Overview
The UCRP Supplemental Interest Assessment is not included in the CBR and is assessed on Non-Federal funding sources only. The employer contribution is uniform, applying to all UCRP active members, regardless of their tier or membership class. The assessment rates are determined by UCOP.
Interest Assessment Rates
Below are the UCRP Supplemental Interest Assessment Rates for the current fiscal year and beyond. Note that projected rates are estimates for planning purposes only and are subject to change.
Note: For Fiscal years 2026 and beyond, the rates are estimates to be confirmed each year in June.
|
Fiscal Year |
2023 |
2024 |
FY25 |
FY26 |
FY27 |
FY28 |
FY29-42 |
|---|---|---|---|---|---|---|---|
|
Interest Assessment Rate |
0.30% |
0.68% |
0.66% |
0.70% |
0.72% |
0.75% |
0.77% |