Plan Service Center Administration > Pension Plan Specialists/TPA Layouts

Get your group's annual report electronically.

With our Annual Report Download feature, each report comes to you compressed (zipped) for quick transmission. Once you download and uncompress (unzip) the report, you'll have an Adobe Acrobat® (.pdf) file for viewing and printing, plus six text files you can import into other software applications. Below is a description of each file. To view the layouts for each, click on the file name. To view the PDF documents, you will need Adobe® Acrobat® Reader.

Import files

•  Participant Account Summary (file name: 99999901.pas)

•  Participant Account Detail (file name: 99999901.pad)

•  Accrual Report (file name: 99999901.acr)

•  Participant Information (file name: 99999901.pf)

•  Participant Loan Summary (file name: 99999901.pfl)

•  Participant Loan Detail (file name: 99999901.pgl)


Adobe Acrobat® file

•  Complete Annual Report (file name: 99999901.pdf)

 

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