Now that many plan sponsors have completed their 2009 Form 5500 filings for their retirement and welfare plans, they may be wondering about the status of the proposed online posting of these filings. We hadn’t heard much about this requirement lately, but buried in the new proposed DOL Annual Funding Notice regulations is a reference that the system is now live.
The DOL 5500 database has basic search functions by plan name, plan sponsor name, EIN, and PN. It may not be a whole lot different from what you can find at FreeErisa, but it’s a quick way for plan sponsors to see what sort of plan information is now available for the world to see.
Obviously, there’s not much historical information at this point (just the complete 2009 filings). However, there is a link on the DOL website to a database of 2008 Schedules SB for defined benefit pension plans.