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⚠️ Notice: This information collection may be referencing outdated material.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 Sch SB (Form 5500) Annual Return/Report of Employee Benefit Plan Form
2009 Instr for F5500.pdf Instruction
2010 Instr for Form 5500.pdf Instruction
2009 Instr for F5500-SF.pdf Instruction
Schedule A Insurance Information 2009 Form 5500 SchA EFAST.pdf Form
Schedule C Service Provider Information 2009 Form 5500 SchC EFAST.pdf Form
Schedule D DFE/Participating Plan Information 2009 Form 5500 SchD EFAST.pdf Form
Schedule G Financial Transaction Schedules 2009 Form 5500 SchG EFAST.pdf Form
Schedule H Financial Information 2009 Form 5500 SchH EFAST.pdf Form
Schedule I Financial Information - Small Plan 2009 Form 5500 SchI FAST.pdf Form
Schedule R Retirement Plan Information 2009 Form 5500 SchR EFAST.pdf Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur 2009 Form 5500 SchMB EFAST.pdf Form
5500 Annual Return/Report of Employee Benefit Plan 2009 Form 5500 EFAST.pdf Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati 2009 Form 5500 SchSB EFAST.pdf Form
5500-SF Short Form Annual Return/Report of Small Employee Bennef 2010 Form 5500-SF EFAST.pdf Form
RE Form 5500 Paperwork Numbers for 2008 Forms - IRS.htm Clarification of burden methodology used for this ICR IC Document
IRS 2009 and 2010 burden estimates.xls 2009-2010 Burden estimates 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	Sch SB (Form 5500)	Single-Employer Defined Benefit Plan Actuarial Information	2009 Form 5500 SchSB EFAST.pdf	Yes	Yes	Fillable Fileable
Form	Schedule A	Insurance Information	2009 Form 5500 SchA EFAST.pdf	Yes	Yes	Fillable Fileable
Form	Schedule C	Service Provider Information	2009 Form 5500 SchC EFAST.pdf	Yes	Yes	Fillable Fileable
Form	Schedule D	DFE/Participating Plan Information	2009 Form 5500 SchD EFAST.pdf	Yes	Yes	Fillable Fileable
Form	Schedule G	Financial Transaction Schedules	2009 Form 5500 SchG EFAST.pdf	Yes	Yes	Fillable Fileable
Form	Schedule H	Financial Information	2009 Form 5500 SchH EFAST.pdf	Yes	Yes	Fillable Fileable
Form	Schedule I	Financial Information - Small Plan	2009 Form 5500 SchI FAST.pdf	Yes	Yes	Fillable Fileable
Form	Schedule R	Retirement Plan Information	2009 Form 5500 SchR EFAST.pdf	Yes	Yes	Fillable Fileable
Form	Sch MB (Form 5500)	Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information	2009 Form 5500 SchMB EFAST.pdf	Yes	Yes	Fillable Fileable
Instruction			2009 Instr for F5500.pdf	Yes	No	Printable Only
Form	5500	Annual Return/Report of Employee Benefit Plan	2009 Form 5500 EFAST.pdf	Yes	Yes	Fillable Fileable
Instruction			2010 Instr for Form 5500.pdf	Yes	No	Printable Only
Form	5500-SF	Short Form Annual Return/Report of Small Employee Bennefit Plan	2010 Form 5500-SF EFAST.pdf	Yes	Yes	Fillable Fileable
Instruction			2009 Instr for F5500-SF.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: 99 %

	Approved	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	780,000	0	780,000
Annual IC Time Burden (Hours)	323,000	-270,000	593,000
Annual IC Cost Burden (Dollars)	98,000,000	-39,000,000	137,000,000

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
2009-2010 Burden estimates	IRS 2009 and 2010 burden estimates.xls	10/02/2009

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