Title 29--Labor

CHAPTER XXV--EMPLOYEE BENEFITS SECURITY ADMINISTRATION, DEPARTMENT OF LABOR

PART 2520--RULES AND REGULATIONS FOR REPORTING AND DISCLOSURE

TEXT PDF2520.101-1 Duty of reporting and disclosure.
TEXT PDF2520.101-2 Annual reporting by multiple employer welfare arrangements and certain other entities offering or providing coverage for medical care to the employees of two or more employers.
TEXT PDF2520.101-3 Notice of blackout periods under individual account plans.
TEXT PDF2520.102-2 Style and format of summary plan description.
TEXT PDF2520.102-3 Contents of summary plan description.
TEXT PDF2520.102-4 Option for different summary plan descriptions.
TEXT PDF2520.103-1 Contents of the annual report.
TEXT PDF2520.103-2 Contents of the annual report for a group insurance arrangement.
TEXT PDF2520.103-3 Exemption from certain annual reporting requirements for assets held in a common or collective trust.
TEXT PDF2520.103-4 Exemption from certain annual reporting requirements for assets held in an insurance company pooled separate account.
TEXT PDF2520.103-5 Transmittal and certification of information to plan administrator for annual reporting purposes.
TEXT PDF2520.103-6 Definition of reportable transaction for Annual Return/Report.
TEXT PDF2520.103-8 Limitation on scope of accountant's examination.
TEXT PDF2520.103-9 Direct filing for bank or insurance carrier trusts and accounts.
TEXT PDF2520.103-10 Annual report financial schedules.
TEXT PDF2520.103-11 Assets held for investment purposes.
TEXT PDF2520.103-12 Limited exemption and alternative method of compliance for annual reporting of investments in certain entities.
TEXT PDF2520.104-1 General.
TEXT PDF2520.104-4 Alternative method of compliance for certain successor pension plans.
TEXT PDF2520.104-20 Limited exemption for certain small welfare plans.
TEXT PDF2520.104-21 Limited exemption for certain group insurance arrangements.
TEXT PDF2520.104-22 Exemption from reporting and disclosure requirements for apprenticeship and training plans.
TEXT PDF2520.104-23 Alternative method of compliance for pension plans for certain selected employees.
TEXT PDF2520.104-24 Exemption for welfare plans for certain selected employees.
TEXT PDF2520.104-25 Exemption from reporting and disclosure for day care centers.
TEXT PDF2520.104-26 Limited exemption for certain unfunded dues financed welfare plans maintained by employee organizations.
TEXT PDF2520.104-27 Alternative method of compliance for certain unfunded dues financed pension plans maintained by employee organizations.
TEXT PDF2520.104-41 Simplified annual reporting requirements for plans with fewer than 100 participants.
TEXT PDF2520.104-42 Waiver of certain actuarial information in the annual report.
TEXT PDF2520.104-43 Exemption from annual reporting requirement for certain group insurance arrangements.
TEXT PDF2520.104-44 Limited exemption and alternative method of compliance for annual reporting by unfunded plans and by certain insured plans.
TEXT PDF2520.104-46 Waiver of examination and report of an independent qualified public accountant for employee benefit plans with fewer than 100 participants.
TEXT PDF2520.104-47 Limited exemption and alternative method of compliance for filing of insurance company financial reports.
TEXT PDF2520.104-48 Alternative method of compliance for model simplified employee pensions--IRS Form 5305-SEP.
TEXT PDF2520.104-49 Alternative method of compliance for certain simplified employee pensions.
TEXT PDF2520.104-50 Short plan years, deferral of accountant's examination and report.
TEXT PDF2520.104a-1 Filing with the Secretary of Labor.
TEXT PDF2520.104a-5 Annual reporting filing requirements.
TEXT PDF2520.104a-6 Annual reporting for plans which are part of a group insurance arrangement.
TEXT PDF2520.104a-8 Requirement to furnish documents to the Secretary of Labor on request.
TEXT PDF2520.104b-1 Disclosure.
TEXT PDF2520.104b-2 Summary plan description.
TEXT PDF2520.104b-3 Summary of material modifications to the plan and changes in the information required to be included in the summary plan description.
TEXT PDF2520.104b-4 Alternative methods of compliance for furnishing the summary plan description and summaries of material modifications of a pension plan to a retired participant, a separated participant with vested benefits, and a beneficiary receiving benefits.
TEXT PDF2520.104b-10 Summary Annual Report.
TEXT PDF2520.104b-30 Charges for documents.
TEXT PDF2520.107-1 Use of electronic media for maintenance and retention of records.

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