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Participants List

Report Name	Most Recent Reports	Report Criteria
Click to add to Favorites Click to remove to Favorites 16(b) Participants Account activity for section 16(b) employees	Run a new report.	Prior Business Day	Run Report
Click to add from Favorites Click to remove from Favorites Contribution Confirmation Summary of contributions into investment by pay period	ALLP 07/14/2025 PDF (1 of 2) ALLP 07/14/2025 PDF (2 of 2)	PDF	Run Report
Click to add to Favorites Click to remove to Favorites Click to remove to Favorites Deceased Participants with a Balance Deceased participant status, balance, and outstanding loan amounts.	Run a new report.	Prior Business Day	Run Report
Click to add to Favorites Click to remove to Favorites Click to remove to Favorites Eligible Participants, Not Participating Participants who are eligible for the plan but are not Participating (Status Code = 04)	Run a new report.	Prior Business Day	Run Report
Click to add to Favorites Click to remove to Favorites Click to remove to Favorites Loans - Active Participants Participants with active loans (the month-end report contains more detail than the daily version)	Run a new report.		Run Report
Click to add to Favorites Click to remove to Favorites Loans - All Loans Participants with active or inactive loans (the month-end report contains more details than the daily version)	Run a new report.		Run Report
Click to add to Favorites Click to remove to Favorites Loans - Balance less than Payment Amount Participants with a loan balance less than the loan payment amount.	Run a new report.	Prior Business Day	Run Report
Click to add to Favorites Click to remove to Favorites Loans - Defaults Participants with defaulted loans (the month-end report contains more detail than the daily version )	Run a new report.		Run Report
Click to add to Favorites Click to remove to Favorites Loans - Repayment Confirmations Routine loan repayments received by payroll	422020-ALLP 07/14/2025 PDF	PDF	Run Report
Click to add to Favorites Click to remove to Favorites Participant Mailing List Participant census and address information	Run a new report.	Prior Business Day	Run Report
Click to add to Favorites Click to remove to Favorites Participant with Elections and $0 Balance Participant with investment elections and a zero balance	Run a new report.	Prior Business Day	Run Report
Click to add to Favorites Click to remove to Favorites QDRO Participants Participant with a Qualified Domestic Relations Order	Run a new report.	Prior Business Day	Run Report
Click to add to Favorites Click to remove to Favorites YTD Contributions by Participant Year to date contributon totals for participants, broken down by source	Run a new report.	Prior Business Day	Run Report
Click to add to Favorites Click to remove to Favorites Click to remove to Favorites Participant Balance by Source Participant balances, including outstanding loan amounts, borken down by source.	Run a new report.	Prior Business Day	Run Report
Click to add to Favorites Click to remove to Favorites Click to remove to Favorites Participant Balances Prior day participant balances over $0.	Run a new report.		Run Report
Click to add to Favorites Click to remove to Favorites Click to remove to Favorites Participant Balances by Funds Prior day participants balances broken down by investment	Run a new report.		Run Report
Click to add to Favorites Click to remove to Favorites Click to remove to Favorites RMD Age Participant Participants who will be 73+ before the end of the calendar year and required to take an RMD	Run a new report.	Prior Business Day	Run Report
Click to add to Favorites Click to remove to Favorites Participant Vesting Vesting percentages along with hours and years of service	Run a new report.	Prior Month End	Run Report
Click to add to Favorites Click to remove to Favorites Participants with Undeliverable Address Participants whose mail has been returned	Run a new report.	Prior Month End	Run Report
Click to add to Favorites Click to remove to Favorites Click to remove to Favorites Deferral Rates Participants deferral rates and catch-up contribution amounts	Run a new report.	Prior Business Day	Run Report
Click to add to Favorites Click to remove to Favorites Payroll Feedback Report Participant transactions that impact current payroll more info.	01/01/YYYY	PDF	Run Report
Click to add to Favorites Click to remove to Favorites Plan Administration: Pre-Scheduled Balance and transaction summary - is run ad hoc, in batch cycles	01/01/2023 - 12/31/2023 Excel		Run Report
Click to add to Favorites Click to remove to Favorites Potentially Deceased Participants Participants reported as being deceased, by the Social Security Administration	Run a new report.	Excel	Run Report
Click to add to Favorites Click to remove to Favorites RMD Age Participants Participants who will be 73+ before the end of the calendar year and required to take an RMD	Run a new report.	Prior Business Day	Run Report
Click to add to Favorites Click to remove to Favorites Rehire Report Plan eligibility and vesting statuses of rehired participants	Run a new report.		Run Report
Click to add to Favorites Click to remove to Favorites Request Management Summary A summary of a plan's requests and statuses	Run a new report.	Excel	Run Report
Click to add to Favorites Click to remove to Favorites Request Management Detail Detailed list of a plan's requests and statuses	Run a new report.	Excel	Run Report
Click to add to Favorites Click to remove to Favorites SSAE 18 / SOC 1 Report Voya's independent auditor's report on operational controls	Run a new report.	Select report criteria on the next screen to retrieve this report.	Run Report
Click to add to Favorites Click to remove to Favorites Age 50+ Catch-Up Eligible Participant Contribution The contribution profile of catch-up eligible participants, age 50+	07/01/2025-07/31/2025 Month Excel	Excel	Run Report
Click to add to Favorites Click to remove to Favorites Age 50+ Catch-Up Eligible Participant Contribution The contribution profile of catch-up eligible participants, age 50+	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Annual Audit Package Information to be used in Form 5500 preparation	01/01/20YY- 12/31/20YY
Click to add to Favorites Click to remove to Favorites Auto Account Realignment Participant adoption of deferral, escalation, and investment defaults	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Contribution Confirmation Summary of contributions into investments by pay period	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Contribution Summary Contributions organized by source and pay period	No reports are available for this plan.
Click to remove to Favorites Click to add to Favorites Excess Deferral Limit - Current Year Participants who have exceeded the annual contribution limit	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Excess Deferral Limit - Prior Year Participants who exceeded the annual contribution limits	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Fee Levelization Total Fees and Total Revenue Credits under the plan	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Forfeiture Report A breakdown of forfeiture account activity by quarter and year	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Insider Activity Account activity for Section 16(b) employees with stock.	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Loans - Audit Detail Loan principal, interest, and outstanding balances	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Loans - Deemed or Offset Loans deemed or offset, reported by the loan monitoring service	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Loans - Delinquencies Loans that are behind by two or more payments	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Loans - Missed First Payment Loans for which the first payment has not been received	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Loans - Nearing Payoff Loans nearing the payoff date	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Loans - Past Maturity Date Loans with an outstanding balance that are passed the maturity date	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Loans - Repayment Confirmations Loan repayments received by payroll	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Mandatory Roth Catch-up Indicator Participant MRC indicators and effective dates	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Mandatory Roth Catch-up Pre-tax Contributions MRC participants who have made pre-tax catch-up contributions	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Missing Payroll Confirmation Indication that an expected contribution was not received.	No reports are available for this plan.
Click to add to Favorites Participant Eligibility - Excel Participants who have met the plan eligibility requirements	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Participant Eligibility - pdf Participants who have met the plan eligibility requirements	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Participant Transaction Log All in-plan transaction activity by participant	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Payroll Feedback File Participant payroll transactions that can be uploaded to a payroll system - column headings.	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Plan Administration: Pre-scheduled Balance and transaction summary broken down by participant	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Plan Level Statement - Sponsor Activity All plan level activity broken down by investment	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Revenue Reimbursements Revenue generated from the originating investment fund	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites SPARK Data File SPARK file to be used in Form 5500 preparation	No reports are available for this plan.
Click to add to Favorites Click to remove to Favorites Uncashed Checks Checks that have not been cashed as of the date selected	No reports are available for this plan.

Demo - Reports Notification

Demo: Report List

Run Date	Report Name	Category	Report Period	Download
02/08/20YY	Plan Admin Report: Ad hoc	Plan Administration	02/01/20YY - 02/07/20YY	Scheduled
02/08/20YY	Participant Balances	Participant Reports	02/07/20YY	Excel
02/08/20YY	Participant Census Report	Participant Reports	02/07/20YY	PDF
02/08/20YY	Participant Vesting	Participant Reports	01/31/20YY	PDF
02/08/20YY	Participant Balance by Source	Participant Reports	02/07/20YY	Excel
02/08/20YY	Loans - Current Balances	Loan & Distribution	02/07/20YY	Excel
02/08/20YY	Excessive Traders	Plan Administration	02/07/20YY	Failure

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