Index

Symbols

103-12 Investment Entity (103-12 IE), 103-12 Investment Entity (103-12 IE)
80-120 Participant Rule, (1) 80-120 Participant Rule:

A

About the Form 5500, About the Form 5500
Additional Employer Information for Multiemployer Defined Benefit Pension Plans, Part V — Additional Employer Information for Multiemployer Defined Benefit Pension Plans
Additional Information for Single-Employer and Multiemployer Defined Benefit Pension Plans, Part VI — Additional Information for Single-Employer and Multiemployer Defined Benefit Pension Plans
Amended Return/Report, Amended Return/Report
Amendments, Part III — Amendments

C

Change in Plan Year, Change in Plan Year
Changes To Note, Changes To Note
Combination unfunded/insured welfare benefit plan, Do Not File a Form 5500 for a Welfare Benefit PlanThat Is Any of the Following:
Common/Collective Trust (CCT), Common/Collective Trust (CCT) and Pooled Separate Account (PSA)

D

Delinquent Filer Voluntary Compliance (DFVC) Program, Delinquent Filer Voluntary Compliance (DFVC) Program
Direct Filing Entity (DFE) - Who Must File, Direct Filing Entity (DFE)
Direct Filing Entity (DFE) Filing Requirements, Direct Filing Entity (DFE) Filing Requirements
Distributions, Part I — Distributions

E

EFAST Processing System, EFAST2 Processing System
Electronic Filing Requirement, Section 3: Electronic Filing Requirement
ESOP Information, Part IV — ESOP Information
Extension of Time To File, Extension of Time To File

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
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

G

General Schedules, General Schedules
Group Insurance Arrangement (GIA), Group Insurance Arrangement (GIA)

H

How To Get Assistance
Online Assistance, How To Get Assistance
Telephone Assistance, How To Get Assistance

L

Limited Pension Plan Reporting, Limited Pension Plan Reporting
Loans or Fixed Income Obligations in Default or Classified as Uncollectible, Part I - Loans or Fixed Income Obligations in Defaultor Classified as Uncollectible

M

Master Trust Investment Account (MTIA), Master Trust Investment Account (MTIA)

N

Nonexempt Transactions, Part III - Nonexempt Transactions
Nonexempt transactions, Nonexempt transactions
Notice to Terminated Accountant or Enrolled Actuary, Part III - Termination Information on Accountants andEnrolled Actuaries

P

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 Schedules, Pension Schedules
Plan sponsor, Line 2a.
Pooled Separate Account (PSA), Common/Collective Trust (CCT) and Pooled Separate Account (PSA)
Provision of Information, Part IV - Provision of Information

R

Reportable transaction, Line 4j.

S

Schedule of Reportable Transactions, Line 4j.
Service Provider Information, Part I - Service Provider Information
Service Providers Who Fail or Refuse To Provide Information, Part II — Service Providers Who Fail or Refuse To Provide InformationLine 4.
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.
Statement by Enrolled Actuary, Statement by Enrolled Actuary, Statement by Enrolled Actuary

T

Termination Information on Accountants and Enrolled Actuaries, Part III - Termination Information on Accountants andEnrolled Actuaries

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 4: What To File
When To File
DFEs other than GIAs, Section 2: When To File
Plans and GIAs, Section 2: When To File
Short Years, Section 2: When To File
Who Must File, Section 1: Who Must File

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