Information Collection

Annual Information Return/Report

IC 13607 under ICR 201903-1212-002 · 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⚠️ Notice: This information collection may be referencing outdated material.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 A (F Annual Information Return/Report	Form
2019 Form 5500SF Instructions 080618.doc	Instruction
Clean 2018 Form 5500 Instructions 091718.doc	Instruction
2019 Form 5500SF Instructions 031919 clean.doc	Instruction
2019 Form 5500SF Instructions 031919.doc	Instruction
Final Round 2019 Form 5500 Instructions 032019 clean.doc	Instruction
Final Round 2019 Form 5500 Instructions 032019.doc	Instruction
2018 Schedule A (F 2018 Schedule A (Form 5500) Insurance Information (Clean 171027 Clean 2018 Schedule A.docx	Form
2018 Schedule D (F 2018 Schedule D (Form 5500) DFE/Participating Plan Infor 171027 Clean 2018 Schedule D.docx	Form
2018 Schedule G (F 2018 Schedule G (Form 5500) Financial Transaction Schedu 171027 Clean 2018 Schedule G.docx	Form
2018 Schedule H (F 2018 Schedule H (Form 5500) Financial Information (Clean 171027 Clean 2018 Schedule H.docx	Form
2018 Schedule I (F 2018 Schedule I (Form 5500) Financial Information—Small 171027 Clean 2018 Schedule I.docx	Form
5500SF 2019 Form 5500SF 180806 2019 Form 5500SF.docx	Form
2019 Schedule MB ( 2019 Schedule MB (Form 5500) Multiemployer Defined Benef 180806 2019 Schedule MB.docx	Form
2019 Schedule SB ( 2019 Schedule SB (Form 5500) Single-Employer Defined Ben 180806 2019 Schedule SB.docx	Form
2019 Schedule R (F 2019 Schedule R (Form 5500) Retirement Plan Information 180806 2019 Schedule R.docx	Form
2019 Schedule D (F 2019 Schedule D (Form 5500) DFE/Participating Plan Infor 190130 Sch D clean.docx	Form
2019 Schedule D (F 2019 Schedule D (Form 5500) DFE/Participating Plan Infor 190130 Sch D.docx	Form
2019 Schedule G (F 2019 Schedule G (Form 5500) Financial Transaction Schedu 190130 Sch G clean.docx	Form
2019 Schedule G (F 2019 Schedule G (Form 5500) Financial Transaction Schedu 190130 Sch G.docx	Form
2019 Schedule H (F 2019 Schedule H (Form 5500) Financial Information (Clean 190130 Sch H clean.docx	Form
2019 Schedule H (F 2019 Schedule H (Form 5500) Financial Information (Clean 190130 Sch H.docx	Form
2019 Schedule I (F 2019 Schedule I (Form 5500) Financial Information—Small 190130 Sch I clean.docx	Form
2019 Schedule I (F 2019 Schedule I (Form 5500) Financial Information—Small 190130 Sch I.docx	Form
2019 Schedule MB ( 2019 Schedule MB (Multiemployer Defined Benefit Plan and 190130 Sch MB clean.docx	Form
2019 Schedule MB ( 2019 Schedule MB (Form 5500) Multiemployer Defined Benef 190130 Sch MB.docx	Form
2019 Schedule R (F 2019 Schedule R (Form 5500) Retirement Plan Information 190130 Sch R clean.docx	Form
2019 Schedule R (F 2019 Schedule R (Form 5500) Retirement Plan Information 190130 Sch R.docx	Form
2019 Schedule SB ( 2019 Schedule SB (Form 5500) Single-Employer Defined Ben 190130 Sch SB clean.docx	Form
2019 Schedule SB ( 2019 Schedule SB (Form 5500) Single-Employer Defined Ben 190130 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 A (Form 5500)	2018 Schedule A (Form 5500) Insurance Information (Clean)	171027 Clean 2018 Schedule A.docx	Yes	Yes	Fillable Fileable
Instruction			2019 Form 5500SF Instructions 080618.doc	Yes	Yes	Fillable Fileable
Form	2018 Schedule D (Form 5500)	2018 Schedule D (Form 5500) DFE/Participating Plan Information (Clean)	171027 Clean 2018 Schedule D.docx	Yes	Yes	Fillable Fileable
Form	2018 Schedule G (Form 5500)	2018 Schedule G (Form 5500) Financial Transaction Schedules (Clean)	171027 Clean 2018 Schedule G.docx	Yes	Yes	Fillable Fileable
Form	2018 Schedule H (Form 5500)	2018 Schedule H (Form 5500) Financial Information (Clean)	171027 Clean 2018 Schedule H.docx	Yes	Yes	Fillable Fileable
Form	2018 Schedule I (Form 5500)	2018 Schedule I (Form 5500) Financial InformationâSmall Plan (Clean)	171027 Clean 2018 Schedule I.docx	Yes	Yes	Fillable Fileable
Form	5500SF	2019 Form 5500SF	180806 2019 Form 5500SF.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule MB (Form 5500)	2019 Schedule MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information	180806 2019 Schedule MB.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule SB (Form 5500)	2019 Schedule SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information	180806 2019 Schedule SB.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule R (Form 5500)	2019 Schedule R (Form 5500) Retirement Plan Information	180806 2019 Schedule R.docx	Yes	Yes	Fillable Fileable
Instruction			Clean 2018 Form 5500 Instructions 091718.doc	Yes	Yes	Fillable Fileable
Instruction			2019 Form 5500SF Instructions 031919 clean.doc	Yes	Yes	Fillable Fileable
Instruction			2019 Form 5500SF Instructions 031919.doc	Yes	Yes	Fillable Fileable
Form	2019 Schedule D (Form 5500)	2019 Schedule D (Form 5500) DFE/Participating Plan Information (Clean)	190130 Sch D clean.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule D (Form 5500)	2019 Schedule D (Form 5500) DFE/Participating Plan Information	190130 Sch D.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule G (Form 5500)	2019 Schedule G (Form 5500) Financial Transaction Schedules (Clean)	190130 Sch G clean.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule G (Form 5500)	2019 Schedule G (Form 5500) Financial Transaction Schedules	190130 Sch G.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule H (Form 5500)	2019 Schedule H (Form 5500) Financial Information (Clean)	190130 Sch H clean.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule H (Form 5500)	2019 Schedule H (Form 5500) Financial Information (Clean)	190130 Sch H.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule I (Form 5500)	2019 Schedule I (Form 5500) Financial InformationâSmall Plan (Clean)	190130 Sch I clean.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule I (Form 5500)	2019 Schedule I (Form 5500) Financial InformationâSmall Pla9	190130 Sch I.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule MB (Form 5500)	2019 Schedule MB (Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information) (Clean)	190130 Sch MB clean.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule MB (Form 5500)	2019 Schedule MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information	190130 Sch MB.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule R (Form 5500)	2019 Schedule R (Form 5500) Retirement Plan Information (Clean)	190130 Sch R clean.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule R (Form 5500)	2019 Schedule R (Form 5500) Retirement Plan Information	190130 Sch R.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule SB (Form 5500)	2019 Schedule SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information (Clean)	190130 Sch SB clean.docx	Yes	Yes	Fillable Fileable
Form	2019 Schedule SB (Form 5500)	2019 Schedule SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Information	190130 Sch SB.docx	Yes	Yes	Fillable Fileable
Instruction			Final Round 2019 Form 5500 Instructions 032019 clean.doc	Yes	Yes	Fillable Fileable
Instruction			Final Round 2019 Form 5500 Instructions 032019.doc	Yes	Yes	Fillable Fileable

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)	1,217	1,217
Annual IC Cost Burden (Dollars)	1,531,000	1,531,000

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.