Teacher Pension and System Reports
Investment Performance Analysis
The Investment Performance Analysis provides a thorough analysis of the Teacher Pension Fund. The report covers the overall fund, as well as the individual portfolios that comprise the fund. The analysis looks at criteria such as: asset growth, asset allocation, performance, rates of return, market cycle performance comparision, risk, return vs. risk, turnover, diversification and holdings.
Actuarial Valuation
Vermont Statutes Annotated, Title 16, Chapter 55, Section 1942, Subsection (n) requires that an approved actuary make an annual valuation of the System's assets and liabilities. The purpose of the actuarial valuation is to determine the financial condition of the retirement fund and the required state contribution to the System. The System's consulting actuary also does other special studies related to new or proposed legislation.
2016 Actuarial Report (funding)
2016 GASB No. 67 Report (accounting)
2015 Actuarial Report (funding)
2015 GASB No. 67 Report (accounting)
2014 Actuarial Report (funding)
2014 GASB No. 67 Report (accounting)
Other Reports
2016 Post Retirement Benefits Analysis
Schedule of Nonemployer Allocations and Schedule of Collective Pension Amounts - June 30, 2015
2015 Post Retirement Benefits Analysis
2014 Post Retirement Benefits Analysis
2013 Post Retirement Benefits Analysis
2012 Post Retirement Benefits Analysis
Retirement Commission Archive Page - Jan. 29, 2010
2011 Post Retirement Benefits Analysis
2010 Post Retirement Benefits Analysis
2009 Post Retirement Benefits Analysis
2008 Post Retirement Benefits Analysis
2007 Post Retirement Benefits Analysis
2006 Post Retirement Benefits Analysis
2005 Post Retirement Benefits Analysis
2004 Post Retirement Benefits Analysis
Underfunding Reports
Report of the Commission on Funding the Vermont
State Teachers' Retirement System
403(b) Plan Quarterly Reports
403(b) Plan Review for July 1-September 30, 2016
403(b) Plan Review for April 1-June 30, 2016
403(b) Plan Review for January 1-March 31, 2016
403(b) Plan Review for October 1-December 31, 2015
403(b) Plan Review for July 1-September 30, 2015
403(b) Plan Review for April 1-June 30, 2015
403(b) Plan Review for January 1-March 31, 2015
403(b) Plan Review for October 1-December 31, 2014
403(b) Plan Review for July 1-September 30, 2014
403(b) Plan Review for April 1-June 30, 2014
403(b) Plan Review for January 1-March 31, 2014
403(b) Plan Review for October 1-December 31, 2013
Single Deposit Investor Account (SDIA) Reports
SDIA Plan Review for July 1-September 30, 2016
SDIA Plan Review for April 1-June 30, 2016
SDIA Plan Review for January 1-March 31, 2016
SDIA Plan Review for October 1-December 31, 2015
SDIA Plan Review for July 1-September 30, 2015
SDIA Plan Review for April 1-June 30, 2015
SDIA Plan Review for January 1-March 31, 2015
SDIA Plan Review for October 1-December 31, 2014
SDIA Plan Review for July 1-September 30, 2014
SDIA Plan Review for April 1-June 30, 2014
SDIA Plan Review for January 1-March 31, 2014
SDIA Plan Review for October 1-December 31, 2013
MAIN PAGE: State Teachers' Retirement System
