Annual Information Return/Report of Employee Benefit Plan

OMB: 1210-0110

IC ID: 13467

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1210-0110 can be found here:

2024-04-02 - No material or nonsubstantive change to a currently approved collection

Documents and Forms

Document Name Document Type
Form Form 5500 Annual Information Return/Report of Employee Benefit Plan Form
2023 Form 5500 Instructions 070723 update 12-14-23.docx Instruction
2023 Form 5500SF Instructions 070723 update 12-14-23.docx Instruction
5500 PLESA Code Question.docx Other- 5500 PLESA Code Question
Form 5500 Annual Return/Report of Employee Benefit Plan 230127 Form 5500-Clean.docx Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 230127 Form 5500-SF-Clean.docx Form
Form 5500 Schedule Insurance Information 230127 Sch A-Clean.docx Form
Form 5500 Schedule Service Provider Information 230127 Sch C-Clean.docx Form
Form 5500 Schedule DFE/Participating Plan Information 230127 Sch D-Clean.docx Form
Form 5500 Schedule Financial Transaction Schedules 230127 Sch G-Clean.docx Form
Form 5500 Schedule Financial Information 230127 Sch H-Clean.docx Form
Form 5500 Schedule Financial Information--Small Plans 230127 Sch I-Clean.docx Form
Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Pu 230127 Sch MB-Clean.docx Form
Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Informati 230127 Sch SB-Clean.docx Form
Form 5500 Schedule Retirement Plan Information 230127 Sch R-Clean.docx Form
Form 5500 Schedule Individual Plan Information 230127 Sch DCG-Clean.docx Form
Form 5500 Schedule Multiple-Employer Retirement Plan Information 230127 Sch MEP-Clean.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: Modified

Obligation to Respond: Mandatory

CFR Citation: 29 CFR 2520.103-1

Information Collection Instruments:

Document Type	Form No.	Form Name	Instrument File	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 070723 update 12-14-23.docx	Yes	Yes	Fillable Fileable
Instruction			2023 Form 5500SF Instructions 070723 update 12-14-23.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
Other- 5500 PLESA Code Question			5500 PLESA Code Question.docx	Yes	Yes	Fillable Fileable Signable

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: 839,382	Number of Respondents for Small Entity: 634,947

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

Percentage of Respondents Reporting Electronically: 100 %

	Approved	Previously Approved
Annual Number of Responses for this IC	845,028	845,028
Annual IC Time Burden (Hours)	2,872,410	2,872,410
Annual IC Cost Burden (Dollars)	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.