OMB.report

Federal forms, ICRs, and supporting documents

OMB control number

Annual Financial and Actuarial Information Reporting (29 CFR Part 4010)

OMB 1212-0049 · PBGC.

OMB 1212-0049

ERISA section 4010 requires the annual reporting of actuarial and financial information by controlled groups that sponsor pension plans that have significant underfunding. PBGC uses this information to detect and monitor financial problems with the controlled groups and to respond quickly when it learns that a controlled group intends to engage in a transaction that may reduce the assets available to pay plan liabilities.

The latest form for Annual Financial and Actuarial Information Reporting (29 CFR Part 4010) expires 2028-09-30 and is listed under ICR 202602-1212-002.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Form Appendix 1 Appendix 1 - 4010 Illustrative formForm
Justification of nonmaterial change_1212-0049 4010 filing.03.docxJustification for No Material/Nonsubstantive Change
4010 ICR Supporting Statement 2025.04.docxSupporting Statement A
Justification Nonmaterial Change 4010 instructions.v2.docxJustification for No Material/Nonsubstantive Change
Justification Nonmaterial Change 4010 instructions.v6.docxJustification for No Material/Nonsubstantive Change
Justification Nonmaterial Change 4010 instructions.v1.docxJustification for No Material/Nonsubstantive Change
Annual Financial and Actuarial Information Reporting (29 CFR Part 4010) Form
Annual Financial and Actuarial Information Reporting (29 CFR Part 4010) Other-screenshots

All Historical Document Collections

Historical document collections
ReferenceFilingReceivedConcludedAction
202602-1212-002 No material or nonsubstantive change to a currently approved collection 2026-02-27 Approved without change
202504-1212-002 Revision of a currently approved collection 2025-04-09
202501-1212-001 No material or nonsubstantive change to a currently approved collection 2025-01-16 Approved without change
202407-1212-002 No material or nonsubstantive change to a currently approved collection 2024-07-09
202401-1212-004 No material or nonsubstantive change to a currently approved collection 2024-01-19 Approved without change
202301-1212-001 Extension without change of a currently approved collection 2023-01-17 Approved without change
201911-1212-003 Revision of a currently approved collection 2020-02-04 Approved without change
201907-1212-002 Revision of a currently approved collection 2019-07-16 Comment filed on proposed rule and continue
201903-1212-001 Extension without change of a currently approved collection 2019-04-29 Approved with change
201603-1212-001 Revision of a currently approved collection 2016-03-23 Approved without change
201507-1212-001 Revision of a currently approved collection 2015-07-29 Comment filed on proposed rule and continue
201504-1212-001 Extension without change of a currently approved collection 2015-05-13 Approved without change
201301-1212-003 No material or nonsubstantive change to a currently approved collection 2013-01-15 Approved without change
201202-1212-001 Extension without change of a currently approved collection 2012-03-05 Approved without change
200903-1212-002 Reinstatement with change of a previously approved collection 2009-03-23 Approved without change
200902-1212-002 Reinstatement without change of a previously approved collection 2009-02-12 Preapproved
200901-1212-002 Reinstatement without change of a previously approved collection 2009-02-09 Withdrawn
200802-1212-012 Revision of a currently approved collection 2008-02-21 Comment filed on proposed rule and continue
200712-1212-003 No material or nonsubstantive change to a currently approved collection 2007-12-06 Approved without change
200711-1212-006 No material or nonsubstantive change to a currently approved collection 2007-11-19 Approved without change
200503-1212-001 Revision of a currently approved collection 2005-03-03 Approved without change
200412-1212-002 Revision of a currently approved collection 2004-12-23 Approved without change
200202-1212-002 Extension without change of a currently approved collection 2002-02-25 Approved without change
199810-1212-002 Extension without change of a currently approved collection 1998-10-28 Approved without change
199512-1212-001 Revision of a currently approved collection 1995-12-18 Approved without change
199506-1212-003 New collection (Request for a new OMB Control Number) 1995-06-30 Approved without change