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⚠️ Notice: This information collection may be referencing outdated material.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
Instructions for Schedule MB 04092010.pdf Instruction
2010 Schedule SB as of 033110.pdf Instruction
2011 Form 5500-SF Instructions.pdf Instruction
2011 Form 5500 Instructions.pdf Instruction
Schedule A Insurance Information SchA.doc Form
Schedule C Service Provider Information SchC.doc Form
Schedule D DFE/Participating Plan Information SchD.doc Form
Schedule G Financial Transaction Schedules SchG.doc Form
Schedule H Financial Information SchH.doc Form
Schedule I Financial Information - Small Plan SchI.doc Form
Schedule R Retirement Plan Information SchR.doc Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur SchMB.doc Form
5500 Annual Return/Report of Employee Benefit Plan Form_5500.doc Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati SchSB.doc Form
5500-SF Short Form Annual Return/Report of Small Employee Bennef Form_5500-SF.doc Form
Form 5500-Final-ROCIS numbers 05032011.xls 2011 Burden Estimate 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
Instruction			Instructions for Schedule MB 04092010.pdf	Yes	No	Printable Only
Form	5500	Annual Return/Report of Employee Benefit Plan	Form_5500.doc	Yes	Yes	Fillable Fileable
Form	Sch SB (Form 5500)	Single-Employer Defined Benefit Plan Actuarial Information	SchSB.doc	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	Form_5500-SF.doc	Yes	Yes	Fillable Fileable
Instruction			2011 Form 5500-SF Instructions.pdf	Yes	No	Printable Only
Instruction			2011 Form 5500 Instructions.pdf	No		Paper Only
Form	Schedule A	Insurance Information	SchA.doc	Yes	Yes	Fillable Fileable
Form	Schedule C	Service Provider Information	SchC.doc	Yes	Yes	Fillable Fileable
Form	Schedule D	DFE/Participating Plan Information	SchD.doc	Yes	Yes	Fillable Fileable
Form	Schedule G	Financial Transaction Schedules	SchG.doc	Yes	Yes	Fillable Fileable
Form	Schedule H	Financial Information	SchH.doc	Yes	Yes	Fillable Fileable
Form	Schedule I	Financial Information - Small Plan	SchI.doc	Yes	Yes	Fillable Fileable
Form	Schedule R	Retirement Plan Information	SchR.doc	Yes	Yes	Fillable Fileable
Form	Sch MB (Form 5500)	Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information	SchMB.doc	Yes	Yes	Fillable Fileable

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 Agency Discretion	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	780,000	0	-335	780,335
Annual IC Time Burden (Hours)	321,000	-2,000	2,972	320,028
Annual IC Cost Burden (Dollars)	102,000,000	4,000,000	0	98,000,000

Documents for IC

Title	Document	Date Uploaded
2011 Burden Estimate	Form 5500-Final-ROCIS numbers 05032011.xls	05/10/2011

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