472	15,228		$1,182,966	$86,865	$1,269,831
Large Welfare Plans	107	32	139		$9,199	$1,878	$11,077
Small Welfare Plans	21	5	26		$1,776	$289	$2,065
Large Plans	4,822	313	5,135		$414,733	$18,447	$433,180
Small Plans	13,776	1,477	15,253		$1,184,742	$87,154	$1,271,896
Total Plans	18,599	1,790	20,388		$1,599,475	$105,601	$1,705,076
SSA	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	98,797	127,230	226,026		$8,496,530	$7,506,545	$16,003,075
Small Pension Plans	176,499	100,856	277,355		$15,178,883	$5,950,525	$21,129,408
Large Welfare Plans	0	0	0		$0	$0	$0
Small Welfare Plans	0	0	0		$0	$0	$0
Large Plans	98,797	127,230	226,026		$8,496,530	$7,506,545	$16,003,075
Small Plans	176,499	100,856	277,355		$15,178,883	$5,950,525	$21,129,408
Total Plans	275,295	228,086	503,381		$23,675,412	$13,457,070	$37,132,483
IRS + SSA	Provider	Sponsor	Total		Provider	Sponsor	Total		IRS + SSA	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs		change to Baseline	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	390,382	250,057	640,439		$33,572,855	$14,753,340	$48,326,196
Small Pension Plans	1,163,695	325,920	1,489,615		$100,077,775	$19,229,261	$119,307,036
Large Welfare Plans	20,219	13,484	33,703		$1,738,830	$795,565	$2,534,395
Small Welfare Plans	7,823	1,903	9,726		$672,789	$112,290	$785,079
Large Plans	410,601	263,541	674,142		$35,311,685	$15,548,905	$50,860,590
Small Plans	1,171,518	327,823	1,499,341		$100,750,564	$19,341,551	$120,092,115
Total Plans	1,582,119	591,364	2,173,483		$136,062,249	$34,890,456	$170,952,705		Total	0.9724	0.9422	0.9640		0.9724	0.9422	0.9660
									change	2.76%	5.78%	3.60%		2.76%	5.78%	3.40%

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Sheet 3: 2008

Table TA 8: Burden summary for Paperwork Reduction Act (PRA), Final, 2008
Includes transition burden
Total	Provider	Sponsor	Total		Provider	Sponsor	Total				Total less Sum of Agencies
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	914,209	476,191	1,390,400		$78,621,966	$28,095,280	$106,717,245				-0.001	0.000	-0.001		-0.05	-0.01	-0.06
Small Pension Plans	2,118,373	520,302	2,638,675		$182,180,082	$30,697,843	$212,877,925				-0.982	-0.238	-1.220		-84.45	-14.04	-98.49
Large Welfare Plans	773,846	115,258	889,104		$66,550,751	$6,800,198	$73,350,949
Small Welfare Plans	22,057	4,476	26,533		$1,896,922	$264,066	$2,160,988
Large Plans	1,688,055	591,449	2,279,504		$145,172,717	$34,895,478	$180,068,194
Small Plans	2,140,430	524,778	2,665,208		$184,077,004	$30,961,909	$215,038,913
Total Plans	3,828,485	1,116,227	4,944,712		$329,249,721	$65,857,386	$395,107,107
DOL	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	490,013	219,012	709,025		$42,141,150	$12,921,695	$55,062,844
Small Pension Plans	947,523	197,333	1,144,856		$81,486,946	$11,642,671	$93,129,617
Large Welfare Plans	753,520	101,742	855,262		$64,802,722	$6,002,755	$70,805,477
Small Welfare Plans	14,863	2,721	17,583		$1,278,184	$160,519	$1,438,703
Large Plans	1,243,533	320,753	1,564,287		$106,943,872	$18,924,450	$125,868,322
Small Plans	962,385	200,054	1,162,439		$82,765,130	$11,803,190	$94,568,320
Total Plans	2,205,919	520,807	2,726,726		$189,709,002	$30,727,640	$220,436,642
IRS	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	319,995	129,640	449,634		$27,519,549	$7,648,738	$35,168,288
Small Pension Plans	978,655	220,472	1,199,127		$84,164,304	$13,007,874	$97,172,178
Large Welfare Plans	20,219	13,484	33,703		$1,738,830	$795,565	$2,534,395
Small Welfare Plans	7,174	1,750	8,924		$616,964	$103,257	$720,221
Large Plans	340,214	143,124	483,337		$29,258,379	$8,444,303	$37,702,682
Small Plans	985,829	222,223	1,208,051		$84,781,267	$13,111,131	$97,892,399
Total Plans	1,326,042	365,346	1,691,389		$114,039,646	$21,555,435	$135,595,081
PBGC	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	5,404	310	5,714		$464,737	$18,302	$483,039
Small Pension Plans	15,698	1,640	17,339		$1,350,034	$96,787	$1,446,820
Large Welfare Plans	107	32	139		$9,199	$1,878	$11,077
Small Welfare Plans	21	5	26		$1,776	$289	$2,065
Large Plans	5,511	342	5,853		$473,937	$20,179	$494,116
Small Plans	15,719	1,645	17,364		$1,351,810	$97,076	$1,448,886
Total Plans	21,230	1,987	23,217		$1,825,746	$117,256	$1,943,002
SSA	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	98,797	127,230	226,026		$8,496,530	$7,506,545	$16,003,075
Small Pension Plans	176,499	100,856	277,355		$15,178,883	$5,950,525	$21,129,408
Large Welfare Plans	0	0	0		$0	$0	$0
Small Welfare Plans	0	0	0		$0	$0	$0
Large Plans	98,797	127,230	226,026		$8,496,530	$7,506,545	$16,003,075
Small Plans	176,499	100,856	277,355		$15,178,883	$5,950,525	$21,129,408
Total Plans	275,295	228,086	503,381		$23,675,412	$13,457,070	$37,132,483
IRS + SSA	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	418,792	256,869	675,661		$36,016,079	$15,155,283	$51,171,362
Small Pension Plans	1,155,153	321,329	1,476,482		$99,343,186	$18,958,400	$118,301,586
Large Welfare Plans	20,219	13,484	33,703		$1,738,830	$795,565	$2,534,395
Small Welfare Plans	7,174	1,750	8,924		$616,964	$103,257	$720,221
Large Plans	439,011	270,353	709,364		$37,754,909	$15,950,848	$53,705,757
Small Plans	1,162,327	323,079	1,485,406		$99,960,150	$19,061,657	$119,021,807
Total Plans	1,601,338	593,432	2,194,770		$137,715,059	$35,012,505	$172,727,564

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Sheet 4: 2009

Table TA 8: Burden summary for Paperwork Reduction Act (PRA), Final, 2009
Includes transition burden
Total	Provider	Sponsor	Total		Provider	Sponsor	Total				Total less Sum of Agencies
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	885,502	401,354	1,286,856		$76,153,212	$23,679,878	$99,833,089				-0.001	0.000	-0.001		-0.06	-0.01	-0.06
Small Pension Plans	1,523,213	329,108	1,852,321		$130,996,316	$19,417,394	$150,413,710				-0.117	-0.028	-0.146		-10.10	-1.68	-11.78
Large Welfare Plans	803,279	119,873	923,152		$69,081,988	$7,072,510	$76,154,499
Small Welfare Plans	15,836	3,616	19,452		$1,361,903	$213,363	$1,575,266
Large Plans	1,688,781	521,227	2,210,008		$145,235,200	$30,752,388	$175,987,588
Small Plans	1,539,049	332,725	1,871,774		$132,358,219	$19,630,757	$151,988,976
Total Plans	3,227,830	853,952	4,081,782		$277,593,419	$50,383,145	$327,976,564
DOL	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	574,168	257,910	832,077		$49,378,429	$15,216,669	$64,595,097
Small Pension Plans	708,414	164,086	872,500		$60,923,634	$9,681,051	$70,604,685
Large Welfare Plans	781,644	105,407	887,051		$67,221,385	$6,219,031	$73,440,415
Small Welfare Plans	9,101	1,996	11,097		$782,688	$117,768	$900,456
Large Plans	1,355,812	363,317	1,719,129		$116,599,813	$21,435,699	$138,035,513
Small Plans	717,515	166,082	883,597		$61,706,322	$9,798,819	$71,505,142
Total Plans	2,073,327	529,399	2,602,726		$178,306,136	$31,234,519	$209,540,654
IRS	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	307,242	143,177	450,418		$26,422,775	$8,447,437	$34,870,211
Small Pension Plans	804,451	164,096	968,547		$69,182,800	$9,681,643	$78,864,442
Large Welfare Plans	21,527	14,433	35,960		$1,851,317	$851,560	$2,702,877
Small Welfare Plans	6,731	1,619	8,350		$578,868	$95,538	$674,406
Large Plans	328,769	157,610	486,379		$28,274,092	$9,298,997	$37,573,088
Small Plans	811,182	165,715	976,897		$69,761,668	$9,777,181	$79,538,849
Total Plans	1,139,951	323,325	1,463,276		$98,035,760	$19,076,177	$117,111,937
PBGC	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	4,093	267	4,360		$352,008	$15,772	$367,781
Small Pension Plans	10,348	927	11,275		$889,893	$54,701	$944,594
Large Welfare Plans	108	33	141		$9,287	$1,920	$11,206
Small Welfare Plans	4	1	5		$346	$57	$404
Large Plans	4,201	300	4,501		$361,295	$17,692	$378,987
Small Plans	10,352	928	11,280		$890,239	$54,759	$944,998
Total Plans	14,553	1,228	15,781		$1,251,534	$72,451	$1,323,985
SSA	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	0	0	0		$0	$0	$0
Small Pension Plans	0	0	0		$0	$0	$0
Large Welfare Plans	0	0	0		$0	$0	$0
Small Welfare Plans	0	0	0		$0	$0	$0
Large Plans	0	0	0		$0	$0	$0
Small Plans	0	0	0		$0	$0	$0
Total Plans	0	0	0		$0	$0	$0
IRS + SSA	Provider	Sponsor	Total		Provider	Sponsor	Total
	Hours	Hours	Hours		Costs	Costs	Costs
Large Pension Plans	307,242	143,177	450,418		$26,422,775	$8,447,437	$34,870,211
Small Pension Plans	804,451	164,096	968,547		$69,182,800	$9,681,643	$78,864,442
Large Welfare Plans	21,527	14,433	35,960		$1,851,317	$851,560	$2,702,877
Small Welfare Plans	6,731	1,619	8,350		$578,868	$95,538	$674,406
Large Plans	328,769	157,610	486,379		$28,274,092	$9,298,997	$37,573,088
Small Plans	811,182	165,715	976,897		$69,761,668	$9,777,181	$79,538,849
Total Plans	1,139,951	323,325	1,463,276		$98,035,760	$19,076,177	$117,111,937