Information Collection

Annual Information Return/Report of Employee Benefit Plan

IC 249003 under ICR 202108-1210-014 · OMB 1210-0170.

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
Form Form 5500 Annual Return/Report of Employee Benefit Plan Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Insurance Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Service Provider Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule DFE/Participating Plan Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Financial Transaction Schedules Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Financial Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Financial Information--Small Plans Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Purchase Plan Actuarial Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Retirement Plan Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Individual Plan Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Multiple-Employer Retirement Plan Information Annual Information Return/Report of Employee Benefit Plan	Form
2021 Form 5500 Instructions Clean.docx	Instruction
2021 Form 5500 Instructions Clean.docx	Instruction
2021 Form 5500SF Instructions Clean.docx	Instruction
2021 Form 5500SF Instructions Clean.docx	Instruction
2021 Form 5500-EZ Instructions Clean.docx	Instruction
2021 Form 5500-EZ Instructions Clean.docx	Instruction
APPENDIX C.docx	Other-Proposed Changes To Participat
APPENDIX C.docx	Other-Proposed Changes To Participat
APPENDIX E.docx	Other-Other Proposed Changes To 2022
APPENDIX E.docx	Other-Other Proposed Changes To 2022
Form 5500 Annual Return/Report of Employee Benefit Plan 201209 Form 5500 Clean.docx	Form
Form 5500 Annual Return/Report of Employee Benefit Plan 201209 Form 5500 Clean.docx	Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 201209 Form 5500-SF Clean.docx	Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 201209 Form 5500-SF Clean.docx	Form
Form 5500 Schedule Insurance Information 201209 Sch A Clean.docx	Form
Form 5500 Schedule Insurance Information 201209 Sch A Clean.docx	Form
Form 5500 Schedule Service Provider Information 201209 Sch C Clean.docx	Form
Form 5500 Schedule Service Provider Information 201209 Sch C Clean.docx	Form
Form 5500 Schedule DFE/Participating Plan Information 201209 Sch D Clean.docx	Form
Form 5500 Schedule DFE/Participating Plan Information 201209 Sch D Clean.docx	Form
Form 5500 Schedule Financial Transaction Schedules 201209 Sch G Clean.docx	Form
Form 5500 Schedule Financial Transaction Schedules 201209 Sch G Clean.docx	Form
Form 5500 Schedule Financial Information 201209 Sch H Clean.docx	Form
Form 5500 Schedule Financial Information 201209 Sch H Clean.docx	Form
Form 5500 Schedule Financial Information--Small Plans 201209 Sch I Clean.docx	Form
Form 5500 Schedule Financial Information--Small Plans 201209 Sch I Clean.docx	Form
Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Pu 201209 Sch MB Clean.docx	Form
Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Pu 201209 Sch MB Clean.docx	Form
Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Informati 201209 Sch SB Clean.docx	Form
Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Informati 201209 Sch SB Clean.docx	Form
Form 5500 Schedule Retirement Plan Information 201209 Sch R Clean.docx	Form
Form 5500 Schedule Retirement Plan Information 201209 Sch R Clean.docx	Form
Form 5500 Schedule Individual Plan Information Schedule DCG.docx	Form
Form 5500 Schedule Individual Plan Information Schedule DCG.docx	Form
Form 5500 Schedule Multiple-Employer Retirement Plan Information Schedule MEP.docx	Form
Form 5500 Schedule Multiple-Employer Retirement Plan Information Schedule MEP.docx	Form

Information Collection (IC) Details

View Information Collection (IC)

IC Title:

Annual Information Return/Report of Employee Benefit Plan

Agency IC Tracking Number:

Is this a Common Form? No

IC Status: New

Obligation to Respond: Mandatory

CFR Citation: 29 CFR 2520.103-1

Information Collection Instruments:

table that charts list of instruments
Document Type	Form No.	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Instruction		Yes	Yes	Fillable Fileable
Instruction		Yes	Yes	Fillable Fileable
Form	Form 5500	Yes	Yes	Fillable Fileable Signable
Form	Form 5500-SF	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule A	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule C	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule D	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule G	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule H	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule I	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule MB	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule SB	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule R	Yes	Yes	Fillable Fileable Signable
Instruction		Yes	Yes	Fillable Fileable
Form	Form 5500 Schedule DCG	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule MEP	Yes	Yes	Fillable Fileable Signable
Other-Proposed Changes To Participating Employer Information Under ERISA 103(G) To 2021 Form 5500/Form 5500-Sf Instructions		Yes	Yes	Fillable Fileable
Other-Other Proposed Changes To 2022 Form 5500, Form 5500-Sf, Form 5500-Ez, Schedules And Instructions		Yes	Yes	Fillable Fileable

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: 809,000

Number of Respondents for Small Entity: 668,000

Affected Public: Private Sector

Private Sector: Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 100 %

table that charts list of burden
	Requested	Program Change Due to New Statute
Annual Number of Responses for this IC	809,000	809,000
Annual IC Time Burden (Hours)	590,856	590,856
Annual IC Cost Burden (Dollars)	275,205,644	275,205,644

Documents for IC

table that charts IC Documents
Title	Document	Date Uploaded
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Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.

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