IMRF Monthly Report
The Illinois Municipal Retirement Fund (IMRF) is a public pension system that provides retirement, disability, and death benefits for public employees. Employers must report IMRF wages and member and employer IMRF contributions every month for each IMRF member employed. Both employer-paid member and employer IMRF contributions must be deposited with IMRF monthly.
Menu Path
From the Human Resources menu, select State. From the State - IL menu, select IMRF Monthly Report.
Submission Period
Before the 10th of the following month. For example, you must submit the IMRF report for November by December 10th.
Selection Rule
All employees who are eligible for the IMRF pension and received wages during the selected reporting year and month are selected and reported.
Load Data
On the IL IMRF Monthly Report page, select Load.
Select the Reporting Year and Reporting Month.
Click Load, then Yes.
If data for the selected criteria is loaded, select Yes to delete and reload the data.
Save the IL IMRF Monthly Report Load Summary report and select OK.
Navigate to the folder containing the summary report file.
Inspect the file. Update data if needed.
Repeat these steps until all required data is loaded.
Maintain Data
You can correct loaded data before submitting the report. However, any corrections to information must also be updated in the source data.
On the IL IMRF Monthly Report page, filter records using the filter criteria. To enter filter criteria, select an option from the list and then select a value.
To add a record, click Add Record. Refer to Field Descriptions and enter valid information in the required fields. Select Save, then Yes.
To edit a record, select the ellipsis in the Actions column, then select Edit. Update the information and select Save.
To delete a record, select the ellipsis in the Actions column, select Delete, then select Yes.
Field Descriptions
Field | Description |
|---|---|
Year | Select the reporting year. |
Month | Select the reporting month. |
Employer Number | Select the Employer number. |
Plan Code | The Plan code. Select:
|
Employee Number | Select the Employee number. |
Additional Contribution | Enter the additional contribution amount. The value must be less than 500,000.00 and can contain up to two decimal places. |
Member Contribution | Enter the employee's IMRF member contribution. The value must be less than 500,000.00 and can contain up to two decimal places. |
Rate % | Enter the percentage of the employee's IMRF member contribution. |
Current Wages | Enter the employee's current wage amount. The value must be less than 500,000.00 and can contain up to two decimal places. |
Employer Contribution | Enter the employer's IMRF contribution. The value must be less than 500,000.00 and can contain up to two decimal places. |
Create File
On the IL IMRF Monthly Report page, select Report.
Select the Reporting Year, Reporting Month, and Employer Number.
Create a hard copy of the report to verify data before you create the electronic file:
Select Hard Copy.
Select PDF or Excel.
Select Sort by SSN or Sort by Last Name.
If you have the security to view the entire Social Security Number (without masking) and want to include the entire Social Security Number, select Print Full Social Security Number.
Select Create, then Yes.
Save the file and select OK.
Navigate to the folder containing the report file.
Inspect the file. Update data if needed.
Repeat these steps until all the required data is included.
Create the electronic file:
Select Electronic File.
Select Create, then Yes.
Save the file and select OK.
The default file name is IL IMRF Monthly Report_<Report creation date>_<Report creation time>.csv.
Follow the state's submission procedures.
Purge Data
If you need to correct setups or employee data, purge the existing records and reload the data.
On the IL IMRF Pay Period Report page, select Purge.
Select the Reporting Year and Reporting Month.
Select Submit.
Select Yes, then OK.