Statistics

Each year, most private pension and many private welfare benefit plans satisfy their annual reporting requirement by filing a Form 5500 Annual Return/Report regarding their financial condition, investments, and operations with the Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation. The Private Pension Plan Bulletins Abstract of Form 5500 Annual Reports is an annual publication that summarizes this data on private pension plans. The Group Health Plans Report is an annual publication that summarizes this data on group health plans by plan funding status.