Forms And Filing Instructions
ERISA Reporting Forms
Form 5500 Series
- Form 5500 Schedules and Instructions
- 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
- Forms and Publications from the Internal Revenue Service by U.S. Mail
Form M-1 Annual Report
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.
- 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
Model Notices and Forms
- Health Parity Act Model Forms
- COBRA Model General Notice | en español
- COBRA Model Election Notice | en español
- Critical Status Notices
- Model HIPAA Certificate of Group Health Plan Coverage
- Model Voluntary Fiduciary Correction Program Application Form
- Model Notification of Plan Abandonment and Intent to Serve as QTA
- Model Notice to Plan Sponsor of Intent to Terminate Plan by QTA
- Model Notice of Plan Termination to Participants by QTA
- Model Final Notice of Plan Termination to EBSA by QTA
Filing Instructions
EFAST2 Filing System
EFAST2 is an all-electronic system designed by the Department of Labor, Internal Revenue Service, and Pension Benefit Guaranty Corporation to simplify and expedite the submission, receipt, and processing of the Form 5500 and Form 5500-SF.
- EFAST2 Filing System
- Form 5500 Filing Tips For Pension Plans, Welfare Plans and Direct Filing Entities
Form M-1 Online Filing System
The ERISA Public Disclosure System is an internet-based application designed to facilitate the search and retrieval of Form M-1 filings. The Form M-1 is filed annually by MEWAs (Multiple Employer Welfare Arrangements) and ECEs (Entities Claiming Exception). Users can search by plan name, sponsor name, employer identification number (EIN), or the state of the MEWA headquarters or where coverage is offered by entering data in one or more fields. The search is most effective when data is entered into several fields. For more information and instructions on how to use the ERISA Public Disclosure System for the Form M-1 filings, at the bottom of the Form M-1 Search page, select EPDS User Manual. Copies of the Form M-1 filings are also available from EBSA’s Public Disclosure Room at 200 Constitution Avenue, NW, Room N-1513, Washington, DC 20210, or by calling 202.693.8673.
Form M-1 Paper Copies
Completed paper copies of the Form M-1 can be sent to:
Public Disclosure Office, EBSA
Room N-1513, U.S. Department of Labor
200 Constitution Avenue, N.W.
Washington, DC 20210
