Information Collection

Annual Information Return/Report of Employee Benefit Plan

IC 13467 under ICR 202403-1210-008 · OMB 1210-0110.

⚠️ Notice: This information collection may be referencing outdated material.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

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
Form Form 5500 Annual Information Return/Report of Employee Benefit Plan	Form
2024 Form 5500 Instructions 240311_clean.docx	Instruction
2024 Form 5500SF Instructions 240311_clean.docx	Instruction
5500 PLESA Code Question.docx	Other- 5500 PLESA Code Question
Form 5500 Annual Return/Report of Employee Benefit Plan 240311 Form 5500_clean.docx	Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 240311 Form 5500-SF_clean.docx	Form
Form 5500 Schedule Insurance Information 240311 Sch A_clean.docx	Form
Form 5500 Schedule Service Provider Information 240311 Sch C_clean.docx	Form
Form 5500 Schedule DFE/Participating Plan Information 240311 Sch D_clean.docx	Form
Form 5500 Schedule Financial Transaction Schedules 240311 Sch G_clean.docx	Form
Form 5500 Schedule Financial Information 240311 Sch H_clean.docx	Form
Form 5500 Schedule Financial Information--Small Plans 240311 Sch I_clean.docx	Form
Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Pu 240311 Sch MB_clean.docx	Form
Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Informati 240311 Sch SB_clean.docx	Form
Form 5500 Schedule Retirement Plan Information 240311 Sch R_clean.docx	Form
Form 5500 Schedule Individual Plan Information 240311 Sch DCG_clean.docx	Form
Form 5500 Schedule Multiple-Employer Retirement Plan Information 240311 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:

table that charts list of 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	240311 Form 5500_clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500-SF	Short Form Annual Return/Report of Small Employee Benefit Plan	240311 Form 5500-SF_clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule A	Insurance Information	240311 Sch A_clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule C	Service Provider Information	240311 Sch C_clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule D	DFE/Participating Plan Information	240311 Sch D_clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule G	Financial Transaction Schedules	240311 Sch G_clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule H	Financial Information	240311 Sch H_clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule I	Financial Information--Small Plans	240311 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	240311 Sch MB_clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule SB	Single-Employer Defined Benefit Plan Actuarial Information	240311 Sch SB_clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule R	Retirement Plan Information	240311 Sch R_clean.docx	Yes	Yes	Fillable Fileable Signable
Instruction			2024 Form 5500 Instructions 240311_clean.docx	Yes	Yes	Fillable Fileable
Instruction			2024 Form 5500SF Instructions 240311_clean.docx	Yes	Yes	Fillable Fileable
Form	Form 5500 Schedule DCG	Individual Plan Information	240311 Sch DCG_clean.docx	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule MEP	Multiple-Employer Retirement Plan Information	240311 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: Not-for-profit institutions, Businesses or other for-profits

Percentage of Respondents Reporting Electronically: 100 %

table that charts list of burden
	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

table that charts IC Documents
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.