- Form 5500 Schedules and Instructions
- Form 5500 Filing Tips For Pension Plans, Welfare Plans and Direct Filing Entities
- Form 5304 SIMPLE - Not for Use With a Designated Financial Institution
- Form 5305 SIMPLE - For Use With a Designated Financial Institution
- Form 5305 SEP - Individual Retirement Accounts Contribution Agreement
- Apprenticeship and Training Plan Notices
- Top Hat Plan Statements
The Form M-1 Online Filing System is an electronic filing system for the Form M-1 annual report for multiple employer welfare arrangements. The system allows filers to complete the form and submit it at no cost.
- 2019 Form M-1 with Instructions
- 2018 Form M-1 with Instructions
- 2017 Form M-1 with Instructions
- 2016 Form M-1 with Instructions
- 2015 Form M-1 with Instructions
- 2014 Form M-1 with Instructions
- 2013 Form M-1 with Instructions
- 2012 Form M-1 with Instructions
- 2011 Form M-1 with Instructions
- 2010 Form M-1 with Instructions
- 2009 Form M-1 with Instructions
- 2008 Form M-1 with Instructions
- 2007 Form M-1 with Instructions
- 2006 Form M-1 with Instructions
- 2005 Form M-1 with Instructions
- 2004 Form M-1 with Instructions
- 2003 Form M-1 with Instructions
- 2002 Form M-1 with Instructions
- 2001 Form M-1 with Instructions
- 2000 Form M-1 with Instructions
- 1999 Form M-1 with Instructions
Form 5500/Form 5500-SF Filing Search
This search engine identifies Form 5500 and 5500-SF filings received by EFAST2. Filings for plan years prior to 2009 are not displayed through this website. This website provides the forms, schedules, and attachments submitted by the filer. Posting this information on the website does not constitute acceptance of the filing by the Department of Labor, the Pension Benefit Guaranty Corporation, or the Internal Revenue Service. You can view one plan filing at a time through this search engine based on the search criteria listed below. If you would like the raw data from all filings, including schedules, you can download Form 5500 datasets from EBSA's electronic FOIA webpage. If you are unable to find a filing that you believe has been submitted, please contact the EFAST2 Help Line at 1-866-463-3278. For help searching for filings through this website, see the EFAST2 Filing Search Guide.
The expanded Form 5500 search tool is also for filings with the Department since January 2010. In addition to searching for specific filings, user can search for filings using filters including: plan type, plan asset value, number of participants, employer plan types, business codes, form years, and locations. The number of search results generated increased to 5,000 filings. Users may export search results to a CSV file.
Form M-1 Search
The Form M-1 Online Filing System is an electronic filing system for the Form M-1 annual report for multiple employer welfare arrangements. The system allows filers to complete the form and submit it at no cost. This system is an example of an E-Government initiative which uses improved technology to make it easier for citizens and businesses to interact with the government.
Apprenticeship and Training Plan Notices and Top Hat Plan Statements Searches
These two online search tools allow users to search and view Apprenticeship and Training Plan Notices or Top Hat Plan Statements for certain pension plans maintained by an employer for a select group or management or highly compensated employees filed with the Department of Labor. Results can be printed or downloaded to Excel. If you are unable to find a filing that you believe has been submitted, please contact Public Disclosure at telephone 202-693-8673 (not a toll-free number).
Apprenticeship and Training Plan Notices Search:
- Instructions to the Apprentice and Training Plan Notices Search
- Search for Apprenticeship and Training Plan Notices
Top Hat Plan Statements Search:
As mandated by the pension reform law, the Employee Benefits Security Administration operates a public disclosure facility. Our publication, How to Obtain Employee Benefit Plan Documents from the Department of Labor, describes the documents and materials available through the EBSA public disclosure room, and also tells you how to use this facility.
Instead of filing a copy of their state registration forms with the Department of Labor, state-registered investment advisers seeking to obtain or maintain investment manager status under Title I of ERISA must electronically register through the Investment Adviser Registration Depository (IARD) as an investment adviser with the state in which they maintain their principal office and place of business. The IARD is a centralized electronic filing system established by the Securities and Exchange Commission in conjunction with state securities authorities. All states accept forms filed via the IARD to satisfy state registration requirements. Pertinent state registration information in the IARD database is available to the general public through the Investment Advisor Public Disclosure Web site.
FOIA Information and EBSA Reading Room - FOIA provides for public access to records maintained by EBSA. A FOIA request is a written request for records held or believed to be held by EBSA. The written request need not specifically refer to the FOIA. The Act requires that agencies provide records unless they are exempt from disclosure as defined in the Act.