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Annual Return/Report of Employee Benefit Plan
Annual Return/Report of Employee Benefit Plan
OMB: 1545-1610
IC ID: 40957
OMB.report
TREAS/IRS
OMB 1545-1610
ICR 201112-1545-005
IC 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⚠️ Notice: This information collection may be referencing outdated material.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
2012 Form 5500 SF Instructions - 111123 Clean Draft.doc
Instruction
2012 Form 5500 Instructions - 111123 Clean Draft.doc
Instruction
Schedule A Insurance Information
111118 Clean SchA.doc
Form
Schedule C Service Provider Information
111118 Clean SchC.doc
Form
Schedule D DFE/Participating Plan Information
111118 Clean SchD.doc
Form
Schedule G Financial Transaction Schedules
111118 Clean SchG.doc
Form
Schedule H Financial Information
111118 Clean SchH.doc
Form
Schedule I Financial Information - Small Plan
111118 Clean SchI.doc
Form
Schedule R Retirement Plan Information
111118 Clean SchR.doc
Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur
111118 Clean SchMB.doc
Form
5500 Annual Return/Report of Employee Benefit Plan
111118 Clean Form5500.doc
Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati
111118 Clean 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
IRS change 2012.xlsx
2012 Change to burden
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
URL
Available Electronically?
Can Be Submitted Electronically?
Electronic Capability
Form
Schedule A
Insurance Information
111118 Clean SchA.doc
Yes
Yes
Fillable Fileable
Form
Schedule C
Service Provider Information
111118 Clean SchC.doc
Yes
Yes
Fillable Fileable
Form
Schedule D
DFE/Participating Plan Information
111118 Clean SchD.doc
Yes
Yes
Fillable Fileable
Form
Schedule G
Financial Transaction Schedules
111118 Clean SchG.doc
Yes
Yes
Fillable Fileable
Form
Schedule H
Financial Information
111118 Clean SchH.doc
Yes
Yes
Fillable Fileable
Form
Schedule I
Financial Information - Small Plan
111118 Clean SchI.doc
Yes
Yes
Fillable Fileable
Form
Schedule R
Retirement Plan Information
111118 Clean SchR.doc
Yes
Yes
Fillable Fileable
Form
Sch MB (Form 5500)
Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
111118 Clean SchMB.doc
Yes
Yes
Fillable Fileable
Instruction
Instructions for Schedule MB 04092010.pdf
Yes
No
Printable Only
Form
5500
Annual Return/Report of Employee Benefit Plan
111118 Clean Form5500.doc
Yes
Yes
Fillable Fileable
Form
Sch SB (Form 5500)
Single-Employer Defined Benefit Plan Actuarial Information
111118 Clean 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
2012 Form 5500 SF Instructions - 111123 Clean Draft.doc
Yes
No
Printable Only
Instruction
2012 Form 5500 Instructions - 111123 Clean Draft.doc
No
Paper Only
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
Program Change Due to Agency Discretion
Change Due to Adjustment in Agency Estimate
Change Due to Potential Violation of the PRA
Previously Approved
Annual Number of Responses for this IC
780,000
0
0
0
0
780,000
Annual IC Time Burden (Hours)
358,601
0
37,601
0
0
321,000
Annual IC Cost Burden (Dollars)
102,000,000
0
0
0
0
102,000,000
Documents for IC
Title
Document
Date Uploaded
2011 Burden Estimate
Form 5500-Final-ROCIS numbers 05032011.xls
05/10/2011
2012 Change to burden
IRS change 2012.xlsx
12/02/2011
Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.