Line4

In forceOccupational pension undertakings (national)Last checked 11 November 2026

Occupational pension undertakings: national annual report (tpna_v3)

A regulatory return listed by the Finansinspektionen (Swedish Financial Supervisory Authority) (FI), Sweden.

National annual data from occupational pension undertakings (appendix 1 to FFFS 2019:22, sections A to K): income statement, balance sheet, result specifications, insurance portfolio, actuarial analysis, technical provisions, bonus calculations, solvency (own funds, minimum and risk-sensitive capital requirements), future cash flows, infrastructure investments and cross-border business. Source

Official title: Tjänstepension År

The facts

Who files
All occupational pension undertakings (4 kap. 5 §). Source
How often
As at 31 December (4 kap. 7 §). Source
Deadline
No later than 14 weeks after 31 December (4 kap. 7 §). Source
Format
Other. Filed in FIDAC as a JSON file built on FI's JSON schema for module tpna_v3. Filed through FI's periodic reporting tool. Source
How it is filed
Filing routes recorded for the FI: Reporting Portal (Rapporteringsportalen); FIDAC (Finansinspektionen Data Collection); Periodic Reporting (Periodisk rapportering, older web system); Ownership reporting system (Ägarrapportering); TRS 2 (transaction reporting system); Email and post. See how firms file with the FI.
Status
In force
Legal basis
Group
Occupational pension undertakings (national)

Templates (24)

The tables and forms inside the return. Plain name first, the FI's code in brackets.

  • Information (A.00.00)
  • Income statement (A.01.01)
  • Balance sheet (A.02.01)
  • Balance sheet: specification of outstanding claims (A.02.02)
  • Specification of results (A.03.01)
  • Specification of investment return (A.03.02)
  • Insurance portfolio (A.04.01)
  • Actuarial analysis of results, expense assumptions, guarantees and options (A.05.01)
  • Mortality, transfer, surrender and cancellation assumptions (A.05.02)
  • Analysis of morbidity assumptions (A.05.03)
  • Analysis of technical provisions (A.06.01)
  • Analysis of results under bonus rules (A.07.01)
  • Solvency: own funds (A.08.01)
  • Solvency: minimum capital requirement (A.08.02)
  • Solvency: risk-sensitive capital requirement, market risk (A.08.03)
  • Solvency: risk-sensitive capital requirement, credit quality steps (A.08.04)
Show all 24 templates
  • Solvency: risk-sensitive capital requirement, currencies in currency risk (A.08.05)
  • Solvency: risk-sensitive capital requirement, insurance risk and summary (A.08.06)
  • Solvency: other specifications (A.08.07)
  • Future cash flows (A.09.01)
  • Infrastructure investments (A.10.01)
  • Cross-border business: premiums (A.11.01)
  • Cross-border business: claims (A.11.02)
  • Cross-border business: totals (A.11.03)

Sheets of the technical description in FI's schema package. Source

Validation rules

The FI publishes the checks it runs on this return. They could not be counted from the published material. They are written for people to read; software cannot run them as published. Source

How they are written: Excel copies of the forms with checks described in the cells, plus an information note.

Checks run in three steps: schema check, mandatory fields (marked blue), then summation and other checks with a rule number; the note lists corrections up to 2023-02-28.

The rules, on fi.se

How they were counted

Not counted: FI's files describe the checks as sum formulas and colour-coded mandatory cells inside copies of the forms, with rule numbers only for some checks.

Counts are in the FI's own unit, so they are not comparable with other regulators' counts.

Public data

No published data from this return was found. No data from this return published by FI was found on the pages checked. Source

Official documents (5)

The FI's own files, with the size and SHA-256 fingerprint of each as downloaded on 11 November 2026, so anyone can tell whether a copy is the same version.

Sources

Every page and document this return's facts were read from.

Knowing exactly what is collected, in what format and under which rules is the first step to real-time supervision. Line4 builds SupTech software for financial regulators that runs checks like these as each return arrives.

Line4's text and records here are free to reuse under CC BY 4.0. Please credit: “Source: Line4 regulatory submissions library (CC BY 4.0), https://www.line4.ai”. The regulators' documents, forms, taxonomies, rules and data belong to them: see FI's reuse terms. This describes what regulators publish. It is not legal or regulatory advice: always rely on the regulator's own text.

Source: Finansinspektionen (https://www.fi.se). Documents copied here are unchanged. The plain-English summaries are Line4's own; Finansinspektionen does not endorse this library.

Last checked 11 November 2026.