Contribution Report - Plan Summary Record
Summary data is reported per plan; therefore, employers must submit one plan summary record for each reported plan.
The following table outlines the Minnesota PERA retirement contribution report’s plan summary record positions, field names, descriptions, data type, data source or valid value, and whether the field is required.
Position | Field Name | Description | Data Type | Data source or Valid value | Required |
|---|---|---|---|---|---|
1-2 | Transaction Code | The transaction code. Each plan should have a transaction code. | Numeric | The valid value is 31. | Required |
3-8 | Employer Number | The employer’s unique identifier number assigned by PERA, where the first four digits represent the main PERA-assigned ID number, and the last two digits are the suffix code. | Numeric | The value is retrieved from the PERA Employer Number field on the Human Resources Profile - State page. | Required |
9-10 | Plan ID | The employee’s PERA plan. PERA uses the Plan ID to determine the applicable contribution rates and validate the salary, deductions, and employer contributions reported for the coverage and paid dates. | Numeric | Valid values:
The value is retrieved from the PERA Plan field on the MN PERA Contribution Table Information form accessed from the MN PERA Retirement Report page. | Required |
11 | Increase/Decrease | Indicates whether the Plan Total is a positive or negative amount. A negative amount cannot be reported for any of the DCP plans. | Alphanumeric | Valid values:
| Required |
12-23 | Plan Total | The net total of the employee deductions and employer contributions for each plan. Data must have two decimal positions with an implied decimal point. For example, $3,800.15 would appear as 000000380015. | The valid values are 000000000000 - 999999999999. This amount must equal the sum of these fields for the reported plan: Member Total + Employer Total + Additional Total. | Required | |
24 | Increase/Decrease | Indicates whether the Member Total is a positive or negative amount. A negative amount cannot be reported for any of the DCP plans. | Alphanumeric | Valid values:
| Required |
25-36 | Member Total | The net total of the Member contribution amounts. Data must have two decimal positions with an implied decimal point. For example, $3,800.15 would appear as 000000380015. | Numeric | The valid values are 000000000000 - 999999999999. This amount must equal the sum of all Member Amounts reported in the Detail Transactions Record for this plan. | Required |
37 | Increase/Decrease | Indicates whether the Employer Total is a positive or negative amount. A negative amount cannot be reported for any of the DCP plans. | Alphanumeric | Valid values:
| Required |
38-49 | Employer Total | The net total of the Employer contribution amount. Data must have two decimal positions with an implied decimal point. For example, $3,800.15 would appear as 000000380015. | Numeric | The valid values are 000000000000 - 999999999999. This amount must equal the sum of the Employer Contributions reported in the Detail Transactions Record for this plan. For the coordinated plan, this should equal the match amount. | Required |
50 | Increase/Decrease | Indicates whether the Additional Total is a positive or negative amount. A negative amount cannot be reported for any of the DCP plans. | Alphanumeric | Valid values:
| Required |
51-62 | Employer Additional Total | The net total of the Employer’s Additional contribution amount. Data must have two decimal positions with an implied decimal point. For example, $3,800.15 would appear as 000000380015. | Numeric | The valid values are 000000000000 - 999999999999. | Required |
63-68 | Number of Detail Records | The number of detail records in the plan summary record. | Numeric | The valid value is the count of detail records in the plan summary record. | Required |
69-200 | Filler | Leave blank | Not applicable | spaces | Required |