Funded Status Reports and Annual Reports
We Report to You
Our Funded Status Report provides detailed information on OPTrust’s strategy and results in the areas of pension funding, member experience, investment management and plan administration and together with information on the Board of Trustees, Plan governance and our audited financial statements.
Our Funded Status Report Highlights provides a snapshot view of our 2019 Funded Status Report.
The entire Funded Status Report and the Funded Status Report Highlights can both be read online, downloaded and printed in PDF format. You'll need the free Adobe Acrobat Reader to view the PDF items below.
2019 Funded Status Report
Retirement by Design
“At OPTrust, retirement by design really means two things. It’s the way in which we invest for the long term and in the best interest of our members. The second thing we mean by retirement by design is how we increase availability of defined benefit pensions through the launch of OPTrust Select which was designed for the broader public and nonprofit sector”.
Peter Lindley
President and Chief Executive Officer
- 2019 Funded Status Report (PDF - 6.1 MB)
- 2019 Financial Statements (PDF - 1.5 MB)
- 2019 Funded Status Report web version
Annual Reports for Prior Years
- 2018 Funded Status Report (PDF - 3.1 MB)
- 2018 Financial Statements (PDF - 1.3 MB)
- 2018 Funded Status Report web version
- 2018 Funded Status Report Highlights (PDF - 4.2 MB)
- 2017 Funded Status Report (PDF - 2.5 MB)
- 2017 Financial Statements (PDF - 296 KB)
- 2017 Funded Status Report web version
- 2017 Funded Status Report Highlights (PDF - 311 KB)
- 2016 Funded Status Report (PDF - 1.5 MB)
- 2016 Funded Status Report Highlights (website)
- 2016 Funded Status Report Report to Members (PDF - 780 KB)
- Annual Report 2015 (PDF - 1.3 MB)
- Annual Report 2015 Highlights (website)
- Report to Members 2015 (PDF - 1.0 MB)
- Annual Report 2014 (PDF - 4.3 MB)
- Report to Members 2014 (PDF - 2.0 MB)
- Report to Pensioners 2014 (PDF - 2.2 MB)
- Annual Report 2013 (PDF - 1.5 MB)
- Report to Members 2013 (PDF - 580 KB)
- Report to Pensioners 2013 (PDF - 580 KB)
- Annual Report 2012 (PDF - 1.3 MB)
- Report to Members 2012 (PDF - 535 KB)
- Report to Pensioners 2012 (PDF - 506 KB)
- Annual Report 2011 (PDF - 2.5 MB)
- Report to Members 2011 (PDF - 990 KB)
- Report to Pensioners 2011 (PDF - 1.0 MB)
- Annual Report 2010 (PDF - 4.4 MB)
- Annual Highlights for Members (PDF - 580 KB)
- Annual Highlights for Pensioners (PDF - 650 KB)
- Annual Report 2009 (PDF - 2.7 MB)
- Annual Highlights for Members (PDF - 502 KB)
- Annual Highlights for Pensioners (PDF - 477 KB)
- Annual Report 2008 (PDF - 2.4 MB)
- Annual Highlights for Members (PDF - 498 KB)
- Annual Highlights for Pensioners (PDF - 467 KB)
- Annual Report 2007 (PDF - 2.1 MB)
- Annual Highlights for Members and Pensioners (PDF - 2.4 MB)
- Annual Report 2006 (PDF - 873 KB)
- Annual Highlights for Members and Pensioners (PDF - 369 KB)
- Annual Report 2005 (PDF - 923 KB)
- Annual Highlights for Members and Pensioners (PDF - 728 KB)
- Annual Report 2004 (PDF - 3.3 MB)
- Annual Highlights for Members and Pensioners (PDF - 1.9 MB)
- Annual Report 2003 (PDF - 561 KB)
- Annual Highlights for Members and Pensioners (PDF - 355 KB)
- Annual Report 2002 (PDF - 703 KB)
- Annual Highlights for Members and Pensioners (PDF - 378 KB)
- Annual Report 2001 (PDF - 784 KB)
- Annual Highlights for Members and Pensioners (PDF - 194 KB)
- Annual Report 2000 (PDF - 696 KB)
- Annual Highlights for Members and Pensioners (PDF - 182 KB)
- Annual Report 1999 (PDF - 765 KB)
- Annual Highlights for Members and Pensioners (PDF - 217 KB)
- Annual Report 1998 (PDF - 527 KB)
- Annual Highlights for Members and Pensioners (PDF - 135 KB)
- Annual Report 1997 (PDF - 537 KB)
- Annual Highlights for Members and Pensioners (PDF - 160 KB)
- Annual Report 1996 (PDF - 841 KB)
- Annual Highlights for Members and Pensioners (PDF - 121 KB)
- Annual Report 1995 (PDF - 281 KB)
- Annual Highlights for Members and Pensioners (PDF - 74 KB)