Information Collection

Annual Information Return/Report of Employee Benefit Plan

IC 13467 under ICR 202003-1210-001 · OMB 1210-0110.

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1210-0110 can be found here:

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
2020 Form 5500 Instructions 03102020 CLEAN.docx	Instruction
2020 Form 5500SF Instructions 031020 CLEAN.docx	Instruction
2020 Form 5500-EZ Instructions 031020 CLEAN.docx	Instruction
Form 5500 Annual Return/Report of Employee Benefit Plan 200204 Form 5500 CLEAN.docx	Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 200204 Form 5500-SF CLEAN.docx	Form
Form 5500 Schedule Insurance Information 200204 Form Sch. A CLEAN.docx	Form
Form 5500 Schedule Service Provider Information 200204 Sch C CLEAN.docx	Form
Form 5500 Schedule DFE/Participating Plan Information 200204 Sch D CLEAN.docx	Form
Form 5500 Schedule Financial Transaction Schedules 200204 Sch G CLEAN.docx	Form
Form 5500 Schedule Financial Information 200204 Sch H CLEAN.docx	Form
Form 5500 Schedule Financial Information--Small Plans 200204 Sch I CLEAN.docx	Form
Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Pu 200204 Sch MB CLEAN.docx	Form
Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Informati 200204 Sch SB CLEAN.docx	Form
Form 5500 Schedule Retirement Plan Information 200204 Sch R CLEAN.docx	Form
2020 Form 5500 Instructions 03102020 RLSO.docx Form 5500 Instructions (Red Line)	IC Document
2020 Form 5500SF Instructions 031020 RLSO.docx Form 5500-SF Instructions (Red Line)	IC Document
200204 Form 5500 - RLSO.docx Form 5500 (Red Line)	IC Document
200204 Form 5500SF (Red Line).docx Form 5500-SF (Red Line)	IC Document
200204 Sch A (Red Line).docx Schedule A (Red Line)	IC Document
200204 Sch C (Red Line).docx Schedule C (Red Line)	IC Document
200204 Sch D (Red Line).docx Schedule D (Red Line)	IC Document
200204 Sch G (Red Line).docx Schedule G (Red Line)	IC Document
200204 Sch H (Red Line).docx Schedule H (Red Line)	IC Document
200204 Sch I (Red Line).docx Schedule I (Red Line)	IC Document
200204 Sch MB (Red Line).docx Schedule MB (Red Line)	IC Document
200204 Sch SB (Red Line).docx Schedule SB (Red Line)	IC Document
200204 Sch R (Red Line).docx Schedule R (Red Line)	IC Document
2020 Form 5500-EZ Instructions 031020 (Red Line).docx Form 5500- EZ Instructions (Red Line)	IC Document

Information Collection (IC) Details

View Information Collection (IC)

IC Title:

Annual Information 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: 29 CFR 2520.103-1

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
Instruction			2020 Form 5500SF Instructions 031020 CLEAN.docx	Yes	Yes	Fillable Fileable
Form	Form 5500	Annual Return/Report of Employee Benefit Plan	200204 Form 5500 CLEAN.docx	Yes	Yes	Fillable Fileable Signable
Instruction			2020 Form 5500 Instructions 03102020 CLEAN.docx	Yes	Yes	Fillable Fileable
Form	Form 5500-SF	Short Form Annual Return/Report of Small Employee Benefit Plan	200204 Form 5500-SF CLEAN.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule A	Insurance Information	200204 Form Sch. A CLEAN.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule C	Service Provider Information	200204 Sch C CLEAN.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule D	DFE/Participating Plan Information	200204 Sch D CLEAN.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule G	Financial Transaction Schedules	200204 Sch G CLEAN.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule H	Financial Information	200204 Sch H CLEAN.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule I	Financial Information--Small Plans	200204 Sch I CLEAN.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule MB	Multiemployer Defined Benefit Plans and Certain Money Purchase Plan Actuarial Information	200204 Sch MB CLEAN.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule SB	Single-Employer Defined Benefit Plan Actuarial Information	200204 Sch SB CLEAN.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule R	Retirement Plan Information	200204 Sch R CLEAN.docx	Yes	Yes	Fillable Fileable Signable
Instruction			2020 Form 5500-EZ Instructions 031020 CLEAN.docx	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: 814,000

Number of Respondents for Small Entity: 657,000

Affected Public: Private Sector

Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 100 %

table that charts list of burden
	Approved	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	814,000	10,000	804,000
Annual IC Time Burden (Hours)	582,000	8,000	574,000
Annual IC Cost Burden (Dollars)	278,555,000	24,476,000	254,079,000

Documents for IC

table that charts IC Documents
Title	Document	Date Uploaded
Form 5500 Instructions (Red Line)	2020 Form 5500 Instructions 03102020 RLSO.docx	03/20/2020
Form 5500-SF Instructions (Red Line)	2020 Form 5500SF Instructions 031020 RLSO.docx	03/19/2020
Form 5500 (Red Line)	200204 Form 5500 - RLSO.docx	03/20/2020
Form 5500-SF (Red Line)	200204 Form 5500SF (Red Line).docx	03/18/2020
Schedule A (Red Line)	200204 Sch A (Red Line).docx	03/18/2020
Schedule C (Red Line)	200204 Sch C (Red Line).docx	03/18/2020
Schedule D (Red Line)	200204 Sch D (Red Line).docx	03/18/2020
Schedule G (Red Line)	200204 Sch G (Red Line).docx	03/18/2020
Schedule H (Red Line)	200204 Sch H (Red Line).docx	03/18/2020
Schedule I (Red Line)	200204 Sch I (Red Line).docx	03/18/2020
Schedule MB (Red Line)	200204 Sch MB (Red Line).docx	03/18/2020
Schedule SB (Red Line)	200204 Sch SB (Red Line).docx	03/18/2020
Schedule R (Red Line)	200204 Sch R (Red Line).docx	03/18/2020
Form 5500- EZ Instructions (Red Line)	2020 Form 5500-EZ Instructions 031020 (Red Line).docx	03/18/2020

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