Annual Information Return/Report

Annual Information Return/Report

OMB: 1212-0057

IC ID: 13607

Documents and Forms
Document Name
Document Type
Instruction
Instruction
Instruction
Instruction
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
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IC Document
Information Collection (IC) Details

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Annual Information Return/Report
 
No Modified
 
Mandatory
 
29 CFR 4065

Document Type Form No. Form Name Instrument File URL Available Electronically? Can Be Submitted Electronically? Electronic Capability
Instruction 2014 Form 5500 SF Instructions RLSO - 140314.pdf Yes Yes Fillable Fileable
Form 2014 Schedule R (Form 5500) 2014 Schedule R (Form 5500) - Retirement Plan Information (Redline/Strikeout) 140124 RLSO SchR.pdf Yes Yes Fillable Fileable Signable
Instruction 2014 Form 5500 Instructions - 140314 Clean Draft.pdf Yes Yes Fillable Fileable
Instruction 2014 Form 5500 Instructions RLSO - 140314.pdf Yes Yes Fillable Fileable
Instruction 2014 Form 5500 SF Instructions - 140314 Clean Draft.pdf Yes Yes Fillable Fileable
Form 2014 Form 5500 2014 Annual Return/Report of Employee Benefit Plan 140124 Clean Form5500.pdf Yes Yes Fillable Fileable Signable
Form 2014 Form 5500 2014 Annual Return/Report of Employee Benefit Plan (Redline/Strikeout) 140124 RLSO Form5500.pdf Yes Yes Fillable Fileable Signable
Form 2014 Form 5500-SF 2014 Short Form Annual Return/Report of Small Employee Benefit Plan 140124 Clean Form5500SF.pdf Yes Yes Fillable Fileable Signable
Form 2014 Form 5500-SF 2014 Short Form Annual Return/Report of Small Employee Benefit Plan (Redline/Strikeout) 140124 RLSO Form5500SF.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule A (Form 5500) 2014 Schedule A (Form 5500) - Insurance Information 140124 Clean SchA.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule A (Form 5500) 2014 Schedule A (Form 5500) - Insurance Information (Redline/Strikeout) 140124 RLSO SchA.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule C (Form 5500) 2014 Schedule C (Form 5500) - Service Provider Information 140124 Clean SchC.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule C (Form 5500) 2014 Schedule C (Form 5500) - Service Provider Information (Redline/Strikeout) 140124 RLSO SchC.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule D (Form 5500) 2014 Schedule D (Form 5500) - DFE/Participating Provider Information 140124 Clean SchD.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule D (Form 5500) 2014 Schedule D (Form 5500) - DFE/Participating Provider Information (Redline/Strikeout) 140124 RLSO SchD.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule G (Form 5500) 2014 Schedule G (Form 5500) - Financial Transaction Schedules 140124 Clean SchG.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule G (Form 5500) 2014 Schedule G (Form 5500) - Financial Transaction Schedules (Redline/Strikeout) 140124 RLSO SchG.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule H (Form 5500) 2014 Schedule H (Form 5500) - Financial Information 140124 Clean SchH.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule H (Form 5500) 2014 Schedule H (Form 5500) - Financial Information (Redline/Strikeout) 140124 RLSO SchH.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule I (Form 5500) 2014 Schedule I (Form 5500) - Financial Information - Small Plan 140124 Clean SchI.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule I (Form 5500) 2014 Schedule I (Form 5500) - Financial Information - Small Plan (Redlne/Strikeout) 140124 RLSO SchI.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule MB (Form 5500) 2014 Schedule MB (Form 5500) - Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information 140124 Clean SchMB.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule MB (Form 5500) 2014 Schedule MB (Form 5500) - Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information (Redline/Strikeout) 140124 RLSO SchMB.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule R (Form 5500) 2014 Schedule R (Form 5500) - Retirement Plan Information 140124Clean SchR.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule SB (Form 5500) 2014 Schedule SB (Form 5500) - Single-Employer Defined Benefit Plan Actuarial Information 140124 Clean SchSB.pdf Yes Yes Fillable Fileable Signable
Form 2014 Schedule SB (Form 5500) 2014 Schedule SB (Form 5500) - Single-Employer Defined Benefit Plan Actuarial Information (Redline/Strikeout) 140124 RLSO SchSB.pdf Yes Yes Fillable Fileable Signable

Income Security General Retirement and Disability

 

25,000 17,500
   
Private Sector Not-for-profit institutions
 
   1 %

  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 25,000 0 0 -5,300 0 30,300
Annual IC Time Burden (Hours) 1,200 0 0 0 0 1,200
Annual IC Cost Burden (Dollars) 1,357,000 0 0 -6,000 0 1,363,000

Title Document Date Uploaded
5500 Comment - BFA Annual-Reporting-Form-5500-Series-Comment BFA.pdf 04/18/2014
            Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.

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