Brief Case
Pension Resource

29 C.F.R. § 2520.101-5

Annual funding notice for defined benefit pension plans.
CFR 2014 annual edition (revised as of 2014-07-01) · superseded Jul 1, 2015
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[Reserved]
29 C.F.R. § 2520.101-5 — Annual funding notice for defined benefit pension plans. · CFR 2014 annual edition (revised as of 2014-07-01) · https://pensionresource.website/EAMain?content=EAMain.Law&id=cfr29-2520.101-5&asof=2004-01-19 · printed Oct 16, 2026
Implements
ERISA § 101 (29 U.S.C. § 1021) Duty of disclosure and reporting
Cited by (code & regs)
Guidance addressing this section
Department of Labor (EBSA)
Field Assistance Bulletins
Also cited in 17 other documents
Department of Labor (EBSA)
Proposed Rules
  • 91 FR 46602Proposed Jul 23, 2026 — Electronic Disclosure by Group Health Plans Under ERISA Comments due Sep 21, 2026
  • 91 FR 9213Proposed Feb 25, 2026 — Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors Comments due Apr 27, 2026
  • 91 FR 4348Proposed Jan 30, 2026 — Improving Transparency Into Pharmacy Benefit Manager Fee Disclosure Comments due Mar 31, 2026 (g)(3)
  • 88 FR 54511Proposed Aug 11, 2023 — Request for Information-SECURE 2.0 Reporting and Disclosure Comments due Oct 10, 2023
  • 86 FR 51284Proposed Sep 15, 2021 — Annual Reporting and Disclosure Comments due Nov 1, 2021
  • 84 FR 56894Proposed Oct 23, 2019 — Default Electronic Disclosure by Employee Pension Benefit Plans Under ERISA Comments due Nov 22, 2019
  • 76 FR 19285Proposed Apr 7, 2011 — Request for Information Regarding Electronic Disclosure by Employee Benefit Plans Comments due Jun 6, 2011
  • 75 FR 70625Proposed Nov 18, 2010 — Annual Funding Notice for Defined Benefit Plans Comments due Jan 18, 2011 (b)(b)(10)(b)(11)(b)(12)(b)(3)(b)(4)
Final Rules
  • 89 FR 43636 May 17, 2024 — Abandoned Plan Regulations
  • 88 FR 31608 May 18, 2023 — Annual Reporting and Disclosure
  • 88 FR 11793 Feb 24, 2023 — Annual Reporting and Disclosure
  • 85 FR 59132 Sep 18, 2020 — Pension Benefit Statements-Lifetime Income Illustrations
  • 85 FR 31884 May 27, 2020 — Default Electronic Disclosure by Employee Pension Benefit Plans Under ERISA
  • 84 FR 27952 Jun 17, 2019 — Electronic Filing of Notices for Apprenticeship and Training Plans and Statements for Pension Plans for Certain Select Employees
  • 80 FR 5626 Feb 2, 2015 — Annual Funding Notice for Defined Benefit Plans (a)(b)(b)(1)(b)(10)(b)(11)(b)(12)
  • 75 FR 9334 Mar 2, 2010 — Multiemployer Pension Plan Information Made Available on Request
IRS / Treasury
Proposed Rules
  • 89 FR 4215Proposed Jan 23, 2024 — Request for Information-SECURE 2.0 Section 319-Effectiveness of Reporting and Disclosure Requirements Comments due Apr 22, 2024

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Each row is a version of the text as published by the official source. Code dates are the edition/release point that first reflected the change; regulation dates are eCFR effective dates. The library checks the official sources automatically, so new versions appear here on their own; “run” opens the sync that recorded a version.

EffectiveThroughSourceAmended by
Jul 1, 2010Jun 30, 2015CFR 2014 annual edition (revised as of 2014-07-01) run 127View
Jul 1, 2015Dec 31, 2016CFR 2016 annual edition (revised as of 2016-07-01) run 12780 FR 5645, Feb. 2, 2015View · Redline (sign in)
Jan 1, 2017May 26, 2020eCFR amendment effective 2017-01-01 run 2680 FR 5645, Feb. 2, 2015View · Redline (sign in)
May 27, 2020Sep 8, 2020eCFR amendment effective 2020-05-27 run 2680 FR 5645, Feb. 2, 2015View · Redline (sign in)
Sep 9, 2020currenteCFR editorial change effective 2020-09-09 run 280 FR 5645, Feb. 2, 2015View · Redline (sign in)
Provision-level history (blame)