Information Collection

Annual Return/Report of Employee Benefit Plan

IC 40957 under ICR 200705-1545-065 · OMB 1545-1610.

⚠️ Notice: This information collection may be referencing outdated material.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

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
Form Schedule A Insurance Information Annual Return/Report of Employee Benefit Plan	Form
Form Schedule B Actuarial Information Annual Return/Report of Employee Benefit Plan	Form
Form Schedule C Service Provider Information Annual Return/Report of Employee Benefit Plan	Form
Form Schedule D DFE/Participating Plan Information Annual Return/Report of Employee Benefit Plan	Form
Form Schedule E ESOP Annual Information Annual Return/Report of Employee Benefit Plan	Form
Form Schedule G Financial Transaction Schedules Annual Return/Report of Employee Benefit Plan	Form
Form Schedule H Financial Information Annual Return/Report of Employee Benefit Plan	Form
Form Schedule I Financial Information - Small Plan Annual Return/Report of Employee Benefit Plan	Form
Form Schedule R Retirement Plan Information Annual Return/Report of Employee Benefit Plan	Form
Form Schedule SSA Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits Annual Return/Report of Employee Benefit Plan	Form
Form 5500 and schedules Annual Return/Report of Employee Benefit Plan Annual Return/Report of Employee Benefit Plan	Form
Form 5500 Annual Return/Report of Employee Benefit Plan 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:

table that charts list of instruments
Document Type	Form No.	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	Schedule A	Yes	Yes	Fillable Fileable
Form	Schedule B	Yes	Yes	Fillable Fileable
Form	Schedule C	Yes	Yes	Fillable Fileable
Form	Schedule D	Yes	Yes	Fillable Fileable
Form	Schedule E	Yes	Yes	Fillable Fileable
Form	Schedule G	Yes	Yes	Fillable Fileable
Form	Schedule H	Yes	Yes	Fillable Fileable
Form	Schedule I	Yes	Yes	Fillable Fileable
Form	Schedule R	Yes	Yes	Fillable Fileable
Form	Schedule SSA	Yes	Yes	Fillable Fileable
Form	5500 and schedules	Yes	Yes	Fillable Fileable
Instruction		Yes	No	Printable Only
Form	5500	Yes	Yes	Fillable Fileable

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: 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 %

table that charts list of burden
	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

table that charts IC Documents
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.

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