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HomeMy WebLinkAboutFinal Agenda PacketCITY OF RENTON FIREMEN'S PENSION BOARD Regular Meeting 7th Floor -Mayor's Conference Room Thursday, August 16, 2012 2:00 P.M. 1. CALL TO ORDER 2. APPROVAL OF MINUTES OF JULY 23, 2012 3. CORRESPONDENCE 4. MONTHLY STATEMENT TO JULY 31, 2012 MONTHLY BILLS AND PENSION PAYMENTS 6. UNFINISHED BUSINESS 7. NEW BUSINESS 8. ADJOURNMENT MINUTES FIREMEN'S PENSION BOARD CITY OF RENTON July 23, 2012 Denis Law, Mayor Terri Briere, Council Finance Committee Chair (Substitute: Don Persson, Council Finance Committee Member) Bonnie Walton, City Clerk Ray Barilleaux, 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 Mayor Denis Law at 2:09 p.m. in the Mayor's Conference room, 7th floor of Renton City Hall. In attendance were Board members Denis Law, Don Persson, Bonnie Walton and Chuck Christensen (alternate). MINUTES APPROVAL MOVED BY PERSSON, SECONDED BY CHRISTENSEN, THE PENSION BOARD APPROVE THE MINUTES OF THE JUNE 21, 2012 MEETING. CARRIED. CORRESPONDENCE A memorandum and cost -of -living report submitted by the Board Secretary was reviewed. MOVED BY WALTON, SECONDED BY CHRISTENSEN THE PENSION BOARD APPROVE A 2.7% COST OF LIVING INCREASE FOR WIDOWS EFFECTIVE JULY 1, 2012. CARRIED. MONTHLY STATEMENT The financial report for June 30, 2012, was reviewed. Total cash/investment balance was $4,377,577.03. MONTHLY BILLS AND PENSION PAYMENTS MOVED BY PERSSON, SECONDED BY CHRISTENSEN, THE BOARD APPROVE THE PENSION/MEDICAL PAYMENTS FOR JULY 2012, IN THE TOTAL AMOUNT OF $17,233.61 TO BE PAID FROM THE FIREMEN'S PENSION FUND. CARRIED. ADJOURNMENT MOVED BY PERSSON, SECONDED BY CHRISTENSEN, THE MEETING OF THE FIREMEN'S PENSION BOARD BE ADJOURNED. CARRIED. Time: 2:13 p.m. Bonnie I. Walton, City Clerk Member and Secretary, Firemen's Pension Board CASH & INVESTMENT ACTIVITY REPORT AS OF JULY 31, 2012 1 Report will be distributed at the meeting on Thursday, August 16, 2012 H:\FINANCE\FINPLAN\FIREPEN\1_Fire_Pension_2012.xls\JuI12 draft Page 1 08/09/2012 FIREMEN'S PENSION BOARD PENSION/MEDICAL PAYMENTS FOR AUGUST, 2012 Recipient Pension Amt Medical Total ANKENY, Charlie (Captain) $103.20 103.20 BARILLEAUX, Ray (Battalion Chief) - - BEATTEAY, Karlen (Widow) $212.94 212.94 BERGMAN, Claudette (Widow) $132.15 132.15 CHRISTENSON, Chuck (Firefighter) $237.01 237.01 GEISSLER, Dick (Fire Chief) GOODWIN, Charles (Captain) deceased 01/08/2012 - - GOODWIN, Kathryn Lorayne (Widow) $1,026.55 1,026.55 HAWORTH, Constance (Widow) $3,109.45 3,109.45 HENRY, William, Jr. (Captain) deceased 04/25/2012 - - HURST, Gerald (Firefighter) $536.68 536.68 JONES, Evelyn M. (Widow) $231.41 231.41 LARSON, William (Firefighter) - _ LAVALLEY, Theodele (Captain) $338.41 338.41 MATTHEW, James (Deputy Chief) - - MC LAUGHLIN, JACK (Battalion Chief) $995.39 995.39 NEWTON, Gary (Lieutenant) $251.08 251.08 NICHOLS, Gerald (Battalion Chief) $515.00 515.00 PARKS -AN DREASON, Arlene (Widow) $313.60 313.60 PHILLIPS, Bruce H. (Deputy Chief) $214.72 214.72 PRINGLE, Arthur (Captain) $463.41 463.41 PRINGLE, S. Joan (Widow) $2,671.37 2,671.37 RIGGLE, David E. (Firefighter D Step) $57.50 57.50 RUPPRECHT, Jim (Firefighter D Step) $93.99 93.99 SMITH, Leroy (Firefighter) $399.25 399.25 STROM, Doris (Widow) $3,410.09 3,410.09 TODD, Franklin (Firefighter) $461.75 461.75 TONDA, Lila Jean (Widow) - - VACCA, Nick (Lieutenant) $292.58 292.58 WALLS, Camille (Widow) $121.78 121.78 WALLS, Mercedes (Widow) $70.69 70.69 WEISS, Cheryl (Widow) $752.07 752.07 WILLIAMS, Alta (Widow) - - WOOTEN, Marilyn E. (Widow) $221.54 221.54 Total Expenses: Pension/Medical $17,233,61 L $0.00 1 :61 '. Prior Year Pension/Medical Payments: Total Pension Payments for August, 2011 22,957.33 Total Medical Bills Reimbursed in August, 2011 0.00 Total Expenses: Medical/Pension 22,957.33 4_SUMMARY 2012ALS 08/09/2012 � � CITY OF RENTON - FIREMEN'S PENSION FUND CASH & INVESTMENT ACTIVITY REPORT AS OF JULY 31, 2012 Fireman's Pension Fund Comaarison of Cash and Investment Activitv s e2012 ■2011 5 N � l6 0 4 � r. 0 c 3 0 � 2 1 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec = �{ d W����NG�t��'��lah�6 s-�r-i��� � li - iilJ�!��' `j�`� � _ {p���pg�`P����i -`�t iT�� rH��,� ?��l �''�:��� �� 'Z E`�� . +�L��t�i 4kt`��«h'�rt. �Lt;3kY1�I1'T:����� ��; II�I�����������iII��IIIIi�II�I�i,�I"�t�� ` lY4V�R��l�i�lik",�` �€g�� i � ����i1����Iii9i.Ili�i���� '�,� �G*��� �����'���t7�T`r'��. C) I� :��1,11�G�T. :;� ul�u� BEGINNING CASH/INV BALANCE $4,378,110.22 $4,377,696.45 $4,377,696 $4,260,417.02 $4,286,248.18 $4,286,248 RECEIPTS: Fire Insurance Premium Tax 0.00 119,667.72 100,000 0.00 115,054.06 100,000 Investment Interest' 0.00 3,416.50 200,000 917.58 269,981.38 200,000 DISBURSEMENTS: Fire Pension 17,233.61 139,338.02 525,000 22,957.33 280,887.74 525,000 Fire Pension Medical 0.00 566.04 25,000 1,259.44 3,937.68 25,000 Office/Operating Supplies 0.00 0.00 475 0.00 411.75 475 Actuarial/Firemen's Pens 0.00 0.00 0 0.00 8,350.00 15,000 �lN�1� ��;�ik . ��;����1NG�{t.,�t��,r��R�6b£� �'!,�r'. ,�������,61 ' �$4�"����� t' ; $4�23Z����3' �4,377fi�9�,�k,��i�'�'I' � ���J2(}��3'' Note: 'Investment interest not posted,month end not finalized. i �' �-.: �Cm,i }� �'n 1 J�UU{ z � �}E#� y�W yq }y- i{� ! i .. � (i .� 3 �' � ,I`� i-�-') " i���€YU�I� L�.�`� �"`,i�T���Ni�� . .�,�����F"4� ��T i , � �g}�+y.� a�'Ii ��� _ ��i i I �� ��'� (���� ������� i �y �p�lq,p���y��y�'dt Piqi�i 17 i �+ ��/ � �� �r)Tl,cf��. y.3�. ,,.'.t�,� � ��i4��u ' �i'� ���Il 4tfEfRlNIIJ ; �. �GtYi'tYF�G,'<�� CASH/State Investment Pool $1,848,664.28 $1,865,897.89 $1,527,084.64 $1,550,963.25 INVESTMENTS: Federal National Mortgage Assn 99,555.84 99,555.84 99,555.84 99,555.84 Treasury Strips&Zero Coupon Bonds 2,406,901.08 2,406,901.08 2,606,098.10 2,606,098.10 Interest Receivable 5,755.41 5,755.41 4,379.25 3,799.83 �'4'k'AL:�i�SFt�iNDINU�S ,; �' �� i �`LL ���,i��� '� � �+�. �I,876.61 '' �4,3?8z"11D.22!:'° "$4,��7;117,�#3���;�4,�6tI417.Q,2; The State Investment Pool interest 0.1764% 0.1746% 0.1561% 0.1583% H:\FINAPICE\FINPLAN\FIREPEN\1_Fire_Pension_2012.x1s\Ju112 rpt-not closed P2ge 1 08/16/2012