Solvency Information Return – OSFI 575

Document Properties

  • Type of Publication: Letter
  • Date: February 9, 2015
  • File No: P5020-7-5
  • To: Administrators of Defined Benefit and Combination-type Pension Plans Registered Under the Pension Benefits Standards Act, 1985 (PBSA)
  • From: Debbie Smith, Manager, Returns Administration

The purpose of the OSFI 575 is to gather information that OSFI uses in calculating the Estimated Solvency Ratio (ESR) for a pension plan and supervisory monitoring of contribution holidays.

Pension plans registered under the PBSA are requested to provide OSFI with early information on contribution holidays and annual rates of return for the fund for the fiscal year ending between October 1, 2014, and September 30, 2015.

Filing instructions for the OSFI 575 are as follows:

If you have questions concerning the OSFI 575 form, please contact the Relationship Manager for your plan. All regulatory returns are available on our Web site (