Plan Reports
Standard Reports
Participant Census/Employment/Beneficiary Information
The Participant Basic Information Report provides basic participant information. The information contained in this report is based on the data available in our records as of the previous day. Prompts are available to filter the data.
Address changes
Lists all participants who made an address change during the scheduled reporting period.
View sampleEmployee Information Detail Report
The Employee Information Detail Report is based on your recently submitted employee information data. This report may include basic employee information, as well as detailed benefit event information.
Domestic Relations Orders
Lists all participants with a Qualified Domestic Relations Order during the scheduled reporting period.
View sampleEligibility Reports
The Eligibility Report provides projections of when employees will become eligible to enter the plan.
Your Tailored Reports
New tailored reportShow more tailored reportsCustom Distribution Report
created by John Smith on 06/15/2017
Other Reports & Statements
Statements
Security
- SOC2 Report
Controls around security, availability and confidentiality - Two-Factor Authentication Report
Data included in any downloaded report(s) is considered authentic only as of the exact date and time it is downloaded. The Principal no longer guarantees the authenticity of this information once the information has been moved into a CSV or Excel file.