Title 29--Labor
CHAPTER XXV--EMPLOYEE BENEFITS SECURITY ADMINISTRATION, DEPARTMENT OF LABOR PART 2520--RULES AND REGULATIONS FOR REPORTING AND DISCLOSURE
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2520.101-1 |
Duty of reporting and disclosure. |
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2520.101-2 |
Annual reporting by multiple employer welfare arrangements and certain other entities offering or providing coverage for medical care to the employees of two or more employers. |
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2520.101-3 |
Notice of blackout periods under individual account plans. |
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2520.101-4 |
Annual funding notice for multiemployer defined benefit pension plans. |
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2520.102-2 |
Style and format of summary plan description. |
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2520.102-3 |
Contents of summary plan description. |
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2520.102-4 |
Option for different summary plan descriptions. |
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2520.103-1 |
Contents of the annual report. |
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2520.103-2 |
Contents of the annual report for a group insurance arrangement. |
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2520.103-3 |
Exemption from certain annual reporting requirements for assets held in a common or collective trust. |
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2520.103-4 |
Exemption from certain annual reporting requirements for assets held in an insurance company pooled separate account. |
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2520.103-5 |
Transmittal and certification of information to plan administrator for annual reporting purposes. |
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2520.103-6 |
Definition of reportable transaction for Annual Return/Report. |
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2520.103-8 |
Limitation on scope of accountant's examination. |
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2520.103-9 |
Direct filing for bank or insurance carrier trusts and accounts. |
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2520.103-10 |
Annual report financial schedules. |
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2520.103-11 |
Assets held for investment purposes. |
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2520.103-12 |
Limited exemption and alternative method of compliance for annual reporting of investments in certain entities. |
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2520.103-13 |
Special terminal report for abandoned plans. |
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2520.104-1 |
General. |
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2520.104-4 |
Alternative method of compliance for certain successor pension plans. |
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2520.104-20 |
Limited exemption for certain small welfare plans. |
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2520.104-21 |
Limited exemption for certain group insurance arrangements. |
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2520.104-22 |
Exemption from reporting and disclosure requirements for apprenticeship and training plans. |
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2520.104-23 |
Alternative method of compliance for pension plans for certain selected employees. |
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2520.104-24 |
Exemption for welfare plans for certain selected employees. |
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2520.104-25 |
Exemption from reporting and disclosure for day care centers. |
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2520.104-26 |
Limited exemption for certain unfunded dues financed welfare plans maintained by employee organizations. |
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2520.104-27 |
Alternative method of compliance for certain unfunded dues financed pension plans maintained by employee organizations. |
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2520.104-41 |
Simplified annual reporting requirements for plans with fewer than 100 participants. |
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2520.104-42 |
Waiver of certain actuarial information in the annual report. |
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2520.104-43 |
Exemption from annual reporting requirement for certain group insurance arrangements. |
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2520.104-44 |
Limited exemption and alternative method of compliance for annual reporting by unfunded plans and by certain insured plans. |
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2520.104-46 |
Waiver of examination and report of an independent qualified public accountant for employee benefit plans with fewer than 100 participants. |
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Appendix |
Appendix to Sec. 2520.104-46--Model Summary Annual Report Notice (Plan Administrators Will Need to Modify the Model to Omit Information That Is Not Applicable to the Plan). |
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2520.104-47 |
Limited exemption and alternative method of compliance for filing of insurance company financial reports. |
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2520.104-48 |
Alternative method of compliance for model simplified employee pensions--IRS Form 5305-SEP. |
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2520.104-49 |
Alternative method of compliance for certain simplified employee pensions. |
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2520.104-50 |
Short plan years, deferral of accountant's examination and report. |
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2520.104a-1 |
Filing with the Secretary of Labor. |
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2520.104a-2 |
Electronic filing of annual reports. |
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2520.104a-5 |
Annual reporting filing requirements. |
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2520.104a-6 |
Annual reporting for plans which are part of a group insurance arrangement. |
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2520.104a-8 |
Requirement to furnish documents to the Secretary of Labor on request. |
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2520.104b-1 |
Disclosure. |
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2520.104b-2 |
Summary plan description. |
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2520.104b-3 |
Summary of material modifications to the plan and changes in the information required to be included in the summary plan description. |
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2520.104b-4 |
Alternative methods of compliance for furnishing the summary plan description and summaries of material modifications of a pension plan to a retired participant, a separated participant with vested benefits, and a beneficiary receiving benefits. |
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2520.104b-10 |
Summary Annual Report. |
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Appendix |
Appendix to Sec. 2520.104b-10--The Summary Annual Report (SAR) Under ERISA: A Cross-Reference to the Annual Report. |
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2520.104b-30 |
Charges for documents. |
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2520.107-1 |
Use of electronic media for maintenance and retention of records. |