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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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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 |
2008
Form 5500 Instructions |
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2008 Form 5500 Annual Return/Report of
Employee Benefit Plan |
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Schedule A - Insurance Information
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Schedule C - Service Provider
Information |
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Schedule D - DFE/Participating Plan
Information |
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Schedule E - ESOP Annual Information
|
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Schedule G - Financial Transaction
Schedules |
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Schedule H - Financial Information
|
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Schedule I - Financial Information - Small
Plan |
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Schedule MB - Multiemployer Defined
Benefit Plan and Certain Money Purchase Plan Actuarial Information |
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Schedule R - Retirement Plan
Information |
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Schedule SB - Single-Employer Defined
Benefit Plan Actuarial Information |
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Schedule SSA - Annual Registration
Statement Identifying Separated Participants With Deferred Vested Benefits
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For Information Purposes Only, Not to be Used for
Filing |
2007
Form 5500 Instructions |
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2007 Form 5500 Annual Return/Report of
Employee Benefit Plan |
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Schedule A - Insurance Information |
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Schedule B - Actuarial Information |
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Schedule C - Service Provider Information
|
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Schedule D - DFE/Participating Plan
Information |
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Schedule E - ESOP Annual Information
|
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Schedule G - Financial Transaction
Schedules |
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Schedule H - Financial Information |
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Schedule I - Financial Information - Small
Plan |
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Schedule R - Retirement Plan Information
|
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Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits |
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For Information Purposes Only, Not to be Used for
Filing |
2006
Form 5500 Instructions |
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View |
2006 Form 5500 Annual Return/Report of
Employee Benefit Plan |
View |
View |
Schedule A - Insurance Information |
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Schedule B - Actuarial Information |
View |
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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 |
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Schedule H - Financial Information |
View |
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Schedule I - Financial Information - Small
Plan |
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Schedule R - Retirement Plan Information
|
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View |
Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits |
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For Information Purposes Only, Not to be Used for
Filing |
2005
Form 5500 Instructions |
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View |
2005 Form 5500 Annual Return/Report of
Employee Benefit Plan |
View |
View |
Schedule A - Insurance Information |
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Schedule B - Actuarial Information |
View |
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Schedule C - Service Provider Information
|
View |
View |
Schedule D - DFE/Participating Plan
Information |
View |
View |
Schedule E - ESOP Annual Information
|
View |
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Schedule G - Financial Transaction
Schedules |
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Schedule H - Financial Information |
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Schedule I - Financial Information - Small
Plan |
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Schedule P - Annual Return of Fiduciary of
Employee Benefit Trust |
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Schedule R - Retirement Plan Information
|
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Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits |
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The Hand Print version may be used for completing
plan year 2004 filings |
2004
Form 5500 Instructions |
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View |
2004 Form 5500 Annual Return/Report of
Employee Benefit Plan |
View |
View |
Schedule A - Insurance Information |
View |
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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 |
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Schedule P - Annual Return of Fiduciary of
Employee Benefit Trust |
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Schedule R - Retirement Plan Information
|
View |
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Schedule T - Qualified Pension Plan Coverage
Information |
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View |
Schedule SSA - Annual Registration Statement
Identifying Separated Participants With Deferred Vested Benefits |
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The Hand Print version may be used for completing
plan year 2003 filings |
2003
Form 5500 Instructions |
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View |
2003 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 |
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View |
Schedule P - Annual Return of Fiduciary of
Employee Benefit Trust |
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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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Hand Print
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The Hand Print version may be used for completing
plan year 2002 filings |
2002
Form 5500 Instructions |
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 |
Schedule D - DFE/Participating Plan
Information |
View |
View |
Schedule E - ESOP Annual Information
|
View |
View |
Schedule F - Fringe Benefit Plan Annual
Information Return |
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 2000 filings |
2000
Form 5500 Instructions |
View |
View |
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 |
Schedule E - ESOP Annual Information
|
View |
View |
Schedule F - Fringe Benefit Plan Annual
Information Return |
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 1999 filings |
1999
Form 5500 Instructions |
View |
View |
1999 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 F - Fringe Benefit Plan Annual
Information Return |
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 |
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