Annual Information Return/Report

ICR 201004-1212-002

OMB: 1212-0057

Federal Form Document

Forms and Documents
Document
Name
Status
Form
Modified
Supplementary Document
2009-09-16
Justification for No Material/Nonsubstantive Change
2009-09-16
Supplementary Document
2009-09-15
Supplementary Document
2009-09-01
Supplementary Document
2009-09-01
Supporting Statement A
2008-10-10
IC Document Collections
IC ID
Document
Title
Status
13607 Modified
ICR Details
1212-0057 201004-1212-002
Historical Active 200908-1212-001
PBGC
Annual Information Return/Report
No material or nonsubstantive change to a currently approved collection   No
Regular
Approved without change 04/26/2010
Retrieve Notice of Action (NOA) 04/16/2010
  Inventory as of this Action Requested Previously Approved
09/30/2010 09/30/2010 09/30/2010
30,300 0 30,300
1,200 0 1,200
1,250,000 0 1,250,000

Sections 104 and 4065 of ERISA require plan administrators to file an annual report. The report must contain the information described in section 103 of ERISA. The Form 5500 Series provides a standard format for fulfilling that requirement.

US Code: 29 USC 1302(b)(3), 1365 Name of Law: ERISA
  
Statute at Large: 120 Stat. 780 Name of Statute: Pension Protection Act of 2006

1210-AB06 Final or interim final rulemaking 71 FR 41392 07/21/2006

  71 FR 41616 07/21/2006
Yes

  Total Approved Previously Approved Change Due to New Statute Change Due to Agency Discretion Change Due to Adjustment in Estimate Change Due to Potential Violation of the PRA
Annual Number of Responses 30,300 30,300 0 0 0 0
Annual Time Burden (Hours) 1,200 1,200 0 0 0 0
Annual Cost Burden (Dollars) 1,250,000 1,250,000 0 0 0 0
No
No
The main difference from the 2008 Forms are: (a) all forms will be required to be filed electronically; (b) Schedule E and Schedule SSA will be removed; (c) the new Short Form 5500 (5500-SF) will be established; (d) the special limited reporting rules for Code Section 403(b) plans will be eliminated; (e) Scheduel C will be revised; (f) additional data elements will be added to Schedule R; and (g) various smaller technical revisions will be made to Schedule A, Schedule H, and Schedule I. There will be no change between the 2009 and 2010 forms and burden.

$400,000
No
No
Uncollected
Uncollected
No
Uncollected
Grace Kraemer 2023264223 ext. 3865 [email protected]

  No

On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).
The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:
 
 
 
 
 
 
 
    (i) Why the information is being collected;
    (ii) Use of information;
    (iii) Burden estimate;
    (iv) Nature of response (voluntary, required for a benefit, or mandatory);
    (v) Nature and extent of confidentiality; and
    (vi) Need to display currently valid OMB control number;
 
 
 
If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.
04/16/2010


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