Annual Information Return/Report of Employee Benefit Plan

ICR 202307-1210-002

OMB: 1210-0110

Federal Form Document

Forms and Documents
Document
Name
Status
Form
Modified
Justification for No Material/Nonsubstantive Change
2023-08-15
Supporting Statement A
2023-01-12
IC Document Collections
ICR Details
1210-0110 202307-1210-002
Received in OIRA 202212-1210-003
DOL/EBSA 1210-0110
Annual Information Return/Report of Employee Benefit Plan
No material or nonsubstantive change to a currently approved collection   No
Regular 08/18/2023
  Requested Previously Approved
03/31/2026 03/31/2026
845,028 845,028
2,872,410 2,872,410
0 0

Section 101 and 104 of Title I of ERISA require plan administrators to file an annual report containing the information described in section 103 of ERISA. The Form 5500 provides a standard format for fulfilling that requirement.

PL: Pub.L. 116 - 94 O Name of Law: The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)
   US Code: 29 USC 1023 Name of Law: Employee Retirement Income Security Act of 1974
  
PL: Pub.L. 116 - 94 O Name of Law: The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act)

1210-AB97 Final or interim final rulemaking 88 FR 11984 02/24/2023

  86 FR 51488 09/15/2021
88 FR 11984 02/24/2023
Yes

1
IC Title Form No. Form Name
Annual Information Return/Report of Employee Benefit Plan Form 5500 Schedule R, Form 5500 Schedule G, Form 5500 Schedule H, Form 5500 Schedule D, Form 5500-SF, Form 5500 Schedule C, Form 5500 Schedule I, Form 5500 Schedule MB, Form 5500 Schedule SB, Form 5500 Schedule DCG, Form 5500 Schedule MEP, Form 5500, Form 5500 Schedule A Annual Return/Report of Employee Benefit Plan ,   Short Form Annual Return/Report of Small Employee Benefit Plan ,   Insurance Information ,   Service Provider Information ,   DFE/Participating Plan Information ,   Financial Transaction Schedules ,   Financial Information ,   Financial Information--Small Plans ,   Multiemployer Defined Benefit Plans and Certain Money Purchase Plan Actuarial Information ,   Single-Employer Defined Benefit Plan Actuarial Information ,   Retirement Plan Information ,   Individual Plan Information ,   Multiple-Employer Retirement Plan Information

  Total Request Previously Approved Change Due to New Statute Change Due to Agency Discretion Change Due to Adjustment in Estimate Change Due to Potential Violation of the PRA
Annual Number of Responses 845,028 845,028 0 0 0 0
Annual Time Burden (Hours) 2,872,410 2,872,410 0 0 0 0
Annual Cost Burden (Dollars) 0 0 0 0 0 0
No
No

$14,200,000
No
    No
    No
No
No
No
No
James Butikofer 202 693-8434 [email protected]

  No

On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).
The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:
 
 
 
 
 
 
 
    (i) Why the information is being collected;
    (ii) Use of information;
    (iii) Burden estimate;
    (iv) Nature of response (voluntary, required for a benefit, or mandatory);
    (v) Nature and extent of confidentiality; and
    (vi) Need to display currently valid OMB control number;
 
 
 
If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.
08/18/2023


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