F
- Final Return/Report
-
- Mergers/Consolidations, Final Return/Report
- Pension and Welfare Plans That Terminated Without Distributing All Assets, Final Return/Report
- Welfare Plans Still Liable To Pay Benefits, Final Return/Report
- Financial Schedules, Financial Schedules
- Form 5500 Completed by Pen, Form 5500 Completed by Pen
- Form 5500 Completed by Typewriter, Form 5500 Completed by Typewriter
- Form 5500 Completed by Using Computer Software, Form 5500 Completed by Using Computer Software
- Form 5500 Schedules, Form 5500 Schedules
- Fully insured welfare benefit plan, Do Not File a Form 5500 for a Welfare Benefit PlanThat Is Any of the Following:
- Funding Information, Part II – Funding Information
I
- Information Concerning Insurance Contract Coverage, Fees, and Commissions, Part I - Information Concerning Insurance ContractCoverage, Fees, and Commissions
- Instructions for Schedule A
-
- Who Must File, 2008 Instructions for Schedule A(Form 5500)Insurance Information
- Instructions for Schedule C
-
- Who Must File, 2008 Instructions for Schedule C(Form 5500)Service Provider Information
- Instructions for Schedule D
-
- Who Must File, 2008 Instructions for Schedule D(Form 5500)DFE/Participating Plan Information
- Instructions for Schedule E
-
- Who Must File, 2008 Instructions for Schedule E(Form 5500)ESOP Annual Information
- Instructions for Schedule G
-
- Who Must File, 2008 Instructions for Schedule G(Form 5500)Financial Transaction Schedules
- Instructions for Schedule H
-
- Who Must File, 2008 Instructions for Schedule H(Form 5500)Financial Information
- Instructions for Schedule I
-
- Who Must File, 2008 Instructions for Schedule I(Form 5500)Financial Information – Small Plan
- Instructions for Schedule MB
-
- Statement by Enrolled Actuary, 2008 Instructions for Schedule MB(Form 5500)Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
- Who Must File, 2008 Instructions for Schedule MB(Form 5500)Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
- Instructions for Schedule R
-
- Who Must File, 2008 Instructions for Schedule R(Form 5500)Retirement Plan Information
- Instructions for Schedule SB
-
- Statement by Enrolled Actuary, 2008 Instructions for Schedule SB(Form 5500)Single-employer Defined Benefit Plan Actuarial Information
- Who Must File, 2008 Instructions for Schedule SB(Form 5500)Single-employer Defined Benefit Plan Actuarial Information
- Instructions for Schedule SSA
-
- Revising a Prior Report, 2008 Instructions for Schedule SSA(Form 5500)Annual Registration StatementIdentifying Separated Participants WithDeferred
Vested Benefits
- When NOT to Report a Separated Participant, 2008 Instructions for Schedule SSA(Form 5500)Annual Registration StatementIdentifying Separated Participants WithDeferred
Vested Benefits
- When to Report a Separated Participant, 2008 Instructions for Schedule SSA(Form 5500)Annual Registration StatementIdentifying Separated Participants WithDeferred
Vested Benefits
- Where and How To File, 2008 Instructions for Schedule SSA(Form 5500)Annual Registration StatementIdentifying Separated Participants WithDeferred
Vested Benefits
- Who Must File, 2008 Instructions for Schedule SSA(Form 5500)Annual Registration StatementIdentifying Separated Participants WithDeferred
Vested Benefits
- Investment and Annuity Contract Information, Part II - Investment and Annuity Contract Information
P
- Paper and Electronic Filing, Paper and Electronic Filing
- Party-in-Interest, Part III - Nonexempt Transactions, Party-in-Interest.
- Penalties
-
- Administrative, Penalties
- Other, Penalties
- Pension Benefit Plan - Who Must File, Pension Benefit Plan
- Pension Benefit Plan Filing Requirements, Pension Benefit Plan Filing Requirements
- Pension Benefit Schedules, Pension Benefit Schedules
- Plan sponsor, Line 2a.
- Pooled Separate Account (PSA), Common/Collective Trust (CCT) and Pooled Separate Account (PSA)
- Private Delivery Service, Private Delivery Service
- Processing Tips, EFAST Processing Tips
S
- Schedule of Reportable Transactions, Line 4j.
- Securities acquisition loan, Lines 7 through 12.
- Service Provider Information, Part I - Service Provider InformationLine 1.
- Short Plan Year Rule, (2) Short Plan Year Rule:
- Signature and Date, Signature and Date
- Small Plan Financial Information, Part I - Small Plan Financial Information
- Special rule for certain participant-directed transactions, Line 4j.
- Special Rules for Certain Plans of Partnerships and Wholly Owned Trades or Businesses, Special Rules for Certain Plans of Partnershipsand Wholly Owned Trades or Businesses
- Statement by Enrolled Actuary, Statement by Enrolled Actuary, Statement by Enrolled Actuary
W
- Welfare Benefit Contract Information, Part III - Welfare Benefit Contract Information
- Welfare Benefit Plan - Who Must File, Welfare Benefit Plan
- Welfare Benefit Plan Filing Requirements, Welfare Benefit Plan Filing Requirements
- What To File, Section 5: What To File
- When To File
-
- DFEs other than GIAs, Section 2: When To File
- Extensions, Section 2: When To File
- Plans and GIAs, Section 2: When To File
- Short Years, Section 2: When To File
- When to Report a Separated Participant, When to Report a Separated Participant
- Where To File, Section 3: Where To File
- Who Must File, Section 1: Who Must File