119th Congress · introduced in the House · Feb 4, 2026
Form 5500 Filing Simplification Act
Official title from Congress.gov
Latest action (May 21, 2026): Ordered to be Reported (Amended) by the Yeas and Nays: 22 - 12.
View on Congress.govPolicy area: Labor and Employment
No official summary has been published for this bill.
Includes amendment, cloture, and procedural votes. Each is labeled with its exact question; only a passage question is a vote to pass the bill.
No recorded roll calls on this bill in coverage.
Ordered to be Reported (Amended) by the Yeas and Nays: 22 - 12.
Committee Consideration and Mark-up Session Held
Referred to the Committee on Education and Workforce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
Referred to the Committee on Education and Workforce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
Introduced in House
Introduced in House
Actions from Congress.gov, newest first.
Employee benefits and pensions · Financial services and investments
LD-2 reports whose issue descriptions explicitly cite this bill (bill type and number validated against Congress.gov records). A citation does not establish the client's position or any contact with a member.
Loading lobbying reportsCoverage: reports for 2025 onward, posted Jan 1, 2025 through Oct 24, 2026.
12 citations.
NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Taxation/Internal Revenue Code
$10,000
Paid to lobbying firm
…for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Retirement
$10,000
Paid to lobbying firm
…for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
COREBRIDGE FINANCIAL, INC. AND AFFILIATES · lobbying firm or registrant: COREBRIDGE FINANCIAL, INC. AND AFFILIATES
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Retirement
$90,000
Spent on own lobbying
S. 4953 / H.R. 7362: Form 5500 Filing Simplification Act S. 5156 / H.R. 6324: Retirement Simplification and Clarity Act S. 2365 / H.R. 4548: Small Nonprofit Retirement Security Ac…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
SPARK INSTITUTE · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 15, 2026 · issue area: Retirement
$10,000
Paid to lobbying firm
…ctions. S. 1831, Auto Reenroll Act. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 7362, Form 5500 Simplification Act.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN BENEFITS COUNCIL · lobbying firm or registrant: AMERICAN BENEFITS COUNCIL
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · amended · posted Sep 10, 2026 · issue area: Retirement
$270,000
Spent on own lobbying
…lectronic delivery of retirement plans statements and notices Caregiver retirement savings catch-up credit, S. 4291 / HR 8273 The Form 5500 Simplification Act (HR 7362)
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
INSURED RETIREMENT INSTITUTE · lobbying firm or registrant: INSURED RETIREMENT INSTITUTE
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Insurance
$180,000
Spent on own lobbying
…A Litigation Reform Act (H.R.6084 - 119th Congress). The McCarran-Ferguson Protection Act (H.R.7130 - 119th Congress). The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress).
Congress stated in the filing; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN RETIREMENT ASSOCIATION · lobbying firm or registrant: CGCN GROUP, LLC
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Retirement
$60,000
Paid to lobbying firm
…and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Intern…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · lobbying firm or registrant: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Retirement
$428,151
Spent on own lobbying
…and Economic Strength Through Capital Formation Act of 2025 H.R. 4548 - Small Nonprofit Retirement Security Act H.R. 6450 - Retirement Rollover Flexibility Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 8314 - Optimizing Participant Tax Incentives through Optional Noncash Selections Act H.R. 8783 - To amend the Intern…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
SPARK INSTITUTE · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 17, 2026 · issue area: Retirement
Amount not reported
…f 2022. S. 1831, Auto Reenroll Act. H.R. 2958, Balance the Scales Act. H.R. 2869, EBSA Investigations Transparency Act. H.R. 6084, ERISA Litigation Reform Act. H.R. 7362, Form 5500 Simplification Act.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. View filing
NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 17, 2026 · issue area: Taxation/Internal Revenue Code
$10,000
Paid to lobbying firm
…for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS · lobbying firm or registrant: DAVIS & HARMAN LLP
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 16, 2026 · issue area: Taxation/Internal Revenue Code
Amount not reported
…for other purposes. H.R. 1, To provide for reconciliation pursuant to title II of H. Con. Res. 14, provisions pertaining to PEOs. H.R. 6722, Automatic IRA Act. H.R.7362, Form 5500 Filing Simplification Act
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. View filing
AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES · lobbying firm or registrant: AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES
2026 Q1 report (Jan 1, 2026 – Mar 31, 2026) · posted Apr 8, 2026 · issue area: Retirement
$388,602
Spent on own lobbying
…al Revenue Code of 1986 to establish an exception for multiemployer plan participants to the requirements for automatic enrollment. H.R.7185 - Home Savings Act H.R. 7362 - Form 5500 Filing Simplification Act H.R. 6007 - Retirement Investment in Small Employers Act (118th Cong.) S. 424 - Retirement Fairness for Charities and Edu…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing