ERISA Summary Annual Report Requirement

Employee Retirement Income Security Act Summary Annual Report Requirement

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1210-0040 can be found here:

Documents and Forms

Document Name Document Type
Model Summary Annual Report Relating to Pension Plans.docx Other-Model Form for Pension Plans
Model Summary Annual Report Relating to Welfare Plans.docx Other-Model Form for Welfare Plans

Information Collection (IC) Details

IC Title:	ERISA Summary Annual Report Requirement	Agency IC Tracking Number:

Is this a Common Form? No		IC Status: Modified

Obligation to Respond: Mandatory

CFR Citation: 29 CFR 2520.104(b)-1(c) 29 CFR 2520.104b-10 29 CFR 2520.104(b)-1(b)

Information Collection Instruments:

Document Type	Form No.	Form Name	Instrument File	URL	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability
Other-Model Form for Pension Plans			Model Summary Annual Report Relating to Pension Plans.docx		Yes	No	Fillable Printable
Other-Model Form for Welfare Plans			Model Summary Annual Report Relating to Welfare Plans.docx		Yes	No	Fillable Printable

Line of Business: Income Security

Subfunction: General Retirement and Disability

Privacy Act System of Records
Title:	FR Citation:

Number of Respondents: 743,628	Number of Respondents for Small Entity: 624,435

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

Percentage of Respondents Reporting Electronically: 56 %

	Approved	Change Due to Adjustment in Agency Estimate	Previously Approved
Annual Number of Responses for this IC	170,628,651	2,428,651	168,200,000
Annual IC Time Burden (Hours)	1,817,006	-482,994	2,300,000
Annual IC Cost Burden (Dollars)	49,223,676	-13,276,324	62,500,000

Documents for IC

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.