Document Name Document Type
Form 5500 Annual Return/Report of Employee Benefit Plan Annual Return/Report of Employee Benefit Plan Form
Form 5500 SF Short Form Annual Return/Report of Small Employee Benefit Plan Annual Return/Report of Employee Benefit Plan Form
Form Schedule A (Form 5 Insurance Information Annual Return/Report of Employee Benefit Plan Form
Form Schedule C (Form 5 Service Provider Information Annual Return/Report of Employee Benefit Plan Form
Form Schedule D (Form 5 DFE/Participating Plan Information Annual Return/Report of Employee Benefit Plan Form
Form Schedule G (Form 5 Financial Transaction Schedules Annual Return/Report of Employee Benefit Plan Form
Form Schedule H (Form 5 Financial Information Annual Return/Report of Employee Benefit Plan Form
Form Schedule I (Form 5 Financial Information Small Plan Annual Return/Report of Employee Benefit Plan Form
Form Schedule MB (Form Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information Annual Return/Report of Employee Benefit Plan Form
Form Schedule R (Form 5 Retirement Plan Information Annual Return/Report of Employee Benefit Plan Form
Form Schedule SB (Form Single-Employer Defined Benefit Plan Actuarial Information Annual Return/Report of Employee Benefit Plan Form
Form Schedule MEP (Form Multiple-Employer Retirement Plan Information Annual Return/Report of Employee Benefit Plan Form
Form Schedule DCG Individual Plan Information Annual Return/Report of Employee Benefit Plan Form
2025 Form 5500SF Instructions 250312 - Clean.docx Instruction
2026 Form 5500 Instructions.docx Instruction
5500 Annual Return/Report of Employee Benefit Plan 260204 Form 5500.docx Form
5500 SF Short Form Annual Return/Report of Small Employee Benefi 260204 Form 5500-SF.docx Form
Schedule A (Form 5 Insurance Information 260204 Sch A.docx Form
Schedule C (Form 5 Service Provider Information 260204 Sch C.docx Form
Schedule D (Form 5 DFE/Participating Plan Information 260204 Sch D.docx Form
Schedule G (Form 5 Financial Transaction Schedules 260204 Sch G.docx Form
Schedule H (Form 5 Financial Information 260204 Sch H.docx Form
Schedule I (Form 5 Financial Information Small Plan 260204 Sch I.docx Form
Schedule MB (Form Multiemployer Defined Benefit Plan and Certain Money Pur 260204 Sch MB.docx Form
Schedule R (Form 5 Retirement Plan Information 260204 Sch R.docx Form
Schedule SB (Form Single-Employer Defined Benefit Plan Actuarial Informati 260204 Sch SB.docx Form
Schedule MEP (Form Multiple-Employer Retirement Plan Information 260204 Sch MEP.docx Form
Schedule DCG Individual Plan Information 260204 Sch DCG.docx Form

            Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.