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PERA Financial Reports

Each year, PERA releases its Comprehensive Annual Financial Report (Annual Report) to provide audited financial information on the retirement plan. It provides complete, reliable information that the PERA Board of Trustees, PERA staff, elected officials, and the public can use to evaluate PERA’s financial condition. PERA also creates a condensed version of the Annual Report called the Popular Annual Financial Report that is mailed to all members and retirees.

In addition to the Annual Report and Popular Annual Financial Report, PERA also produces an Annual Report for the PERAPlus 401(k)/457 and PERA DC Plans.

Actuarial valuations which provide a summary of the funded status of PERA are also available on this page. These valuations are produced by PERA’s actuarial consultants.

Financial Reports for previous years are available upon request at reportrequest@copera.org. This mailbox is only for Financial Reports; if you have requests for other records, please visit our CORA policy page.

DIGITAL FINANCIAL SNAPSHOT

View highlights from the 2020 Annual Report

View the 2020 Economic and Fiscal Impacts Report by Pacey Economics, Inc.