Annual Information Return/Report of Employee Benefit Plan

Annual Information Return/Report of Employee Benefit Plan

OMB: 1210-0110

IC ID: 13467

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Information Collection (IC) Details

View Information Collection (IC)

Annual Information Return/Report of Employee Benefit Plan
 
No Unchanged
 
Mandatory
 
29 CFR 2520.103-1

Document Type Form No. Form Name Instrument File URL Available Electronically? Can Be Submitted Electronically? Electronic Capability
Instruction 2020 Form 5500 Instructions 03102020 CLEAN.docx Yes Yes Fillable Fileable
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
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

Income Security General Retirement and Disability

 

814,000 657,000
   
Private Sector Businesses or other for-profits
 
   100 %

  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) 582,000 0 0 0 0 582,000
Annual IC Cost Burden (Dollars) 278,555,000 0 0 0 0 278,555,000

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.
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