Pension Plan Actuarial Information Search
Plan Name – The Plan Name field allows you to locate actuarial information using the official name of the pension plan. If you are looking for a particular plan and don't know the EIN, you should enter the plan name into the Plan Name field. Usually the plan name is comprised of the employer name and the type of plan. For example, you can enter the words Widget Factory 401K. If the exact plan name is not known, use the (*) wildcard in your search. For example, entering *Widget* will show actuarial information for all plans named with the word "Widget".
Plan Year – The plan year field allows you to select the year for which the Schedule MB or SB was filed as part of the plan's Form 5500 return/report. For example, if you want the Schedule SB for a single employer plan filed for the plan's 2008 plan year, you would select "2008" in the drop-down Plan Year field. Form 5500 returns/reports are required to be filed annually by plan administrators. Currently, the only Form 5500 actuarial data currently available is for Plan Year 2008. Plan Year 2009 Form 5500 returns/report actuarial information will be added in the future.
EIN – The Employer Identification Number (EIN) is a nine-digit number assigned to the employer or plan sponsor by the IRS. If you know the EIN, enter that into the EIN field. Leading zeros are not required. For example, entering 012345678 will provide the same results as entering 12345678. Entering the EIN is the easiest way to locate plans. For each EIN, there may be one or more plans associated with that employer or pension plan sponsor.
PN (Plan Number) – The Plan Number (PN) is a three-digit number assigned to a plan by the employer or plan sponsor and is used to identify a particular plan. If there are many plans for an employer or plan sponsor, you can enter the plan number in the PN field to narrow your search.
Date Posted – The Date Posted fields query on the dates that pension plan actuarial information was made available on this website. For example, if you wanted to see all pension plan actuarial information made available on this website during the month of April 2008 you would enter 04/01/2008 to 04/30/2008.
Schedule - This field allows you to select a particular actuarial schedule that pension plan sponsors/administrators have submitted with their Form 5500 return/report. Choices include Schedule SB (Single Employer Defined Benefit Plan Actuarial Information (includes multiple-employer information)), Schedule MB (Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information), and Other.