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⚠️ Notice: This information collection may be referencing outdated material.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
08i5500hilite1107FinCumChgs1029sgmlCir1030.pdf Instruction
Schedule A Insurance Information Sch A (Form 5500).pdf Form
Schedule C Service Provider Information Sch C (Form 5500).pdf Form
Schedule D DFE/Participating Plan Information Sch D (Form 5500).pdf Form
Schedule E ESOP Annual Information Sch E (Form 5500).pdf Form
Schedule G Financial Transaction Schedules Sch G (Form 5500).pdf Form
Schedule H Financial Information Sch H (Form 5500).pdf Form
Schedule I Financial Information - Small Plan Sch I (Form 5500).pdf Form
Schedule R Retirement Plan Information Sch R (Form 5500).pdf Form
Schedule SSA Annual Registration Statement Identifying Separated Part Sch SSA (Form 5500).pdf Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur Sch MB (F 5500).pdf Form
5500 Annual Return/Report of Employee Benefit Plan Form 5500.pdf Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati Sch SB (F 5500).pdf Form
RE Form 5500 Paperwork Numbers for 2008 Forms - IRS.htm Clarification of burden methodology used for this ICR IC Document

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	Sch A (Form 5500).pdf	Yes	Yes	Fillable Fileable
Form	Schedule C	Service Provider Information	Sch C (Form 5500).pdf	Yes	Yes	Fillable Fileable
Form	Schedule D	DFE/Participating Plan Information	Sch D (Form 5500).pdf	Yes	Yes	Fillable Fileable
Form	Schedule E	ESOP Annual Information	Sch E (Form 5500).pdf	Yes	Yes	Fillable Fileable
Form	Schedule G	Financial Transaction Schedules	Sch G (Form 5500).pdf	Yes	Yes	Fillable Fileable
Form	Schedule SSA	Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits	Sch SSA (Form 5500).pdf	Yes	Yes	Fillable Fileable
Form	Schedule H	Financial Information	Sch H (Form 5500).pdf	Yes	Yes	Fillable Fileable
Form	Schedule I	Financial Information - Small Plan	Sch I (Form 5500).pdf	Yes	Yes	Fillable Fileable
Form	Schedule R	Retirement Plan Information	Sch R (Form 5500).pdf	Yes	Yes	Fillable Fileable
Form	Sch MB (Form 5500)	Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information	Sch MB (F 5500).pdf	Yes	Yes	Fillable Fileable
Form	5500	Annual Return/Report of Employee Benefit Plan	Form 5500.pdf	Yes	Yes	Fillable Fileable
Form	Sch SB (Form 5500)	Single-Employer Defined Benefit Plan Actuarial Information	Sch SB (F 5500).pdf	Yes	Yes	Fillable Fileable
Instruction			08i5500hilite1107FinCumChgs1029sgmlCir1030.pdf	Yes	No	Printable Only

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records
Title:	FR Citation:

Number of Respondents: 780,000	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 New Statute	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	780,000	-69,433	-289,811	1,139,244
Annual IC Time Burden (Hours)	593,000	805,728	-2,386,211	2,173,483
Annual IC Cost Burden (Dollars)	137,000,000	27,400,000	109,600,000	0

Documents for IC

Title	Document	Date Uploaded
Clarification of burden methodology used for this ICR	RE Form 5500 Paperwork Numbers for 2008 Forms - IRS.htm	07/15/2008

Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.