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HomeMy WebLinkAboutFinal Agenda Packet• • ra 0•l .14 11 Regular Meeting 7th Floor -Mayor's Conference Room Thursday, May 15, 2014 2:00 P.M. 1. CALL TO ORDER 2. APPROVAL OF MINUTES OF MARCH 20, 2014 3. CORRESPONDENCE Annual Certification for Fire Insurance Premium Distribution 4. MONTHLY STATEMENTS FOR MAR 31 & APR 30, 2014 5. MONTHLY BILLS AND PENSION PAYMENTS 6. UNFINISHED BUSINESS 7. NEW BUSINESS 8. ADJOURNMENT � ''�✓ MINUTES �'�' FIREMEN'S PENSION BOARD CITY OF RENTON March 20, 2014 Denis Law, Mayor Terri Briere, Council Finance Committee Chair (Substitute: Marci Palmer, Council Finance Committee Vice-Chair) Bonnie Walton, City Clerk Ray Barilfeaux, Fire Department Representative Bruce Phillips, Fire Department Representative Chuck Christensen, Fire Department Alternate The regular meeting of the Firemen's Pension Board was called to order by Board Member Ray Barilleaux at 2:00 p.m. in the Mayor's Conference room, 7th floor of Renton City Hall. In attendance were Board members Ray Barilleaux, Bonnie Walton, and Chuck Christenson (alternate). Also present was Jill Masunaga, Finance Department Representative. MINUTES APPROVAL MOVED BY WALTON, SECONDED BY CHRISTENSON, THE PENSION BOARD APPROVE THE MINUTES OF THE JANUARY 16, 2014 MEETING. CARRIED. CORRESPONDENCE A memorandum from Mark Peterson, Fire Chief and Emergency Services Administrator was reviewed. Peterson confirmed that by unanimous vote of the Department, Bruce Phillips was re-elected to a two-year term of office on the Firemen's Pension Board for the period January 1, 2014 through December 31, 2015. MONTHLY STATEMENT The financial reports for December 31, 2013 (final),January 31, 2014, and February 28, 2014 were reviewed. Total cash/investment balance as of February 28, 2014, was $4,760,435.79. MONTHLY BILLS AND PENSION PAYMENTS MOVED BY CHRISTENSON, SECONDED BY WALTON, THE BOARD APPROVE THE PENSION PAYMENTS FOR FEBRUARY AND MARCH 2O14 IN THE AMOUNT OF $15,019.03 FOR EACH MONTH RESPECTIVELY TO BE PAID FROM THE FIREMEN'S PENSION FUND. CARRIED. NEW BUSINESS Discussion took place regarding the need and options for obtaining current contact information for pension recipient Connie Haworth. Board Secretary Walton stated she would again seek the current information. ADJOURNMENT MOVED BY CHRISTENSON, SECONDED BY WALTON, THE MEETING OF THE FIREMEN'S PENSION BOARD BE ADJOURNED. CARRIED. Time: 2:18 p.m. �3��; `a• l,�G�� Bonnie I. Walton, City Clerk Member and Secretary, Firemen's Pension Board Next Meeting: July 17,2014 r� Denis Law "�""` _ `rrr� Mayor � � � � � � �Cl� Of.,, �Y � � � . , f i �, ...-��e.---. �—Z.;,__,.. V 6 :�="":���' 5 i ' .3- . . � .. � ' '� a � 3 �._ ' f ���� . . - . � � 1 � � `' . ; �r � . . . . . - .�: ,. �'�%�*Z O City Clerk -Bonnie I.Walton May 8, 2014 Office of the State Treasurer Attn: James Porter, Distribution Assistant P.O. Box 40209 Olympia, WA 98504-0209 Re: ` May 2014 Fire Insurance Premium Distribution Dear Mr. Porter: The following information is provided in compliance with RCW 41.16.050 in order for the City of Renton to receive the annual fire insurance premium tax: There were 138 paid firemen employed in the City of Renton Fire Department as of December 31, 2013. Sincerely, ���,�.��. �.tJ�.��f"-o�- Bonnie I. Walton . City Clerk CERTIFICATlON I, Bonnie L Walton, duly appointed and qualified City Clerk of and for the City of Renton, Washington, do,hereby certify that the above-cited information is true and correct as appearing on file in the records of the Renton Finance Departm�nt. Signed and sealed this 8th day of May 2014. X����u-� �' �G'�-�-o�`-� Bonnie 1. Walton, City Clerk 1055 South Grady Way• Renton,Washington 98057• (425)430-6510/Fax(425)430-6516• rentonwa.gov � � �•� CITY OF RENTON - FIREMEN'S PENSION FUND CASH & INVESTMENT ACTIVITY REPORT AS OF MARCH 31, 2014 Fireman's Pension Fund Comparison of Cash and Investment Activitv 6 ■2014 02013 5 � ��� � 0 4 � r, �/r F ,, ;!' �� � � -� O ���, ri �. � ° 3 �I�; ,r�; � �rr�;' y`� � ;,, 2 � �,�,,,, � ' � 1 i; r Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec dg'.� `� _ ���� [�. i a i ��i i —_" k i y t 4� .. i;�� i i:. " n, �7 ti �i� �"�i� i@�Itia i� _�x " �i a��r 4�`��*"f� � ti��d) � p -` ��u���i���-s��k re�9�'�„��� �� � '� . �.���.� �fl�' t�� ���o�ly�g�'3 ��. ��i t i .� -,s' i ,r i 4�y �y i I i a �`� �'�� a,i m �YY �+ ����� � '�'" ''�Wr/ CITY OF RENTON - FIREMEN'S PENSION FUND CASH & INVESTMENT ACTIVITY REPORT AS OF APRIL 30, 2014 Report will be distributed at the meeting on Thursday, May 15, 2014 H:\FINANCE\FINPLAN\FIREPEN\1_Fire_Pension_2014.xIsWpril14 draft (2) Page 1 5/6/2014 � � CITY OF RENTON - FIREMEN'S PENSION FUND CASH & INVESTMENT ACTIVITY REPORT AS OF APRIL 30, 2014 Fireman's Pension Fund Comparison of Cash and Investment Activity 6 ■2014 a2013 5 0 4 � ,, ,� ,� o , c 3 �� 0 � �"� ��� �, i 2 1 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 'b ( ra �;.-P �'"pw� iXf�u€h "� �`` (�i�',�,�,�c�{,y ��� � � �' ,�« '�� "�ri��, ,�' FC r (p��P �� � :,i�' [ � yy I ���'7 R �n.. i.; ���r� � r E v �71 r. . � : i 9 '7Yv � r io i . � � ��� _��t " ���. �' a�i� w � i� 1 '�"�,����}�.���T �p� :��4��..�`� � k,i i �s� 6 �� (p , Ii � �y,i F�� i a ��,Nh �� � �� t �i i irE� i' � „,,� �������t�, �����r'�9 r , '�p�� J :���f!�� +� IR£ , i .t'�-�aE� ��� H�+����"a "�` �' �r` � �1:�1�i����,� �� '��}�"'a�I' BEGINNING CASH/INV BALANCE $4,746,554.57 $4,790,246.57 $4,615,528 $4,505,541.84 $4,556,003.05 $4,556,003 RECEIPTS: Fire Insurance Premium Tax 0.00 0.00 100,000 0.00 128,865.67 100,000 Investment Interest 169.26 2,534.35 200,000 843.93 298,795.36 200,000 DISBURSEMENTS: Fire Pension 14,169.23 60,226.32 225,000 15,040.34 188,942.51 225,000 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 0.00 15,000 4,000.00 4,000.00 15,000 � � r ;���"tl�`���N��,"�'�����" , �Nk��;���`��?��',�r`t (7 ���'F ���67�,� ;��'�64,"','�'`� 3=`�"`°�;�9{�, ��a��7�'�'� ��`�,6����ZB'! �a�� � � s , � � �� � �� �E t� ��-���,; ����q ���1,I�tk��+lT �������� � a F a�''�5f �i, ���?� �s�{"�/t'u,�'� �SRf�t ��;+_;- tifi-r �� id'�' ti � � �-,.- i�i� oy� s�a�;.. iI i � �`,�' � � �;� i aiNw "�`� t��, -. ����( �d����as���,� �� � �ili� ,.�-�.f� �� i��) � r ri�tik' 4 n;? � - w. (� ����Ib�� (� ia � ,��-� u d�r � w i i� �� ��` �T i � �I � �` `i��F��*�C� � .,�?��1T lVf�? .,�a CASH/State Investment Pool $2,586,981.47 $2,600,748.83 $2,165,507.08 $2,184,316.39 INVESTMENTS: Federal National Mortgage Assn 99,555.84 99,555.84 99,555.84 99,555.84 Treasury Strips&Zero Coupon Bonds 2,038,263.18 2,038,263.18 2,217,524.06 2,217,524.06 Interest Receivable 7,754.11 7,986.72 4,758.45 4,145.55 T"C��`��t�lA �i�11��ix ��'�1tlE"�'� '�'���1,��P;ti����� , � � ��.,;����,�r' 4r:��g ,7�2,55�;�� �,°.,;���4,�7 F��;487���n�� �`_�, ��,5�1:���� The State Investment Pool interest 0.1011% 0.1138% 0.1670% 0.1789% H:\FINANCE\FINPLAN\FIREPEN\1_Fire_Pension_2014.xIs�Apr14 final Page 1 5/15/2014 � � FIREMEN'S PENSION BOARD PENSION/MEDICAL PAYMENTS FOR APRIL, 2014 � �y ! 1 ����x��i�u�``" �hi'��y ii P.��hr:i� ��� �;;��j�r i�3 „�"„��,��il��*;nl`� 7 hs i .���J�;����.� �(r `i�it.,fYl (�k��H,fi 4� �"`����(}��b - 'i'; �_ * ANKENY,Charlie(Captain) - - * BARILLEAUX, Ray(Battalion Chief) - - * BEATTEAY, Karlen (Widow) $95.24 95.24 * BERGMAN,Claudette(Widow) $14.30 1430 * CHRISTENSON,Chuck(Firefighter) $102.49 102.49 * GEISSLER, Dick(Fire Chief) - - * GOODWIN, Kathryn Lorayne(Widow) $906.63 906.63 HAWORTH,Constance(Widow) $3,187.19 3,187.19 HURST,Gerald(Firefighter)(d 01/03/2014) - - * JONES, Evelyn M. (Widow) $110.19 110.19 * LARSON,William (Firefighter) - - * LAVALLEY,Theodele(Captain) $185.19 185.19 * MATTHEW,James(Deputy Chief) - - * MC LAUGHLIN, Barbara M. (Widow) $865.46 865.46 * NEWTON,Gary(Lieutenant) $112.29 112.29 * NICHOLS,Gerald(Battalion Chief) $389.99 389.99 * PARKS-ANDREASON,Arlene(Widow) $67.19 67.19 * PHILLIPS, Bruce H. (Deputy Chief) $49.41 49.41 * PRINGLE,Arthur(Captain) $312.56 312.56 PRINGLE,S.Joan (Widow) $2,738.15 2,738.15 * RIGGLE, David E.(Firefighter D Step) - - * RUPPRECHT,Jim(Firefighter D Step) - - * SMITH, Leroy(Firefighter) $291.52 291.52 STROM, Doris(Widow) $3,495.34 3,495.34 * TODD,Tess R. (Widow) $35639 356.39 * TONDA, Lila Jean(Widow) - - * VACCA, Nick(Lieutenant) $162.49 162.49 * WALLS,Camille(Widow) - - * WALLS, Mercedes(Widow) - - * WEI55,Cheryl(Widow) $618.70 618J0 * WILLIAMS,Alta (Widow) - - * WOOTEN, Marilyn E.(Widow) $108.51 108.51 ''i��. y p�" ,, ;���".v. �T � ��"�,ru�,��s' ����=�T ,� ���� �;�C�1! $��;�.��:�3. * Adjusted to reflect a 1.22%LEOFF cost of living increase effective April 1. Prior Year Pension/Medical Payments: Total Pension Payments for April, 2013 15,040.34 Total Medical Bills Reimbursed in April, 2013 0.00 Total Expenses: Medical/Pension 15,040.34 4_SUMMARY 2014.x1s 4/8/2014 �wr+� �, FIREMEN'S PENSION BOARD PENSION/MEDICAL PAYMENTS FOR MAY,2014 �,�i�� �' �� �, N �� ��', �� � l�a�u�a'"�i�r�`�'�k �iu�i i� ���'P r � ��t���a I � �`°�; r�m � m � , Jae. �'�,a �� �� ��' i �i � � �e9���.� ��i ANKENY,Charlie(Captain) - - BARILLEAUX, Ray(Battalion Chief) - - BEATTEAY, Karlen(Widow) $95.24 95.24 BERGMAN,Claudette(Widow) $14.30 14.30 CHRISTENSON,Chuck(Firefighter) $102.49 102.49 GEISSLER, Dick(Fire Chief) - - GOODWIN, Kathryn Lorayne(Widow) $906.63 906.63 HAWORTH,Constance(Widow) $3,187.19 3,187.19 HURST,Gerald(Firefighter)(d 01/03/2014) - - JONES, Evelyn M.(Widow) $110.19 110.19 LARSON,William (Firefighter) - - LAVALLEY,Theodele(Captain) $185.19 185.19 MATTHEW,James(Deputy Chief) - - MC LAUGHLIN, Barbara M.(Widow) $865.46 865.46 NEWTON,Gary(Lieutenant) $112.29 112.29 NICHOLS,Gerald (Battalion Chief) $389.99 389.99 PARKS-ANDREASON,Arlene(Widow) $67.19 67.19 PHILLIPS, Bruce H.(Deputy Chief) $49.41 49.41 PRINGLE,Arthur(Captain) $312.56 312.56 PRINGLE,S.Joan (Widow) $2,738.15 2,738.15 RIGGLE, David E.(Firefighter D Step) - - RUPPRECHT,1im(Firefighter D Step) - - SMITH, Leroy(Firefighter) $291.52 291.52 STROM, Doris(Widow) $3,495.34 3,495.34 TODD,Tess R. (Widow) $356.39 356.39 TONDA, Lila Jean (Widow) - - VACCA, Nick(Lieutenant) $162.49 162.49 WALLS,Camille(Widow) - - WALLS, Mercedes(Widow) - - WEISS,Cheryl(Widow) $618.70 618.70 WILLIAMS,Alta (Widow) - - WOOTEN, Marilyn E.(Widow) $108.51 108.51 �°',a"�r� �`',t, i" f �to t�. i ii ����" r�w 7-�. �iI a��� ;�� -- � i,„` �+ �"'` ° �"r' A,aj�� �I q�'r;� ���� ��� :_ ?S �P����� _�' r � �-,�''�)� � ��h�� �`���H.i�*.r�I � �-4%r�;��, «f �`�'�. Prior Year Pension/Medical Payments: Total Pension Payments for May, 2013 15,040.34 Total Medical Bills Reimbursed in May,2013 0.00 Total Expenses: Medical/Pension 15,040.34 4_SUMMARY 2014.x1s 5/6/2014