Brief Case
Pension Resource

29 C.F.R. § 4065.3

Filing requirement.
eCFR amendment effective 2025-08-15 · superseded Sep 15, 2025 · last amended by 61 FR 63998, Dec. 2, 1996
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Historical text in effect Aug 15, 2025 through Sep 14, 2025. View current · Compare with current
Link to an amendment published at 90 FR 39328, Aug. 15, 2025.
(a) The requirement to report the occurrence of a reportable event under section 4043 of ERISA in the Annual Report is waived.
(b) Plan administrators shall file the Annual Report on IRS/DOL/PBGC Form 5500, 5500-C, 5500-K or 5500-R, as appropriate, in accordance with the instructions therein.
Source credit, amendments & notes

[61 FR 34082, July 1, 1996, as amended at 61 FR 63998, Dec. 2, 1996]

(Approved by the Office of Management and Budget under control number 1212-0026)

29 C.F.R. § 4065.3 — Filing requirement. · eCFR amendment effective 2025-08-15 · https://pensionresource.website/EAMain?content=EAMain.Law&id=cfr29-4065.3&asof=2025-08-15 · printed Oct 16, 2026
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  • (a) (a) The requirement to report the occurrence of a reportabl…
  • (b) (b) Plan administrators shall file the Annual Report on IRS…
Implements
ERISA § 4065 (29 U.S.C. § 1365) Annual report of plan administrator
Guidance addressing this section

No documents are primarily about this section.

Also cited in 2 other documents
PBGC
Final Rules
  • 90 FR 39320 Aug 15, 2025 — Miscellaneous Corrections, Clarifications, and Improvements
Proposed Rules
  • 90 FR 6894Proposed Jan 21, 2025 — Miscellaneous Corrections, Clarifications, and Improvements Comments due Mar 24, 2025

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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, 1997Aug 14, 2025eCFR amendment effective 2025-09-15 run 290 FR 39328, Aug. 15, 2025View
Aug 15, 2025Sep 14, 2025eCFR amendment effective 2025-08-15 run 2661 FR 63998, Dec. 2, 1996View · Redline (sign in)
Sep 15, 2025currenteCFR amendment effective 2025-09-15 run 2690 FR 39328, Aug. 15, 2025View · Redline (sign in)
Provision-level history (blame)