Information Collection

Annual Information Return/Report

IC 13607 under ICR 201803-1212-001 · OMB 1212-0057.

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1212-0057 can be found here:

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
Form 2018 Schedule I (F Annual Information Return/Report	Form
2018 Form 5500 Instructions 030918 clean.doc	Instruction
2018 Form 5500SF Instructions 030918 clean.doc	Instruction
2018 Form 5500 2018 Annual Return/Report of Employee Benefit Plan (Clea 171027 Clean Form 5500.docx	Form
2018 Form 5500-SF 2018 Short Form Annual Return/Report of Small Employee B 2018 Form 5500SF Instructions 030918 clean.doc	Form
2018 Schedule Sche 2018 Schedule A (Form 5500) - Insurance Information (Cle 171027 Clean Sch A.docx	Form
2018 Schedule C (F 2018 Schedule C (Form 5500) - Service Provider Informati 171027 Clean Sch C.docx	Form
2018 Schedule D (F 2018 Schedule D (Form 5500) - DFE/Participating Plan Inf 171027 Clean Sch D.docx	Form
2018 Schedule G (F 2018 Schedule G (Form 5500) - Financial Transaction Sche 171027 Clean Sch G.docx	Form
2018 Schedule H (F 2018 Schedule H (Form 5500) - Financial Information (Cle 171027 Clean Sch H.docx	Form
2018 Schedule I (F 2018 Schedule I (Form 5500) - Financial Information - Sm 171027 Clean Sch I.docx	Form
2018 Schedule MB ( 2018 Schedule MB (Form 5500) - Multiemployer Defined Ben 171027 Clean Sch MB.docx	Form
2018 Schedule R (F 2018 Schedule R (Form 5500) - Retirement Plan Informatio 171027 Clean Sch R.docx	Form
2018 Schedule SB ( 2018 Schedule SB (Form 5500) - Single-Employer Defined B 171027 Clean Sch SB.docx	Form

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: Modified

Obligation to Respond: Mandatory

CFR Citation: 29 CFR 4065

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
Form	2018 Schedule I (Form 5500)	2018 Schedule I (Form 5500) - Financial Information - Small Plan (Clean)	171027 Clean Sch I.docx	Yes	Yes	Fillable Fileable Signable
Form	2018 Schedule MB (Form 5500)	2018 Schedule MB (Form 5500) - Multiemployer Defined Benefit Benefit Plan and Certain Money Purchase Plan Actuarial Information (Clean)	171027 Clean Sch MB.docx	Yes	Yes	Fillable Fileable Signable
Form	2018 Schedule R (Form 5500)	2018 Schedule R (Form 5500) - Retirement Plan Information (Clean)	171027 Clean Sch R.docx	Yes	Yes	Fillable Fileable Signable
Form	2018 Schedule SB (Form 5500)	2018 Schedule SB (Form 5500) - Single-Employer Defined Benefit Plan (Clean)	171027 Clean Sch SB.docx	Yes	Yes	Fillable Fileable Signable
Instruction			2018 Form 5500 Instructions 030918 clean.doc	Yes	No	Printable Only
Instruction			2018 Form 5500SF Instructions 030918 clean.doc	Yes	No	Printable Only
Form	2018 Form 5500	2018 Annual Return/Report of Employee Benefit Plan (Clean)	171027 Clean Form 5500.docx	Yes	Yes	Fillable Fileable Signable
Form	2018 Form 5500-SF	2018 Short Form Annual Return/Report of Small Employee Benefit Plan (Clean)	2018 Form 5500SF Instructions 030918 clean.doc	Yes	Yes	Fillable Fileable Signable
Form	2018 Schedule Schedule A (Form 5500)	2018 Schedule A (Form 5500) - Insurance Information (Clean)	171027 Clean Sch A.docx	Yes	Yes	Fillable Fileable Signable
Form	2018 Schedule C (Form 5500)	2018 Schedule C (Form 5500) - Service Provider Information (Clean)	171027 Clean Sch C.docx	Yes	Yes	Fillable Fileable Signable
Form	2018 Schedule D (Form 5500)	2018 Schedule D (Form 5500) - DFE/Participating Plan Information (Clean)	171027 Clean Sch D.docx	Yes	Yes	Fillable Fileable Signable
Form	2018 Schedule G (Form 5500)	2018 Schedule G (Form 5500) - Financial Transaction Schedules (Clean)	171027 Clean Sch G.docx	Yes	Yes	Fillable Fileable Signable
Form	2018 Schedule H (Form 5500)	2018 Schedule H (Form 5500) - Financial Information (Clean)	171027 Clean Sch H.docx	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: 23,900

Number of Respondents for Small Entity: 17,300

Affected Public: Private Sector

Private Sector: Businesses or other for-profits, Not-for-profit institutions

Percentage of Respondents Reporting Electronically: 100 %

table that charts list of burden
	Approved	Previously Approved
Annual Number of Responses for this IC	23,900	23,900
Annual IC Time Burden (Hours)	1,300	1,300
Annual IC Cost Burden (Dollars)	1,613,000	1,613,000

Documents for IC

table that charts IC Documents
Title	Document	Date Uploaded
No associated records found

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