Summary Plan Description Requirements Under ERISA

Summary Plan Description Requirements Under the Employee Retirement Income Security Act of 1974, as Amended

⚠️ Notice: This information collection may be referencing outdated material. More recent filings for OMB 1210-0039 can be found here:

Documents and Forms

Document Name Document Type

no available documents/forms check other ICs listed under this ICR

Information Collection (IC) Details

IC Title:	Summary Plan Description Requirements Under ERISA	Agency IC Tracking Number:

Is this a Common Form? No		IC Status: Modified

Obligation to Respond: Mandatory

CFR Citation: 29 CFR 2520.104b-3 29 CFR 2520.102-3 29 CFR 2520.104b-2 29 CFR 2520.102-2

Information Collection Instruments:

Document Type	Form No.	Form Name	Instrument File	URL	Available Electronically?	Can Be Submitted Electronically?	Electronic Capability

Line of Business: Income Security

Subfunction: General Retirement and Disability

Privacy Act System of Records
Title:	FR Citation:

Number of Respondents: 3,033,000	Number of Respondents for Small Entity: 0

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

Percentage of Respondents Reporting Electronically: 56 %

	Requested	Program Change Due to Agency Discretion	Previously Approved
Annual Number of Responses for this IC	112,733,000	0	112,733,000
Annual IC Time Burden (Hours)	163,706	-125,294	289,000
Annual IC Cost Burden (Dollars)	229,868,367	-94,151,633	324,020,000

Documents for IC

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Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.