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Annual Return/Report of Employee Benefit Plan
Annual Return/Report of Employee Benefit Plan
OMB: 1545-1610
IC ID: 40957
OMB.report
TREAS/IRS
OMB 1545-1610
ICR 202004-1545-006
IC 40957
( )
⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-1610 can be found here:
2024-04-15 - No material or nonsubstantive change to a currently approved collection
2023-08-31 - No material or nonsubstantive change to a currently approved collection
Documents and Forms
Document Name
Document Type
Form 5500
Annual Return/Report of Employee Benefit Plan
Form
2020 Form 5500 Instructions 03102020 CLEAN.docx
Instruction
2020 Form 5500SF Instructions 031020 CLEAN.docx
Instruction
5500 Annual Return/Report of Employee Benefit Plan
200204 Form 5500 CLEAN.docx
Form
5500SF Short Form Annual Return/Report of Small Employee Benefi
200204 Form 5500-SF CLEAN.docx
Form
Sch A (Form 5500) Insurance Information
200204 Form Sch. A CLEAN.docx
Form
Sch C (Form 5500) Service Provider Information
200204 Sch C CLEAN.docx
Form
Sch D (Form 5500) DFE/Participating Plan Information
200204 Sch D CLEAN.docx
Form
Sch G (Form 5500) Financial Transaction Schedules
200204 Sch G CLEAN.docx
Form
Sch H (Form 5500) Financial Information
200204 Sch H CLEAN.docx
Form
Sch I (Form 5500) Financial InformationSmall Plan
200204 Sch I CLEAN.docx
Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur
200204 Sch MB CLEAN.docx
Form
Sch R (Form 5500) Retirement Plan Information
200204 Sch R CLEAN.docx
Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati
200204 Sch SB CLEAN.docx
Form
IRS 2007-2011, 2013-2017.xlsx
2017 Burden Spreadsheet for 1545-1610
IC Document
IRS 2007-2011, 2013-2018.pdf
2018 Burden estimate
IC Document
IRS 2007-2011, 2013-2019.pdf
Burden Estimate
IC Document
2020 Burden Estimate.docx
Burden Estimate
IC Document
Information Collection (IC) Details
View Information Collection (IC)
IC Title:
Annual 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:
Information Collection Instruments:
Document Type
Form No.
Form Name
Instrument File
URL
Available Electronically?
Can Be Submitted Electronically?
Electronic Capability
Form
5500
Annual Return/Report of Employee Benefit Plan
200204 Form 5500 CLEAN.docx
Yes
Yes
Fillable Fileable
Form
5500SF
Short Form Annual Return/Report of Small Employee Benefit Plan
200204 Form 5500-SF CLEAN.docx
Yes
Yes
Fillable Fileable
Form
Sch A (Form 5500)
Insurance Information
200204 Form Sch. A CLEAN.docx
Yes
Yes
Fillable Fileable
Form
Sch C (Form 5500)
Service Provider Information
200204 Sch C CLEAN.docx
Yes
Yes
Fillable Fileable
Form
Sch D (Form 5500)
DFE/Participating Plan Information
200204 Sch D CLEAN.docx
Yes
Yes
Fillable Fileable
Form
Sch G (Form 5500)
Financial Transaction Schedules
200204 Sch G CLEAN.docx
Yes
Yes
Fillable Fileable
Form
Sch H (Form 5500)
Financial Information
200204 Sch H CLEAN.docx
Yes
Yes
Fillable Fileable
Form
Sch I (Form 5500)
Financial InformationSmall Plan
200204 Sch I CLEAN.docx
Yes
Yes
Fillable Fileable
Form
Sch MB (Form 5500)
Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
200204 Sch MB CLEAN.docx
Yes
Yes
Fillable Fileable
Form
Sch R (Form 5500)
Retirement Plan Information
200204 Sch R CLEAN.docx
Yes
Yes
Fillable Fileable
Form
Sch SB (Form 5500)
Single-Employer Defined Benefit Plan Actuarial Information
200204 Sch SB CLEAN.docx
Yes
Yes
Fillable Fileable
Instruction
2020 Form 5500 Instructions 03102020 CLEAN.docx
Yes
Yes
Printable Only
Instruction
2020 Form 5500SF Instructions 031020 CLEAN.docx
Yes
No
Printable Only
Federal Enterprise Architecture Business Reference Module
Line of Business:
General Government
Subfunction:
Taxation Management
Privacy Act System of Records
Title:
FR Citation:
Number of Respondents:
814,000
Number of Respondents for Small Entity:
648,000
Affected Public:
Private Sector
Private Sector:
Businesses or other for-profits
Percentage of Respondents Reporting Electronically:
99 %
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
814,000
0
0
0
0
814,000
Annual IC Time Burden (Hours)
334,000
0
0
0
0
334,000
Annual IC Cost Burden (Dollars)
139,007,000
0
0
0
0
139,007,000
Documents for IC
Title
Document
Date Uploaded
2017 Burden Spreadsheet for 1545-1610
IRS 2007-2011, 2013-2017.xlsx
03/16/2017
2018 Burden estimate
IRS 2007-2011, 2013-2018.pdf
03/26/2018
Burden Estimate
IRS 2007-2011, 2013-2019.pdf
03/25/2019
Burden Estimate
2020 Burden Estimate.docx
09/20/2019
Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.