Annual Information Return/Report of Employee Benefit Plan

Annual Information Return/Report of Employee Benefit Plan

OMB: 1210-0110

IC ID: 13467

Documents and Forms

Document Name Document Type
Form Form 5500 Annual Information Return/Report of Employee Benefit Plan Form
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 Benefit Plan 250312 Form 5500-SF - Clean.docx Form
Form 5500 Schedule A Insurance Information 250312 Sch A - Clean.docx Form
Form 5500 Schedule C Service Provider Information 250312 Sch C - Clean.docx Form
Form 5500 Schedule D DFE/Participating Plan Information 250312 Sch D - Clean.docx Form
Form 5500 Schedule G Financial Transaction Schedules 250312 Sch G - Clean.docx Form
Form 5500 Schedule H Financial Information 250312 Sch H - Clean.docx Form
Form 5500 Schedule I Financial Information--Small Plans 250312 Sch I - Clean.docx Form
Form 5500 Schedule MB Multiemployer Defined Benefit Plans and Certain Money Purchase Plan Actuarial Information 250312 Sch MB - Clean.docx Form
Form 5500 Schedule SB Single-Employer Defined Benefit Plan Actuarial Information 250312 Sch SB - Clean.docx Form
Form 5500 Schedule R Retirement Plan Information 250312 Sch R - Clean.docx Form
2025 Form 5500 Instructions 250312 - Clean.docx Instruction
2025 Form 5500SF Instructions 250312 - Clean.docx Instruction
Form 5500 Schedule DCG Individual Plan Information 250312 Sch DCG - Clean.docx Form
Form 5500 Schedule MEP Multiple-Employer Retirement Plan Information 250312 Sch MEP - Clean.docx Form
5500 PLESA Code Question.docx Other- 5500 PLESA Code Question