119th Congress · introduced in the Senate · Jul 13, 2026
Form 5500 Filing Simplification Act
Official title from Congress.gov
Latest action (Jul 13, 2026): Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
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.
Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
Introduced in Senate
Actions from Congress.gov, newest first.
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 23, 2026.
2 citations.
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…
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 COUNCIL OF LIFE INSURERS · lobbying firm or registrant: AMERICAN COUNCIL OF LIFE INSURERS
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Retirement
$1,002,681
Spent on own lobbying
…those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. 30.H.R.7362, S.4953 5500 Filing Simplification Act: This legislation extends the Form 5500 filing deadline to October 15 (for calendar year retirement plans), thus eliminating the…
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