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HomeMy WebLinkAboutFinal Agenda Packet AGENDA Firefighter's Pension Board Meeting 2:00 PM - Thursday, January 21, 2016 Mayor's Conference Room, 7th Floor, City Hall – 1055 S. Grady Way 1. CALL TO ORDER 2. APPROVAL OF MINUTES December 3, 2015 3. CORRESPONDENCE 4. MONTHLY STATEMENTS For November 30 & December 31, 2015 5. MONTHLY BILLS AND PENSION PAYMENTS For December 2015 & January 2016 6. UNFINISHED BUSINESS Phillips' Re-election: New Term Expires 12/31/2018 7. NEW BUSINESS 8. ADJOURNMENT M I N U T E S F I R E F I G H T E R S ’ P E N S I O N B O A R D C I T Y O F R E N T O N D e c e m b e r 3 , 2 0 1 5 D e n i s L a w , M a y o r D o n P e r s s o n , F i n a n c e C o m m i t t e e C h a i r J a s o n S e t h , C i t y C l e r k R a y B a r i l l e a u x , F i r e D e p a r t m e n t R e p r e s e n t a t i v e B r u c e P h i l l i p s , F i r e D e p a r t m e n t R e p r e s e n t a t i v e J i l l M a s u n a g o , F i n a n c e D e p a r t m e n t R e p r e s e n t a t i v e T h e r e g u l a r m e e t i n g o f t h e F i r e f i g h t e r s ’ P e n s i o n B o a r d w a s c a l l e d t o o r d e r b y M a y o r D e n i s L a w a t 2 : 0 0 p . m . i n t h e M a y o r ’ s o f f i c e , 7 t h f l o o r o f R e n t o n C i t y H a l l . I n a t t e n d a n c e w e r e B o a r d m e m b e r s M a y o r D e n i s L a w , F i n a n c e C o m m i t t e e C h a i r D o n P e r s s o n , C i t y C l e r k J a s o n S e t h , a n d F i r e D e p a r t m e n t R e p r e s e n t a t i v e s R a y B a r i l l e a u x a n d B r u c e P h i l l i p s . J i l l M a s u n a g o , F i n a n c e D e p a r t m e n t R e p r e s e n t a t i v e , w a s a l s o i n a t t e n d a n c e . M I N U T E S A P P R O V A L M O V E D B Y B A R I L L E A U X , S E C O N D E D B Y P E R S S O N , T H E P E N S I O N B O A R D A P P R O V E T H E M I N U T E S O F T H E S E P T E M B E R 1 7 , 2 0 1 5 M E E T I N G . C A R R I E D . M O N T H L Y S T A T E M E N T T h e f i n a n c i a l r e p o r t s o f S e p t e m b e r a n d O c t o b e r 2 0 1 5 w e r e r e v i e w e d . T o t a l c a s h / i n v e s t m e n t b a l a n c e w a s , a s o f O c t o b e r 3 1 , 2 0 1 5 , $ 5 , 0 1 5 , 9 4 8 . 8 8 . M O N T H L Y B I L L S A N D P E N S I O N P A Y M E N T S M O V E D B Y B A R I L L E A U X , S E C O N D E D B Y P H I L L I P S , T H E B O A R D A P P R O V E T H E P E N S I O N / M E D I C A L P A Y M E N T S O F $ 1 6 , 7 9 1 . 6 6 F O R O C T O B E R 2 0 1 5 A N D $ 1 6 , 7 9 1 . 6 6 F O R N O V E M B E R 2 0 1 5 T O B E P A I D B Y T H E F I R E F I G H T E R S ’ P E N S I O N F U N D . C A R R I E D . U N F I N I S H E D B U S I N E S S N o n e . N E W B U S I N E S S B r u c e P h i l l i p s ’ t e r m e x p i r e s o n 1 2 / 3 1 / 2 0 1 5 . B a l l o t s h a v e b e e n s e n t t o f i r e f i g h t e r s t o e i t h e r r e e l e c t P h i l l i p s o r s e l e c t a n e w b o a r d m e m b e r . T h e r e s u l t s w i l l b e i n c l u d e d i n t h e n e x t F i r e f i g h t e r s ’ P e n s i o n a g e n d a p a c k e t . A D J O U R N M E N T M a y o r L w a d j o u r n e d t h e m e e t i n g a t 2 : 1 2 p . m . s o n S e t h , C i t y C l e r k S e c r e t a r y , F i r e f i g h t e r s ’ P e n s i o n B o a r d A G E N D A I T E M # 2 . CITY OF RENTON - FIREMEN'S PENSION FUND CASH & INVESTMENT ACTIVITY REPORT AS OF NOVEMBER 30, 2015 Fireman's Pension Fund Comparison of Cash and Investment Activity CURRENT 2015 2015 LAST YEAR 2014 2014 ACTIVITY: MONTH YTD BUDGET CURR MO ACTUAL BUDGET BEGINNING CASH/INV BALANCE $5,015,948.88 $5,040,981.49 $4,675,053 $4,766,893.81 $4,790,246.57 $4,615,528 RECEIPTS: Fire Insurance Premium Tax 0.00 146,358.02 143,000 0.00 142,705.88 100,000 Investment Interest 315,573.48 327,731.91 327,732 305,461.06 312,909.53 200,000 DISBURSEMENTS: Fire Pension 16,791.66 188,565.72 200,000 16,144.55 204,405.49 225,000 Fire Pension Medical 0.00 0.00 0 0.00 0.00 0 Office/Operating Supplies 0.00 0.00 475 0.00 475.00 475 Actuarial/Firemen's Pens 0.00 11,775.00 10,000 0.00 0.00 15,000 ENDING CASH/INV BALANCE $5,314,730.70 $5,314,730.70 $4,935,310 $5,056,210.32 $5,040,981.49 $4,675,053 CURRENT PREVIOUS LAST YEAR LAST YEAR ACTIVITY: MONTH MONTH CURR MO PREV MO CASH/State Investment Pool $2,742,154.49 $2,284,438.54 $2,579,975.92 $2,621,815.49 INVESTMENTS: Federal National Mortgage Assn 852,855.63 852,855.63 599,278.13 99,555.84 Treasury Strips & Zero Coupon Bonds 1,709,638.98 1,868,831.88 1,868,831.88 2,038,263.18 Interest Receivable 10,081.60 9,822.83 8,124.39 7,259.30 TOTAL CASH AND INVESTMENTS $5,314,730.70 $5,015,948.88 $5,056,210.32 $4,766,893.81 The State Investment Pool interest 0.1677% 0.1874% 0.0916% 0.0987% 1 2 3 4 5 6 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Mi l l i o n s o f D o l l a r s 2015 2014 H:\FINANCE\FINPLAN\FIREPEN\1_Fire_Pension_2015.xls\Nov15 Page 1 1/15/2016 AGENDA ITEM #4. CITY OF RENTON - FIREMEN'S PENSION FUND CASH & INVESTMENT ACTIVITY REPORT AS OF DECEMBER 31, 2015 Fireman's Pension Fund Comparison of Cash and Investment Activity CURRENT 2015 2015 LAST YEAR 2014 2014 ACTIVITY: MONTH YTD BUDGET CURR MO ACTUAL BUDGET BEGINNING CASH/INV BALANCE $5,314,730.70 $5,040,981.49 $4,675,053 $5,056,210.32 $4,790,246.57 $4,615,528 RECEIPTS: Fire Insurance Premium Tax 0.00 146,358.02 143,000 0.00 142,705.88 100,000 Investment Interest 0.00 327,731.91 327,732 915.72 312,909.53 200,000 DISBURSEMENTS: Fire Pension 16,581.61 205,147.33 200,000 16,144.55 204,405.49 225,000 Fire Pension Medical 0.00 0.00 0 0.00 0.00 0 Office/Operating Supplies 0.00 0.00 475 0.00 475.00 475 Actuarial/Firemen's Pens 0.00 11,775.00 10,000 0.00 0.00 15,000 ENDING CASH/INV BALANCE $5,298,149.09 $5,298,149.09 $4,935,310 $5,040,981.49 $5,040,981.49 $4,675,053 CURRENT PREVIOUS LAST YEAR LAST YEAR ACTIVITY: MONTH MONTH CURR MO PREV MO CASH/State Investment Pool $2,726,310.41 $2,742,154.49 $2,564,903.66 $2,579,975.92 INVESTMENTS: Federal National Mortgage Assn 852,855.63 852,855.63 599,278.13 599,278.13 Treasury Strips & Zero Coupon Bonds 1,709,638.98 1,709,638.98 1,868,831.88 1,868,831.88 Interest Receivable 9,344.07 10,081.60 7,967.82 8,124.39 TOTAL CASH AND INVESTMENTS $5,298,149.09 $5,314,730.70 $5,040,981.49 $5,056,210.32 The State Investment Pool interest 0.2532% 0.1677% 0.1052% 0.0916% 1 2 3 4 5 6 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Mi l l i o n s o f D o l l a r s 2015 2014 H:\FINANCE\FINPLAN\FIREPEN\1_Fire_Pension_2015.xls\Dec draft Page 1 1/15/2016 AGENDA ITEM #4. FIREFIGHTERS' PENSION BOARD PENSION/MEDICAL PAYMENTS FOR DECEMBER, 2015 Recipient Pension Amt Medical Total ANKENY, Charlie (Captain) $88.90 88.90              BARILLEAUX, Ray (Battalion Chief)‐‐                 BEATTEAY, Karlen (Widow)  (deceased 11/28/15)‐‐                 BERGMAN, Claudette (Widow) $125.02 125.02            CHRISTENSON, Chuck (Firefighter) $233.37 233.37            GEISSLER, Dick (Fire Chief)‐‐                 GOODWIN, Kathryn Lorayne (Widow) $1,066.46 1,066.46         HAWORTH, Constance (Widow) $3,315.95 3,315.95         JONES, Evelyn M. (Widow) $228.64 228.64            LARSON, William (Firefighter)‐‐                 LAVALLEY, Theodele (Captain) $337.73 337.73            MATTHEW, James (Deputy Chief)‐‐                 MC LAUGHLIN, Barbara M. (Widow) $928.08 928.08            NEWTON, Gary (Lieutenant) $247.46 247.46            NICHOLS, Gerald (Battalion Chief) $437.10 437.10            PARKS‐ANDREASON, Arlene (Widow) $209.18 209.18            PHILLIPS, Bruce H. (Deputy Chief) $97.86 97.86              PRINGLE, Arthur (Captain) $469.85 469.85            PRINGLE, S. Joan (Widow) $2,848.77 2,848.77         RIGGLE, David E. (Firefighter D Step) $45.40 45.40              RUPPRECHT, Jim (Firefighter D Step) $84.00 84.00              SMITH, Leroy (Firefighter) $407.60 407.60            STROM, Doris (Widow) $3,636.56 3,636.56         TODD, Tess R. (Widow) $473.72 473.72            TONDA, Lila Jean (Widow)‐‐                 VACCA, Nick (Lieutenant) $292.75 292.75            WALLS, Camille (Widow) $112.66 112.66            WALLS, Mercedes (Widow)‐‐                 WEISS, Cheryl (Widow) $674.97 674.97            WILLIAMS, Alta (Widow)‐‐                 WOOTEN, Marilyn E. (Widow) $219.58 219.58              Total Expenses:  Pension/Medical $16,581.61 $0.00 $16,581.61 Total Pension Payments for December, 2014 16,144.55 Total Medical Bills Reimbursed in December, 2014 0.00 Total Expenses:  Medical/Pension 16,144.55 Prior Year Pension/Medical Payments: 4_SUMMARY 2015.xls 12/4/2015 AGENDA ITEM #5. FIREFIGHTERS' PENSION BOARD PENSION/MEDICAL PAYMENTS FOR JANUARY, 2016 Recipient Pension Amt Medical Total ANKENY, Charlie (Captain) $88.90 88.90              BARILLEAUX, Ray (Battalion Chief)‐‐                 BERGMAN, Claudette (Widow) $125.02 125.02            CHRISTENSON, Chuck (Firefighter) $233.37 233.37            GEISSLER, Dick (Fire Chief)‐‐                 GOODWIN, Kathryn Lorayne (Widow) $1,066.46 1,066.46         HAWORTH, Constance (Widow) $3,315.95 3,315.95         JONES, Evelyn M. (Widow) $228.64 228.64            LARSON, William (Firefighter)‐‐                 LAVALLEY, Theodele (Captain) $337.73 337.73            MATTHEW, James (Deputy Chief)‐‐                 MC LAUGHLIN, Barbara M. (Widow) $928.08 928.08            NEWTON, Gary (Lieutenant) $247.46 247.46            NICHOLS, Gerald (Battalion Chief) $437.10 437.10            PARKS‐ANDREASON, Arlene (Widow) $209.18 209.18            PHILLIPS, Bruce H. (Deputy Chief) $97.86 97.86              PRINGLE, Arthur (Captain) $469.85 469.85            PRINGLE, S. Joan (Widow) $2,848.77 2,848.77         RIGGLE, David E. (Firefighter D Step) $45.40 45.40              RUPPRECHT, Jim (Firefighter D Step) $84.00 84.00              SMITH, Leroy (Firefighter) $407.60 407.60            STROM, Doris (Widow) $3,636.56 3,636.56         TODD, Tess R. (Widow) $473.72 473.72            TONDA, Lila Jean (Widow)‐‐                 VACCA, Nick (Lieutenant) $292.75 292.75            WALLS, Camille (Widow) $112.66 112.66            WALLS, Mercedes (Widow)‐‐                 WEISS, Cheryl (Widow) $674.97 674.97            WILLIAMS, Alta (Widow)‐‐                 WOOTEN, Marilyn E. (Widow) $219.58 219.58              Total Expenses:  Pension/Medical $16,581.61 $0.00 $16,581.61 Total Pension Payments for January, 2015 18,269.67 Total Medical Bills Reimbursed in January, 2015 0.00 Total Expenses:  Medical/Pension 18,269.67 Prior Year Pension/Medical Payments: 4_SUMMARY 2016.xls 1/15/2016 AGENDA ITEM #5. F I R E & E M E R G E N C Y S E R V I C E S c i ’ t M E M O R A N D U M D A T E : D e c e m b e r 1 6 , 2 0 1 6 T O : J a s o n S e t h , C i t y C l e r k F R O M : M a r k P e t e r s o n , F i r e C h i e f / E m e r g e n c y S e r v i c e s A d m i n i s t r a t o r S U B J E C T : F i r e m e n ’ s P e n s i o n B o a r d V o t i n g R e s u l t s A n e l e c t i o n w a s c o n d u c t e d t o f i l l t h e v a c a n c y c r e a t e d b y t h e e x p i r a t i o n o f B r u c e P h i l l i p ’ s t e r m a s t h e D e p a r t m e n t ’ s r e p r e s e n t a t i v e o n t h e C i t y o f R e n t o n F i r e m e n ’ s P e n s i o n B o a r d . B y u n a n i m o u s v o t e , B r u c e P h i l l i p s h a s b e e n e l e c t e d f o r t h i s t w o - y e a r t e r m o f o f f i c e e f f e c t i v e f r o m J a n u a r y 1 , 2 0 1 6 t o D e c e m b e r 3 1 , 2 0 1 8 . T h a n k y o u . M P / j b C : C h a d M i c h a e l , D e p u t y C h i e f , S a f e t y & S u p p o r t S e r v i c e s A G E N D A I T E M # 6 .