IRS Form 5500 & Accompanying Schedules

• Schedule R – Retirement Plan Information
• Schedule T – Qualified Pension Plan Coverage Information (files every 2 years)
• Schedule E – Employee Stock Ownership Plan (ESOP) Annual Information
• Schedule SSA – Separated Vested Participant Information
• Schedule H – Financial Information for Large Plans
• Schedule I – Financial Information for Small Plans
• Schedule A – Insurance Information
• Schedule D – DFE/Participating Plan Information
• Schedule P – Trust Fiduciary Information
• Form 5330 - Return of Excise Taxes Related to Employee Benefit Plans
• Form 5558 – Application for Extension of Time To File Certain Employee Plan Returns
• IRS Form 1099R

Summary Annual Report