Information Collection

Annual Return/Report of Employee Benefit Plan

IC 40957 under ICR 202103-1545-021 · OMB 1545-1610.

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1545-1610 can be found here:

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
2021 Form 5500SF Instructions Clean.docx	Instruction
2021 Form 5500SF Instructions Clean.docx	Instruction
2021 Form 5500 Instructions Clean.docx	Instruction
2021 Form 5500 Instructions Clean.docx	Instruction
5500 Annual Return/Report of Employee Benefit Plan 201209 Form 5500 Clean.docx	Form
5500 Annual Return/Report of Employee Benefit Plan 201209 Form 5500 Clean.docx	Form
5500 SF Short Form Annual Return/Report of Small Employee Benefi 201209 Form 5500-SF Clean.docx	Form
5500 SF Short Form Annual Return/Report of Small Employee Benefi 201209 Form 5500-SF Clean.docx	Form
Sch A (Form 5500) Insurance Information 201209 Sch A Clean.docx	Form
Sch A (Form 5500) Insurance Information 201209 Sch A Clean.docx	Form
Sch C (Form 5500) Service Provider Information 201209 Sch C Clean.docx	Form
Sch C (Form 5500) Service Provider Information 201209 Sch C Clean.docx	Form
Sch D (Form 5500) DFE/Participating Plan Information 201209 Sch D Clean.docx	Form
Sch D (Form 5500) DFE/Participating Plan Information 201209 Sch D Clean.docx	Form
Sch G (Form 5500) Financial Transaction Schedules 201209 Sch G Clean.docx	Form
Sch G (Form 5500) Financial Transaction Schedules 201209 Sch G Clean.docx	Form
Sch H (Form 5500) Financial Information 201209 Sch H Clean.docx	Form
Sch H (Form 5500) Financial Information 201209 Sch H Clean.docx	Form
Sch I (Form 5500) Financial Information Small Plan 201209 Sch I Clean.docx	Form
Sch I (Form 5500) Financial Information Small Plan 201209 Sch I Clean.docx	Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur 201209 Sch MB Clean.docx	Form
Sch MB (Form 5500) Multiemployer Defined Benefit Plan and Certain Money Pur 201209 Sch MB Clean.docx	Form
Sch R (Form 5500) Retirement Plan Information 201209 Sch R Clean.docx	Form
Sch R (Form 5500) Retirement Plan Information 201209 Sch R Clean.docx	Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati 201209 Sch SB Clean.docx	Form
Sch SB (Form 5500) Single-Employer Defined Benefit Plan Actuarial Informati 201209 Sch SB Clean.docx	Form
2020 Burden Estimate.docx 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:

table that charts list of instruments
Document Type	Form No.	Form Name	Instrument File	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Instruction			2021 Form 5500SF Instructions Clean.docx	Yes	No	Printable Only
Form	5500	Annual Return/Report of Employee Benefit Plan	201209 Form 5500 Clean.docx	Yes	Yes	Fillable Fileable
Form	5500 SF	Short Form Annual Return/Report of Small Employee Benefit Plan	201209 Form 5500-SF Clean.docx	Yes	Yes	Fillable Fileable
Form	Sch A (Form 5500)	Insurance Information	201209 Sch A Clean.docx	Yes	Yes	Fillable Fileable
Form	Sch C (Form 5500)	Service Provider Information	201209 Sch C Clean.docx	Yes	Yes	Fillable Fileable
Form	Sch D (Form 5500)	DFE/Participating Plan Information	201209 Sch D Clean.docx	Yes	Yes	Fillable Fileable
Form	Sch G (Form 5500)	Financial Transaction Schedules	201209 Sch G Clean.docx	Yes	Yes	Fillable Fileable
Form	Sch H (Form 5500)	Financial Information	201209 Sch H Clean.docx	Yes	Yes	Fillable Fileable
Form	Sch I (Form 5500)	Financial Information Small Plan	201209 Sch I Clean.docx	Yes	Yes	Fillable Fileable
Form	Sch MB (Form 5500)	Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information	201209 Sch MB Clean.docx	Yes	Yes	Fillable Fileable
Form	Sch R (Form 5500)	Retirement Plan Information	201209 Sch R Clean.docx	Yes	Yes	Fillable Fileable
Form	Sch SB (Form 5500)	Single-Employer Defined Benefit Plan Actuarial Information	201209 Sch SB Clean.docx	Yes	Yes	Fillable Fileable
Instruction			2021 Form 5500 Instructions 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: 835,497

Number of Respondents for Small Entity: 679,497

Affected Public: Private Sector

Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 99 %

table that charts list of burden
	Approved	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	835,497	8,497	827,000
Annual IC Time Burden (Hours)	343,000	4,870	338,130
Annual IC Cost Burden (Dollars)	143,059,000	2,495,513	140,563,487

Documents for IC

table that charts IC Documents
Title	Document	Date Uploaded
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.