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 Modified
 
Mandatory
 
29 CFR 2520.103-1

Document Type Form No. Form Name Instrument File URL Available Electronically? Can Be Submitted Electronically? Electronic Capability
Form Form 5500 Annual Return/Report of Employee Benefit Plan 230127 Form 5500-Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan 230127 Form 5500-SF-Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule A Insurance Information 230127 Sch A-Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule C Service Provider Information 230127 Sch C-Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule D DFE/Participating Plan Information 230127 Sch D-Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule G Financial Transaction Schedules 230127 Sch G-Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule H Financial Information 230127 Sch H-Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule I Financial Information--Small Plans 230127 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 230127 Sch MB-Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule SB Single-Employer Defined Benefit Plan Actuarial Information 230127 Sch SB-Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule R Retirement Plan Information 230127 Sch R-Clean.docx Yes Yes Fillable Fileable Signable
Instruction 2023 Form 5500 Instructions 02-21-2022 ROCIS.docx Yes Yes Fillable Fileable
Instruction 2023 Form 5500SF Instructions 2-21-2023 ROCIS.docx Yes Yes Fillable Fileable
Form Form 5500 Schedule DCG Individual Plan Information 230127 Sch DCG-Clean.docx Yes Yes Fillable Fileable Signable
Form Form 5500 Schedule MEP Multiple-Employer Retirement Plan Information 230127 Sch MEP-Clean.docx Yes Yes Fillable Fileable Signable

Income Security General Retirement and Disability

 

839,382 634,947
   
Private Sector Businesses or other for-profits, Not-for-profit institutions
 
   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 845,028 0 0 5,300 0 839,728
Annual IC Time Burden (Hours) 2,872,410 -156,889 0 0 0 3,029,299
Annual IC Cost Burden (Dollars) 0 0 0 0 0 0

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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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