№ lp_1_2_01043
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Official instructions for the electronic filing and reporting requirements of Form 5500 for employee benefit plans, including detailed guidance on schedules, attachments, and compliance obligations.
Year:
2025
Type of Document:
Instruction manual
Governing Law:
ERISA, Internal Revenue Code
Agency:
Department of Labor (DOL), Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC)
Document Scope:
Employee benefit plans, Direct Filing Entities (DFEs)
Filing Method:
Electronic (EFAST2)
Updates:
Plan characteristic codes, administrative penalties
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The product description is provided for reference. Actual content and formatting may differ slightly.
Year:
2025
Note:
Region / City
Topic:
Employee benefit plans
Document type:
Form
Organ / Institution:
Internal Revenue Service, Department of Labor, Pension Benefit Guaranty Corporation
Target Audience:
Employers, plan administrators
Year:
2020
Region / City:
N/A
Subject:
Employee Benefit Plans
Document Type:
Form
Organ / Institution:
Internal Revenue Service, Department of Labor, Pension Benefit Guaranty Corporation
Author:
N/A
Target Audience:
Employers, plan administrators
Effective Period:
2020
Approval Date:
N/A
Amendment Date:
N/A
Year:
2022
Region / City:
United States
Subject:
Employee Benefit Plans, IRS, ERISA
Document Type:
Instruction Manual
Agency:
Department of Labor (DOL), Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC)
Author:
United States Government
Target Audience:
Administrators and sponsors of employee benefit plans
Effective Period:
2022
Approval Date:
2022
Amendment Date:
Not specified
Year:
2025
Region / City:
United States
Subject:
Employee Retirement Income Security Act (ERISA) reporting
Document type:
Form
Organization:
Department of the Treasury, Internal Revenue Service, Department of Labor, Employee Benefits Security Administration
Author:
U.S. Government
Target Audience:
Employers, plan sponsors, administrators of employee benefit plans
Effective Period:
Calendar year 2025
Approval Date:
2025
Amendment Date:
N/A
Context:
This is an official government form used for reporting information about interests in Multi-Employer Trusts, Collective Trusts, Pooled Separate Accounts, and similar entities under ERISA for employee benefit plans.
Year:
2024
Note:
Region / City
Topic:
Insurance information for employee benefit plans under ERISA
Document Type:
Form
Organization / Institution:
Department of the Treasury, Internal Revenue Service, Department of Labor, Employee Benefits Security Administration, Pension Benefit Guaranty Corporation
Period of Action:
Calendar year 2024
Year:
2022
Region / City:
N/A
Topic:
Proposed changes to Form 5500 and related instructions
Document Type:
Proposed Regulatory Changes
Organization / Institution:
N/A
Author:
N/A
Target Audience:
Entities required to file Form 5500
Period of Validity:
2022
Approval Date:
N/A
Date of Changes:
N/A
Year:
2023
Region / City:
Jackson
Theme:
Counseling, Behavioral Change
Document Type:
Course Syllabus
Institution:
Reformed Theological Seminary
Instructor:
William J. Richardson, Ph.D.
Target Audience:
Students in Counseling or Related Fields
Period:
Summer 2023
Approval Date:
N/A
Revision Date:
N/A
Year:
2025
Region / city:
N/A
Topic:
Pension Plan Funding Information
Document Type:
Actuarial Schedule
Organization / institution:
U.S. Department of the Treasury, Internal Revenue Service
Author:
N/A
Target audience:
Pension plan administrators, actuaries, employers, and government agencies
Period of validity:
Plan year 2025
Approval date:
N/A
Date of amendments:
N/A
Year:
2022
Region / City:
United States
Subject:
Employee Benefit Plans, IRS, ERISA
Document Type:
Instruction Manual
Agency:
Department of Labor (DOL), Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC)
Author:
United States Government
Target Audience:
Administrators and sponsors of employee benefit plans
Effective Period:
2022
Approval Date:
2022
Amendment Date:
Not specified
Year:
2023
Region / City:
Australia
Topic:
Financial sector regulation
Document Type:
Government Determination
Issuing Authority:
Australian Prudential Regulation Authority (APRA)
Author:
Michael Murphy
Target Audience:
Financial sector entities, RSE licensees
Commencement Date:
23 May 2023
Amendment Date:
N/A
Application Period:
Ongoing from registration date
Reporting Period:
Quarterly (30 September, 31 December, 31 March, 30 June)
Due Date for Submission:
28 to 40 calendar days after reporting period
Year:
2020
Country:
United States
Document Type:
Financial reporting schedule / regulatory form
Form Number:
Schedule H (Form 5500)
Regulatory Framework:
Employee Retirement Income Security Act of 1974 (ERISA); Internal Revenue Code section 6058(a)
Responsible Agencies:
Department of the Treasury; Internal Revenue Service; Department of Labor Employee Benefits Security Administration; Pension Benefit Guaranty Corporation
OMB Control Number:
1210-0110
Purpose:
Reporting financial information of employee benefit plans
Related Form:
Form 5500 Annual Return/Report of Employee Benefit Plan
Reporting Period:
Calendar plan year 2020 or applicable fiscal plan year
Content Sections:
Asset and Liability Statement; Income and Expense Statement
Plan Identification Fields:
Plan name; three-digit plan number (PN); plan sponsor name; employer identification number (EIN)
Public Access Status:
Open to public inspection
Year:
2023
Region / City:
Hooper City, Weber County, Utah, United States
Document Type:
Intergovernmental agreement
Subject:
Transportation infrastructure funding and roadway improvement
Project Name:
5500 West Roadway Improvement Project
Parties:
Weber County; Hooper City
Organizations Involved:
Weber Area Council of Governments (WACOG); Weber County Commission
Legal Basis:
Utah Code Annotated §59-12-2217; Utah Code Annotated §72-2-117.5
Funding Sources:
County Option Sales and Use Tax for Transportation Fund; Local Transportation Corridor Preservation Fund; City matching funds
Previously Awarded Funds:
$344,460 Corridor Preservation Funds; $3,331,449 Sales Tax Funds
Additional County Funding:
$2,100,000 programmed for calendar year 2023
Local Matching Funds:
$326,000 total committed by Hooper City
Project Location:
5500 West corridor from 4200 South to 3550 South
Project Length:
0.83 miles
Approving Bodies:
Weber Area Council of Governments; Weber County Commission
Initial Approval Date:
November 5, 2018 (WACOG); November 20, 2018 (Weber County Commission)
Amendment Approval Date:
January 9, 2023
Infrastructure Elements:
Road widening, intersection improvements, paved shoulders, sidewalks, crosswalks, drainage, curb and gutter, center turn lanes
Responsibilities:
County reimbursement of eligible construction expenditures; City construction, maintenance, and completion of the project
Year:
2018
Region / City:
San Joaquin Valley, California
Topic:
Healthcare, Agricultural Industry
Document Type:
Report
Organization:
Diringer and Associates, California Rural Legal Assistance Foundation
Author:
Joel Diringer, JD, MPH, Noe Paramo, JD
Target Audience:
Agricultural workers, policymakers, public health professionals
Period of Action:
April 2018
Date of Approval:
April 2018
Date of Changes:
N/A
Contextual Description:
A report examining the impact of Medi-Cal expansion on farmworkers in San Joaquin Valley, addressing both health coverage and economic consequences for agricultural employers.
Year:
2024-2025
Region / city:
Washington State
Subject:
Health care benefits, retirement plans
Document Type:
Note
Organization / institution:
Health Care Authority (HCA), Public Employees Benefits Board (PEBB), School Employees Benefits Board (SEBB)
Author:
Not specified
Target audience:
Employees, retirees, government and school district administrators
Period of validity:
Fiscal year 2024-25
Approval date:
Not specified
Date of amendments:
Not specified
Year:
2017
Region / City:
California
Theme:
Electronic Filing Services
Document Type:
Agreement
Organ / Institution:
Judicial Council of California
Author:
Judicial Council of California
Target Audience:
Judicial Branch Entities, Contractors
Duration:
Until Expiration Date
Approval Date:
[Date]
Amendment Date:
[Date]
Year:
1991
Region / city:
South Australia
Theme:
Native vegetation conservation
Document type:
Management Plan
Agency / institution:
Native Vegetation Council
Author:
Native Vegetation Council
Target audience:
Landowners, environmental managers
Period of validity:
Perpetuity
Approval date:
Not specified
Date of amendments:
Not specified
Year:
2018
Organization:
Technical College System of Georgia, Office of Adult Education
Document type:
Affidavit / Instructional Guidelines
Audience:
Adult education program applicants aged 18 and over
Region:
Georgia, United States
Legal reference:
O.C.G.A. § 50-36-1
Related program:
Systematic Alien Verification for Entitlements (SAVE)
Submission deadline:
20 business days for Qualified Alien/Non-immigrant affidavits
Special provisions:
Refugees and ORR minors may receive a Reasonable Opportunity Period (ROP) of 90 days
Retention policy:
Affidavits and supporting documents must be maintained in the student’s permanent record
Document type:
All Plan Letter
Program:
Medi-Cal
Subject:
Community Health Worker services benefit
Jurisdiction:
California
Issuing authority:
Medi-Cal program administration
Regulatory basis:
Title 42 Code of Federal Regulations Section 440.130(c)
State Plan Amendment:
22-0001
Target entities:
Medi-Cal managed care health plans
Covered services:
Preventive health services
Provider category:
Community Health Workers
Policy area:
Health workforce qualifications and supervision
Implementation framework:
California Advancing and Innovating Medi-Cal (CalAIM)
Note:
Year
Subject:
Superannuation
Document Type:
Form
Target Audience:
Fund members
Year:
2026
Region / City:
Georgia, USA
Subject:
Construction management contract for a project within the University System of Georgia
Document Type:
Contract
Organization / Institution:
Board of Regents of the University System of Georgia
Author:
Not specified
Target Audience:
Construction managers, institutional stakeholders, legal and procurement teams
Period of Validity:
Indeterminate, specific to project duration
Approval Date:
Not specified
Amendment Date:
Not specified