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Form 5500 FOIA Datasets
The Form 5500 Annual Report is the primary source of information about the operations, funding and investments of approximately 800,000 retirement and welfare benefit plans.... -
Abandoned Plan Search Database
This database consists of submissions of abandoned ERISA plans by Qualified Termination Administrators -
Form 5500 Research Datafiles
Contains cleaned Form 5500 private pension plan, group health plan and Direct Filing Entities data which are used to produce annual Bulletins. Direct Filing Entities data... -
Form PR Registration Filings Search Database
Registration system and data for pooled plan providers under the Employee Retirement Income Security Act (ERISA) and Internal Revenue Code. The Form PR includes information... -
M-1 Filings Database
Electronic filing system for the Form M-1 annual report for multiple employer welfare arrangements -
Top Hat Database
Database consists of filing data for Top Hat plan notices for management and HCE's, who defer income until termination of employment, and are therefore exempt from ERISA. -
EBSA Form 5500 Annual Return/Report Filing Enforcement Data
The dataset consists of closed cases that resulted in penalty assessments by EBSA since 2000. This data provides information on EBSA's enforcement programs to enforce ERISA's... -
Auxiliary Health Insurance Data
Imputed employer-sponsored health insurance coverage data which when linked to the March Annual Social and Economic Supplement to the Current Population Survey (March CPS),... -
Apprenticeship and Training Plan Notices (ATP) Database
Database consists of notices filed by welfare plans that provide apprenticeship and/or training benefits (ATP). -
Fee Disclosure Failure Notice Internal Database
Database contains notification of a service provider's failure to disclose fee information required by the Department's 408(b)(2) regulation. -
ERISA Voluntary Fiduciary Correction (VFCP) self correction data.
Database contains EBSA’s ERISA Voluntary Fiduciary Correction (VFCP) self correction data.
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