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 experience, 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 2018 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.

2018 Funded Status Reports

2018 Funded Status Reports

Building for the Future
The world is experiencing wide-ranging change — in technology, communications and the environment. In the face of such change, OPTrust’s members can know that their pension plan is stable. Good governance oversees the process of decision making and the process by which decisions are implemented. This is how OPTrust has achieved and maintained its fully funded status. Contribution rates are stable and so are benefits.

OPTrust’s innovative investment strategy is designed to maintain this stability because it is aligned with the interest of members. That means we are not pursuing exceedingly high returns, which would necessitate increased risk and result in instability. This is the approach that helps build for the future, paying pensions today, preserving pensions for tomorrow.

Annual Reports for Prior Years