Information Collection

Annual Information Return/Report

IC 13467 under ICR 201311-1210-003 · OMB 1210-0110.

⚠️ Notice: This information collection may be referencing outdated material.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

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
2013 Form 5500 Instructions - 130419 Clean Draft.doc	Instruction
2013 Form 5500 SF Instructions - 130419 Clean Draft.doc	Instruction
Form 5500 Annual Return/Report of Employee Benefit Plan 130118 Clean Form5500.doc	Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 130118 Clean Form5500SF.doc	Form
Form 5500 Schedule Insurance Information 130118 Clean SchA.doc	Form
Form 5500 Schedule Service Provider Information 130118 Clean SchC.doc	Form
Form 5500 Schedule DFE/Participating Plan Information 130118 Clean SchD.doc	Form
Form 5500 Schedule Financial Transaction Schedules 130118 Clean SchG.doc	Form
Form 5500 Schedule Financial Information 130118 Clean SchH.doc	Form
Form 5500 Schedule Financial Information--Small Plan 130118 Clean SchI.doc	Form
Form 5500 Schedule Multiemployer Defined Benefit Plan and Certain Money Pur 130118 Clean SchMB.doc	Form
Form 5500 Schedule Retirement Plan Information 130118 Clean SchR.doc	Form
Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Informati 130118 Clean SchSB.doc	Form
2013 Form 5500 Instructions - 130419 RLSO Draft.doc Form 5500 Instructions (Red Line)	IC Document
2013 Form 5500 SF Instructions - 130419 RLSO Draft.doc Form 5500-SF Instructions (Red Line)	IC Document
130118 Red Line Form5500.doc Form 5500 (Red Line)	IC Document
130118 Red Line Form5500SF.doc Form 5500-SF (Red Line)	IC Document
130118 Red Line SchA.doc Form 5500 Schedule A (Red Line)	IC Document
130118 Red Line SchC.doc Form 5500 Schedule C (Red Line)	IC Document
130118 Red Line SchD.doc Form 5500 Schedule D (Red Line)	IC Document
130118 Red Line SchG.doc Form 5500 Schedule G (Red Line)	IC Document
130118 Red Line SchH.doc Form 5500 Schedule H (Red Line)	IC Document
130118 Red Line SchI.doc Form 5500 Schedule I (Red Line)	IC Document
130118 Red Line SchMB.doc Form 5500 Schedule MB (Red Line)	IC Document
130118 Red Line SchR.doc Form 5500 Schedule R (Red Line)	IC Document
130118 Red Line SchSB.doc Form 5500 Schedule SB (Red Line)	IC Document

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: Unchanged

Obligation to Respond: Mandatory

CFR Citation: 29 CFR 2520.103-1

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
Instruction			2013 Form 5500 Instructions - 130419 Clean Draft.doc	Yes	Yes	Fillable Printable
Instruction			2013 Form 5500 SF Instructions - 130419 Clean Draft.doc	Yes	Yes	Fillable Printable
Form	Form 5500	Annual Return/Report of Employee Benefit Plan	130118 Clean Form5500.doc	Yes	Yes	Fillable Fileable Signable
Form	Form 5500-SF	Short Form Annual Return/Report of Small Employee Benefit Plan	130118 Clean Form5500SF.doc	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule A	Insurance Information	130118 Clean SchA.doc	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule C	Service Provider Information	130118 Clean SchC.doc	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule D	DFE/Participating Plan Information	130118 Clean SchD.doc	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule G	Financial Transaction Schedules	130118 Clean SchG.doc	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule H	Financial Information	130118 Clean SchH.doc	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule I	Financial Information--Small Plan	130118 Clean SchI.doc	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule MB	Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information	130118 Clean SchMB.doc	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule R	Retirement Plan Information	130118 Clean SchR.doc	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule SB	Single-Employer Defined Benefit Plan Actuarial Information	130118 Clean SchSB.doc	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: 800,000

Number of Respondents for Small Entity: 643,000

Affected Public: Private Sector

Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 100 %

table that charts list of burden
	Approved	Previously Approved
Annual Number of Responses for this IC	800,000	800,000
Annual IC Time Burden (Hours)	563,000	563,000
Annual IC Cost Burden (Dollars)	216,000,000	216,000,000

Documents for IC

table that charts IC Documents
Title	Document	Date Uploaded
Form 5500 Instructions (Red Line)	2013 Form 5500 Instructions - 130419 RLSO Draft.doc	05/13/2013
Form 5500-SF Instructions (Red Line)	2013 Form 5500 SF Instructions - 130419 RLSO Draft.doc	05/13/2013
Form 5500 (Red Line)	130118 Red Line Form5500.doc	05/13/2013
Form 5500-SF (Red Line)	130118 Red Line Form5500SF.doc	05/13/2013
Form 5500 Schedule A (Red Line)	130118 Red Line SchA.doc	05/13/2013
Form 5500 Schedule C (Red Line)	130118 Red Line SchC.doc	05/13/2013
Form 5500 Schedule D (Red Line)	130118 Red Line SchD.doc	05/13/2013
Form 5500 Schedule G (Red Line)	130118 Red Line SchG.doc	05/13/2013
Form 5500 Schedule H (Red Line)	130118 Red Line SchH.doc	05/13/2013
Form 5500 Schedule I (Red Line)	130118 Red Line SchI.doc	05/13/2013
Form 5500 Schedule MB (Red Line)	130118 Red Line SchMB.doc	05/13/2013
Form 5500 Schedule R (Red Line)	130118 Red Line SchR.doc	05/13/2013
Form 5500 Schedule SB (Red Line)	130118 Red Line SchSB.doc	05/13/2013

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