Information Collection

Annual Information Return/Report

IC 13607 under ICR 201105-1212-001 · OMB 1212-0057.

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1212-0057 can be found here:

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
Form Schedule SB (Form Annual Information Return/Report	Form
2011 Form 5500 Instructions - Mock Up.pdf	Instruction
2011 Form 5500-SF Instructions - Mock Up.pdf	Instruction
Form 5500 Annual Return/Report of Employee Benefit Plan Form_5500_mockup.pdf	Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi Form_5500-SF_mockup.pdf	Form
Schedule A (Form 5 Schedule A (Form 5500) - Insurance Information SchA_mockup.pdf	Form
Schedule C (Form 5 Schedule C (Form 5500) - Service Provider Information SchC_mockup.pdf	Form
Schedule D (Form 5 Schedule D (Form 5500) - DFE/Participating Plan Informat SchD_mockup.pdf	Form
Schedule G (Form 5 Schedule G (Form 5500) - Financial Transaction Schedules SchG_mockup.pdf	Form
Schedule H (Form 5 Schedule H (Form 5500) - Financial Information SchH_mockup.pdf	Form
Schedule I (Form 5 Schedule I (Form 5500) - Financial Information - Small P SchI_mockup.pdf	Form
Schedule MB (Form Schedule MB (Form 5500) - Multiemployer Defined Benefit SchMB_mockup.pdf	Form
Schedule R (Form 5 Schedule R (Form 5500) - Retirement Plan Information SchR_mockup.pdf	Form
Schedule SB (Form Schedule SB (Form 5500) - Single-Employer Defined Benefi SchSB_mockup.pdf	Form

Information Collection (IC) Details

View Information Collection (IC)

IC Title:

Annual Information Return/Report

Agency IC Tracking Number:

Is this a Common Form? No

IC Status: Modified

Obligation to Respond: Mandatory

CFR Citation: 29 CFR 4065

Information Collection Instruments:

table that charts list of instruments
Document Type	Form No.	Form Name	Instrument File	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	Schedule SB (Form 5500)	Schedule SB (Form 5500) - Single-Employer Defined Benefit Plan Actuarial Information	SchSB_mockup.pdf	Yes	Yes	Fillable Fileable
Instruction			2011 Form 5500 Instructions - Mock Up.pdf	Yes	Yes	Fillable Fileable
Instruction			2011 Form 5500-SF Instructions - Mock Up.pdf	Yes	Yes	Fillable Fileable
Form	Form 5500	Annual Return/Report of Employee Benefit Plan	Form_5500_mockup.pdf	Yes	Yes	Fillable Fileable
Form	Form 5500-SF	Short Form Annual Return/Report of Small Employee Benefit Plan	Form_5500-SF_mockup.pdf	Yes	Yes	Fillable Fileable
Form	Schedule A (Form 5500)	Schedule A (Form 5500) - Insurance Information	SchA_mockup.pdf	Yes	Yes	Fillable Fileable
Form	Schedule C (Form 5500)	Schedule C (Form 5500) - Service Provider Information	SchC_mockup.pdf	Yes	Yes	Fillable Fileable
Form	Schedule D (Form 5500)	Schedule D (Form 5500) - DFE/Participating Plan Information	SchD_mockup.pdf	Yes	Yes	Fillable Fileable
Form	Schedule G (Form 5500)	Schedule G (Form 5500) - Financial Transaction Schedules	SchG_mockup.pdf	Yes	Yes	Fillable Fileable
Form	Schedule H (Form 5500)	Schedule H (Form 5500) - Financial Information	SchH_mockup.pdf	Yes	Yes	Fillable Fileable
Form	Schedule I (Form 5500)	Schedule I (Form 5500) - Financial Information - Small Plan	SchI_mockup.pdf	Yes	Yes	Fillable Fileable
Form	Schedule MB (Form 5500)	Schedule MB (Form 5500) - Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information	SchMB_mockup.pdf	Yes	Yes	Fillable Fileable
Form	Schedule R (Form 5500)	Schedule R (Form 5500) - Retirement Plan Information	SchR_mockup.pdf	Yes	Yes	Fillable Fileable

Federal Enterprise Architecture Business Reference Module

Line of Business: Income Security

Subfunction: General Retirement and Disability

Privacy Act System of Records

Title:

FR Citation:

Number of Respondents: 30,300

Number of Respondents for Small Entity: 18,300

Affected Public: Private Sector

Private Sector: Not-for-profit institutions

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	30,300	0	30,300
Annual IC Time Burden (Hours)	1,200	0	1,200
Annual IC Cost Burden (Dollars)	1,210,000	-40,000	1,250,000

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.