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Security Notice:

We are aware of a recent data security incident involving our Benefit Plans provider. It has been confirmed that our benefit plans and member information was not affected. The situation is being closely monitored.

Reporting

Our Approach

Commitment to transparency and meeting regulatory requirements drive our daily efforts. Strategic planning and annual reporting are a few ways we use to honor this commitment. This work defines our goals and approaches to meet obligations to those we serve.

Pension Fund Reports
Annuals reports for the previous two years and other documentation.
Benefit Plan Reports
Download the most recent two years of annual reports.
Plannera Reports
See the progress Plannera has made over their short time in operation.
Strategic Plans
Plannera uses strategic planning to define strategy, direction, and allocation of resources in reaching long-term goals.