Annual Information Return/Report of Employee Benefit Plan

OMB 1210-0110

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

The latest form for Annual Information Return/Report of Employee Benefit Plan expires 2021-11-30 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
Form Form 5500 Annual Information Return/Report of Employee Benefit Plan Form
Form Form 5500 Annual Information Return/Report of Employee Benefit Plan Form
Justification for No Material or Nonsubstantive Change to Currently Approved Collection_March 25_2025.docx Justification for No Material/Nonsubstantive Change
Justification for No Material or Nonsubstantive Change to Currently Approved Collection_March 25_2025.docx Justification for No Material/Nonsubstantive Change
1210-0110 SS FINAL 2023 5500 01.12.2023.docx Supporting Statement A
1210-0110 SS FINAL 2023 5500 01.12.2023.docx Supporting Statement A
Annual Information Return/Report of Employee Benefit Plan Form
Annual Information Return/Report of Employee Benefit Plan Form

All Historical Document Collections

202504-1210-002 Approved without change	No material or nonsubstantive change to a currently approved collection	2025-04-14
202403-1210-008 Approved without change	No material or nonsubstantive change to a currently approved collection	2024-04-02
202312-1210-005 Approved without change	No material or nonsubstantive change to a currently approved collection	2023-12-18
202307-1210-002 Approved without change	No material or nonsubstantive change to a currently approved collection	2023-08-18
202212-1210-003 Approved without change	Revision of a currently approved collection	2023-02-24
202203-1210-005 Approved without change	Revision of a currently approved collection	2022-05-23
202112-1210-003 Approved without change	Revision of a currently approved collection	2021-12-15
202108-1210-010 Approved without change	Extension without change of a currently approved collection	2021-09-30
202102-1210-002 Approved without change	No material or nonsubstantive change to a currently approved collection	2021-03-25
202101-1210-001 Approved without change	No material or nonsubstantive change to a currently approved collection	2021-01-14
202003-1210-001 Approved without change	No material or nonsubstantive change to a currently approved collection	2020-03-27
201910-1210-002 Approved without change	No material or nonsubstantive change to a currently approved collection	2019-10-17
201904-1210-005 Withdrawn and continue	No material or nonsubstantive change to a currently approved collection	2019-04-16
201903-1210-001 Approved without change	No material or nonsubstantive change to a currently approved collection	2019-03-28
201807-1210-002 Approved without change	Extension without change of a currently approved collection	2018-08-31
201803-1210-004 Approved without change	No material or nonsubstantive change to a currently approved collection	2018-03-28
201703-1210-001 Approved without change	No material or nonsubstantive change to a currently approved collection	2017-04-07
201610-1210-001 Approved without change	No material or nonsubstantive change to a currently approved collection	2016-10-18
201604-1210-001 Comment filed on proposed rule and continue	Revision of a currently approved collection	2016-07-21
201504-1210-003 Approved without change	Extension without change of a currently approved collection	2015-05-11
201503-1210-003 Approved without change	No material or nonsubstantive change to a currently approved collection	2015-03-30
201411-1210-007 Approved without change	Revision of a currently approved collection	2014-11-12
201406-1210-005 Preapproved	Revision of a currently approved collection	2014-09-08
201403-1210-001 Approved without change	No material or nonsubstantive change to a currently approved collection	2014-03-26
201311-1210-003 Approved without change	No material or nonsubstantive change to a currently approved collection	2013-11-20
201305-1210-003 Approved without change	No material or nonsubstantive change to a currently approved collection	2013-05-14
201305-1210-002 Approved without change	Revision of a currently approved collection	2013-05-10
201212-1210-001 Preapproved	Revision of a currently approved collection	2013-02-03
201203-1210-005 Approved without change	No material or nonsubstantive change to a currently approved collection	2012-04-04
201107-1210-002 Comment filed on proposed rule and continue	Revision of a currently approved collection	2011-12-06
201104-1210-002 Approved without change	No material or nonsubstantive change to a currently approved collection	2011-05-16
201009-1210-002 Approved without change	Extension without change of a currently approved collection	2010-09-24
201004-1210-003 Approved without change	No material or nonsubstantive change to a currently approved collection	2010-04-13
200907-1210-001 Approved without change	No material or nonsubstantive change to a currently approved collection	2009-09-25
200807-1210-003 Approved without change	No material or nonsubstantive change to a currently approved collection	2008-11-10
200711-1210-002 Approved without change	Revision of a currently approved collection	2007-11-16
200706-1210-002 Preapproved	Revision of a currently approved collection	2007-07-16
200607-1210-001 Comment filed on proposed rule and continue	Revision of a currently approved collection	2006-07-13
200410-1210-001 Approved without change	Reinstatement without change of a previously approved collection	2004-10-29
200108-1210-002 Approved without change	Extension without change of a currently approved collection	2001-08-31
200009-1210-007 Approved without change	No material or nonsubstantive change to a currently approved collection	2000-09-26
200009-1210-005 Approved without change	No material or nonsubstantive change to a currently approved collection	2000-09-25
200009-1210-003 Approved without change	No material or nonsubstantive change to a currently approved collection	2000-09-06
199806-1210-002 Approved without change	New collection (Request for a new OMB Control Number)	1998-06-23