Annual Return/Report of Employee Benefit Plan

OMB: 1545-1610

IC ID: 40957

⚠️ Notice: This information collection may be referencing outdated material.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

2024-04-15 - No material or nonsubstantive change to a currently approved collection
2023-08-31 - No material or nonsubstantive change to a currently approved collection

Documents and Forms

Document Name Document Type
Form Schedule A Annual Return/Report of Employee Benefit Plan Form
Instructions for Schedule MB 04092010.pdf Instruction
2010 Schedule SB as of 033110.pdf Instruction
2009 Instr for F5500-SF.pdf Instruction
2011 Form 5500 Instructions - clean draft.st (12-22-10).docm Instruction
Schedule A Insurance Information 2010F5500AEFASTappA.pdf Form
Schedule C Service Provider Information 2010F5500CEFASTappA.pdf Form
Schedule D DFE/Participating Plan Information 2010F5500DEFASTappA.pdf Form
Schedule G Financial Transaction Schedules 2010F5500GEFASTappA.pdf Form
Schedule H Financial Information 2010F5500HEFASTappA.pdf Form
Schedule I Financial Information - Small Plan 2010F5500IEFASTappA.pdf Form
Schedule R Retirement Plan Information 2010F5500REFASTappA.pdf Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur SchMB - clean draft (12-20-2010).doc Form
5500 Annual Return/Report of Employee Benefit Plan 2010F5500EFASTappA.pdf Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati 2010F5500SBEFASTappA.pdf Form
5500-SF Short Form Annual Return/Report of Small Employee Bennef 2010 Form 5500-SF EFAST.pdf Form
IRS 2009 and 2010 burden estimates.xls 2009-2010 Burden estimates IC Document
Additional Collection for 2011 Schedule MB.doc Summary of changes for Schedule MB 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	2010F5500AEFASTappA.pdf	Yes	Yes	Fillable Fileable
Form	Schedule C	Service Provider Information	2010F5500CEFASTappA.pdf	Yes	Yes	Fillable Fileable
Form	Schedule D	DFE/Participating Plan Information	2010F5500DEFASTappA.pdf	Yes	Yes	Fillable Fileable
Form	Schedule G	Financial Transaction Schedules	2010F5500GEFASTappA.pdf	Yes	Yes	Fillable Fileable
Form	Schedule H	Financial Information	2010F5500HEFASTappA.pdf	Yes	Yes	Fillable Fileable
Form	Schedule I	Financial Information - Small Plan	2010F5500IEFASTappA.pdf	Yes	Yes	Fillable Fileable
Form	Schedule R	Retirement Plan Information	2010F5500REFASTappA.pdf	Yes	Yes	Fillable Fileable
Instruction			Instructions for Schedule MB 04092010.pdf	Yes	No	Printable Only
Form	5500	Annual Return/Report of Employee Benefit Plan	2010F5500EFASTappA.pdf	Yes	Yes	Fillable Fileable
Form	Sch SB (Form 5500)	Single-Employer Defined Benefit Plan Actuarial Information	2010F5500SBEFASTappA.pdf	Yes	Yes	Fillable Fileable
Instruction			2010 Schedule SB as of 033110.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
Instruction			2011 Form 5500 Instructions - clean draft.st (12-22-10).docm	No		Paper Only
Form	Sch MB (Form 5500)	Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information	SchMB - clean draft (12-20-2010).doc	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: 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	Program Change Due to New Statute	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	780,335	335	0	780,000
Annual IC Time Burden (Hours)	320,028	28	-3,000	323,000
Annual IC Cost Burden (Dollars)	98,000,000	0	0	98,000,000

Documents for IC

Title	Document	Date Uploaded
2009-2010 Burden estimates	IRS 2009 and 2010 burden estimates.xls	10/02/2009
Summary of changes for Schedule MB	Additional Collection for 2011 Schedule MB.doc	01/10/2011

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