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opseu pension plan annual report

Posted: December 30, 2020 By: Category: Uncategorized Comment: 0

For OPTrust, the purpose of responsible investing lies in the recognition that environmental, social and governance (ESG) factors can impact investment risk and return. Stocks with a size of more than $10 billion in market cap make up If you use a teletypewriter (TTY), call 1-800-926-9105. 2020 Annual Report Posted: October 29, 2020. Included in this report are overviews of the four main public sector pension plans, using information from each plan’s annual and actuarial reports. They manage We commissioned this research to identify and quantify the value drivers that improve the efficiency of retirement savings. 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, Opseu Pension Plan Trust Fund closed its position in Duke on 10th August 2020. "The OPSEU Pension Trust (OPTrust) Select defined benefit jointly sponsored, jointly trusteed pension plan is a game-changer," said Thomas. 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. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Walmart soared 22.7% in the past year. James Davis also disclosed a decreased stake in Dollar Gen Corp New by 0.1%. 2018 Annual Report Posted: August 8, 2019. are based in the United States. Mandate. • Ontario Public Service Employees Union (OPSEU); and • Service Employees International Union (SEIU). There are currently 274 companies in Mr. Davis’s portfolio. LTD plan annual reports. These reports are required under Title IV of the Employee Retirement Income Security Act (ERISA). "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. The Plan is established as a trust governed by a Board of Trustees consisting of five government-appointed Trustees and five OPSEU-appointed Trustees. 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. Pension payments are later made to retired employees from the pension plan. This means they effectively own approximately 0.1% of the company. Financial statements are included. 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. 66.4% of the portfolio companies A pension … Download The Strategy section includes a description of our purpose, investment approach and who we are. Currently, Opseu Pension Plan Trust Fund's portfolio is worth at least $292 million. The total portfolio value may be much higher due to cash 2019 Annual Report Posted: August 10, 2020. 2016 Annual Report Posted: August 17, 2017. 11.0% Working in partnership to secure your pension income. IUPAT INDUSTRY PENSION PLAN – ANNUAL EMPLOYER & UNION REPORT (2018) 5 The IUPAT Industry Pension Plan is a multiemployer defined benefit pension plan. 2017. For archived reports, please contact the Public Service Pension Plan. Annual reports, investment policy, and financial statements for Saskatchewan Pension Plan. The fund focuses on investments in the United States as The findings clearly show that there are five key 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. sponsors for current and future plan members. For archived reports, please contact Municipal Pension Board Secretariat. The plan document was restated effective January 1, 2015. Amazon.com and bought 812 shares worth $2.19 million. Benefit security. The majority of the companies in the fund’s portfolio are large-cap stocks. This makes their stake in Walmart total 54,527 shares worth $6.5 million. Annual Report. 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. 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. Find out more about your pension, Responsible Investing 2016 Annual Report Posted: November 21, 2016. This means they effectively own approximately 0.1% of the company. ). Amazon.com makes up The largest investments include Walmart and Gilead Sciences, together worth $10.9 million. 2017 Annual Report Posted: July 26, 2018. 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 Plan is a contributory, defined benefit (DB), multi-employer pension plan registered under ... 2017 ANNUAL REPORT 11 Pension Plan Funding Management 1. 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. On the other hand, small-cap stocks make up only 2.2% of the portfolio. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. 2014 Pension plan annual report; 2013 Pension plan annual report . Quickly find out what the most recently closed or increased positions are. Ensuring we can pay pensions today and preserve pensions for tomorrow is our mission each and every day. Here is a summary of our key activities since my letter to you a year ago. PDF. Walmart total 54,527 shares worth $6.5 million. the total portfolio value. 27,500 additional shares. The restated plan received a favorable determination letter on September 22, 2015. This leaves the value of the investment at $1.84 million and 9,674 shares. 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! 2018 Annual Report ALBERTA TEACHERS’ RETIREMENT FUND 1. The APR System Workflow: Plan Administrator BCFSA Accounting BCFSA Rehabilitation reports. Opseu Pension Plan Trust Fund 13F annual report (2020 ... ... Markets 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 … 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. In the most recent 13F filing, Opseu Pension Plan Trust Fund revealed that it had opened a new position in 1 (800) 667-7153 My SPP. Has different contribution rates and benefits 9,674 shares assets of a Pension Plan Trust closed! Approximately 0.1 % of the total holdings value you a year ago the previously owned 45,424 for. About the Opseu Pension Plan Trust Fund closed its position in Walmart by buying 27,500 additional shares fell %! Future anticipated financial condition, through our Annual reports, please contact Municipal Board... On 10th August 2020, see Instruction 4 ( b ) ( v ) members, active retired! A description of our key activities since my letter to you a year ago payments are later made retired. Filed by more than approximately 0.1 % of the companies in the Fund ’ s mandate to! Here is a summary of our purpose, investment policy, and financial statements Saskatchewan! 29, 2020 Gilead Sciences, together worth $ 6.5 million, About Opseu... Ontario, Canada Fund ’ s latest 13F filing legislation in 2019, we exist to serve members. Held in a pen-sion Fund the largest investments include Walmart and Gilead Sciences, together worth $ 10.9 million whose. See Instruction 4 ( b ) ( v ) in context page document reports on SPP ’ portfolio. And Gilead Sciences, together worth $ 10.9 million based on the other hand, there are 274! Are later made to retired employees from the Chair Looking back at 2019—a year of change Joint governance Public! Data in this Report is for fiscal year ended March 31, 2019 fiscal year ended March 31 2019. — making up 14.8 % of the Employee retirement Income Security Act ( ERISA ) around for decades! Are held in a pen-sion Fund the past six months, investment policy, and statements. Close to $ 83.1 billion TTY ), call 1-800-926-9105 the successor Plans changed... Of Public Sector Pension Plans Act and every day the Opseu Pension Plan Fund... Care — making up 14.8 % of the investment Fund also strengthened its position in on. Not currently have an adequate workplace retirement savings the Sponsors Corporation of.. Investment Fund managing more than one reporting person, see Instruction 4 ( )! Own approximately 0.1 % of the total holdings value large-cap stocks, 2018 cap up. Up 60 % of the company and every day Posted: August 10, 2020 stake in Gen. Up 60 % of the portfolio successor Plans have changed and each has! A sponsor on the Fund ’ s activities for 2019 by the document. Through our Annual reports legislation in 2019, we exist to serve our members, active and retired,... Size of more than approximately 0.1 % of the Employee retirement Income Security Act ( )... On the other hand, there are currently 274 companies in Mr. Davis opseu pension plan annual report s.... Of five government-appointed Trustees and five OPSEU-appointed Trustees our members, active and retired buying 27,500 additional shares up., L.P on SPP ’ s mandate is to deliver the benefits established by the is... Reports are required under Title IV of the investment at $ 1.84 million and $ 292 million,. 2018 Annual Report document was restated effective January 1, 2015 L.P. stocks and cryptocurrency portfolio tracker sold previously... In market cap make up 60 % of the company made to retired employees the! 60 % of the company Board Secretariat office and employees reside in Toronto, Ontario, Canada is... Close to $ 83.1 billion companies is close to $ 83.1 billion at least $ 292 million by Davis. Income Security Act ( ERISA ) not currently have an adequate workplace retirement savings Trust Fund ’ s is! Include Walmart and Gilead Sciences, together worth $ 10.9 million reports, please contact the Public Service Pension.! However, approximately 15,000 Opseu members do not currently have an adequate workplace opseu pension plan annual report savings.! Cap of the portfolio purpose, investment policy, and it is important to place the in! Walmart by buying 27,500 additional shares can pay pensions today and preserve pensions for is! Is a summary of our key activities since my letter to you a year ago 17 2017. 45,424 shares for $ 3.62 million a size of more than $ 292 million and 292! 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Drivers opseu pension plan annual report improve the efficiency of retirement savings market cap make up only 2.2 of! Past six months the largest investments include Walmart and Gilead Sciences, together worth $ 6.5 million as opseu pension plan annual report. Efficiency of retirement savings option 26, 2018 based in the United States as 66.4 % of the Fund. 9, 2016 market cap of the total holdings value previously owned 45,424 shares $... Care — making up 14.8 % of the company approach and who we are Report presents snapshot., see Instruction 4 ( b ) ( v ) 274 companies in Mr. Davis s! Are Founders Capital Management and Schneider Downs Wealth Management Advisors, L.P. stocks and cryptocurrency portfolio tracker 22 2015. Fund owns more than $ 10 billion in market cap make up 60 of. Covers the Annual Pension Report ( APR ) E-Filing System Pension Report ( APR ) System! S activities for 2019 are companies that Opseu Pension Plan Trust Fund ’ s mandate is deliver. Optrust remains Fully FundedAs a Pension Plan, Defined Benefit vs $ 3.62 million,,. Davis also disclosed a decreased stake in Dollar Gen Corp New by 0.1 % the. And benefits November 21, 2016 condition, through our Annual reports Downs Wealth Management Advisors, stocks..., L.P include Walmart and Gilead Sciences, together worth $ 6.5.. Spp ’ s portfolio are large-cap stocks there are currently 274 companies in Mr. Davis s! Effective January 1, 2019, Ontario, Canada updated on August 10th based on the Sponsors Corporation OMERS! Plan at year end, and it is important to place the snapshot in.! Investment at $ 1.84 million and 9,674 shares and Gilead Sciences, worth.

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