This report displays employees who have terminated during the reporting month and have participated in one of the defined contribution plans (DCP) during their
period of employment. DCP includes 401(k), Roth 401(k), 457, Roth 457 and 403(b).
Report Criteria
| Category |
Benefits Administration |
| Distribution |
Agency |
| Frequency |
Monthly |
| Form |
111 |
| Sort Sequence |
| Options |
H0XCR Sort |
| Employee Name, Employee Number, Plan Type, Vendor Number |
858 |
|
| Page Break |
|
| Parameters |
HNKBA – START DATE, END DATE |
| Databases Used |
HNK, H0C, HID, HN1, HMS, H0B |
| Selection Criteria |
All employees who have terminated during the reporting month with a life-to-date defined contribution balance [(401(k), Roth 401(k), 457, Roth 457, 403(b)] greater than zero. |
| Produce Output? |
Yes |
| Request Screen |
HPRPT – Set up to run automatically with Month-End Reports. |
| Posting Report? |
No |
| Additional Notes |
Call your USPS representative when ready to run Month-End Reports. |
Report Headings
- DEDUCTIONS FROM/TO HNK.BASTDT/HNK.BAEDT
- Displays the beginning and ending dates of the reporting period.
- EMPLOYEE SSN HN1.EMPLOYEENO
- Displays the employee's SSN.
- EMPLOYEE NAME HID.RPTNAME
- Displays the employee's name.
- PLAN TYPE DERIVED
- Displays the plan type.
| Type |
Description |
| 401K |
Texa$aver |
| 401R |
Roth Texa$aver |
| 403 |
Tax Sheltered Annuity |
| 457 |
Deferred Compensation Plan |
| 457R |
Roth Deferred Compensation Plan |
- VEND NO HM1.ERSVENID
- Displays the vendor identification number.
- PROD TYPE HN1
- Displays the product code selected by the employee.
| Blank field | Not applicable to vendor |
|---|
| FA | Fixed annuity |
|---|
| MF | Mutual funds |
|---|
| SA | Savings account |
|---|
| CD | Certificate of deposit |
|---|
| GF | Group fixed annuity |
|---|
| VA | Variable annuity |
|---|
| MM | Money market |
|---|
| TL | Term life |
|---|
| WL | Whole life |
|---|
| GV | Group variable annuity |
|---|
| SC | Share certificate |
|---|
- CARRIER NAME HMS.VNDRFULLNM
- Displays the vendor name.
- L-T-D AMOUNT HN1.LTDAMTFA, HN1.LTDAMTMF, HN1.LTDAMTMM, HN1.LTDAMTSA, HN1.LTDAMTCD, HN1.LTDAMTGF, HN1.LTDAMTVA, HN1.LTDAMTTL, HN1.LTDAMTWL, HN1.LTDAMTGV, HN1.LTDTOTAMT, HN1.LTDAMTSC
- Displays the employee's life-to-date total for the product. The report displays a separate total each time an employee starts and stops a product.
- EFF FROM DATE HN1.HISTORYDT
- Displays the beginning date of the employee's defined contribution deduction.
- EFF TO DATE HN1.DEDENDDT
- Displays the ending date of the employee's defined contribution deduction.
- TERM DATE H0B.TERMDATE
- Displays the employee's termination date.
- EMPLOYEE TOTAL DERIVED
- Displays the employee's life-to-date total for all defined contribution deductions.
- AGENCY TOTAL DERIVED
- Displays the agency's life-to-date total for all defined contribution deductions.
Sample Report
REPORT: 172 UNIFORM STATEWIDE PAYROLL/PERSONNEL SYSTEM PAGE: 1
AGENCY: XXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX RUN DATE: 03/09/2012
SEPARATED EMPLOYEES WITH D.C.P. BALANCES RUN TIME: 09:43:16
DEDUCTIONS FROM 02/01/2012 TO 02/29/2012
PLAN VEND PROD L-T-D EFF FROM EFF TO TERM
EMPLOYEE SSN EMPLOYEE NAME TYPE NO TYPE CARRIER NAME AMOUNT DATE DATE DATE
------------ --------------------------- ---- ---- ---- --------------- ----------------- ---------- ---------- ----------
XXX-XX-XXX1 EMPLOYEE ONE 401K 8888 STATE STREET BA 1,512.90 11/01/2009 00/00/0000 02/29/2012
------------
** 401K/ROTH 401K TOTAL ** 1,512.90
------------
XXX-XX-XXX1 *** EMPLOYEE TOTAL *** 1,512.90
XXX-XX-XXX2 EMPLOYEE TWO 401K 8888 STATE STREET BA 17,225.79 11/01/2010 00/00/0000 02/29/2012
------------
** 401K/ROTH 401K TOTAL ** 17,225.79
457 9999 FA STATE STREET BA 69,313.92 11/01/2010 00/00/0000 02/03/2012
------------
** 457/ROTH 457 TOTAL ** 69,313.92
------------
XXX-XX-XXX2 *** EMPLOYEE TOTAL *** 86,539.71
XXX-XX-XXX3 EMPLOYEE THREE 457 9999 FA STATE STREET BA 10,250.00 10/01/2010 00/00/0000 02/17/2012
------------
** 457/ROTH 457 TOTAL ** 10,250.00
------------
XXX-XX-XXX3 *** EMPLOYEE TOTAL *** 10,250.00
XXX-XX-XXX4 EMPLOYEE FOUR 401K 8888 STATE STREET BA 432.77 09/01/2009 00/00/0000 02/29/2012
------------
** 401K/ROTH 401K TOTAL ** 432.77
------------
XXX-XX-XXX4 *** EMPLOYEE TOTAL *** 432.77
------------
*** AGENCY TOTAL *** 98,735.38
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