The plan assessment rate schedule below applies to plans registered under the Pooled Registered Pension Plans Act

Document Properties

  • Type of Publication: Schedule
PLAN ASSESSMENT RATE SCHEDULE – PRPP
Plan Year EndingLess than 50 Beneficiaries50 to 1000 BeneficiariesAdditional Beneficiaries Over 1000Maximum Assessment
Minimum AssessmentPer BeneficiaryPer Beneficiary
December 31, 2020​
$500$10.00$7.50$200,000
December 31, 2019$500$10.00$7.50$200,000
December 31, 2018$400$8.00$6.00$160,000
December 31, 2017$400$8.00$6.00$160,000
December 31, 2016$450$9.00$6.75$180,000

OSFI will determine the assessment due and send an invoice after the due date of the plan’s Annual Information Return or upon receipt of an Application for Registration.