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Legislative Commission on Pensions and Retirement
Mandatory Reporting to the LCPR

report image Mandatory Reporting to the LCPR

Jump to: Pension plan error correction     St. Paul city/school district     Supplemental 403(b)/457(b) plans     Volunteer Firefighter Relief Associations


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red bullet  Pension plan error correction

Statute: Section 356.636, Subd. 3
Reporting entity: MSRS, PERA, TRA, and St. Paul Teachers
What to file: For each plan, report on whether the executive director of the pension fund corrected any operational, demographic, employer or employee eligibility, or plan document error during the preceding calendar year.
When to file: Annually, no later than each February 1

red bullet  St. Paul city and school district

Statute: Section 356.27, Subd. 4
Reporting entity: City of St. Paul and St. Paul School District
What to file: For each labor organization, number of trades employees for whom the employer contributes to both a multiemployer plan and the PERA General Plan
When to file: Annually, by the 60th day after the end of the Fiscal Year of the employer

City of St. Paul

St. Paul Public Schools

red bullet  Supplemental 403(b) and 457(b) plans

Statute: Section 356.24, Subd. 3
Reporting entity: Plan administrator or vendor of any deferred compensation plan under IRC section 457(b) or tax sheltered annuity plan under IRC section 403(b)
What to file: For each investment fund offered, other than a self-directed brokerage account or fixed annuity contract, all fees that impact the rate of return and rates of return for the prior 1, 5, and 10-year periods
When to file: Annually

American Century Services, LLC

Ameriprise Financial

City of Coon Rapids

City of Lino Lakes

EFS Advisors Choice

Fidelity Investments

Horace Mann

Invesco Investment Services

Lincoln Investment

MassMutual Life Insurance Company Tax Sheltered Annuity Plan

Minnesota Deferred Compensation Plan (MNDCP)

Modern Woodmen Fraternal Financial

Moorhead Public Service Department 457(b) Plan

PenServ Plan Services

RiverSource

Vanguard Funds

  • as of August 29, 2022:
    • Vanguard Funds filed this investment rate of return and fee disclosure for the Minnesota schools, school districts, and other governmental subdivisions on this list.

Voya Financial

  • as of June 30, 2022:
    • Voya Financial filed investment rate of return and fee disclosure, called "performance updates," with the Commission for 187 Minnesota school districts, schools, and other educational institutions. See the list of school districts, schools, and other institutions here.
    • If you would like to receive a copy of the disclosure for a particular school district, school, or educational institution, please contact us at 651-296-2750 or lcpr@lcpr.mn.gov.
    • Voya also informed us that participants can access this information on the Voya participant website at voyaretirementplans.com.

red bullet  Investment Business Recipient Disclosure Forms (volunteer firefighter relief associations)

Statute: Section 356A.06, Subd. 5
Reporting entity: Volunteer Firefighter Relief Associations
What to file: "Investment Business Recipient Disclosure Form" that lists the recipients of investment business, allocated among banks, investment bankers, brokerage companies, or other investment managers, including SBI
When to file: Annually, by the 90th day after the end of the Fiscal Year of the plan

Receive a copy: If you would like to receive a copy of a relief association's disclosure form, please contact us at 612-296-2750, lcpr@lcpr.mn.gov, or lisa.diesslin@lcpr.mn.gov.