Annual Information Return/Report

⚠️ Notice: This information collection may be referencing outdated material.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

Documents and Forms

Document Name Document Type
Form 2020 Schedule R (F Annual Information Return/Report Form
2020 Form 5500 Instructions 120619.doc Instruction
2020 Form 5500SF Instructions 120619.doc Instruction
5500 2020 Form 5500 191206 Form 5500.docx Form
5500SF 2020 Form 5500SF 191206 Form 5500SF.docx Form
2020 Schedule A (F 2020 Schedule A (Form 5500) 191206 Sch A.docx Form
2020 Schedule C (F 2020 Schedule C (Form 5500) 191206 Sch C.docx Form
2020 Schedule D (F 2020 Schedule D (Form 5500) 191206 Sch D.docx Form
2020 Schedule G (F 2020 Schedule G (Form 5500) 191206 Sch G.docx Form
2020 Schedule H (F 2020 Schedule H (Form 5500) 191206 Sch H.docx Form
2020 Schedule I (F 2020 Schedule I (Form 5500) 191206 Sch I.docx Form
2020 Schedule MB ( 2020 Schedule MB (Form 5500) 191206 Sch MB.docx Form
2020 Schedule R (F 2020 Schedule R (Form 5500) 191206 Sch R.docx Form
2020 Schedule SB ( 2020 Schedule SB (Form 5500) 191206 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	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	2020 Schedule R (Form 5500)	2020 Schedule R (Form 5500)	191206 Sch R.docx	Yes	Yes	Fillable Fileable Signable
Form	2020 Schedule SB (Form 5500)	2020 Schedule SB (Form 5500)	191206 Sch SB.docx	Yes	Yes	Fillable Fileable Signable
Instruction			2020 Form 5500 Instructions 120619.doc	Yes	Yes	Fillable Fileable Signable
Instruction			2020 Form 5500SF Instructions 120619.doc	Yes	Yes	Fillable Fileable Signable
Form	5500	2020 Form 5500	191206 Form 5500.docx	Yes	Yes	Fillable Fileable Signable
Form	5500SF	2020 Form 5500SF	191206 Form 5500SF.docx	Yes	Yes	Fillable Fileable Signable
Form	2020 Schedule A (Form 5500)	2020 Schedule A (Form 5500)	191206 Sch A.docx	Yes	Yes	Fillable Fileable Signable
Form	2020 Schedule C (Form 5500)	2020 Schedule C (Form 5500)	191206 Sch C.docx	Yes	Yes	Fillable Fileable Signable
Form	2020 Schedule D (Form 5500)	2020 Schedule D (Form 5500)	191206 Sch D.docx	Yes	Yes	Fillable Fileable Signable
Form	2020 Schedule G (Form 5500)	2020 Schedule G (Form 5500)	191206 Sch G.docx	Yes	Yes	Fillable Fileable Signable
Form	2020 Schedule H (Form 5500)	2020 Schedule H (Form 5500)	191206 Sch H.docx	Yes	Yes	Fillable Fileable Signable
Form	2020 Schedule I (Form 5500)	2020 Schedule I (Form 5500)	191206 Sch I.docx	Yes	Yes	Fillable Fileable Signable
Form	2020 Schedule MB (Form 5500)	2020 Schedule MB (Form 5500)	191206 Sch MB.docx	Yes	Yes	Fillable Fileable Signable

Line of Business: Income Security

Subfunction: General Retirement and Disability

Privacy Act System of Records
Title:	FR Citation:

Number of Respondents: 24,800	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 Agency Discretion	Previously Approved
Annual Number of Responses for this IC	24,800	900	23,900
Annual IC Time Burden (Hours)	1,200	-17	1,217
Annual IC Cost Burden (Dollars)	1,664,000	133,000	1,531,000

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.