Expandable List
The plan highlights provide a summary of key provisions and information for members, based on their employee group.
UNIFOR Members Hired on or Before April 30, 2010
- Consolidate the prior restatement (2019) and subsequent amendments into a single document;
- Clarify specific Plan provisions that required refinement;
- Incorporate “housekeeping” changes;
- Reflect legislative changes since the 2019 restatement; and
- Align select Plan provisions with administrative practice.
No amendments have been made to the July 1, 2022 Plan texts.
Actuarial Valuation as at July 1, 2021 – Plan 2000
Actuarial Valuation as at July 1, 2018 – Plan 2000
Actuarial Valuation as at July 1, 2017 – Plan 2000
Actuarial Valuation as at July 1, 2014 – Plan 2000
Actuarial Valuation as at July 1, 2011 – Plan 2000
Actuarial Valuation as at July 1, 2008 – Plan 2000
Actuarial Valuation as at July 1, 2007 – Plan 2000
Actuarial Valuation as at July 1, 2006 – Plan 2000
Actuarial Valuation as at July 1, 2003 – Plan 2000
Actuarial Valuation as at July 1, 2021 – Original Plan
Actuarial Valuation as at July 1, 2018 – Original Plan
Actuarial Valuation as at July 1, 2017 – Original Plan
Actuarial Valuation as at July 1, 2014 – Original Plan
Actuarial Valuation as at July 1, 2011 – Original Plan
Actuarial Valuation as at July 1, 2010 – Original Plan
Actuarial Valuation as at July 1, 2009 – Original Plan
Actuarial Valuation as at July 1, 2007 – Original Plan
Actuarial Valuation as at July 1, 2006 – Original Plan
Actuarial Valuation as at July 1, 2003 – Original Plan
At the request of the McMaster University Retiree Association and as approved by the Pension Trust Committee, an Annual Report to Members will be made available each year. The report will include key documents pertaining to both the administration and investment aspects of the pension plans.
McMaster University currently has two Salaried Pension Plans referred to throughout this report as the “Original Plan” and “Plan 2000”. These two Plans originated as a result of the surplus distribution and are similar in plan design. As a result, both Plans are included in this consolidated Annual Report to Members.
McMaster Human Resources Services in conjunction with Financial Affairs is committed to continually improving upon the information provided within this report. We encourage you to forward any suggestions or comments to Human Resources Services.
Please note, the documents contained in this Annual Report have been consolidated for ease of reference. Should a discrepancy occur between the original documents and the versions contained in this report, the originals will govern in the case of error.
Financial Statements
Financial Statements as at June 30, 2021 – Original Plan
Financial Statements as at June 30, 2020 – Original Plan
Financial Statements as at June 30, 2019 – Original Plan
Financial Statements as at June 30, 2018 – Original Plan
Financial Statements as at June 30, 2017 – Original Plan
Financial Statements as at June 30, 2016 – Original Plan
Financial Statements as at June 30, 2015 – Original Plan
Financial Statements as at June 30, 2021 – Plan 2000
Financial Statements as at June 30, 2020 – Plan 2000
Financial Statements as at June 30, 2019 – Plan 2000
Financial Statements as at June 30, 2018 – Plan 2000
Financial Statements as at June 30, 2017 – Plan 2000
Financial Statements as at June 30, 2016 – Plan 2000
Financial Statements as at June 30, 2015 – Plan 2000
Annual Pension Increase
Audit Statement – Annual Pension Increase effective January 1, 2022 (for all other retirees)
Audit Statement – Annual Pension Increase effective January 1, 2021 (for all other retirees)
Audit Statement – Annual Pension Increase effective January 1, 2020 (for all other retirees)
Audit Statement – Annual Pension Increase effective January 1, 2019
Audit Statement – Annual Pension Increase effective January 1, 2018
Annual Average Rate of Return
Audit Statement – Rate of Return as at June 30, 2021
Audit Statement – Rate of Return as at June 30, 2020
Audit Statement – Rate of Return as at June 30, 2019
Salaried Pension Plan – Total Fund Performance as of December 31, 2021
Salaried Pension Plan – Total Fund Performance as of June 30, 2021
Salaried Pension Plan – Total Fund Performance as of December 31, 2020
Salaried Pension Plan – Total Fund Performance as of June 30, 2020
Salaried Pension Plan – Total Fund Performance as of December 31, 2019
Salaried Pension Plan – Total Fund Performance as of June 30, 2019
Salaried Pension Plan – Total Fund Performance as of December 31, 2018
Salaried Pension Plan – Total Fund Performance as of June 30, 2018
Salaried Pension Plan – Total Fund Performance as of December 31, 2017
Salaried Pension Plan – Total Fund Performance as of June 30, 2017
Salaried Pension Plan – Total Fund Performance as of December 31, 2016
Salaried Pension Plan – Total Fund Performance as of June 30, 2016
Salaried Pension Plan – Total Fund Performance as of December 31, 2015
Salaried Pension Plan – Total Fund Performance as of June 30, 2015
Salaried Pension Plan – Total Fund Performance as of December 31, 2014
Salaried Pension Plan – Total Fund Performance as of June 30, 2014
Salaried Pension Plan – Total Fund Performance as of December 31, 2013
Salaried Pension Plan – Total Fund Performance as of June 30, 2013
Salaried Pension Plan – Total Fund Performance as of December 31, 2012
Salaried Pension Plan – Total Fund Performance as of June 30, 2012
Salaried Pension Plan – Total Fund Performance as of December 31, 2011
Salaried Pension Plan – Total Fund Performance as of June 30, 2011
Salaried Pension Plan – Total Fund Performance as of December 31, 2010
Salaried Pension Plan – Total Fund Performance as of June 30, 2010
Salaried Pension Plan – Total Fund Performance as of December 31, 2009
Salaried Pension Plan – Total Fund Performance as of June 30, 2009
Salaried Pension Plan – Total Fund Performance as of December 31, 2008
Any questions regarding Salary Pension Plan Investment Performance should be directed to the Treasury Operations.
The Pension Trust Committee is administered by University Secretariat`s office. The membership list and terms of reference can be found on the Secreteriat`s webpage.
All policy documents are maintained by the University Secretariat`s office. The Statement of Investment Policies & Procedures can be found on the following webpage.
Salaried Pension Plan Updates
Family Law Valuations (Marriage Breakdown) - new forms effective May 1, 2022
Pension Plan 2000 (Active Members)
2022 Pensioner Increase - Salaried Pension Plans
Original Pension Plan (Retirees)
Pension Portal for Members of the Salaried Pension Plan 2000
Pension Plan 2000 (Active Members)