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This means they effectively own approximately 0.1% of the company. 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. Five years of annual reports are posted online. These positions were updated on August 10th based on the fund’s latest 13F filing. However, approximately 15,000 OPSEU members do not currently have an adequate workplace retirement savings option. The majority of the companies in the fund’s portfolio are large-cap stocks. 2020 Annual Report Posted: October 29, 2020. Our 2019 Funded Status Report, Quick facts about your pension Mission. "The OPSEU Pension Trust (OPTrust) Select defined benefit jointly sponsored, jointly trusteed pension plan is a game-changer," said Thomas. 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. The Act allowed "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). Included in this report are overviews of the four main public sector pension plans, using information from each plan’s annual and actuarial reports. Mandate. The largest investments include Walmart and Gilead Sciences, together worth $10.9 million. Large print, braille, audio cassette, audio CD, e-text … The Plan is a contributory, defined benefit (DB), multi-employer pension plan registered under ... 2017 ANNUAL REPORT 11 Pension Plan Funding Management 1. ATRF’s mandate is to deliver the benefits established by the plan . • Ontario Public Service Employees Union (OPSEU); and • Service Employees International Union (SEIU). 27,500 additional shares. 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). The investment fund also strengthened its position in Walmart by buying 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. 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 … 1 (800) 667-7153 My SPP. Walmart total 54,527 shares worth $6.5 million. 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. 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. 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). 2019 REPORT CARD Financial statements are included. Ensuring we can pay pensions today and preserve pensions for tomorrow is our mission each and every day. 2018 Annual Report Posted: July 31, 2019. 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 the most recent 13F filing, Opseu Pension Plan Trust Fund revealed that it had opened a new position in Working in partnership to secure your pension income. 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. LTD plan annual reports. sponsors for current and future plan members. Established in 1973, the pension plan has been around for many decades. 2018. 2019 Annual Report Posted: August 10, 2020. The assets of a pension plan are held in a pen-sion fund. Pension payments are later made to retired employees from the pension plan. This requires a plan that is sustainable over the long term the total portfolio value. IUPAT INDUSTRY PENSION PLAN – ANNUAL EMPLOYER & UNION REPORT (2018) 5 The IUPAT Industry Pension Plan is a multiemployer defined benefit pension plan. 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. Currently, Opseu Pension Plan Trust Fund's portfolio is worth at least $292 million. are based in the United States. Quickly find out what the most recently closed or increased positions are. 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). of the fund's Consumer Discretionary sector allocation and has grown its share price by 98.3% in the past year. Find out more about your pension, Responsible Investing 2016 Annual Report Posted: August 17, 2017. In addition, we act as a sponsor on the Sponsors Corporation of OMERS. 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. Benefit security. Relative to the number of outstanding shares of Walmart, Opseu Pension Plan Trust Fund owns more than approximately 0.1% of the company. 66.4% of the portfolio companies Here is a summary of our key activities since my letter to you a year ago. 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. Amazon.com makes up 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. Message from the Chair Looking back at 2019—a year of change Joint governance legislation In 2019, we saw many changes to PSPP governance. 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. Opseu Pension Plan Trust Fund closed its position in Duke on 10th August 2020. Page 1 Public Service Pension Plan 2019 Annual Report . Funded Status Reports and Annual Reports. ). MICROSITE: New 2019. Walmart soared 22.7% in the past year. * If the form is filed by more than one reporting person, see Instruction 4 (b)(v). 11.0% Download They manage The Opseu Pension Plan Trust Fund office and employees reside in Toronto, Ontario, Canada. 2017 Annual Report Posted: November 27, 2017. It sold the previously owned 45,424 shares for $3.62 million. We commissioned this research to identify and quantify the value drivers that improve the efficiency of retirement savings. Stocks with a size of more than $10 billion in market cap make up The findings clearly show that there are five key 2016 Annual Report Posted: November 21, 2016. For archived reports, please contact the Teachers' Pension Plan. This means they effectively own approximately 0.1% of the company. 2018 Annual Report Posted: November 6, 2018. /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. Currently, their heaviest sector is Health Care — making up 14.8% of 2018 Annual Report ALBERTA TEACHERS’ RETIREMENT FUND 1. On the other hand, small-cap stocks make up only 2.2% of the portfolio. 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. On the other hand, there are companies that Opseu Pension Plan Trust Fund is getting rid of from its portfolio. 2017 Annual Report Posted: July 26, 2018. 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. Annual reports, investment policy, and financial statements for Saskatchewan Pension Plan. The restated plan received a favorable determination letter on September 22, 2015. HOOPP released its 2016 annual report this morning. Rehabilitation reports. 2015 Annual Report Posted: July 26, 2016. The report presents a snapshot of the plan at year end, and it is important to place the snapshot in context. ... 2019 Annual Report. If you use a teletypewriter (TTY), call 1-800-926-9105. PDF. The total portfolio value may be much higher due to cash 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. A pension … This User Guide covers the Annual Pension Report (APR) E-Filing System. $292 million and $292 million respectively. The average market cap of the portfolio companies is close to $83.1 billion. 2018-08. James Davis also disclosed a decreased stake in Dollar Gen Corp New by 0.1%. Since that time, the successor plans have changed and each now has different contribution rates and benefits. The Strategy section includes a description of our purpose, investment approach and who we are. 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. Opseu Pension Plan Trust Fund 13F annual report (2020 ... ... Markets , whose value fell 17.1% in the past six months. This 42 page document reports on SPP’s activities for 2019. Annual reports, investment policy, and financial statements for Saskatchewan Pension Plan. 2019 Annual Report Posted: August 10, 2020. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. 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. 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. 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. 2019 LTD plan annual report; 2018 LTD plan annual report; 2017 LTD plan annual report; 2016 LTD plan annual report . Annual Report. 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. 2017 Annual Report Posted: July 24, 2018. OPTrust remains Fully FundedAs a pension delivery organization, we exist to serve our members, active and retired. Opseu Pension Plan Trust Fund’s portfolio is diversified across 13 sectors. 2019 Annual Report Posted: November 6, 2019. Amazon.com and bought 812 shares worth $2.19 million. 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. The plan document was restated effective January 1, 2015. This leaves the value of the investment at $1.84 million and 9,674 shares. 2014 Pension plan annual report; 2013 Pension plan annual report . For archived reports, please contact Municipal Pension Board Secretariat. 2017. Find out about PBGC's annual operations, as well as our current and future anticipated financial condition, through our Annual Reports. 2018 Annual Report Posted: August 8, 2019. 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. 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! Five years of annual reports are posted online. 60% of the total holdings value. Rehabilitation report #69 (February 2018) Rehabilitation report … The Plan is established as a trust governed by a Board of Trustees consisting of five government-appointed Trustees and five OPSEU-appointed Trustees. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. There are currently 274 companies in Mr. Davis’s portfolio. Five years of annual reports are posted online. 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. Click here to learn more. Investment Board will help the plan to keep its pension promise to Canadians. Relative to the number of outstanding shares of Walmart, Opseu Pension Plan Trust Fund owns more than approximately 0.1% of the company. registered pension plans. Opseu Pension Plan Trust Fund is an investment fund managing more than $292 million ran by James Davis. 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 APR System Workflow: Plan Administrator BCFSA Accounting BCFSA 2016. 2016 Annual Report Posted: July 26, 2017. Background, About the OPSEU Pension Plan, Defined Benefit vs. The fund focuses on investments in the United States as (CAAT) Pension Plan. We are also a joint sponsor of two smaller JSPPs – the Canadian Blood Services (CBS) Pension Plan and the OPSEU Staff Pension Plan. FLIP. 2015 Annual Report Posted: August 9, 2016. Schneider Downs Wealth Management Advisors, L.P. Stocks and cryptocurrency portfolio tracker. For OPTrust, the purpose of responsible investing lies in the recognition that environmental, social and governance (ESG) factors can impact investment risk and return. 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. 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, For archived reports, please contact the Public Service Pension Plan. Data in this report is for fiscal year ended March 31, 2019. Effective March 1, 2019, the Government of Alberta passed the Joint Governance of Public Sector Pension Plans Act. About the Opseu Pension Plan Trust Fund owns more than approximately 0.1 % the... 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