Annual Information Return/Report

OMB 1212-0057

OMB 1212-0057

Sections 104 and 4065 of ERISA require plan administrators to file an annual report. The report must contain the information described in section 103 of ERISA. The Form 5500 Series provides a standard format for fulfilling that requirement.

The latest form for Annual Information Return/Report expires 2023-02-28 and can be found here.

Latest Forms, Documents, and Supporting Material
Document
Name
Form
Form
Justification for No Material/Nonsubstantive Change
Justification for No Material/Nonsubstantive Change
All Historical Document Collections
Approved without change
 No material or nonsubstantive change to a currently approved collection 2024-04-03
Approved without change
 Revision of a currently approved collection 2023-02-27
Approved with change
 Revision of a currently approved collection 2022-11-07
Approved without change
 Revision of a currently approved collection 2022-05-23
Comment filed on proposed rule and continue
 Revision of a currently approved collection 2021-09-15
Approved without change
 No material or nonsubstantive change to a currently approved collection 2021-03-25
Approved without change
 No material or nonsubstantive change to a currently approved collection 2020-08-10
Approved without change
 No material or nonsubstantive change to a currently approved collection 2020-03-24
Approved without change
 Revision of a currently approved collection 2019-12-30
Approved without change
 No material or nonsubstantive change to a currently approved collection 2019-10-07
Approved without change
 No material or nonsubstantive change to a currently approved collection 2019-03-28
Approved without change
 Revision of a currently approved collection 2018-11-14
Approved without change
 No material or nonsubstantive change to a currently approved collection 2018-03-29
Approved without change
 Revision of a currently approved collection 2018-01-04
Approved without change
 Extension without change of a currently approved collection 2017-07-19
Approved without change
 No material or nonsubstantive change to a currently approved collection 2017-03-29
Approved without change
 No material or nonsubstantive change to a currently approved collection 2016-10-12
Approved without change
 Revision of a currently approved collection 2015-03-03
Approved with change
 Revision of a currently approved collection 2014-04-28
Approved without change
 No material or nonsubstantive change to a currently approved collection 2013-04-26
Approved without change
 No material or nonsubstantive change to a currently approved collection 2012-03-26
Approved without change
 No material or nonsubstantive change to a currently approved collection 2011-05-17
Approved with change
 Extension without change of a currently approved collection 2010-09-17
Approved without change
 No material or nonsubstantive change to a currently approved collection 2010-05-20
Approved without change
 No material or nonsubstantive change to a currently approved collection 2010-04-16
Approved without change
 No material or nonsubstantive change to a currently approved collection 2009-09-25
Approved without change
 No material or nonsubstantive change to a currently approved collection 2008-11-10
Approved without change
 Revision of a currently approved collection 2007-07-17
Approved without change
 Extension without change of a currently approved collection 2004-10-29
Approved without change
 Reinstatement without change of a previously approved collection 2001-12-06
Approved without change
 No material or nonsubstantive change to a currently approved collection 2001-01-23
Approved without change
 New collection (Request for a new OMB Control Number) 1998-06-23
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