Annual Return/Report of Employee Benefit Plan

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-1610 can be found here:

Documents and Forms

Document Name Document Type
Form Schedule A Annual Return/Report of Employee Benefit Plan Form
Form 5500 Instr.pdf Instruction
Schedule A Insurance Information Form 5500 sch A.pdf Form
Schedule B Actuarial Information Form 5500 sch B.pdf Form
Schedule C Service Provider Information Form 5500 sch C.pdf Form
Schedule D DFE/Participating Plan Information Form 5500 sch D.pdf Form
Schedule E ESOP Annual Information Form 5500 sch E.pdf Form
Schedule G Financial Transaction Schedules Form 5500 sch G.pdf Form
Schedule H Financial Information Form 5500 sch H.pdf Form
Schedule I Financial Information - Small Plan Form 5500 sch I.pdf Form
Schedule R Retirement Plan Information Form 5500 sch R.pdf Form
Schedule SSA Annual Registration Statement Identifying Separated Part Form 5500 sch SSA.pdf Form
5500 and schedules Annual Return/Report of Employee Benefit Plan Form 5500 and schedules.pdf Form
5500 Annual Return/Report of Employee Benefit Plan Form 5500.pdf Form

Information Collection (IC) Details

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	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	Schedule A	Insurance Information	Form 5500 sch A.pdf	Yes	Yes	Fillable Fileable
Form	Schedule B	Actuarial Information	Form 5500 sch B.pdf	Yes	Yes	Fillable Fileable
Form	Schedule C	Service Provider Information	Form 5500 sch C.pdf	Yes	Yes	Fillable Fileable
Form	Schedule D	DFE/Participating Plan Information	Form 5500 sch D.pdf	Yes	Yes	Fillable Fileable
Form	Schedule E	ESOP Annual Information	Form 5500 sch E.pdf	Yes	Yes	Fillable Fileable
Form	Schedule G	Financial Transaction Schedules	Form 5500 sch G.pdf	Yes	Yes	Fillable Fileable
Form	Schedule H	Financial Information	Form 5500 sch H.pdf	Yes	Yes	Fillable Fileable
Form	Schedule I	Financial Information - Small Plan	Form 5500 sch I.pdf	Yes	Yes	Fillable Fileable
Form	Schedule R	Retirement Plan Information	Form 5500 sch R.pdf	Yes	Yes	Fillable Fileable
Form	Schedule SSA	Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits	Form 5500 sch SSA.pdf	Yes	Yes	Fillable Fileable
Form	5500 and schedules	Annual Return/Report of Employee Benefit Plan	Form 5500 and schedules.pdf	Yes	Yes	Fillable Fileable
Instruction			Form 5500 Instr.pdf	Yes	No	Printable Only
Form	5500	Annual Return/Report of Employee Benefit Plan	Form 5500.pdf	Yes	Yes	Fillable Fileable

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records
Title:	FR Citation:

Number of Respondents: 1,139,244	Number of Respondents for Small Entity: 0

Affected Public: Private Sector	Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 1 %

	Approved	Program Change Due to Agency Discretion	Previously Approved
Annual Number of Responses for this IC	1,139,244	0	1,139,244
Annual IC Time Burden (Hours)	2,173,483	-1,524,786	3,698,269
Annual IC Cost Burden (Dollars)	0	0	0

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.