Information Collection

Annual Information Return/Report of Employee Benefit Plan

IC 13467 under ICR 202601-1210-003 · OMB 1210-0110.

Documents and Forms

Documents and forms in this information collection
Document Name	Document Type
Form Form 5500 Annual Return/Report of Employee Benefit Plan Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500-SF Short Form Annual Return/Report of Small Employee Benefit Plan Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Insurance Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Service Provider Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule DFE/Participating Plan Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Financial Transaction Schedules Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Financial Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Financial Information--Small Plans Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Purchase Plan Actuarial Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Retirement Plan Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Individual Plan Information Annual Information Return/Report of Employee Benefit Plan	Form
Form Form 5500 Schedule Multiple-Employer Retirement Plan Information Annual Information Return/Report of Employee Benefit Plan	Form
2025 Form 5500 Instructions 250312 - Clean.docx	Instruction
2025 Form 5500SF Instructions 250312 - Clean.docx	Instruction
5500 PLESA Code Question.docx	Other- 5500 PLESA Code Question
Form 5500 Annual Return/Report of Employee Benefit Plan 250312 Form 5500 - Clean.docx	Form
Form 5500-SF Short Form Annual Return/Report of Small Employee Benefi 250312 Form 5500-SF - Clean.docx	Form
Form 5500 Schedule Insurance Information 250312 Sch A - Clean.docx	Form
Form 5500 Schedule Service Provider Information 250312 Sch C - Clean.docx	Form
Form 5500 Schedule DFE/Participating Plan Information 250312 Sch D - Clean.docx	Form
Form 5500 Schedule Financial Transaction Schedules 250312 Sch G - Clean.docx	Form
Form 5500 Schedule Financial Information 250312 Sch H - Clean.docx	Form
Form 5500 Schedule Financial Information--Small Plans 250312 Sch I - Clean.docx	Form
Form 5500 Schedule Multiemployer Defined Benefit Plans and Certain Money Pu 250312 Sch MB - Clean.docx	Form
Form 5500 Schedule Single-Employer Defined Benefit Plan Actuarial Informati 250312 Sch SB - Clean.docx	Form
Form 5500 Schedule Retirement Plan Information 250312 Sch R - Clean.docx	Form
Form 5500 Schedule Individual Plan Information 250312 Sch DCG - Clean.docx	Form
Form 5500 Schedule Multiple-Employer Retirement Plan Information 250312 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.	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Form	Form 5500	Yes	Yes	Fillable Fileable Signable
Form	Form 5500-SF	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule A	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule C	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule D	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule G	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule H	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule I	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule MB	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule SB	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule R	Yes	Yes	Fillable Fileable Signable
Instruction		Yes	Yes	Fillable Fileable
Instruction		Yes	Yes	Fillable Fileable
Form	Form 5500 Schedule DCG	Yes	Yes	Fillable Fileable Signable
Form	Form 5500 Schedule MEP	Yes	Yes	Fillable Fileable Signable
Other- 5500 PLESA Code Question		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: 952,412

Number of Respondents for Small Entity: 793,363

Affected Public: Private Sector

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

Percentage of Respondents Reporting Electronically: 100 %

table that charts list of burden
	Requested	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	952,412	107,384	845,028
Annual IC Time Burden (Hours)	3,228,684	356,274	2,872,410
Annual IC Cost Burden (Dollars)	0	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.

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