29 CFR § 4233.5 - Plan information.
An application for partition must include the following information with respect to the plan:
(c) The most recent trust agreement, including all amendments adopted since the last restatement.
(d) The most recent plan document, including all amendments adopted since the last restatement.
(e) The most recent summary plan description (SPD), and all summaries of material modification (SMM) issued since the effective date of the most recent SPD.
(f) The most recent rehabilitation plan (or funding improvement plan, if applicable), including all subsequent amendments and updates, and the percentage of total contributions received under each schedule of the rehabilitation plan for the most recent plan year available.
(h) A copy of the plan's most recent Form 5500 (Annual Report Form) and all schedules and attachments (including the audited financial statement).