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, investment management, plan administration and member service, 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 2017 Funded Status Report.

Both the full Funded Status Report and the Funded Status Report Highlights can be read online, downloaded and printed in PDF format. You'll need the free  Adobe Acrobat Reader to view the PDF items below.

2017 Funded Status Reports

2017 Funded Status Reports

Continuing the Conversation
OPTrust’s mission is paying pensions today, preserving pensions for tomorrow. We keep our members’ interests in mind, in everything we do.

Last year, OPTrust started a conversation about “the measure that matters.” We renamed the Annual Report the Funded Status Report (FSR) because the measure that matters to a pension plan’s members is its funded status — the benchmark that directly determines the Plan’s ability to pay the expected benefits at the current cost. This year’s FSR continues this conversation, keeping the focus on our fully funded status.

Annual Reports for Prior Years