Annual Return/Report of Employee Benefit Plan

⚠️ Notice: This information collection may be referencing outdated material.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

Documents and Forms

Document Name Document Type
Form 5500 Annual Return/Report of Employee Benefit Plan Form
2015 Form 5500 Instructions - 150320 Clean Draft.doc Instruction
2015 Form 5500 SF Instructions - 150320 Clean Draft.doc Instruction
5500 Annual Return/Report of Employee Benefit Plan 140725 Clean Form5500.doc Form
5500SF Short Form Annual Return/Report of Small Employee Benefi 140725 Clean Form5500SF.doc Form
Sch A (Form 5500) Insurance Information 140725 Clean SchA.doc Form
Sch C (Form 5500) Service Provider Information 140725 Clean SchC.doc Form
Sch D (Form 5500) DFE/Participating Plan Information 140725 Clean SchD.doc Form
Sch G (Form 5500) Financial Transaction Schedules 140725 Clean SchG.doc Form
Sch H (Form 5500) Financial Information 140725 Clean SchH.doc Form
Sch I (Form 5500) Financial InformationSmall Plan 140725 Clean SchI.doc Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur 140725 Clean SchMB.doc Form
Sch R (Form 5500) Retirement Plan Information 140725 Clean SchR.doc Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati 140725 Clean SchSB.doc Form
IRS burden 2007-2015.xls 2015 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:

Document Type	Form No.	Form Name	Instrument File	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	5500	Annual Return/Report of Employee Benefit Plan	140725 Clean Form5500.doc	Yes	Yes	Fillable Fileable
Form	5500SF	Short Form Annual Return/Report of Small Employee Benefit Plan	140725 Clean Form5500SF.doc	Yes	Yes	Fillable Fileable
Form	Sch A (Form 5500)	Insurance Information	140725 Clean SchA.doc	Yes	Yes	Fillable Fileable
Form	Sch C (Form 5500)	Service Provider Information	140725 Clean SchC.doc	Yes	Yes	Fillable Fileable
Form	Sch D (Form 5500)	DFE/Participating Plan Information	140725 Clean SchD.doc	Yes	Yes	Fillable Fileable
Form	Sch G (Form 5500)	Financial Transaction Schedules	140725 Clean SchG.doc	Yes	Yes	Fillable Fileable
Form	Sch H (Form 5500)	Financial Information	140725 Clean SchH.doc	Yes	Yes	Fillable Fileable
Form	Sch I (Form 5500)	Financial InformationSmall Plan	140725 Clean SchI.doc	Yes	Yes	Fillable Fileable
Form	Sch MB (Form 5500)	Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information	140725 Clean SchMB.doc	Yes	Yes	Fillable Fileable
Form	Sch R (Form 5500)	Retirement Plan Information	140725 Clean SchR.doc	Yes	Yes	Fillable Fileable
Form	Sch SB (Form 5500)	Single-Employer Defined Benefit Plan Actuarial Information	140725 Clean SchSB.doc	Yes	Yes	Fillable Fileable
Instruction			2015 Form 5500 Instructions - 150320 Clean Draft.doc	Yes	Yes	Printable Only
Instruction			2015 Form 5500 SF Instructions - 150320 Clean Draft.doc	Yes	No	Printable Only

Line of Business: General Government

Subfunction: Taxation Management

Privacy Act System of Records
Title:	FR Citation:

Number of Respondents: 822,000	Number of Respondents for Small Entity: 650,000

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

Percentage of Respondents Reporting Electronically: 99 %

	Approved	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	822,000	36,000	786,000
Annual IC Time Burden (Hours)	340,000	21,000	319,000
Annual IC Cost Burden (Dollars)	112,088,000	0	112,088,000

Documents for IC

Title	Document	Date Uploaded
2015 Burden Spreadsheet for 1545-1610	IRS burden 2007-2015.xls	03/20/2015

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