Participation Report (BN236)

Run Participation Report (BN236) to print a report of the plan participants of defined contribution and defined benefit plans.

The report shows the employee's date of birth, age, plan entry date, service requirements, and plan year compensation. Plan year compensation is from the Covered Comp field of BN56.1 (Compensation History). The report only includes employees with defined contribution and defined benefit records. The information on this report is current as of the last run of PR197 (Payroll Close).

The listing groups plan participants by

  • those who have satisfied the minimum number of hours to be eligible for a contribution,
  • those who have satisfied the minimum number of hours to prevent the year from being considered a break in service, and
  • those who have not satisfied the minimum hours of service due to a break in service.

The report uses the parameters from the Vesting Compensation form tab of BN15.1 (Benefit Plan).