Mission
The Carleton University Pension Fund Management oversees the Carleton University Retirement Plan, which was established in 1948. It manages the assets supporting the retirement benefits for its members, focusing on providing minimum guarantee pensions and money purchase pensions while ensuring effective communication and exceptional member service.
Basic Information
Tax-Exempt
Founded in
Not Reported
EIN
98-0038349
Total Assets
$1.25 billion
At a Glance
Pension Fund Overview
Learn about the structure and components of the Carleton University Retirement Plan.
Responsible Investing Policies
Explore Carleton’s commitment to responsible investing and partnerships within the community.
Pension Committee Leadership
Meet the leadership team responsible for administering the retirement plan.
Impact Stats
106%
Funded Status Percentage
Funded Status
Demonstrated strong financial stability of the pension fund with funding status exceeding the benchmark.
$79,670,703
Annual Benefits Paid (CAD)
Annual Benefits Paid
Total annual benefits paid to the members of the retirement plan.
4,746
Total Members
Number of Plan Members
Total number of members enrolled in the Carleton University Retirement Plan.
Impact Reports
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