Annual Information Return/Report

OMB: 1210-0110

IC ID: 13467

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1210-0110 can be found here:

2024-04-02 - No material or nonsubstantive change to a currently approved collection
2023-12-18 - No material or nonsubstantive change to a currently approved collection

Documents and Forms

Document Name Document Type
Form Form 5500 Schedule Annual Information Return/Report Form
2012 Form 5500 Instructions - 120126 Red Line Draft.pdf Instruction
2012 Form 5500 SF Instructions - 120126 Red Line Draft.pdf Instruction
Form 5500 Annual Return/Report of Employee Benefit Plan 120126 Red Line Form5500.pdf Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 120126 Red Line Form5500SF.pdf Form
Form 5500 Schedule Insurance Information 120126 Red Line SchA.pdf Form
Form 5500 Schedule Service Provider Information 120126 Red Line SchC.pdf Form
Form 5500 Schedule DFE/Participating Plan Information 120126 Red Line SchD.pdf Form
Form 5500 Schedule Financial Transaction Schedules 120126 Red Line SchG.pdf Form
Form 5500 Schedule Financial Information 120126 Red Line SchH.pdf Form
Form 5500 Schedule Financial InformationSmall Plan 120126 Red Line SchI.pdf Form
Form 5500 Schedule Multiemployer Defined Benefit Plan and Certain Money Pur 120126 Red Line SchMB.pdf Form
Form 5500 Schedule Retirement Plan Information 120126 Red Line SchR.pdf Form
Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Informati 120126 Red Line SchSB.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 2520.103-1

Information Collection Instruments:

Document Type	Form No.	Form Name	Instrument File	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	Form 5500 Schedule H	Financial Information	120126 Red Line SchH.pdf	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule I	Financial InformationSmall Plan	120126 Red Line SchI.pdf	Yes	Yes	Fillable Fileable Signable
Instruction			2012 Form 5500 Instructions - 120126 Red Line Draft.pdf	Yes	Yes	Fillable Printable
Instruction			2012 Form 5500 SF Instructions - 120126 Red Line Draft.pdf	Yes	Yes	Fillable Printable
Form	Form 5500	Annual Return/Report of Employee Benefit Plan	120126 Red Line Form5500.pdf	Yes	Yes	Fillable Fileable Signable
Form	Form 5500-SF	Short Form Annual Return/Report of Small Employee Benefit Plan	120126 Red Line Form5500SF.pdf	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule A	Insurance Information	120126 Red Line SchA.pdf	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule C	Service Provider Information	120126 Red Line SchC.pdf	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule D	DFE/Participating Plan Information	120126 Red Line SchD.pdf	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule G	Financial Transaction Schedules	120126 Red Line SchG.pdf	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule MB	Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information	120126 Red Line SchMB.pdf	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule R	Retirement Plan Information	120126 Red Line SchR.pdf	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule SB	Single-Employer Defined Benefit Plan Actuarial Information	120126 Red Line SchSB.pdf	Yes	Yes	Fillable Fileable Signable

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: 780,000	Number of Respondents for Small Entity: 630,000

Affected Public: Private Sector	Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 100 %

	Approved	Previously Approved
Annual Number of Responses for this IC	780,000	780,000
Annual IC Time Burden (Hours)	520,000	520,000
Annual IC Cost Burden (Dollars)	184,000,000	184,000,000

Documents for IC

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.