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Mandatory Reporting to the LCPR

report image Mandatory Reporting to the LCPR

Jump to: St. Paul city and school district      Supplemental 403(b) and 457(b) plans      Volunteer Firefighter Relief Associations


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 custodian of any deferred compensation plan under IRC section 457(b) or of any tax sheltered annuity program under IRC section 403(b)
What to file: For each investment fund offered, all fees that impact the rate of return and rates of return for the prior 1, 3, 5, and 10-year periods
When to file: Annually, by the 30th day after the end of the FY of the plan or program

American Century Services, LLC

EFS Advisors Choice

Horace Mann

Lincoln Investment

Minnesota Deferred Compensation Plan (MNDCP)

Vanguard Funds

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