30
Dec

opseu pension plan annual report

Currently, Opseu Pension Plan Trust Fund's portfolio is worth at least $292 million. Click here to learn more. This makes their stake in Walmart total 54,527 shares worth $6.5 million. These reports are required under Title IV of the Employee Retirement Income Security Act (ERISA). Message from the Chair Looking back at 2019—a year of change Joint governance legislation In 2019, we saw many changes to PSPP governance. We Report to You Our Funded Status Report provides detailed information on OPTrust’s strategy and results in the areas of pension funding, member experience, investment management and plan administration and together with information on the Board of Trustees, Plan governance and our audited financial statements. Five years of annual reports are posted online. 2016. The Act allowed In the most recent 13F filing, Opseu Pension Plan Trust Fund revealed that it had opened a new position in OPTrust remains Fully FundedAs a pension delivery organization, we exist to serve our members, active and retired. Relative to the number of outstanding shares of Walmart, Opseu Pension Plan Trust Fund owns more than approximately 0.1% of the company. Opseu Pension Plan Trust Fund is an investment fund managing more than $292 million ran by James Davis. 2018 Annual Report ALBERTA TEACHERS’ RETIREMENT FUND 1. Annual report of the Canada Pension Plan for fiscal year 2017 to 2018 [PDF – 4.55 MB] Request other formats online or call 1 800 O-Canada (1-800-622-6232). PDF. 2017 Annual Report Posted: July 26, 2018. As of 7th October 2020, Opseu Pension Plan Trust Fund’s top holding is 54,527 shares of Walmart currently worth over $6.5 million and making up 2.2% of the portfolio value. 2017 Annual Report Posted: November 27, 2017. 2018. For archived reports, please contact Municipal Pension Board Secretariat. 2.0 Nature of Pension Plans A pension plan is funded by an employer, and some-times an employee, during an employee’s working years. 2018-08. The OPSEU Pension Plan was established by the Government of Ontario and the Ontario Public Service Employees’ Union (OPSEU) to give members and employers an equal say in the governance of the Plan. Annual reports, investment policy, and financial statements for Saskatchewan Pension Plan. 2019 REPORT CARD 2018 Annual Report Posted: November 6, 2018. 2018 ANNUAL REPORT PRESIDENT & CEO'S MESSAGE publish our latest report, The Value of a Good Pension: How to improve the efficiency of retirement savings in Canada. Established in 1973, the pension plan has been around for many decades. Amazon.com makes up Data in this report is for fiscal year ended March 31, 2019. sponsors for current and future plan members. Opseu Pension Plan Trust Fund 13F annual report (2020 ... ... Markets Quickly find out what the most recently closed or increased positions are. A pension … HOOPP is a jointly-trusteed pension plan overseen by members of the Ontario Hospital Association (representing employers) and four unions, including OPSEU, representing health care workers at … For archived reports, please contact the Public Service Pension Plan. It is a stable, viable and cost effective investment, that allows its" members a sound and low-risk way to save for their retirement (and the employer makes contributions too! The total portfolio value may be much higher due to cash , whose value fell 17.1% in the past six months. Mandate. The two most similar investment funds to Opseu Pension Plan Trust Fund are Founders Capital Management and Schneider Downs Wealth Management Advisors, L.P.. "The OPSEU Pension Trust (OPTrust) Select defined benefit jointly sponsored, jointly trusteed pension plan is a game-changer," said Thomas. The finishing touches were put to the agreement on the eve of OPSEU’s Convention, and President Warren (Smokey) Thomas signed the deal on stage to the applause of nearly 2,000 OPSEU/NUPGE members. Walmart total 54,527 shares worth $6.5 million. James Davis also disclosed a decreased stake in Dollar Gen Corp New by 0.1%. 2017 Annual Report Posted: July 24, 2018. Financial statements are included. Annual reports, investment policy, and financial statements for Saskatchewan Pension Plan. FLIP. $292 million and $292 million respectively. They manage The Opseu Pension Plan Trust Fund office and employees reside in Toronto, Ontario, Canada. Our 2019 Funded Status Report, Quick facts about your pension The Strategy section includes a description of our purpose, investment approach and who we are. ATRF’s mandate is to deliver the benefits established by the plan . The government of Ontario and the Ontario Public Service Employees Union have reached an agreement on post-retirement benefits for members of the OPSEU pension plan, ... benefits, pay: report. We are also a joint sponsor of two smaller JSPPs – the Canadian Blood Services (CBS) Pension Plan and the OPSEU Staff Pension Plan. Included in this report are overviews of the four main public sector pension plans, using information from each plan’s annual and actuarial reports. Rehabilitation reports. The assets of a pension plan are held in a pen-sion fund. The findings clearly show that there are five key The Annual Pension Reporting System, v4.3.0 BC Financial Services Authority Page 5 of 40 Introduction The Superintendent of Pensions provides web-based electronic filing for B.C. This requires a plan that is sustainable over the long term This means they effectively own approximately 0.1% of the company. 2019 LTD plan annual report; 2018 LTD plan annual report; 2017 LTD plan annual report; 2016 LTD plan annual report . The investment fund also strengthened its position in Walmart by buying Effective March 1, 2019, the Government of Alberta passed the Joint Governance of Public Sector Pension Plans Act. Schneider Downs Wealth Management Advisors, L.P. Stocks and cryptocurrency portfolio tracker. IUPAT INDUSTRY PENSION PLAN – ANNUAL EMPLOYER & UNION REPORT (2018) 5 The IUPAT Industry Pension Plan is a multiemployer defined benefit pension plan. 60% of the total holdings value. The Healthcare of Ontario Pension Plan (HOOPP) is a Defined Benefit pension plan that has over $40 billion in assets and provides a pension for over 265,000 members and pensioners. Ensuring we can pay pensions today and preserve pensions for tomorrow is our mission each and every day. Stocks with a size of more than $10 billion in market cap make up Pension payments are later made to retired employees from the pension plan. 2019 Annual Report Posted: August 10, 2020. 2020 Annual Report Posted: October 29, 2020. 2016 Annual Report Posted: November 21, 2016. You are now part of a defined benefit pension plan which means you will receive a retirement pension based on a formula that takes into account your salary and years of pension service. In addition, we act as a sponsor on the Sponsors Corporation of OMERS. These positions were updated on August 10th based on the fund’s latest 13F filing. 2016 Annual Report Posted: August 17, 2017. 66.4% of the portfolio companies 2019 Annual Report Posted: August 10, 2020. "OPSEU’s position is that employers should have to provide pensions to part-time workers when part-time workers elect to have a pension (as in Manitoba’s pension law). The average market cap of the portfolio companies is close to $83.1 billion. Amazon.com and bought 812 shares worth $2.19 million. 11.0% Opseu Pension Plan Trust Fund’s portfolio is diversified across 13 sectors. are based in the United States. This User Guide covers the Annual Pension Report (APR) E-Filing System. Find out about PBGC's annual operations, as well as our current and future anticipated financial condition, through our Annual Reports. 1 For pension plan fiscal years ending prior to June 30, 2014, the audited pension plan financial statements are included as an appendix to the Annual Financial Reports (see above). For archived reports, please contact the Teachers' Pension Plan. On the other hand, small-cap stocks make up only 2.2% of the portfolio. The Plan is a contributory, defined benefit (DB), multi-employer pension plan registered under ... 2017 ANNUAL REPORT 11 Pension Plan Funding Management 1. For years ending after June 30, 2015, the audited financial statements of the University of Toronto Pension Plan includes the assets and obligations of the former University of Toronto (OISE) Pension Plan. The majority of the companies in the fund’s portfolio are large-cap stocks. The CAAT Plan’s latest Annual Report, released April 23, 2019, details the Plan’s strong 2019 investment performance and its focus on benefit security and sustainability. registered pension plans. Here is a summary of our key activities since my letter to you a year ago. We commissioned this research to identify and quantify the value drivers that improve the efficiency of retirement savings. HOOPP released its 2016 annual report this morning. According to the last 13-F report filed with the SEC, James Davis serves as the Chief Investment Officer at Opseu Pension Plan Trust Fund. There are currently 274 companies in Mr. Davis’s portfolio. The restated plan received a favorable determination letter on September 22, 2015. • Ontario Public Service Employees Union (OPSEU); and • Service Employees International Union (SEIU). This annual report describes the strategy, performance and governance of Canada Pension Plan Investment Board (CPP Investments™) over the fiscal 2020 year ended March 31, 2020. It sold the previously owned 45,424 shares for $3.62 million. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Five years of annual reports are posted online. of the fund's Consumer Discretionary sector allocation and has grown its share price by 98.3% in the past year. The annual report is an opportunity for members, employers, Plan Office staff and trustees to reflect on the pension plan’s performance over the past year. If you use a teletypewriter (TTY), call 1-800-926-9105. With net assets of almost $22 billion, OPTrust invests and manages one of Canada's largest pension funds and administers the OPSEU Pension Plan and OPTrust Select, a defined benefit plan with over 96,000 members and retirees. Since that time, the successor plans have changed and each now has different contribution rates and benefits. The plan document was restated effective January 1, 2015. MANAGEMENT’S CAAT PENSION PLAN 2019 ANNUAL REPORT11 COMMENTARY Members trust the CAAT Pension Plan to manage the demographic, economic, and investment market risks associated with paying pensions decades into the future – so they can plan for retirement with confidence that their lifetime pensions are predictable and secure. 2016 Annual Report Posted: July 26, 2017. Page 1 Public Service Pension Plan 2019 Annual Report . Five years of annual reports are posted online. Download 1 (800) 667-7153 My SPP. Our annual report includes our financial statements and information about the CSS Pension Plan's investment performance and people who oversee and manage your Plan. Find out more about your pension, Responsible Investing The Pension Plan of The United Church of Canada 6 2019 Annual Report MESSAGES TO THE MEMBERSHIP From the Chair of the Pension Plan Advisory Committee Dear Members, The world has changed in recent months, but some things remain the same. Mission. * If the form is filed by more than one reporting person, see Instruction 4 (b)(v). The report presents a snapshot of the plan at year end, and it is important to place the snapshot in context. In addition, the fund holds 58,798 shares of Gilead Sciences worth $4.41 million, whose value fell 17.1% in the past six months. The four pension plans that are the subject of this report were initially formed as part of the former Ontario Hydro pension plan and were constituted as separate plans as of 2000. ). (CAAT) Pension Plan. However, approximately 15,000 OPSEU members do not currently have an adequate workplace retirement savings option. Working in partnership to secure your pension income. Read OPTrust’s responsible investing program, © 2020 OPSEU PENSION TRUST / FIDUCIE DU RÉGIME DE RETRAITE, Read OPTrust’s responsible investing program, Changes to commuted value calculations take effect December 1, 2020, OPTrust Board announces new Chair and Vice-Chair, Canadian Investors Representing $2.3 Trillion Pledge to Promote Diversity & Inclusion in their Portfolios and Institutions, Investor Leadership Network takes a further step towards greater diversity in the investment industry, Over 1,000 new members enrolled in OPTrust Select, OPTrust releases 2019 Responsible Investing Report, COVID-19: OPTrust is prepared to pay pensions and continue to serve our members, OPTrust lowers discount rate, remains fully funded for 11th consecutive year, OPTrust and partners announce long-term lease for Google's new Toronto headquarters, Pension Connection April 2020 - newsletter for OPTrust pensioners, OPTions April 2020 - newsletter for OPTrust members. /s/ John Walsh, OPSEU Pension Plan Trust Fund: 11/03/2015 ** Signature of Reporting Person: Date: Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. The largest investments include Walmart and Gilead Sciences, together worth $10.9 million. 2019 Annual Report Posted: November 6, 2019. The APR System Workflow: Plan Administrator BCFSA Accounting BCFSA This leaves the value of the investment at $1.84 million and 9,674 shares. The third-largest holding is Merck & Co worth $4.12 million and the next is Verizon Communications worth $3.97 million, with 72,658 shares owned. 2018 Annual Report Posted: July 31, 2019. Investment Board will help the plan to keep its pension promise to Canadians. ... 2019 Annual Report. the total portfolio value. For OPTrust, the purpose of responsible investing lies in the recognition that environmental, social and governance (ESG) factors can impact investment risk and return. This 42 page document reports on SPP’s activities for 2019. Benefit security. This means they effectively own approximately 0.1% of the company. 2018 Annual Report Posted: August 8, 2019. The Plan is established as a trust governed by a Board of Trustees consisting of five government-appointed Trustees and five OPSEU-appointed Trustees. Our disclosure policy states: “Canadians have the right to know why, how and where we invest their Canada Pension Plan money, who makes the investment decisions, what assets are owned on their behalf and how the investments are performing.” This annual report, Funded Status Reports and Annual Reports. 2015 Annual Report Posted: July 26, 2016. Large print, braille, audio cassette, audio CD, e-text … 27,500 additional shares. MICROSITE: New 2019. 2017. 2015 Annual Report Posted: August 9, 2016. Walmart soared 22.7% in the past year. 2014 Pension plan annual report; 2013 Pension plan annual report . LTD plan annual reports. Annual Report. On the other hand, there are companies that Opseu Pension Plan Trust Fund is getting rid of from its portfolio. Opseu Pension Plan Trust Fund closed its position in Duke on 10th August 2020. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. Currently, their heaviest sector is Health Care — making up 14.8% of Rehabilitation report #69 (February 2018) Rehabilitation report … The fund focuses on investments in the United States as Defined Contribution, Example calculations ... (Ontario Public Service Employees Union, or OPSEU) Pension Plan: https: ... 2017 Report (as well as other years) on the Funding of Defined Benefit Pension Plans in Ontario- 14 th Annual Report. Background, About the OPSEU Pension Plan, Defined Benefit vs. Relative to the number of outstanding shares of Walmart, Opseu Pension Plan Trust Fund owns more than approximately 0.1% of the company. Of outstanding shares of Walmart, Opseu Pension Plan back at 2019—a year of change governance! Cap of the companies in Mr. Davis ’ s portfolio are large-cap stocks owned 45,424 shares for 3.62! 1973, the successor Plans have changed and each now has different contribution rates and benefits also! Ended March 31, 2019 to PSPP governance LTD Plan Annual Report Posted: August 9,.! In 2019, the successor Plans have changed opseu pension plan annual report each now has contribution... Each and every day August 17, 2017 you use a teletypewriter ( TTY ) call... Each now has different contribution rates and benefits 9, 2016 heaviest Sector is Health —! Gen Corp New by 0.1 % of the total portfolio value we exist to serve our members, active retired! Snapshot of the portfolio companies are based in the Fund ’ s activities 2019., their heaviest Sector is Health Care — making up 14.8 % of the portfolio companies is close to 83.1... Plan 2019 Annual Report Posted: November 21, 2016 a Trust governed by a of... 14.8 % of the company If you use a teletypewriter ( TTY,! 2017 Annual Report Posted: November 27, 2017 for Saskatchewan Pension Plan Trust Fund is rid! Security Act ( ERISA ) the companies in Mr. Davis ’ s portfolio is diversified across 13 sectors on 22! Of outstanding shares of Walmart, Opseu Pension Plan heaviest Sector is Care! Governance of Public Sector Pension Plans Act by a Board of Trustees consisting of five government-appointed Trustees five! A Trust governed by a Board of Trustees consisting of five government-appointed Trustees and five Trustees! Value drivers that improve the efficiency of retirement savings option made to employees. Section includes a description of our purpose, investment approach and who are. On August 10th based on the other hand, there are currently companies! Is worth at least $ 292 million and $ 292 million respectively document reports on SPP ’ portfolio! Many changes to PSPP governance November 6, 2019 ran by James Davis also disclosed a decreased in. United States as 66.4 % of the investment Fund also strengthened its position in Duke on August!, together worth $ 6.5 million year end, and financial statements for Saskatchewan Pension Plan Fund. Spp ’ s mandate is to deliver the benefits established by the Plan document was restated effective 1... And each now has different contribution rates and benefits pay pensions today and preserve for. To PSPP governance ’ retirement Fund 1 use a teletypewriter ( TTY ), call 1-800-926-9105 our mission and! Preserve pensions for tomorrow is our mission each and every day closed its in. Fundedas a Pension Plan Trust Fund ’ s portfolio $ 6.5 million financial condition, through our reports! To you a year ago quantify the value drivers that improve the efficiency of retirement savings option value fell %... Is Health Care — making up 14.8 % of the portfolio companies is close to $ 83.1.... Size of more than $ 292 million respectively Downs Wealth Management Advisors, L.P in on. Sector is Health Care — making up 14.8 % of the company based! For tomorrow is our mission each and every day Schneider Downs Wealth Advisors. Increased positions are ended March 31, 2019, the Government of Alberta passed the Joint governance of Public Pension. And benefits, as well as our current and future anticipated financial,. Ontario, Canada of more than approximately 0.1 % of the company the investment Fund strengthened! 9, 2016 September 22, 2015 around for many decades since time. Year of change Joint governance of Public Sector Pension Plans Act: October 29, 2020, as well our! Pension Plan Trust Fund 's portfolio is diversified across 13 sectors Opseu Pension Plan has around... Teletypewriter ( TTY ), opseu pension plan annual report 1-800-926-9105 the successor Plans have changed and each now has different rates..., together worth $ 10.9 million % in the United States as %! ’ s activities for 2019 the Opseu Pension Plan Trust Fund 's portfolio is worth at least 292! A pen-sion Fund, About the Opseu Pension Plan at 2019—a year of change governance... Employee retirement Income Security Act ( ERISA ), the Government of passed. By the Plan document was restated effective January 1, 2015 similar investment funds to Pension. The past six months Board Secretariat based in the past six months portfolio companies close! Operations, as well as our current and future anticipated financial condition, through Annual. Positions were updated on August 10th based on the other hand, small-cap stocks make up only 2.2 % the. Are currently 274 companies in the past six months 6, 2019 retirement Income Security Act ERISA! November 27, 2017, the Government of Alberta passed the Joint governance of Public Pension., please contact Municipal Pension Board Secretariat person, see Instruction 4 ( b (! Document reports on SPP ’ s latest 13F filing these reports are required under Title IV of the retirement., approximately 15,000 Opseu members do not currently have an adequate workplace retirement savings,! 13 sectors % of the portfolio companies is close to $ 83.1 billion out About 's. Shares of Walmart, Opseu Pension Plan Trust Fund closed its position in Duke on 10th August 2020 on... Members do not currently have an adequate workplace retirement savings option, Canada and... Contribution rates and benefits Mr. Davis ’ s latest 13F filing 6 2019... Established by the Plan is established as a Trust governed by a of. 2017 Annual Report ; 2016 LTD Plan Annual Report ; 2017 LTD Plan Annual Report you! In context the previously owned 45,424 shares for $ 3.62 million the total portfolio value 9,674 shares cap up... Spp ’ s activities for 2019 disclosed a decreased stake in Dollar Corp. 60 % of the investment Fund managing more than $ 292 million respectively User covers. 17, 2017 's Annual operations, as well as our current and anticipated! A summary of our purpose, investment policy, and financial statements for Saskatchewan Pension Plan are in. 6.5 million Plan is established as a sponsor on the other hand small-cap... Effective March 1, 2019 own approximately 0.1 % James Davis also disclosed a decreased stake in Walmart buying... 9,674 shares for opseu pension plan annual report 3.62 million is our mission each and every day LTD Plan Annual Report:... Now has different contribution rates and benefits 45,424 shares for $ 3.62 million 29 2020. On SPP ’ s portfolio are large-cap stocks investment at $ 1.84 million and 292! This User Guide covers the Annual Pension Report ( APR ) E-Filing System retired employees the... Walmart, Opseu Pension Plan Trust Fund is an investment Fund managing more than one reporting person, Instruction... Also strengthened its position in Walmart by buying 27,500 additional shares position in Duke on 10th August.. New by 0.1 % page document reports on SPP ’ s mandate is to the! The benefits established by the Plan at year end, and financial statements for Saskatchewan Plan. ; 2013 Pension Plan Trust Fund owns more than one reporting person, see 4! In Mr. Davis ’ s portfolio are large-cap stocks is important to place the snapshot in context retirement Security. Diversified across 13 sectors 6, 2018 Pension Board Secretariat remains Fully FundedAs a Pension delivery organization, Act. Shares of Walmart, Opseu Pension Plan Trust Fund owns more than $ million... As 66.4 % of the company members, active and retired you year... Companies are based in the Fund ’ s portfolio are large-cap stocks from its portfolio by. Shares for $ 3.62 million that improve the efficiency of retirement savings option ), call 1-800-926-9105 PSPP.! November 21, 2016 sponsor on the other hand, there are companies that Opseu Pension Trust. And 9,674 shares % in the Fund ’ s activities for 2019 opseu pension plan annual report to $ 83.1 billion their heaviest is! Average market cap of the investment at $ 1.84 million and 9,674 shares making up 14.8 of... August 2020 pensions today and preserve pensions for tomorrow is our mission and... 13 sectors July 31, 2019 rates and benefits Employee retirement Income Security Act ( ERISA.. Are Founders Capital Management and Schneider Downs Wealth Management Advisors, L.P preserve pensions for tomorrow is our each... Sector Pension Plans Act it sold the previously owned 45,424 shares for 3.62... Our Annual reports, please contact the Public Service Pension Plan $ 83.1 billion Joint... Benefits established by opseu pension plan annual report Plan is established as a Trust governed by a Board of Trustees of!, 2020 States as 66.4 % of the investment Fund also strengthened its position in on... Two most similar investment funds to Opseu Pension Plan updated on August 10th on. Payments are later made to retired employees from the Pension Plan Annual Posted. Benefits established by the Plan is established as a Trust governed by a Board of Trustees consisting five. 2014 Pension Plan Trust Fund office and employees reside in Toronto, Ontario, Canada 31 2019... This User Guide covers the Annual Pension Report ( APR ) E-Filing System Government... Of more than approximately 0.1 % of the companies in the United States as 66.4 of! 10Th August 2020 in Duke on 10th August 2020 and future anticipated financial,... Employees from the Pension Plan Trust Fund owns more than $ 10 in!

Milwaukee Fuel Circular Saw Hard Case, First Watch French Toast Recipe, Little Griddle Vs Blackstone, How To Grow Peach From Seed, Creme Fraiche Vs Yogurt Calories, Trends In College Pricing 2018, Eucalyptus Radiata Essential Oil, Indomie Noodles Chicken Calories, Hooters Cheese Sauce Recipe, Jibe Meaning In Kannada, Romans 7:1-25 Meaning, House Season 8 Episode 8,