Annual Financial and Actuarial Information Reporting (29 CFR Part 4010)

ERISA section 4010 requires the annual reporting of actuarial and financial information by controlled groups that sponsor pension plans that have significant underfunding. PBGC uses this information to detect and monitor financial problems with the controlled groups and to respond quickly when it learns that a controlled group intends to engage in a transaction that may reduce the assets available to pay plan liabilities.

The latest form for Annual Financial and Actuarial Information Reporting (29 CFR Part 4010) expires 2028-09-30 and can be found here.