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Requires the Secretary to send Congress an annual report about enforcement investigations under ERISA section 504. The report must list, for each prior‑fiscal‑year investigation, which EBSA office opened it, when it was opened, when documents were first requested, and whether the investigation was concluded within 36 months of that request, while protecting the identities of private parties. The law also defines when an investigation counts as “concluded” for reporting purposes and sets the first report deadline as December 31 following enactment.
Add a new subsection (f) to Section 504 requiring the Secretary to submit to Congress an annual report on the status of cases in enforcement status under section 504(a) for the preceding fiscal year, including active investigations and matters where the Secretary asserted investigative authority or engaged in targeted compliance monitoring.
The annual report must include, for each investigation conducted under section 504(a), the regional or district office, or any other office, of the Employee Benefit Security Administration that opened the investigation.
The report must include the date the investigation was opened for each investigation.
The report must include the date on which the Secretary first requested documents from the target of the investigation.
The report must state, in relation to the date the Secretary first requested documents, whether the investigation was concluded within the 36-month period beginning on that date.
Primary effect: increases transparency and congressional oversight of EBSA activity under ERISA section 504. The Department of Labor (specifically EBSA offices and investigators) will need to compile and transmit an annual inventory of investigations with specific milestone dates, requiring consistent internal tracking of opening dates and the date of the first document request and an internal determination of whether each matter met the 36‑month conclusion metric. Plan participants, beneficiaries, plan sponsors, fiduciaries, plan administrators, and employers subject to EBSA oversight are indirectly affected: although the law does not change enforcement authorities or penalties, the new reporting may increase congressional attention to investigation timeliness and could create pressure to speed case processing or to explain extended investigations. The privacy prohibition limits public disclosure of private party identities, so individual litigants or target entities should not be publicly named in the report. Administrative burdens on DOL/EBSA are modest but concrete: systems and processes must track and compile the specified data annually. Overall programmatic impact is transparency/oversight focused rather than substantive change to ERISA enforcement policy.
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Referred to the House Committee on Education and Workforce.
Introduced April 10, 2025 by Lisa C. McClain · Last progress April 10, 2025
Placed on the Union Calendar, Calendar No. 418.
Reported (Amended) by the Committee on Education and Workforce. H. Rept. 119-491.
Ordered to be Reported (Amended) by the Yeas and Nays: 19 - 16.
Committee Consideration and Mark-up Session Held