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Auto Enrolled Participants
Participants who were automatically enrolled in the plan
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Run Report
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Contribution Report
Investment information to be used in Form 5500 preparation
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Run Report
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Deferral Rates
Participant deferral and catch-up contribution amounts
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Run Report
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Distribution Report
Disbursements processed for participants in the selected plan
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Excel
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Excessive Traders
Participants who are in violation of Voya's excessive trader policy.
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Run Report
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Investment Usage
Number of participants who hold a balance in each investment
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Loans - Amortization Schedules
Loan amortization schedules for any participant loan
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Loans - Current Balances
Loan information for all participants with a loan balance
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Participant Balance by Fund
Balance information broken down by participant and fund
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Participant Balance by Source
Balance information broken down by participant and source
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Participant Balances
Prior day participant balances over $0
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Participant Census Report
Participant profile and demographic information
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Run Report
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Participant Service Usage
Participant usage of the website and phone channel
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Participant Vesting
Vesting percentages along with hours and years of service
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Run Report
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Participants with Undeliverable Address
Participants whose mail has been returned
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Payroll Feedback Report
Participant transactions that impact current payroll more info.
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PDF
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Plan Administration: Pre-Scheduled
Balance and transaction summary - is run ad hoc, in batch cycles
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Run Report
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Potentially Deceased Participants
Participants reported as being deceased, by the Social Security Administration
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Excel
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Run Report
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RMD Age Participants
Participants who will be 73+ before the end of the calendar year and required to take an RMD
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Run Report
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Rehire Report
Plan eligibility and vesting statuses of rehired participants
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Run Report
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Request Management Detail
Detailed list of a plan's requests and statuses
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Run Report
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Request Management Summary
A summary of a plan's requests and statuses
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Run Report
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SSAE 18 / SOC 1 Report
Voya's independent auditor's report on operational controls
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Age 50+ Catch-Up Eligible Participant Contribution
The contribution profile of catch-up eligible participants, age 50+
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No reports are available for this plan.
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Age 50+ Catch-Up Eligible Participant Contribution
The contribution profile of catch-up eligible participants, age 50+
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No reports are available for this plan.
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Annual Audit Package
Information to be used in Form 5500 preparation
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No reports are available for this plan.
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Auto Account Realignment
Participant adoption of deferral, escalation, and investment defaults
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Contribution Confirmation
Summary of contributions into investments by pay period
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No reports are available for this plan.
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Contribution Summary
Contributions organized by source and pay period
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Excess Deferral Limit - Current Year
Participants who have exceeded the annual contribution limit
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Excess Deferral Limit - Prior Year
Participants who exceeded the annual contribution limits
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Fee Levelization
Total Fees and Total Revenue Credits under the plan
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No reports are available for this plan.
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Forfeiture Report
A breakdown of forfeiture account activity by quarter and year
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Insider Activity
Account activity for Section 16(b) employees with stock.
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No reports are available for this plan.
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Loans - Audit Detail
Loan principal, interest, and outstanding balances
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Loans - Deemed or Offset
Loans deemed or offset, reported by the loan monitoring service
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Loans - Delinquencies
Loans that are behind by two or more payments
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Loans - Missed First Payment
Loans for which the first payment has not been received
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Loans - Nearing Payoff
Loans nearing the payoff date
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Loans - Past Maturity Date
Loans with an outstanding balance that are passed the maturity date
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Loans - Repayment Confirmations
Loan repayments received by payroll
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No reports are available for this plan.
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Mandatory Roth Catch-up Indicator
Participant MRC indicators and effective dates
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No reports are available for this plan.
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Mandatory Roth Catch-up Pre-tax Contributions
MRC participants who have made pre-tax catch-up contributions
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Missing Payroll Confirmation
Indication that an expected contribution was not received.
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Participant Eligibility - Excel
Participants who have met the plan eligibility requirements
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Participant Eligibility - pdf
Participants who have met the plan eligibility requirements
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Participant Transaction Log
All in-plan transaction activity by participant
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No reports are available for this plan.
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Payroll Feedback File
Participant payroll transactions that can be uploaded to a payroll system - column headings.
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Plan Administration: Pre-scheduled
Balance and transaction summary broken down by participant
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No reports are available for this plan.
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Plan Level Statement - Sponsor Activity
All plan level activity broken down by investment
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Revenue Reimbursements
Revenue generated from the originating investment fund
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No reports are available for this plan.
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SPARK Data File
SPARK file to be used in Form 5500 preparation
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No reports are available for this plan.
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Uncashed Checks
Checks that have not been cashed as of the date selected
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No reports are available for this plan.
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