Employee Retirement Income Security Act Summary Annual Report Requirement

OMB 1210-0040

OMB 1210-0040

Employee Retirement Income Security Act of 1974 section 104(b)(3) and regulations codified at 29 CFR 2520.104b-10 require employee benefit plans to furnish a summary of the plan's annual report to participants and specified beneficiaries for purposes of disclosure of basic financial information.

The latest form for Employee Retirement Income Security Act Summary Annual Report Requirement expires 2023-07-31 and can be found here.

Latest Forms, Documents, and Supporting Material
Document
Name
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All Historical Document Collections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 2023-07-05
Approved without change
Revision of a currently approved collection 2023-02-24
Comment filed on proposed rule and continue
Revision of a currently approved collection 2021-09-15
Approved without change
Revision of a currently approved collection 2020-05-27
Comment filed on proposed rule and continue
Revision of a currently approved collection 2019-10-23
Approved without change
Extension without change of a currently approved collection 2019-04-30
Approved without change
Extension without change of a currently approved collection 2015-12-29
Approved with change
Extension without change of a currently approved collection 2012-08-03
Approved without change
Extension without change of a currently approved collection 2009-07-14
Approved without change
Extension without change of a currently approved collection 2006-05-10
Approved without change
Extension without change of a currently approved collection 2003-03-21
Approved without change
No material or nonsubstantive change to a currently approved collection 2000-11-30
Approved without change
Revision of a currently approved collection 1999-12-02
Withdrawn and continue
Revision of a currently approved collection 1999-11-09
Approved without change
Revision of a currently approved collection 1999-01-29
Approved without change
Extension without change of a currently approved collection 1998-09-30
Approved without change
Reinstatement with change of a previously approved collection 1995-06-30
Approved without change
Reinstatement with change of a previously approved collection 1990-10-04
Approved without change
Revision of a currently approved collection 1989-03-27
Approved without change
Reinstatement with change of a previously approved collection 1988-08-02
Approved without change
Revision of a currently approved collection 1985-05-14
Approved without change
New collection (Request for a new OMB Control Number) 1982-06-29

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