29 U.S.C. 1021: Duty of disclosure and reporting

2022

• Pub. L. 117–328, §606(b)(1), substituted "(as in effect on December 29, 2022)" for "(as in effect on July 31, 2015)". (Consolidated Appropriations Act, 2023) Law text · (e)
• Pub. L. 117–328, §343(a)(1), substituted "percentage of plan liabilities funded (as described in clause (ii)(I)(bb))" for "funding target attainment percentage (as defined in section 1083(d)(2) of this title)". (Consolidated Appropriations Act, 2023) Law text · (f)
• Pub. L. 117–328, §343(a)(2)(A), struck out ", a statement of" after "single-employer plan" in introductory provisions. (Consolidated Appropriations Act, 2023) Law text · (f)
• Pub. L. 117–328, §343(a)(2)(B)–(D), redesignated item (bb) as (aa), inserted "a statement of" before "the value" and ", and for the preceding 2 plan years as of the last day of each such plan year," before "determined using", struck out "and" at end, and struck out for… (Consolidated Appropriations Act, 2023) Law text · (f)
• Pub. L. 117–328, §343(a)(2)(E), added items (bb) and (cc). Former item (bb) redesignated (aa). (Consolidated Appropriations Act, 2023) Law text · (f), (cc)
• Pub. L. 117–328, §343(a)(3), substituted "subclause (I)(aa)" for "subclause (I)(bb)". (Consolidated Appropriations Act, 2023) Law text · (f)
• Pub. L. 117–328, §343(a)(4), inserted "for the plan year to which the notice relates as of the last day of such plan year and the preceding 2 plan years, in tabular format," after "participants" in introductory provisions. (Consolidated Appropriations Act, 2023) Law text · (f)
• Pub. L. 117–328, §343(a)(5), substituted "plan, the asset" for "plan and the asset" and inserted ", and the average return on assets for the plan year," after "assets)". (Consolidated Appropriations Act, 2023) Law text · (f)
• Pub. L. 117–328, §343(a)(7), added cl. (ix). Former cl. (ix) redesignated (x). (Consolidated Appropriations Act, 2023) Law text · (f)
• Pub. L. 117–328, §343(a)(8), substituted "apply and a statement that, in the case of a single-employer plan—" for "apply," and added subcls. (I) and (II). (Consolidated Appropriations Act, 2023) Law text · (f)
• Pub. L. 117–328, §343(a)(6), redesignated cl. (ix) as (x). Former cl. (x) redesignated (xi). (Consolidated Appropriations Act, 2023) Law text · (f)
• Pub. L. 117–328, §343(a)(6), redesignated cls. (x) and (xi) as (xi) and (xii), respectively. (Consolidated Appropriations Act, 2023) Law text · (f), (xii)
• Pub. L. 117–328, §127(c)(2), added subsec. (n) and redesignated former subsec. (n) as (o). (Consolidated Appropriations Act, 2023) Law text · (n), (o)

2021

• Pub. L. 117–58, §80602(b)(2)(A)(i), substituted ", the American Rescue Plan Act of 2021, and the Infrastructure Investment and Jobs Act" for "and the American Rescue Plan Act of 2021". (Infrastructure Investment and Jobs Act) Law text · (f), (II)
• Pub. L. 117–2, §9706(b)(3)(A)(i), substituted ", the Bipartisan Budget Act of 2015, and the American Rescue Plan Act of 2021" for "and the Bipartisan Budget Act of 2015". (American Rescue Plan Act of 2021) Law text · (f), (II)
• Pub. L. 117–58, §80602(b)(2)(A)(ii), substituted "2034" for "2029" in introductory provisions. (Infrastructure Investment and Jobs Act) Law text · (f)
• Pub. L. 117–2, §9706(b)(3)(A)(ii), substituted "2029" for "2023" in introductory provisions. (American Rescue Plan Act of 2021) Law text · (f)

2015

• Pub. L. 114–41 substituted "July 31, 2015" for "July 6, 2012". Amendment was executed to reflect the probable intent of Congress notwithstanding an extra closing quotation mark in the directory language. (Surface Transportation and Veterans Health Care Choice Improvement Act of 2015) Law text · (e)
• Pub. L. 114–74, §504(b)(2)(A)(i), substituted ", the Highway and Transportation Funding Act of 2014, and the Bipartisan Budget Act of 2015" for "and the Highway and Transportation Funding Act of 2014". (Bipartisan Budget Act of 2015) Law text · (f), (II)
• Pub. L. 114–74, §504(b)(2)(A)(ii), substituted "2023" for "2020" in introductory provisions. (Bipartisan Budget Act of 2015) Law text · (f)

2014

• Pub. L. 113–97, §104(b)(1), substituted "section 1083 or 1085a of this title" for "section 1083 of this title". (Cooperative and Small Employer Charity Pension Flexibility Act) Law text · (d)
• Pub. L. 113–97, §104(b)(2), substituted "section 1083(j) or 1085a(f) of this title, whichever is applicable" for "section 1083(j) of this title". (Cooperative and Small Employer Charity Pension Flexibility Act) Law text · (d)
• Pub. L. 113–235, §201(a)(4), added cl. (vi) and redesignated former cls. (vi) to (x) as (vii) to (xi), respectively. (Consolidated and Further Continuing Appropriations Act, 2015) Law text · (f)
• Pub. L. 113–159, §2003(b)(2)(A)(i), inserted "and the Highway and Transportation Funding Act of 2014" after "MAP-21". (Highway and Transportation Funding Act of 2014) Law text · (f), (II)
• Pub. L. 113–159, §2003(b)(2)(A)(ii), substituted "2020" for "2015" in introductory provisions. (Highway and Transportation Funding Act of 2014) Law text · (f)
• Pub. L. 113–97, §104(a)(1), added subpar. (E). (Cooperative and Small Employer Charity Pension Flexibility Act) Law text · (f)
• Pub. L. 113–235, §111(a), amended par. (1) generally. Prior to amendment, par. (1) related to requirement to provide multiemployer plan information. (Consolidated and Further Continuing Appropriations Act, 2015) Law text · (k)
• Pub. L. 113–235, §111(b), substituted "In no case shall a participant, beneficiary, employee representative, or employer be entitled under this subsection to receive more than one copy of any document described in paragraph (1) during any one 12-month period, or, in the case of any … (Consolidated and Further Continuing Appropriations Act, 2015) Law text · (k)

2012

• Pub. L. 112–141, §40242(e)(14), inserted "or applicable life insurance account" after "health benefits account" and "or applicable life insurance benefit liabilities" after "health benefits liabilities". (Moving Ahead for Progress in the 21st Century Act" or the "MAP-21) Law text · (e)
• Pub. L. 112–141, §40242(e)(14)(A), inserted "or applicable life insurance account" after "health benefits account". (Moving Ahead for Progress in the 21st Century Act" or the "MAP-21) Law text · (e)
• Pub. L. 112–141, §40241(b)(1), substituted "July 6, 2012" for "August 17, 2006". (Moving Ahead for Progress in the 21st Century Act" or the "MAP-21) Law text · (e)
• Pub. L. 112–141, §40211(b)(2)(A), added subpar. (D). (Moving Ahead for Progress in the 21st Century Act" or the "MAP-21) Law text · (f)

2010

• Pub. L. 111–148, §6606(2), inserted "to register with the Secretary prior to operating in a State and may, by regulation, require such multiple employer welfare arrangements" after "not group health plans". (Patient Protection and Affordable Care Act) Law text · (g)
• Pub. L. 111–148, §6606(1), which directed substitution of "Secretary shall" for "Secretary may", was executed by making the substitution the first place appearing, to reflect the probable intent of Congress. (Patient Protection and Affordable Care Act) Law text · (g)

2008

• Pub. L. 110–458, §105(a)(1), substituted "to which the notice relates" for "for which the latest annual report filed under section 1024(a) of this title was filed". (Worker, Retiree, and Employer Recovery Act of 2008) Law text · (f)
• Pub. L. 110–458, §105(a)(2), added subcl. (II) and struck out former subcl. (II) which read as follows: "in the case of a multiemployer plan, a statement of the value of the plan's assets and liabilities for the plan year to which the notice relates as the last day of suc… (Worker, Retiree, and Employer Recovery Act of 2008) Law text · (f)
• Pub. L. 110–458, §105(g), amended subpar. (B) generally. Prior to amendment, text read as follows: "For purposes of subparagraph (A), the term 'one-participant retirement plan' means a retirement plan that— (Worker, Retiree, and Employer Recovery Act of 2008) Law text · (i)
• Pub. L. 110–458, §101(c)(1)(A), substituted "section 1056(g)(4)(A)" for "section 1056(g)(4)(B)" in par. (2) and inserted "The Secretary of the Treasury, in consultation with the Secretary, shall have the authority to prescribe rules applicable to the notices required under this subsect… (Worker, Retiree, and Employer Recovery Act of 2008) Law text · (j)
• Pub. L. 110–458, §105(b)(1), inserted concluding provisions. (Worker, Retiree, and Employer Recovery Act of 2008) Law text · (k)

2006

• Pub. L. 109–280, §503(c)(2), inserted "subsection (f) and" after "described in". (Pension Protection Act of 2006) Law text · (a)
• Pub. L. 109–280, §108(a)(1), formerly §107(a)(1), as renumbered by Pub. L. 111–192, substituted "1083(j)" for "1082(e)". (Pension Protection Act of 2006) Law text · (d)
• Pub. L. 109–280, §108(a)(11), formerly §107(a)(11), as renumbered by Pub. L. 111–192, substituted "August 17, 2006" for "October 22, 2004". (Pension Protection Act of 2006) Law text · (e)
• Pub. L. 109–280, §501(a), amended heading and text of subsec. (f) generally, substituting provisions relating to defined benefit plan funding notices for provisions relating to multiemployer defined benefit plan funding notices. (Pension Protection Act of 2006) Law text · (f)
• Pub. L. 109–280, §509(a), added cl. (i), redesignated cl. (v) as (ii), and struck out former cls. (i) to (iv) which read as follows: (Pension Protection Act of 2006) Law text · (i)
• Pub. L. 109–280, §103(b)(1)(B), added subsec. (j). Former subsec. (j) redesignated (k). (Pension Protection Act of 2006) Law text · (j)
• Pub. L. 109–280, §502(a)(1)(B), added subsec. (k). Former subsec. (k) redesignated (l). (Pension Protection Act of 2006) Law text · (k)
• Pub. L. 109–280, §103(b)(1)(A), redesignated subsec. (j) as (k). (Pension Protection Act of 2006) Law text · (k)
• Pub. L. 109–280, §502(b)(1)(B), added subsec. (l). Former subsec. (l) redesignated (m). (Pension Protection Act of 2006) Law text · (l)
• Pub. L. 109–280, §502(a)(1)(A), redesignated subsec. (k) as (l). (Pension Protection Act of 2006) Law text · (l)
• Pub. L. 109–280, §507(a), added subsec. (m). Former subsec. (m) redesignated (n). (Pension Protection Act of 2006) Law text · (m)
• Pub. L. 109–280, §502(b)(1)(A), redesignated subsec. (l) as (m). (Pension Protection Act of 2006) Law text · (m)
• Pub. L. 109–280, §507(a), redesignated subsec. (m) as (n). (Pension Protection Act of 2006) Law text · (n)

2004

• Pub. L. 108–357 substituted "October 22, 2004" for "April 10, 2004". (American Jobs Creation Act of 2004) Law text · (e)
• Pub. L. 108–218, §204(b)(1), substituted "April 10, 2004" for "December 17, 1999". (Pension Funding Equity Act of 2004) Law text · (e)
• Pub. L. 108–218, §103(a), added subsec. (f). (Pension Funding Equity Act of 2004) Law text · (f)

2002

• Pub. L. 107–204 added subsec. (i) and redesignated subsec. (h) relating to cross reference as (j). (Sarbanes-Oxley Act of 2002) Law text · (h), (i), (j)

1999

• Pub. L. 106–170 substituted "December 17, 1999" for "January 1, 1995". (Ticket to Work and Work Incentives Improvement Act of 1999) Law text · (e)

1998

• Pub. L. 105–200 struck out subsec. (f) relating to information necessary to comply with Medicare and Medicaid Coverage Data Bank requirements. (Child Support Performance and Incentive Act of 1998) Law text · (f)

1997

• Pub. L. 105–34 redesignated pars. (4) and (5) as (1) and (2), respectively, and struck out former pars. (1) to (3), which read as follows: (Taxpayer Relief Act of 1997) Law text · (b)

1996

• Pub. L. 104–204 made technical amendment to reference in original act which appears in text as reference to section 1191b of this title. (Departments of Veterans Affairs and Housing and Urban Development, and Independent Agencies Appropriations Act, 1997) Law text · (g)
• Pub. L. 104–191, §101(e)(1)(B), added subsec. (g). Former subsec. (g) redesignated (h). (Health Insurance Portability and Accountability Act of 1996) Law text · (g)
• Pub. L. 104–188 added subsec. (g). Former subsec. (g) redesignated (h). (Small Business Job Protection Act of 1996) Law text · (g)
• Pub. L. 104–191, §101(e)(1)(A), redesignated subsec. (g), relating to simple retirement accounts, as (h). (Health Insurance Portability and Accountability Act of 1996) Law text · (h)
• Pub. L. 104–188, §1421(d)(1), redesignated subsec. (g), relating to cross references, as (h). (Small Business Job Protection Act of 1996) Law text · (h)

1994

• Pub. L. 103–465 substituted "1995" for "1991". · (e)

1993

• Pub. L. 103–66 added subsec. (f) and redesignated former subsec. (f) as (g). · (f), (g)

1990

• Pub. L. 101–508 added subsec. (e) and redesignated former subsec. (e) as (f). · (e), (f)

1989

• Pub. L. 101–239, §7894(b)(2), substituted "sections" for "section". · (a)
• Pub. L. 101–239, §7881(b)(5)(A), substituted "an employer maintaining a plan" for "an employer of a plan". · (d)

1987

• Pub. L. 100–203 added subsec. (d) and redesignated former subsec. (d) as (e). · (d), (e)