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PBGC Pension Data

PBGC Pension Data MCP for AI. Analyze rates, plan structures, and financial aid records.

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
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Connect to your AI in seconds.

PBGC Pension Data lets your AI agent access official U.S. Pension Benefit Guaranty Corporation records. It queries single and multiemployer plans, retrieves critical ERISA 4044 interest assumptions, and tracks financial assistance payments.

Use it to analyze US pension plan health and regulatory metrics for compliance or valuation.

What your AI can do

List erisa 4044 rates

Retrieves the official ERISA 4044 interest assumptions (select/ultimate rates) for a given period.

List financial assistance

Lists and details financial assistance payments made by PBGC to multiemployer plans over specific fiscal years.

List multiemployer plans

Provides a list of currently active multiemployer pension plans insured under the PBGC umbrella.

+ 1 more capabilities included
Query ERISA Interest Rates

Retrieves specific interest assumptions (select and ultimate rates) mandated by ERISA 4044 for actuarial valuation.

List Active Single-Employer Plans

Filters and lists current pension plans associated with a single corporate entity using EIN or state data.

List Multiemployer Plans

Provides comprehensive lists of active multiemployer pension plans insured by the PBGC.

Track Financial Assistance Payments

Analyzes and lists specific financial assistance payments made by the PBGC to large, joint-effort plans over time.

Included with Plan

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AI Agent

PBGC Pension Data MCP Server: 4 Tools for Pension Analysis

Use these four tools to query specific pension data points, including interest assumptions, single/multi-employer plan status, and financial assistance records.

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List Erisa 4044 Rates

Retrieves the official ERISA 4044 interest assumptions (select/ultimate rates) for a given period.

List Financial Assistance

Lists and details financial assistance payments made by PBGC to multiemployer plans...

List Multiemployer Plans

Provides a list of currently active multiemployer pension plans insured under the...

List Single Employer Plans

Lists and filters active single-employer pension plans by criteria like EIN or state.

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Claude AI

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The PBGC Pension Data integration is available immediately — no restart needed.

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by PBGC. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This connection provides 4 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.

Tracking pension statuses used to take hours of cross-referencing.

Before MCP Servers, checking the status of a plan—whether it was single-employer or multiemployer, and if it was even insured—meant manually navigating multiple PBGC government pages. You'd copy an EIN here, check a rate table there, and then cross-reference a payout year on a third site. The process was slow, brittle, and highly prone to human error.

Now, you just ask your agent. Whether it's checking `list_single_employer_plans` by state or verifying the scope using `list_multiemployer_plans`, the data comes back structured and ready for your analysis. You spend minutes on what used to take half a day.

PBGC Pension Data MCP Server: Get plan rates and records instantly.

The hardest part of compliance is knowing the precise financial assumptions required for valuation. Manually finding the right ERISA 4044 interest rate based on a fiscal quarter and year is a massive bottleneck. You're always worried if you used the 'select' or 'ultimate' rate.

With `list_erisa_4044_rates`, that uncertainty disappears. You pull the exact, historical rates required for your valuation model in a single step. The output isn't just data; it’s actionable intelligence.

What your AI can actually do with this

Your AI client gives you direct access to the PBGC Pension Data repository. It’s built for analyzing U.S. pension plans, letting your agent query records from both single and multiemployer entities without forcing you to jump across government websites.

When you're doing compliance or valuation work, this server lets you track official PBGC data. You can get a clear picture of the health of US pensions by running specific queries on plan details, financial assumptions, and assistance payments.

To start tracking plans, you use list_single_employer_plans. This tool filters and lists active pension plans tied to just one corporate entity. You can narrow down those results using an EIN or a state designation. For bigger operations, list_multiemployer_plans gives you comprehensive lists of all the multiemployer pension plans insured under PBGC's umbrella.

For actuarial calculations, you need rates. Running list_erisa_4044_rates retrieves the official ERISA 4044 interest assumptions—both the select and ultimate rates—for a specific time period. Actuaries rely on these exact numbers when determining present value for annuity valuations.

To analyze financial stability, you use list_financial_assistance. This lets your agent list and detail every financial assistance payment PBGC has made to multiemployer plans over specific fiscal years. It’s how you track the money flowing into large, joint-effort pension structures.

Basically, if you need data on a plan's status, its required interest assumptions, or how much aid it got from PBGC, your agent handles it for you.

Built · Hosted · Managed by Vinkius PBGC Pension Data MCP Server - Plan & Rate Queries
Server ID 019e38d4-01fd-7224-ba84-f6a020753d44
Vinkius Inspector
Compliance Grade F
Score 3.6/100
Vinkius Inspector Badge — Score 3.6/100

Questions you might have

How do I find out if a plan is multiemployer using list_multiemployer_plans? +

Running list_multiemployer_plans gives you the official roster of plans insured by PBGC that cover multiple employers. This confirms its scope and coverage type immediately.

Can I check a single company's plan status with list_single_employer_plans? +

Yes, list_single_employer_plans lets you filter active plans by EIN or state. This is the correct tool when dealing with a pension run by one corporate entity.

Do I need to use list_erisa_4044_rates for every calculation? +

Yes, if you are performing an actuarial valuation that requires determining the present value of annuities, you must retrieve rates using list_erisa_4044_rates.

What is list_financial_assistance used for? +

list_financial_assistance tracks and reports on payments made by PBGC to multiemployer plans. It helps you analyze the amount of financial aid received over specific fiscal years.

How do I authenticate my requests when using list_single_employer_plans? +

You must pass your PBGC API Key in the request header. The server validates this key before executing any query, which ensures secure and authorized access to all pension data.

What specific parameters can I use when calling list_single_employer_plans? +

You can filter results using the Plan Number, EIN, or State code. Providing a combination of these parameters narrows your search and significantly improves query performance.

If I run many queries quickly, like calling list_multiemployer_plans repeatedly, what happens? +

The API enforces a rate limit to prevent overuse. If you exceed the quota, your client will receive a 429 error code. You must implement backoff logic in your agent workflow.

If I use list_multiemployer_plans first, how do I get the correct rates using list_erisa_4044_rates? +

You must extract the specific Plan ID from the multiemployer plan list. Then, pass that exact identifier to the rate tool; this ensures you retrieve accurate valuation data for that plan.

How can I filter single-employer pension plans for a specific state? +

You can use the list_single_employer_plans tool and provide the two-letter state code (e.g., 'NY' or 'CA') in the state parameter to get localized results.

Can I retrieve ERISA 4044 interest rates for a specific year and quarter? +

Yes! The list_erisa_4044_rates tool accepts optional year and quarter parameters to fetch the exact interest assumptions you need for valuation.

Is it possible to see financial assistance payments by fiscal year? +

Absolutely. Use the list_financial_assistance tool and specify the fiscal_year (e.g., 2023) to see all payments made to multiemployer plans during that period.

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