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Annual Information Return/Report
Annual Information Return/Report
OMB: 1212-0057
IC ID: 13607
OMB.report
PBGC
OMB 1212-0057
ICR 201803-1212-001
IC 13607
( )
⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1212-0057 can be found here:
2024-04-03 - No material or nonsubstantive change to a currently approved collection
2023-02-27 - Revision of a currently approved collection
Documents and Forms
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:
Document Type
Form No.
Form Name
Instrument File
URL
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 %
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
23,900
0
0
0
0
23,900
Annual IC Time Burden (Hours)
1,300
0
0
0
0
1,300
Annual IC Cost Burden (Dollars)
1,613,000
0
0
0
0
1,613,000
Documents for IC
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.