Document Properties
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Type of Publication: Schedule
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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 Ending | Less than 50 Beneficiaries | 50 to 1000 Beneficiaries | Additional Beneficiaries Over 1000 | Maximum Assessment |
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| Minimum Assessment | Per Beneficiary | Per 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 |