Pension Administration Reports: A to Z

The tables in this topic list PeopleSoft Pension Administration reports, sorted by report ID. The tables describe report files as well as printable reports. For example, PAPPPYMT - Trustee Extract is a data file that contains the payment-related data used to produce pension checks.

This topic includes the following tables:

Calculation reports
Data extract reports
Participant letters reports
Miscellaneous reports

For more information about running these reports, refer to:

The corresponding topic in this product documentation.
Pension Administration: Selected Reports
PeopleTools: Process Scheduler
PeopleTools: BI Publisher for PeopleSoft
PeopleTools: SQR Language Reference for PeopleSoft

For samples of these reports, see the Report Samples that are published with the online documentation.

Report ID and Report Name	Description	Navigation	Run Control Page
PAT06A Non Detail Calculation Wkst (Non Detail Calculation Worksheet)	Provides summary information about a calculation and each benefit formula that is processed during the calculation. (SQR) See PAT06A - Non-Detail Calculation Worksheet.	Pension > Calculations > Create Worksheet > Create Worksheet	RUNCTL_PASCW01
PAT06B Detailed Calculation Worksheet	Provides detailed information about all aspects of a calculation, including the calculation inputs and the intermediate and final values for each benefit component. (SQR) Note: The intermediate values are available only if you select Detailed Worksheet on the Define Calculation - Main Page. See PAT06B - Detailed Calculation Worksheet.	Pension > Calculations > Create Worksheet > Create Worksheet	RUNCTL_PASCW01
PAT06C Social Security Worksheet	Provides detailed information about how the system calculated a participant's social security benefit. Includes a participant's entire earnings history. (SQR) See PAT06C - Social Security Worksheet.	Pension > Calculations > Create Worksheet > Create Worksheet	RUNCTL_PASCW01

Report ID and Report Name

Description

Navigation

Run Control Page

PAT06A

Non Detail Calculation Wkst (Non Detail Calculation Worksheet)

Provides summary information about a calculation and each benefit formula that is processed during the calculation. (SQR)

See PAT06A - Non-Detail Calculation Worksheet.

Pension > Calculations > Create Worksheet > Create Worksheet

RUNCTL_PASCW01

PAT06B

Detailed Calculation Worksheet

Provides detailed information about all aspects of a calculation, including the calculation inputs and the intermediate and final values for each benefit component. (SQR)

Note: The intermediate values are available only if you select Detailed Worksheet on the Define Calculation - Main Page.

See PAT06B - Detailed Calculation Worksheet.

Pension > Calculations > Create Worksheet > Create Worksheet

RUNCTL_PASCW01

PAT06C

Social Security Worksheet

Provides detailed information about how the system calculated a participant's social security benefit. Includes a participant's entire earnings history. (SQR)

See PAT06C - Social Security Worksheet.

Pension > Calculations > Create Worksheet > Create Worksheet

RUNCTL_PASCW01

Report ID and Report Name	Description	Navigation	Run Control Page
PAPPPYMT Retiree Payment Program (Trustee Extract)	Provides a file of the payment-related data that a third-party requires in order to produce pension checks. (COBOL SQL) See PAPPPYMT - Trustee Extract.	Pension > Payments > Create Retiree Payments > Create Retiree Payments	RUNCTL_PAPPYMNT
PASAV01 Actuarial Valuation Extract	Provides two extract files that you can send to your actuary: one for active participants and one for inactive participants. These files contain the data that the actuary needs in order to perform a plan's annual actuarial valuation. (SQR) See PAPPPYMT - Trustee Extract.	Pension > Reports > Actuarial Valuation Extract > Actuarial Valuation Extract	RUNCTL_PASAV01
PASPC01 Form 5500 Participant Count	Provides an extract file containing the participant information that is required for annual IRS participant reporting. (SQR) See PASPC01 - Form 5500 Participant Count.	Pension > Reports > Form 5500 Participation Cnt > Form 5500 Participation Cnt	RUNCTL_PASPC01

Report ID and Report Name

Description

Navigation

Run Control Page

PAPPPYMT

Retiree Payment Program (Trustee Extract)

Provides a file of the payment-related data that a third-party requires in order to produce pension checks. (COBOL SQL)

See PAPPPYMT - Trustee Extract.

Pension > Payments > Create Retiree Payments > Create Retiree Payments

RUNCTL_PAPPYMNT

PASAV01

Actuarial Valuation Extract

Provides two extract files that you can send to your actuary: one for active participants and one for inactive participants. These files contain the data that the actuary needs in order to perform a plan's annual actuarial valuation. (SQR)

See PAPPPYMT - Trustee Extract.

Pension > Reports > Actuarial Valuation Extract > Actuarial Valuation Extract

RUNCTL_PASAV01

PASPC01

Form 5500 Participant Count

Provides an extract file containing the participant information that is required for annual IRS participant reporting. (SQR)

See PASPC01 - Form 5500 Participant Count.

Pension > Reports > Form 5500 Participation Cnt > Form 5500 Participation Cnt

RUNCTL_PASPC01

Report ID and Report Name	Description	Navigation	Run Control Page
PASOF01 Participant's Benefit Extract	Provides the data for the participant selection reports. (SQR) Note: Run this SQR as a prerequisite to running PAWOF01 and PAWOF02. See PASOF01 - Participant's Benefit Extract.	Pension > Reports > Participation Ben Selection > Participant Ben Selection	RUNCTL_PASOF01
PASTDEXT Standard Personal Data Extract	Provides the data for some of the applicant letter reports. (SQR) Note: Run this SQR as a prerequisite to running any of these reports: PAWQL01–03 and PAWRL01–02. See PASTDEXT - Standard Personal Data Extract.	Pension > Reports > Participation Ben Selection > Participant Ben Selection	RUNCTL_PASOF01
PAWOF01 Participant Selection- Qual (participant selection - qualified)	Outlines a participant's optional forms of payment choices for a qualified pension plan. (BI Publisher) See PAWOF01 - Participant Selection - Qualified.	Pension > Reports > Participation Ben Selection > Participant Ben Selection	RUNCTL_PASOF01
PAWOF02 Participant Selection- NonQual (participant selection - nonqualified)	Outlines a participant's optional forms of payment choices for a nonqualified pension plan. (BI Publisher) See PAWOF01 - Participant Selection - Qualified.	Pension > Reports > Participation Ben Selection > Participant Ben Selection	RUNCTL_PASOF01
PAWQL01 Notice of Minimum Distribution	Provides a notice of minimum distribution for active participants who are reaching age 70 plus and are five percent owners. (BI Publisher) See PAWQL01 - Notice of Minimum Distribution.	Pension > Reports > Participation Ben Selection > Participant Ben Selection	RUNCTL_PASOF01
PAWQL02 Qual Preretire Survivor Form (qualified preretirement survivor form)	Provides a form that participants can use to elect or waive a plan's qualified preretirement survivor annuity coverage. (BI Publisher) See PAWQL02 - Qualified Preretirement Survivor Form.	Pension > Reports > Participation Ben Selection > Participant Ben Selection	RUNCTL_PASOF01
PAWQL03 Notice of Benefit Suspension	Provides a notification to retirees that benefits have been suspended because they have been rehired. (BI Publisher) See PAWQL03 - Notice of Benefit Suspension.	Pension > Reports > Participation Ben Selection > Participant Ben Selection	RUNCTL_PASOF01
PAWRL01 Rollover Notice	Provides a notification to participants that they are eligible to roll over their retirement plan distributions. (BI Publisher) See PAWRL01 - Rollover Notice.	Pension > Reports > Participation Ben Selection > Participant Ben Selection	RUNCTL_PASOF01
PAWRL02 Rollover Election Form	Provides a form for participants who want to roll over their retirement plan distributions. (BI Publisher) See PAWRL02 - Rollover Election Form.	Pension > Reports > Participation Ben Selection > Participant Ben Selection	RUNCTL_PASOF01

Report ID and Report Name	Description	Navigation	Page
SPELIGLTR Service Purchase Eligibility Letter	Notifies participant of service purchase eligibility for gaps in service and for withdrawn contributions.	Pension > Service Purchase > Select Purchasable Service Click the Create Eligibility Report on either page in this component. This button becomes active after you run the eligibility process by clicking the Determine Eligibility button.	PA_SP_STP_PERIODS PA_SP_STP_UNKNOWN
SPESTRPT Service Purchase Estimate Report	Provides an estimate of the cost to purchase service along with payment details, information about the resulting increase in service credit, and information about the resulting change to the pension benefit.	Pension > Service Purchase > Purchase Service Click the Create Estimate Report button.	PA_SP_SVC_COST_BEN
SPEVRMILTR Service Purchase Employment Verification Letter	Requests documentation of previous employment for which the participant may be able to purchase service.	Pension > Service Purchase > Verify Employment History Click the Generate Inquiry Letter button	PA_SP_EMPLRVER
SPFNLAGRLTR Service Purchase Agreement	Confirms the details of a service purchase agreement. Includes information about cost, payments, service to be purchased, and the estimated impact on the pension benefit.	Pension > Service Purchase > Purchase Service Click the Create Purchase Agreement button. This button is available only if the service purchase agreement is in Submitted status.	PA_SP_SVC_COST_BEN

Report ID and Report Name	Description	Navigation	Run Control Page
PARODETL Rollover Information Report	View employee rollover information. (SQR)	Pension > Payments > Payment Rollover Report	RUNCNTL_RO_DETAIL
PARVWPMT Review Payment Results Report	View payments at an employee level. (SQR)	Pension > Payments > Review Payment Results Report	RUNCTL_RVWPMNT
PAT07 Pension Plan Summary Report	Describes the calculation rules in effect for a specified plan and date. (SQR) Note: This is a system report showing values for many tables. It is not a summary plan description.	Pension > Reports > Plan Summary > Plan Summary	RUNCTL_PASPS01
PAT08 Trustee Extract Detailed Report	Prints the details of the information on the Trustee Extract file. (SQR)	Pension > Reports > Online Trustee Extract > Online Trustee Extract	RUNCNTL_PMTDTL
PAT09 Trustee Extract Summary Report - Record Type	Lists the participants receiving payments from a particular pay run, and provides summary totals for the pay run. (SQR) See PAT09 - Trustee Extract Summary Report – Record Type.	Pension > Reports > Online Trustee Extract > Online Trustee Extract	RUNCNTL_PMTDTL

Pension Administration Reports: A to Z

Calculation Reports

Data Extracts

Participant Letters Reports

Service Purchase Reports

Miscellaneous Reports