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This version of the form is not currently in use and is provided for reference only. Download this version of
Form 5500 Schedule MB
for the current year.
Form 5500 Schedule MB Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
What Is IRS Form 5500 Schedule MB?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. The document is a supplement to IRS Form 5500, Annual Return/Report of Employee Benefit Plan. As of today, no separate filing guidelines for the form are provided by the IRS.
FAQ
Q: What is IRS Form 5500 Schedule MB?
A: IRS Form 5500 Schedule MB is a form used to report actuarial information for multiemployer defined benefit plans and certain money purchase plans.
Q: What is a multiemployer defined benefit plan?
A: A multiemployer defined benefit plan is a pension plan maintained by more than one employer under a collective bargaining agreement.
Q: What is a money purchase plan?
A: A money purchase plan is a type of retirement plan where employers contribute a fixed percentage of each employee's salary.
Q: What type of information does Schedule MB require?
A: Schedule MB requires actuarial information related to a plan's funding status, contributions, and credits.
Q: Who is required to file IRS Form 5500 Schedule MB?
A: Plan administrators of multiemployer defined benefit plans and certain money purchase plans are required to file Schedule MB.
Form Details:
- A 4-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 5500 Schedule MB through the link below or browse more documents in our library of IRS Forms.
Download Form 5500 Schedule MB Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
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