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| Annual reports | 2018 | 2017 | Archiv |
| Active insured | 963 | 474 | |
| Pension recipients | 5 | 3 | |
| Associated companies | 323 | 94 | |
| Interest on old-age saving 2019 | – compulsory: 1.00% – supplementary: 1.00% |
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| Conversion rates |
as of 2020 - for insured persons as of 2020 |
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| Board of foundation |
The board of foundation of Helvetia BVG Invest consists of an equal number of employer and employee representatives of the associated companies (pension funds). Elections are held every five years. Employer representatives: Employee representatives: |
| Pension model |
Semi-autonomous solution in which the risk benefits death and disability are guaranteed by Helvetia Insurance. The age risk is borne by the foundation itself. |
| Foundation management |
Helvetia Insurance, Basel |
| Investment management |
Helvetia Investment Foundation, Basel |
| Supervisory authority |
cantonal or regional office for the supervision of vested benefits |
| Auditors |
KPMG, Zurich |
| Pension fund actuary |
BERAG, Beratungsstelle für die 2. Säule AG, Basel |
| Additional information |
|
| Our pension solution | Helvetia LOB invest |
| In the following you will find all the legal documents that govern the different legal relationships of Helvetia LOB Invest Group Foundation: |
|
| Legal relationship with employees |
|
| Legal relationship with companies |
sample contract of association (The foundation instrument as well as the costs, organisation rules and election rules form an integral part of the contract of association.) |
The coverage rate1 refers as per the reporting date to the Helvetia LOB Invest Group Foundation, whose pool investment is invested in the asset allocation LOB-Mix Plus 30 at Helvetia Investment Foundation.
| Reporting date | Coverage rate |
|---|---|
| 31.10.2019 | 106.18 % |
| 30.09.2019 | 105.82 % |
| 31.08.2019 | 105.27 % |
| 31.07.2019 | 105.33 % |
| 30.06.2019 | 105.12 % |
| 31.05.2019 | 103.65 % |
| 30.04.2019 | 105.25 % |
| 31.03.2019 | 102.72 % |
| 28.02.2019 | 102.05 % |
| 31.01.2019 | 101.9 % |
| 31.12.2018 | 100.2 % |
| 31.12.2017 | 106.2 % |
| 31.12.2016 | 105.9 % |
| 31.12.2015 | 106.1 % |
1 The relevant coverage rate is based on extrapolations and is not revised. We do not provide any guarantee of completeness or accuracy.
Performance of the business years from 1.1.- 31.12.