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
I
- Information Concerning Insurance Contract Coverage, Fees, and Commissions, Part I - Information Concerning Insurance ContractCoverage, Fees, and Commissions
- Instructions for Schedule A
- Instructions for Schedule C
- Instructions for Schedule D
- Instructions for Schedule G
- Instructions for Schedule H
- Instructions for Schedule I
- Instructions for Schedule MB
- Instructions for Schedule R
- Instructions for Schedule SB
- Investment and Annuity Contract Information, Part II - Investment and Annuity Contract Information
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
- 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
U
- Unfunded welfare benefit plan, Do Not File a Form 5500 for a Welfare Benefit PlanThat Is Any of the Following:
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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