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Calendar of Key Due Dates

Plan Year Begins
(Month/Day) 		Form 5500 and Form 5558 Extension
Due Date 		Extended Form
5500 Due 		Summary Annual
Report Due 		Extended Summary
Annual Report Due 		PBGC
Due 		PBGC
Form 1-ES Due 1
01/01 07/31 10/15 09/30 12/15 10/15 02/28
02/01 08/31 11/15 10/31 01/15 11/15 03/31
03/01 09/30 12/15 11/30 02/15 12/15 04/30
04/01 10/31 01/15 12/31 03/15 01/15 05/31
05/01 11/30 02/15 01/31 04/15 02/15 06/30
06/01 12/31 03/15 02/28 05/15 03/15 07/31
07/01 01/31 04/15 03/31 06/15 04/15 08/31
08/01 02/28 05/15 04/30 07/15 05/15 09/30
09/01 03/31 06/15 05/31 08/15 06/15 10/31
10/01 04/30 07/15 06/30 09/15 07/15 11/30
11/01 05/31 08/15 07/31 10/15 08/15 12/31
12/01 06/30 09/15 08/31 11/15 09/15 01/31

1 Applies only to plans with 500 or more participants in the prior year

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McCready and Keene, Inc.
a OneAmerica company
P.O. Box 6100
Indianapolis, IN 46206-6100
Phone: 1-800-442-4015
Fax: (317) 285-6462

© OneAmerica Financial Partners, Inc. All rights reserved. OneAmerica® and the OneAmerica banner are all registered trademarks of OneAmerica Financial Partners, Inc.

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The companies of OneAmerica®: American United Life Insurance Company®, The State Life Insurance Company®, OneAmerica Retirement Services LLC, McCready and Keene, Inc., OneAmerica Securities, Inc., Pioneer Mutual Life Insurance Company®, OneAmerica Asset Management, LLC, and AUL Reinsurance Management Services, LLC®.

OneAmerica is the marketing name for the companies of OneAmerica. • McCready and Keene provides plan administrative and recordkeeping services and is not a broker/dealer or an investment advisor. • Neither McCready and Keene nor their representatives provide individualized tax, legal, fiduciary, or investment advice. • Investing involves risk which includes potential loss of principal. • Managed portfolios (if applicable to your plan) are created by a third party advisor not affiliated with the companies of OneAmerica. • Mutual funds are sold by prospectus. To obtain a copy of the prospectus, the participant should contact their plan's investment advisor or the mutual fund company directly. Before investing, carefully consider the fund's investment objectives, risks, charges, and expenses. The underlying fund prospectuses contain this and other important information. Read the prospectuses carefully before investing.

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