Delinquency Reports

Managing delinquencies is a responsibility of the Fund Administrator role and is assigned to one organization per benefit. Management of delinquencies may include keeping track of the list, cleaning up signatories, reporting delinquencies to parties outside of EPRLive, courtesy calls to delinquent employers, or more formal delinquency letters. EPRLive has four different reports available under the Fund Administration menu to assist in this process.

Delinquency Report Synopses

• Payments Due Report: Shows all contributions not fully funded by benefit and employer. Also where you can create and send delinquency letters.
• Reports Due Report: Shows all payroll reports in a status of "Due."
• Over/Short Report: Shows all contributions that are either not fully funded OR over-funded.
• Activity Report: The purpose of this report isn't to track delinquencies as the others mentioned here; however, this is a report can be used for internal reporting of delinquencies as it includes additional report information the others do not such as: number of employees, total hours, and total wages.

For more information on delinquency letters, see here.