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Definition

Schedule SB

The Form 5500 schedule that reports single-employer defined benefit plan actuarial information.

Schedule SB (Single-Employer Defined Benefit Plan Actuarial Information) is filed with Form 5500 or 5500-SF. It reports the plan's funding target, assets, assumptions, and contributions, and is signed by the enrolled actuary.

See it with your own plans

Book a walkthrough of Equaplan

We'll walk through a valuation from census to Schedule SB, and talk about how your firm works today.

What the demo covers

  1. 1A live walkthrough from census to Schedule SB
  2. 2A look at templates, calculators, and team roles
  3. 3Time for your questions about setup