Information Collection

Annual Return/Report of Employee Benefit Plan

IC 40957 under ICR 201401-1545-001 · OMB 1545-1610.

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-1610 can be found here:

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
Form Sch D (Form 5500) DFE/Participating Plan Information (2014-Draft) Annual Return/Report of Employee Benefit Plan	Form
Form 5500 Annual Return/Report of Employee Benefit Plan (2013) Annual Return/Report of Employee Benefit Plan	Form
Form 5500SF Short Form Annual Return/Report of Small Employee Benefit Plan Annual Return/Report of Employee Benefit Plan	Form
Form Sch A (Form 5500) Insurance Information Annual Return/Report of Employee Benefit Plan	Form
Form Sch C (Form 5500) Service Provider Information Annual Return/Report of Employee Benefit Plan	Form
Form Sch D (Form 5500) DFE/Participating Plan Information Annual Return/Report of Employee Benefit Plan	Form
Form Sch G (Form 5500) Financial Transaction Schedules Annual Return/Report of Employee Benefit Plan	Form
Form Sch H (Form 5500) Financial Information Annual Return/Report of Employee Benefit Plan	Form
Form Sch I (Form 5500) Financial InformationSmall Plan Annual Return/Report of Employee Benefit Plan	Form
Form Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information Annual Return/Report of Employee Benefit Plan	Form
Form Sch R (Form 5500) Retirement Plan Information Annual Return/Report of Employee Benefit Plan	Form
Form Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information Annual Return/Report of Employee Benefit Plan	Form
Form Form 5500 Annual Return/Report of Employee Benefit Plan (2014-Draft) Annual Return/Report of Employee Benefit Plan	Form
Form Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan (2014-Draft) Annual Return/Report of Employee Benefit Plan	Form
Form Sch A (Form 5500) Insurance Information (2014-Draft) Annual Return/Report of Employee Benefit Plan	Form
Form Sch C (Form 5500) Service Provider Information (2014-Draft) Annual Return/Report of Employee Benefit Plan	Form
Form Sch G (Form 5000) Financial Transaction Schedules (2014-Draft) Annual Return/Report of Employee Benefit Plan	Form
Form Sch H (Form 5500) Financial Information (2014-Draft) Annual Return/Report of Employee Benefit Plan	Form
Form Sch I (Form 5500) Financial Information—Small Plan (2014-Draft) Annual Return/Report of Employee Benefit Plan	Form
Form Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information (2014-Draft) Annual Return/Report of Employee Benefit Plan	Form
Form Sch R (Form 5500) Retirement Plan Information (2014-Draft) Annual Return/Report of Employee Benefit Plan	Form
Form Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information (2014-Draft) Annual Return/Report of Employee Benefit Plan	Form
2013 Form 5500 Instructions - 130419 Clean Draft.doc	Instruction
Inst 5550 SF.DOC	Instruction
2014 Form 5500 Instructions - 140314 Clean Draft.doc	Instruction
2014 Form 5500 SF Instructions - 140314 Clean Draft.doc	Instruction
5500 Annual Return/Report of Employee Benefit Plan (2013) 130118 Clean Form5500.doc	Form
5500SF Short Form Annual Return/Report of Small Employee Benefi 130118 Clean Form5500SF.doc	Form
Sch A (Form 5500) Insurance Information 130118 Clean SchA.doc	Form
Sch C (Form 5500) Service Provider Information 130118 Clean SchC.doc	Form
Sch D (Form 5500) DFE/Participating Plan Information 130118 Clean SchD.doc	Form
Sch G (Form 5500) Financial Transaction Schedules 130118 Clean SchG.doc	Form
Sch H (Form 5500) Financial Information 130118 Clean SchH.doc	Form
Sch I (Form 5500) Financial InformationSmall Plan 130118 Clean SchI.doc	Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur 130118 Clean SchMB.doc	Form
Sch R (Form 5500) Retirement Plan Information 130118 Clean SchR.doc	Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati 130118 Clean SchSB.doc	Form
Form 5500 Annual Return/Report of Employee Benefit Plan (2014-Draf 2014 Form5500.doc	Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 2014 Form5500SF.doc	Form
Sch A (Form 5500) Insurance Information (2014-Draft) 2014 SchA (Form 5500).doc	Form
Sch C (Form 5500) Service Provider Information (2014-Draft) 2014 SchC (Form 5500).doc	Form
Sch D (Form 5500) DFE/Participating Plan Information (2014-Draft) 2014 SchD (Form 5500).doc	Form
Sch G (Form 5000) Financial Transaction Schedules (2014-Draft) 2014 SchG (Form 5500).doc	Form
Sch H (Form 5500) Financial Information (2014-Draft) 2014 SchH (Form 5500).doc	Form
Sch I (Form 5500) Financial Information—Small Plan (2014-Draft) 2014 Sch I (Clean 5500).doc	Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur 2014 SchMB (Form 5500).doc	Form
Sch R (Form 5500) Retirement Plan Information (2014-Draft) 2014 SchR (Form 5500).doc	Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati 2014 SchSB (Form 5500).doc	Form
Copy of IRS 2007-2011 2013-2014.xls 2014 Burden Spreadsheet for 1545-1610	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:

table that charts list of instruments
Document Type	Form No.	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	5500	Yes	Yes	Fillable Fileable
Form	5500SF	Yes	Yes	Fillable Fileable
Form	Sch A (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch C (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch D (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch G (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch H (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch I (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch MB (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch R (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch SB (Form 5500)	Yes	Yes	Fillable Fileable
Instruction		Yes	Yes	Fillable Printable
Instruction		Yes	Yes	Fillable Printable
Form	Form 5500	Yes	Yes	Fillable Fileable
Form	Form 5500-SF	Yes	Yes	Fillable Fileable
Form	Sch A (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch C (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch D (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch G (Form 5000)	Yes	Yes	Fillable Fileable
Form	Sch H (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch I (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch MB (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch R (Form 5500)	Yes	Yes	Fillable Fileable
Form	Sch SB (Form 5500)	Yes	Yes	Fillable Fileable
Instruction		Yes	Yes	Printable Only
Instruction		Yes	No	Printable 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: 786,000

Number of Respondents for Small Entity: 0

Affected Public: Private Sector

Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 99 %

table that charts list of burden
	Approved	Program Change Due to Agency Discretion	Previously Approved
Annual Number of Responses for this IC	786,000	-14,000	800,000
Annual IC Time Burden (Hours)	319,000	-7,000	326,000
Annual IC Cost Burden (Dollars)	112,088,000	88,000	112,000,000

Documents for IC

table that charts IC Documents
Title	Document	Date Uploaded
2014 Burden Spreadsheet for 1545-1610		03/28/2014

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

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