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

Document Properties

  • Type of Publication: Schedule
  • Date: 2021

The plan assessment rate schedule below applies to plans registered or filed for registration under the Pooled Registered Pension Plans Act (PRPPA). OSFI will determine the assessment due and send an invoice approximately 45 days after the plan’s Annual Information Return was due to be filed (or upon receipt of an application for registration).

PLAN ASSESSMENT RATE SCHEDULE – PRPPA
Plan Year EndingLess than 50 Beneficiaries50 to 1000 BeneficiariesAdditional Beneficiaries Over 1000Maximum Assessment
Minimum AssessmentPer BeneficiaryPer Beneficiary
December 31, 2021$500$10.00$7.50$200,000
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