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In forceEmployee capital plans (PPK) (national)Last checked 11 November 2026

Quarterly information on employee capital plans (STA, knf.ppk.sta.006.001.01)

A regulatory return listed by the Polish Financial Supervision Authority (KNF), Poland.

Quarterly information on PPK under Article 52 of the PPK Act: for each target-date fund the net asset value, participants, contributions by type, withdrawals, transfer payments, returns, conversions and switches (as checked in the STA validation list). Source

Official title: Kwartalna informacja dotycząca PPK (art. 52 ustawy o PPK)

The facts

Who files
Financial institutions managing target-date funds under the PPK Act (PPK page; PPK reporting rules). Source
How often
Quarterly, reporting period RRRR-Q (PPK rules, table 1). Source
Deadline
31 May, 31 August, 30 November and 28/29 February (PPK rules, table 1); the NSS map gives 2 months after the end of the quarter (line 157). Source
Format
XML. XML file (UTF-8 without BOM) to KNF's XSD, with a header envelope and a content envelope. PTEs send it through the ATD application, TFIs as an attachment to the ESPI forms TFI_PPKNAV or TFI_PPKSTA (to the PPK chancery), insurers as an attachment to the Reporting Application templates ZU_PPKNAV or ZU_PPKSTA (PPK reporting rules, section 5). Source
How it is filed
Filing routes recorded for the KNF: ESPI (Elektroniczny System Przekazywania Informacji, Electronic Information Transmission System); Portal KNF (KNF Portal), with the Data Transmission Application (ATD); WebService KNF; CRP communication subsystem (Podsystem Komunikacji CRP), including the DORA Reporting System (SSD); e-RUP reporting forms; Aplikacja Sprawozdawcza SNU (Reporting Application); NBP SIS (reporting system of Narodowy Bank Polski). See how firms file with the KNF.
Status
In force
Legal basis
Group
Employee capital plans (PPK) (national)

Templates (0)

The library lists no templates for this return.

The STA report structure is defined in KNF's XSD schema knf.ppk.sta.006.001.01 (zip of schemas and documentation); the sections were not listed here. Source

Validation rules

29 rules, as counted from the KNF's published material. They are written for people to read; software cannot run them as published. Source

How they are written: PDF table of error codes, causes and how to correct them.

One check compares the net asset value in the STA file with the NAV file for the same period and fund.

The rules, on knf.gov.pl

How they were counted

Rows in table 6 'Objaśnienia walidacji raportu PPKSTA' of the PPK reporting rules (version 1.2), codes PPK.STA.001 to PPK.STA.029.

Counts are in the KNF'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 KNF was found on the pages checked. Source

Official documents (5)

The KNF'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 KNF's reuse terms. This describes what regulators publish. It is not legal or regulatory advice: always rely on the regulator's own text.

Źródło: Komisja Nadzoru Finansowego, www.knf.gov.pl (https://www.knf.gov.pl) and https://sprawozdawczosc.knf.gov.pl. Source: Polish Financial Supervision Authority (KNF).

Last checked 11 November 2026.