Data Extracts

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, and then Payments, and then Create Retiree Payments, and then 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, and then Reports, and then Actuarial Valuation Extract, and then 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, and then Reports, and then Form 5500 Participation Cnt, and then Form 5500 Participation Cnt

RUNCTL_PASPC01