Benefits Access Portal Reports

There are reports available to you in Benefits Access Portal that can assist you with oversight and administration of your retirement plans. These reports can be accessed on your organization’s home page in Benefits Access Portal. Two of the reports are described below.

Active Participant Report – This report provides you with an overview of comprehensive employment, compensation and plan enrollment data. Review this report periodically to ensure data for your employees is up-to-date and to determine if the status of an employee may have changed. For example, if an employee is no longer active and their employment status needs to be updated.

Contribution Activity Report – This report shows you all UMPIP or Horizon contributions received by Wespath for your employees based on a user-defined period of time.

See a list of all reports available to you by expanding the "Reports" section on the top left-hand side of the screen.

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