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Certified Employee Benefit Specialist (CEBS) – Group Benefits Associate (GBA) Retirement Plans Associate (RPA) Course 3 Practice Test

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Which annual form requires reporting a plan's financial condition, investments, and participation to the Department of Labor and the Internal Revenue Service?
Correct Answer:
Form 5500
Explanation:
The form used for annual reporting of an employee benefit plan’s financial condition, investments, and participation to the Department of Labor and the Internal Revenue Service is Form 5500. This is the standard annual information return filed by most ERISA plans, providing a comprehensive view of the plan’s funding, assets, and active participant data for the plan year. A shorter version, Form 5500-SF, exists for very small plans, but Form 5500 is the primary form used to report these elements to DOL and IRS.

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