Annual Report Requirements

  1. Law
  2. CFR 29
  3. Labor
  4. Regulations Relating to Labor
  5. Employee Benefits Security Administration, Department of Labor
  6. Reporting and Disclosure Under the Employee Retirement Income Security Act of 1974
  7. Rules and Regulations for Reporting and Disclosure
  8. Annual Report Requirements

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Section
2520.103-1

Contents of the annual report.

Section
2520.103-2

Contents of the annual report for a group insurance arrangement.

Section
2520.103-3

Exemption from certain annual reporting requirements for assets held in a common or collective trust.

Section
2520.103-4

Exemption from certain annual reporting requirements for assets held in an insurance company pooled separate account.

Section
2520.103-5

Transmittal and certification of information to plan administrator for annual reporting purposes.

Section
2520.103-6

Definition of reportable transaction for Annual Return/Report.

Section
2520.103-8

Limitation on scope of accountant's examination.

Section
2520.103-9

Direct filing for bank or insurance carrier trusts and accounts.

Section
2520.103-10

Annual report financial schedules.

Section
2520.103-11

Assets held for investment purposes.

Section
2520.103-12

Limited exemption and alternative method of compliance for annual reporting of investments in certain entities.

Section
2520.103-13

Special terminal report for abandoned plans.