IMRF Pay Period 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 adjustments to IMRF wages and member and employer IMRF contributions every pay period 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 Pay Period 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 check issue period are selected and reported.
Setup
Retirement Deductions
Before generating the IMRF Pay Period report, enter valid information in the required fields on the IL IMRF Pay Period Report - Setup - Retirement Deductions page.
On the IL IMRF Pay Period Report page, select Setup, and then select Retirement Deductions.
Filter records using the filter criteria. To enter filter criteria, select an option from the list, select an operator and a value, then select Add.
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 |
|---|---|
Deduction Type | The type of deduction. Select:
|
IMRF Code | Select the IMRF code. The codes are retrieved from the Deductions reference table. |
IMRF Secondary Code | Select the IMRF secondary code. The codes are retrieved from the Deductions reference table. |
Plan Code | The Plan code. Select:
|
Employer ID | Enter the employer's ID. Use the last four digits of the nine-digit Employer SSA Number, preceded by a zero. Otherwise, if the employer joined IMRF on or after January 9, 1993, use the five-digit identification number issued by IMRF, including the leading zero. The limit is five numeric characters. |
Employer Name | Enter the employer's name. The limit is 20 characters. |
Load Data
On the IL IMRF Pay Period Report page, select Load.
Select the Report Date, Check Issue Start Date, and Check Issue End Date.
The Report Date defaults to today’s date.Select Include Employer Contributions to add employer contributions to the Wages and Member contribution for the same plan and employer.
Click Load, then Yes.
If data for the selected criteria is loaded, select Yes to delete and reload the data.
Save the IL IMRF Pay Period 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 Pay Period Report page, filter records using the filter criteria. To enter filter criteria, select an option from the list, select an operator and a value, then select Add.
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 |
|---|---|
Employer Number | Enter the Employer number. Use the last four digits of the nine-digit Employer SSA Number, preceded by a zero. Otherwise, if the employer joined IMRF on or after January 9, 1993, use the five-digit identification number issued by IMRF, including the leading zero. The limit is five characters. |
Report Date | Select the date for the report. |
Payment Date | Select the date when wages are paid. |
Period Start Date | Select the beginning date for the reporting period. |
Period End Date | Select the ending date for the reporting period. |
Plan Code | The Plan code. Select:
|
Employee Number | Select the Employee number. |
Final Wages | Indicates if the wage amount is final. |
Voluntary Additional Contribution | Enter the voluntary additional contribution amount. The value must be less than 500,000.00 and can contain up to two decimal places. |
Member ID | Enter the employee's IMRF Member ID. |
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. |
Reportable Wages | Enter the employee's reportable wage amount. |
Overtime | Enter the employee's overtime pay amount. |
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 Pay Period Report page, select Report.
Select the Report Date and Employer Number.
The Report Date must be the last day of the month.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 Pay period 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 Report Date, Check Issue Start Date, and Check Issue End Date.
Select Submit.
Select Yes, then OK.