Financial & Statistical

Financial & Statistical
Facts, figures, and statistical publications.
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General Income Tax Information
A tax fact sheet pertaining to loans, annuity savings funds and death benefits. Also addressed are common withholding questions as they relate to your retirement benefit.

NYSTRS by the Numbers
A statistical overview of NYSTRS, one of the nation's largest public pension systems.

A summary of the results of the annual actuarial valuation of System assets and liabilities and determination of the Employer Contribution Rate. Also refer to the Report on the 2015 Recommended Actuarial Assumptions.

NYSTRS' minority and women-owned business enterprises (MWBE) asset management and financial institution guidelines.

The MWBE asset management and financial institution strategy report pursuant to Chapter 171 of the Laws of 2010:

The Governmental Accounting Standards Board (GASB) accounting standards impact public pension plans and participating employers. Learn more on the GASB Public Pension Accounting Standards page. Required disclosure materials for employers are found here.

Schedule of Employer Allocations and Schedule of Pension Amounts by Employer:

The financial statements of the New York State Teachers' Retirement System (NYSTRS) Retired Employee Health Benefits Trust, also known as the Other Postemployment Benefits (OPEB) Trust. Funds from this trust are used to provide health insurance benefits to System retirees.

Basic Financial Statements and Required Supplementary Information:

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