Annual Information Return/Report

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1212-0057 can be found here:

Documents and Forms

Document Name Document Type
Form Schedule R Annual Information Return/Report Form
2023Form 5500 Instructions 063022-Updated for OMB Review 1107222 v.01.docx Instruction
2023Form 5500 Instructions 063022-Updated for OMB Review 1107222 v.01.docx Instruction
Schedule R 2023 Schedule R 2023 220912 Sch R.PBGCEdits110722 v.01.docx Form
Schedule R 2023 Schedule R 2023 220912 Sch R.PBGCEdits110722 v.01.docx Form
Schedule SB 2023 Schedule SB 2023 220912 Sch SB.PBGCEdits110722 v.01.docx Form
Schedule SB 2023 Schedule SB 2023 220912 Sch SB.PBGCEdits110722 v.01.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: Modified

Obligation to Respond: Mandatory

CFR Citation: 29 CFR 4065

Information Collection Instruments:

Document Type	Form No.	Form Name	Instrument File	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	Schedule R	2023 Schedule R	2023 220912 Sch R.PBGCEdits110722 v.01.docx	Yes	Yes	Fillable Fileable
Form	Schedule SB	2023 Schedule SB	2023 220912 Sch SB.PBGCEdits110722 v.01.docx	Yes	Yes	Fillable Fileable
Instruction			2023Form 5500 Instructions 063022-Updated for OMB Review 1107222 v.01.docx	Yes	Yes	Fillable Fileable

Line of Business: Income Security

Subfunction: General Retirement and Disability

Privacy Act System of Records
Title:	FR Citation:

Number of Respondents: 25,000	Number of Respondents for Small Entity: 17,400

Affected Public: Private Sector	Private Sector: Businesses or other for-profits, Not-for-profit institutions

Percentage of Respondents Reporting Electronically: 100 %

	Approved	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	25,000	0	25,000
Annual IC Time Burden (Hours)	15,089	-2,654	17,743
Annual IC Cost Burden (Dollars)	0	0	0

Documents for IC

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.