OMB control number

Employee Retirement Income Security Act Summary Annual Report Requirement

OMB 1210-0040 · DOL/EBSA.

OMB 1210-0040

Employee Retirement Income Security Act of 1974 section 104(b)(3) and regulations codified at 29 CFR 2520.104b-10 require employee benefit plans to furnish a summary of the plan's annual report to participants and specified beneficiaries for purposes of disclosure of basic financial information.

The latest form for Employee Retirement Income Security Act Summary Annual Report Requirement expires 2026-04-30 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
ERISA Summary Annual Report Requirement Other-Model Form for Pension Plans

All Historical Document Collections

202602-1210-002	Extension without change of a currently approved collection	2026-03-11
202307-1210-003 Approved without change	No material or nonsubstantive change to a currently approved collection	2023-07-05
202212-1210-002 Approved without change	Revision of a currently approved collection	2023-02-24
202108-1210-011 Comment filed on proposed rule and continue	Revision of a currently approved collection	2021-09-15
202003-1210-005 Approved without change	Revision of a currently approved collection	2020-05-27
201909-1210-004 Comment filed on proposed rule and continue	Revision of a currently approved collection	2019-10-23
201902-1210-008 Approved without change	Extension without change of a currently approved collection	2019-04-30
201511-1210-001 Approved without change	Extension without change of a currently approved collection	2015-12-29
201205-1210-001 Approved with change	Extension without change of a currently approved collection	2012-08-03
200907-1210-002 Approved without change	Extension without change of a currently approved collection	2009-07-14
200605-1210-001 Approved without change	Extension without change of a currently approved collection	2006-05-10
200303-1210-002 Approved without change	Extension without change of a currently approved collection	2003-03-21
200011-1210-003 Approved without change	No material or nonsubstantive change to a currently approved collection	2000-11-30
199912-1210-001 Approved without change	Revision of a currently approved collection	1999-12-02
199911-1210-002 Withdrawn and continue	Revision of a currently approved collection	1999-11-09
199901-1210-002 Approved without change	Revision of a currently approved collection	1999-01-29
199809-1210-022 Approved without change	Extension without change of a currently approved collection	1998-09-30
199506-1210-013 Approved without change	Reinstatement with change of a previously approved collection	1995-06-30
199010-1210-002 Approved without change	Reinstatement with change of a previously approved collection	1990-10-04
198903-1210-001 Approved without change	Revision of a currently approved collection	1989-03-27
198808-1210-001 Approved without change	Reinstatement with change of a previously approved collection	1988-08-02
198505-1210-001 Approved without change	Revision of a currently approved collection	1985-05-14
198206-1210-001 Approved without change	New collection (Request for a new OMB Control Number)	1982-06-29