2015 Burden Spreadsheet for 1545-1610

IRS burden 2007-2015.xls

Annual Return/Report of Employee Benefit Plan

2015 Burden Spreadsheet for 1545-1610

OMB: 1545-1610

Document [xlsx]
Download: xlsx | pdf

Overview

IRS 2007
IRS 2008
IRS 2009
IRS 2010
IRS 2011
IRS 2013
IRS 2014
IRS 2015


Sheet 1: IRS 2007

2007











Form 5500 Package PRA-numbers
6/6/2007








IRS + SSA











Number of Respondents (total) 780,000










Number of Respondents for Small Entity 630,000























ICR












2007 - Requested 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
2007 - Baseline rounded 2007 - Baseline 2007 - Final
Check - yearly requested
Annual Number of Responses for this IC 780,000 0 0 780,000 0

780,000 780,450 780,450
780,000
Annual IC Time Burden (Hours) 591,000 -37,000 0 628,000 0

628,000 627,629 591,364
591,000
Annual IC Cost Burden (Dollars) 136,000,000 -4,000,000 0 140,000,000 0

140,000,000 139,931,040 136,062,249
136,000,000

.










Short Statement EBSA updated the model that is used for these burden calculations and used updated estimates of the number of plans affected by the regulation (Change Due to Adjustment in Agency).






The Pension Protection Act of 2006 required a simplified reporting alternative for certain small plans (Program Change Due to New Statute).


















Annual Cost to Federal Government











THIS DOCUMENT IS RELATED TO THE FORM 5500 NOTICE AND NOTICE OF RULEMAKING


(RULE: RIN: 1210-AB06, OMB Ref #: 1210-A135)




















NOTE: If you add the previously approved PRA numbers for IRC, this spreadsheet will calculate for you the "Change due to adjustment in agency estimate" (cells E8 to E10).






Sheet 2: IRS 2008

2008













Form 5500 Package PRA-numbers
5/26/2008










IRS + SSA













Number of Respondents (total) 780,000












Number of Respondents for Small Entity 630,000



























ICR














2008 - Requested 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
2007 - Baseline 2007 - Final
Check - yearly requested
2008 - Final unrounded Change from 2007 to 2008 - unrounded
Annual Number of Responses for this IC 780,000 0 0 0 0 780,000
780,450 780,450
780,000
780,450 0
Annual IC Time Burden (Hours) 593,000 2,000 0 0 0 591,000
627,629 591,364
593,000
593,432 2,068
Annual IC Cost Burden (Dollars) 137,700,000 1,700,000 0 0 0 136,000,000
139,931,040 136,062,249
137,700,000
137,715,059 1,652,810

.












Short Statement The Pension Protection Act of 2006 required some new questions as well as a question for the total number of contributing employers for defined benefit plans and an asset allocation question on the Schedule R (Program Change Due to New Statute).








The simplified reporting alternative for certain small plans is still in place (Change in 2007).



























Annual Cost to Federal Government













THIS DOCUMENT IS RELATED TO THE FORM 5500 NOTICE AND NOTICE OF RULEMAKING


(RULE: RIN: 1210-AB06, OMB Ref #: 1210-A135)










Sheet 3: IRS 2009

2009













Form 5500 Package PRA-numbers
8/6/2009










IRS + SSA













Number of Respondents (total) 780,000












Number of Respondents for Small Entity 630,000



























ICR














2009 - Requested 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
2007 - Baseline 2008 - Final unrounded
Check - yearly requested
2009 - Final unrounded Change from 2008 to 2009 - unrounded
Annual Number of Responses for this IC 780,000 0 0 0 0 780,000
780,450 780,450
780,000
780,450 0
Annual IC Time Burden (Hours) 323,000 0 -270,000 0 0 593,000
627,629 593,432
323,000
323,325 -270,107
Annual IC Cost Burden (Dollars) 98,000,000 0 -39,700,000 0 0 137,700,000
139,931,040 137,715,059
98,000,000
98,035,760 -39,679,299

.












Short Statement The main difference from the 2008 Forms are: (a) all forms will be required to be filed electronically; (b) Schedule E and Schedule SSA will be removed; (c) the new Short Form 5500 (5500-SF) will be established; (d) the special limited reporting rules for Code section 403(b) plans will be eliminated; (e) Schedule C will be revised; (f) additional data elements will be added to Schedule R; and (g) various smaller technical revisions will be made to the Schedule A, Schedule H, and Schedule I.
































Annual Cost to Federal Government













THIS DOCUMENT IS RELATED TO THE FORM 5500 NOTICE AND NOTICE OF RULEMAKING


(RULE: RIN: 1210-AB06, OMB Ref #: 1210-A135)










Sheet 4: IRS 2010

2010













Form 5500 Package PRA-numbers
8/17/2009










IRS + SSA













Number of Respondents (total) 780,000












Number of Respondents for Small Entity 630,000



























ICR














2009 - Requested 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
2007 - Baseline 2008 - Final unrounded
Check - yearly requested
2009 - Final unrounded Change from 2008 to 2009 - unrounded
Annual Number of Responses for this IC 780,000 0 0 0 0 780,000
780,450 780,450
780,000
780,450 NA
Annual IC Time Burden (Hours) 323,000 0 0 0 0 323,000
627,629 593,432
323,000
323,325 NA
Annual IC Cost Burden (Dollars) 98,000,000 0 0 0 0 98,000,000
139,931,040 137,715,059
98,000,000
98,035,760 NA

.












Short Statement There will be no change between the 2009 and 2010 forms and burden.
































Annual Cost to Federal Government













THIS DOCUMENT IS RELATED TO THE FORM 5500 NOTICE AND NOTICE OF RULEMAKING


(RULE: RIN: 1210-AB06, OMB Ref #: 1210-A135)










Sheet 5: IRS 2011

2011














Form 5500 Package PRA-numbers
5/2/2011











IRS + SSA














Number of Respondents (total) 780,000













Number of Respondents for Small Entity 630,000





























ICR















2011 - Requested 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
200? - Baseline rounded 200? - Baseline unrounded
Check - yearly requested
2011 - Final unrounded Change from 200? to 2011 - unrounded Change from 200? to 2011 - ROUNDED
Annual Number of Responses for this IC 780,000 0 0 0 0 780,000
780,000 780,450
780,000
777,206 -3,244 0
Annual IC Time Burden (Hours) 321,000 0 -2,000 0 0 323,000
321,000 323,325
321,000
321,294 -2,031 -2,000
Annual IC Cost Burden (Dollars) 102,000,000 0 4,000,000 0 0 98,000,000
98,000,000 98,035,760
102,000,000
102,292,545 4,256,785 4,000,000

.













Short Statement The number of filings went slightly down, the wage rates went up. This resulted in a small decrease in time and a small increase in cost burden.



































Annual Cost to Federal Government














THIS DOCUMENT IS RELATED TO THE FORM 5500 NOTICE AND NOTICE OF RULEMAKING


(RULE: RIN: 1210-AB06, OMB Ref #: 1210-A135)











Sheet 6: IRS 2013

2013





Form 5500 Package PRA-numbers
4/23/2013


IRS + SSA





Number of Respondents (total) 800,000




Number of Respondents for Small Entity 643,000











ICR






2013 - Requested 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 800,000 0
20,000 0 780,000
Annual IC Time Burden (Hours) 326,000 0
5,000 0 321,000
Annual IC Cost Burden (Dollars) 112,000,000 0
10,000,000 0 102,000,000

.




Short Statement The number of filings and the wage rates increased. This resulted in an increase in the number of responses, the time burden, and the cost burden.









Annual Cost to Federal Government





THIS DOCUMENT IS RELATED TO THE FORM 5500 NOTICE AND NOTICE OF RULEMAKING


(RULE: RIN: 1210-AB06, OMB Ref #: 1210-A135)


Sheet 7: IRS 2014

2014





Form 5500 Package PRA-numbers
3/21/2014


IRS + SSA





Number of Respondents (total) 786,000




Number of Respondents for Small Entity 630,000











ICR






2014 - Requested 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 786,000 0
-14,000 0 800,000
Annual IC Time Burden (Hours) 319,000 0
-7,000 0 326,000
Annual IC Cost Burden (Dollars) 112,088,000 0
88,000 0 112,000,000

.




Short Statement The number of filings decreased, while the wage rates increased. The net effect of this was a decrease in the number of responses and the time burden, and an increase in the cost burden.









Annual Cost to Federal Government





THIS DOCUMENT IS RELATED TO THE FORM 5500 NOTICE AND NOTICE OF RULEMAKING


(RULE: RIN: 1210-AB06, OMB Ref #: 1210-A135)


Sheet 8: IRS 2015

2015





Form 5500 Package PRA-numbers
3/21/2015


IRS + SSA





Number of Respondents (total) 822,000




Number of Respondents for Small Entity 650,000











ICR






2015 - Requested 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 822,000 0
36,000 0 786,000
Annual IC Time Burden (Hours) 340,000 0
21,000 0 319,000
Annual IC Cost Burden (Dollars) 112,088,000 0
0 0 112,088,000

.




Short Statement The number of filings increased. The net effect of this was a increase in the number of responses and the time burden. There is no affect in the cost burden.









Annual Cost to Federal Government





THIS DOCUMENT IS RELATED TO THE FORM 5500 NOTICE AND NOTICE OF RULEMAKING


(RULE: RIN: 1210-AB06, OMB Ref #: 1210-A135)

File Typeapplication/vnd.ms-excel
Authordecressin.anja;Beckmann, Allan - EBSA
Last Modified ByDepartment of Treasury
File Modified2015-03-19
File Created2009-08-07

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