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Each year, pension and welfare benefit plans
generally are required to file an annual return/report regarding their
financial condition, investments, and operations. The annual reporting
requirement is generally satisfied by filing the Form 5500 Annual
Return/Report of Employee Benefit Plan and any required attachments.
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Form 5500 |
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The Department of Labor, Internal Revenue Service, and the Pension Benefit
Guaranty Corporation jointly developed the Form 5500 series so employee
benefit plans could utilize the Form 5500 to satisfy annual reporting
requirements under Title I and Title IV of ERISA and under the Internal
Revenue Code.
The Form 5500 Series is an important
compliance, research, and disclosure tool for the Department of Labor, a disclosure document for plan participants and
beneficiaries, and a source of information and data for use by other
Federal agencies, Congress, and the private sector in assessing employee
benefit, tax, and economic trends and policies. The Form 5500 Series
is part of ERISA's overall reporting and disclosure framework, which is
intended to assure that employee benefit plans are operated and managed in
accordance with certain prescribed standards and that participants and
beneficiaries, as well as regulators, are provided or have access to
sufficient information to protect the rights and benefits of participants
and beneficiaries under employee benefit plans.
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For Information Purposes Only, Not to be Used for Filing
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2007 Form
5500 Instructions
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View
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View
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2007 Form 5500 Annual Return/Report of Employee
Benefit Plan
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View
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View
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Schedule A - Insurance Information
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View
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View
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Schedule B - Actuarial Information
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View
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View
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Schedule C - Service Provider Information
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View
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View
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Schedule D - DFE/Participating Plan Information
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View
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View
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Schedule E - ESOP Annual Information
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View
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View
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Schedule G - Financial Transaction Schedules
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View
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View
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Schedule H - Financial Information
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View
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View
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Schedule I - Financial Information - Small Plan
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View
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View
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Schedule R - Retirement Plan Information
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View
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View
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Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits
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Machine Print
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Hand Print
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For Information Purposes Only, Not to be Used for Filing
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2006 Form
5500 Instructions
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View
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View
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2006 Form 5500 Annual Return/Report of Employee
Benefit Plan
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View
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View
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Schedule A - Insurance Information
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View
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View
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Schedule B - Actuarial Information
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View
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View
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Schedule C - Service Provider Information
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View
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View
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Schedule D - DFE/Participating Plan Information
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View
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View
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Schedule E - ESOP Annual Information
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View
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View
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Schedule G - Financial Transaction Schedules
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View
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View
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Schedule H - Financial Information
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View
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View
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Schedule I - Financial Information - Small Plan
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View
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View
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Schedule R - Retirement Plan Information
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View
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View
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Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits
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Machine Print
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Hand Print
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For Information Purposes Only,
Not to be Used for Filing
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2005 Form
5500 Instructions
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View
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View
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2005 Form 5500 Annual Return/Report of Employee
Benefit Plan
|
View
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View
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Schedule A - Insurance Information
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View
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View
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Schedule B - Actuarial Information
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View
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View
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Schedule C - Service Provider Information
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View
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View
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Schedule D - DFE/Participating Plan Information
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View
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View
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Schedule E - ESOP Annual Information
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View
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View
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Schedule G - Financial Transaction Schedules
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View
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View
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Schedule H - Financial Information
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View
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View
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Schedule I - Financial Information - Small Plan
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View
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View
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Schedule P - Annual Return of Fiduciary of
Employee Benefit Trust
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View
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View
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Schedule R - Retirement Plan Information
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View
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View
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Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits
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Machine Print
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Hand Print
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The Hand Print version may be used for completing plan year 2004 filings
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2004 Form
5500 Instructions
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View
|
View
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2004 Form 5500 Annual Return/Report of Employee
Benefit Plan
|
View
|
View
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Schedule A - Insurance Information
|
View
|
View
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Schedule B - Actuarial Information
|
View
|
View
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Schedule C - Service Provider Information
|
View
|
View
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Schedule D - DFE/Participating Plan Information
|
View
|
View
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Schedule E - ESOP Annual Information
|
View
|
View
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Schedule G - Financial Transaction Schedules
|
View
|
View
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Schedule H - Financial Information
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View
|
View
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Schedule I - Financial Information - Small Plan
|
View
|
View
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Schedule P - Annual Return of Fiduciary of
Employee Benefit Trust
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View
|
View
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Schedule R - Retirement Plan Information
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View
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View
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Schedule T - Qualified Pension Plan Coverage
Information
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View
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View
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Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits
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Machine Print
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Hand Print
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The Hand Print version may be used for completing plan year 2003 filings
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2003 Form
5500 Instructions
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View
|
View
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2003 Form 5500 Annual Return/Report of Employee
Benefit Plan
|
View
|
View
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Schedule A - Insurance Information
|
View
|
View
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Schedule B - Actuarial Information
|
View
|
View
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Schedule C - Service Provider Information
|
View
|
View
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Schedule D - DFE/Participating Plan Information
|
View
|
View
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Schedule E - ESOP Annual Information
|
View
|
View
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Schedule G - Financial Transaction Schedules
|
View
|
View
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Schedule H - Financial Information
|
View
|
View
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Schedule I - Financial Information - Small Plan
|
View
|
View
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Schedule P - Annual Return of Fiduciary of
Employee Benefit Trust
|
View
|
View
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Schedule R - Retirement Plan Information
|
View
|
View
|
Schedule T - Qualified Pension Plan Coverage
Information
|
View
|
View
|
Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits
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|
Machine Print
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Hand Print
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The Hand Print version may be used for completing plan year 2002 filings
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2002 Form
5500 Instructions
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View
|
View
|
2002 Form 5500 Annual Return/Report of Employee
Benefit Plan
|
View
|
View
|
Schedule A - Insurance Information
|
View
|
View
|
Schedule B - Actuarial Information
|
View
|
View
|
Schedule C - Service Provider Information
|
View
|
View
|
Schedule D - DFE/Participating Plan Information
|
View
|
View
|
Schedule E - ESOP Annual Information
|
View
|
View
|
Schedule G - Financial Transaction Schedules
|
View
|
View
|
Schedule H - Financial Information
|
View
|
View
|
Schedule I - Financial Information - Small Plan
|
View
|
View
|
Schedule P - Annual Return of Fiduciary of
Employee Benefit Trust
|
View
|
View
|
Schedule R - Retirement Plan Information
|
View
|
View
|
Schedule T - Qualified Pension Plan Coverage
Information
|
View
|
View
|
Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits
|
|
Machine Print
|
Hand Print
|
The Hand Print version may be used for completing plan year 2001 filings |
2001 Form
5500 Instructions |
View
|
View
|
2001 Form 5500 Annual Return/Report of Employee
Benefit Plan
|
View
|
View
|
Schedule A - Insurance Information
|
View
|
View
|
Schedule B - Actuarial Information
|
View
|
View
|
Schedule C - Service Provider Information
|
View
|
View
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Schedule D - DFE/Participating Plan Information
|
View
|
View
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Schedule E - ESOP Annual Information
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View
|
View
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Schedule F - Fringe Benefit Plan Annual
Information Return
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View
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View
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Schedule G - Financial Transaction Schedules
|
View
|
View
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Schedule H - Financial Information
|
View
|
View
|
Schedule I - Financial Information - Small Plan
|
View
|
View
|
Schedule P - Annual Return of Fiduciary of
Employee Benefit Trust
|
View
|
View
|
Schedule R - Retirement Plan Information
|
View
|
View
|
Schedule T - Qualified Pension Plan Coverage
Information
|
View
|
View
|
Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits
|
|
Machine Print
|
Hand Print
|
The Hand Print version may be used for completing plan year 2000 filings |
2000 Form 5500
Instructions |
View
|
View
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2000 Form 5500 Annual Return/Report of Employee
Benefit Plan
|
View
|
View
|
Schedule A - Insurance Information
|
View
|
View
|
Schedule B - Actuarial Information
|
View
|
View
|
Schedule C - Service Provider Information
|
View
|
View
|
Schedule D - DFE/Participating Plan Information
|
View
|
View
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Schedule E - ESOP Annual Information
|
View
|
View
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Schedule F - Fringe Benefit Plan Annual Information
Return
|
View
|
View
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Schedule G - Financial Transaction Schedules
|
View
|
View
|
Schedule H - Financial Information
|
View
|
View
|
Schedule I - Financial Information - Small Plan
|
View
|
View
|
Schedule P - Annual Return of Fiduciary of Employee
Benefit Trust
|
View
|
View
|
Schedule R - Retirement Plan Information
|
View
|
View
|
Schedule T - Qualified Pension Plan Coverage
Information
|
View
|
View
|
Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits
|
|
Machine Print
|
Hand Print
|
The Hand Print version may be used for completing plan year 1999 filings |
1999 Form
5500 Instructions |
View
|
View
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1999 Form 5500 Annual Return/Report of Employee
Benefit Plan
|
View
|
View
|
Schedule A - Insurance Information
|
View
|
View
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Schedule B - Actuarial Information
|
View
|
View
|
Schedule C - Service Provider Information
|
View
|
View
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Schedule D - DFE/Participating Plan Information
|
View
|
View
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Schedule E - ESOP Annual Information
|
View
|
View
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Schedule F - Fringe Benefit Plan Annual
Information Return
|
View
|
View
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Schedule G - Financial Transaction Schedules
|
View
|
View
|
Schedule H - Financial Information
|
View
|
View
|
Schedule I - Financial Information - Small Plan
|
View
|
View
|
Schedule P - Annual Return of Fiduciary of
Employee Benefit Trust
|
View
|
View
|
Schedule R - Retirement Plan Information
|
View
|
View
|
Schedule T - Qualified Pension Plan Coverage
Information
|
View
|
View
|
Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits
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