Information Collection

Annual Information Return/Report

IC 13607 under ICR 202008-1212-001 · 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⚠️ Notice: This information collection may be referencing outdated material.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
2020 Form 5500 Instructions 03102020 CLEAN.docx	Instruction
2020 Form 5500SF Instructions 031020 CLEAN.docx	Instruction
2020 Form 5500SF Instructions 031020 RLSO.docx	Instruction
2020 Form 5500 Instructions 03102020 RLSO.docx	Instruction
5500 2020 Annual Return/Report of Employee Benefit Plan 200204 Form 5500 - RLSO.docx	Form
5500 2020 Annual Return/Report of Employee Benefit Plan 200204 Form 5500 CLEAN.docx	Form
5500-SF 2020 Short Form Annual Return/Report of Employee Benefit 200204 Form 5500SF - RLSO.docx	Form
5500-SF 2020 Short Form Annual Return/Report of Small Employee B 200204 Form 5500-SF CLEAN.docx	Form
5500 2020 Form 5500 Schedule A Insurance Information 200204 Form Sch. A CLEAN.docx	Form
5500 2020 Form 5500 Schedule A Insurance Information 200204 Sch A - RLSO.docx	Form
5500 2020 Form 5500 Schedule C Service Provider Information 200204 Sch C CLEAN.docx	Form
5500 2020 Form 5500 Schedule C Service Provider Information 200204 Sch C-RLSO.docx	Form
5500 2020 Form 5500 Schedule D DFE/Participating Plan Informa 200204 Sch D CLEAN.docx	Form
5500 2020 Form 5500 Schedule G Financial Transaction Schedule 200204 Sch G CLEAN.docx	Form
5500 2020 Form 5500 Schedule G Financial Transaction Schedule 200204 Sch G-RLSO.docx	Form
5500 2020 Form 5500 Schedule D DFE/Participating Plan Informa 200204 Sch D-RLSO.docx	Form
5500 2020 Form 5500 Schedule H Financial Information 200204 Sch H CLEAN.docx	Form
5500 2020 Form 5500 Schedule H Financial Information 200204 Sch H-RLSO.docx	Form
5500 2020 Form 5500 Schedule I Financial Information—Small Pl 200204 Sch I CLEAN.docx	Form
5500 2020 Form 5500 Schedule I Financial Information—Small Pl 200204 Sch I-RLSO.docx	Form
5500 2020 Form 5500 Schedule MB Multiemployer Defined Benefit 200204 Sch MB CLEAN.docx	Form
5500 2020 Form 5500 Schedule MB Multiemployer Defined Benefit 200204 Sch MB-RLSO.docx	Form
5500 2020 Form 5500 Schedule R Retirement Plan Information 200204 Sch R CLEAN.docx	Form
5500 2020 Form 5500 Schedule R Retirement Plan Information 200204 Sch R-RLSO.docx	Form
5500 2020 Form 5500 Schedule SB Single-Employer Defined Benef 200204 Sch SB CLEAN.docx	Form
5500 2020 Form 5500 Schedule SB Single-Employer Defined Benef 200204 Sch SB-RLSO.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: Unchanged

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

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: 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 %

table that charts list of burden
	Approved	Previously Approved
Annual Number of Responses for this IC	24,800	24,800
Annual IC Time Burden (Hours)	1,200	1,200
Annual IC Cost Burden (Dollars)	1,664,000	1,664,000

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.