Annual Information Return/Report of Employee Benefit Plan

Annual Information Return/Report of Employee Benefit Plan- SECURE Act

OMB: 1210-0170

IC ID: 249003

Documents and Forms
Document Name
Document Type
Instruction
Instruction
Instruction
Instruction
Instruction
Instruction
Other-Proposed Changes To Participat
Other-Proposed Changes To Participat
Other-Other Proposed Changes To 2022
Other-Other Proposed Changes To 2022
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Form
Information Collection (IC) Details

View Information Collection (IC)

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

Document Type Form No. Form Name Instrument File URL Available Electronically? Can Be Submitted Electronically? Electronic Capability
Instruction 2021 Form 5500 Instructions Clean.docx Yes Yes Fillable Fileable
Instruction 2021 Form 5500SF Instructions Clean.docx Yes Yes Fillable Fileable
Form Form 5500 Annual Return/Report of Employee Benefit Plan 201209 Form 5500 Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan 201209 Form 5500-SF Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule A Insurance Information 201209 Sch A Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule C Service Provider Information 201209 Sch C Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule D DFE/Participating Plan Information 201209 Sch D Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule G Financial Transaction Schedules 201209 Sch G Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule H Financial Information 201209 Sch H Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule I Financial Information--Small Plans 201209 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 201209 Sch MB Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule SB Single-Employer Defined Benefit Plan Actuarial Information 201209 Sch SB Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule R Retirement Plan Information 201209 Sch R Clean.docx Yes Yes Fillable Fileable Signable
Instruction 2021 Form 5500-EZ Instructions Clean.docx Yes Yes Fillable Fileable
Form Form 5500 Schedule DCG Individual Plan Information Schedule DCG.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule MEP Multiple-Employer Retirement Plan Information Schedule MEP.docx Yes Yes Fillable Fileable Signable
Other-Proposed Changes To Participating Employer Information Under ERISA 103(G) To 2021 Form 5500/Form 5500-Sf Instructions APPENDIX C.docx Yes Yes Fillable Fileable
Other-Other Proposed Changes To 2022 Form 5500, Form 5500-Sf, Form 5500-Ez, Schedules And Instructions APPENDIX E.docx Yes Yes Fillable Fileable

Income Security General Retirement and Disability

 

809,000 668,000
   
Private Sector Businesses or other for-profits
 
   100 %

  Requested 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 809,000 809,000 0 0 0 0
Annual IC Time Burden (Hours) 590,856 590,856 0 0 0 0
Annual IC Cost Burden (Dollars) 275,205,644 275,205,644 0 0 0 0

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