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HomeMy WebLinkAboutFinal Agenda PacketCITY OF RENTON FIREMEN'S PENSION BOARD Regular Meeting 7th Floor -Mayor's Conference Room **Wednesday, January 18,2012** **2:30 P.M. ** 1. CALL TO ORDER 2. APPROVAL OF MINUTES OF DECEMBER 15, 2011 3. CORRESPONDENCE 4. MONTHLY STATEMENT TO DECEMBER 31, 2011 5. MONTHLY BILLS AND PENSION PAYMENTS 6. UNFINISHED BUSINESS 7. NEW BUSINESS 2012 Meeting Schedule 8. ADJOURNMENT MINUTES FIREMEN'S PENSION BOARD CITY OF RENTON December 15, 2011 Denis Law, Mayor Don Persson, Council Finance Committee Chair 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 2:00 p.m. in the Mayor's Conference room, 7th floor of Renton City Hall. In attendance were Board members Denis Law, Ray Barilleaux, Bruce Phillips, Don Persson and Don Persson. Also present was Jill Masunaga, Finance Department representative. MINUTES APPROVAL MOVED BY BARILLEAUX, SECONDED BY PHILLIPS, THE PENSION BOARD APPROVE THE MINUTES OF THE NOVEMBER 16, 2011 MEETING. CARRIED. CORRESPONDENCE A memo from Fire Chief Mark Peterson was reviewed, confirming that by unanimous vote, Bruce Phillips has been reelected to a two-year term of office as a member of the Firemen's Pension Board effective January 1, 2012 to December 31, 2013. MONTHLY STATEMENT The financial report as of November 30, 2011, was reviewed. Total cash/investment balance was $4,401,049.26. MONTHLY BILLS AND PENSION PAYMENTS MOVED BY PHILLIPS, SECONDED BY BARILLEAUX, THE BOARD APPROVE THE PENSION/MEDICAL PAYMENTS FOR DECEMBER 2012, IN THE TOTAL AMOUNT OF $23,824.36 TO BE PAID FROM THE FIREMEN'S PENSION FUND. CARRIED. It was noted by Jill Masunaga that Kathryn Goodwin received $500 for Charles Goodwin's funeral expenses per RCW 41.18.140. NEW BUSINESS The Board expressed appreciation to Don Persson for his time and effort serving on the Firemen's Pension Board. The new Finance Committee Chair for 2012 will be Councilmember Terri Briere. ADJOURNMENT MOVED BY BARILLEAUX, SECONDED BY PERSSON, THE MEETING OF THE FIREMEN'S PENSION BOARD BE ADJOURNED. CARRIED. Time: 2:09 p.m. Bonnie I. Walton, City Clerk Member and Secretary, Firemen's Pension Board CITY OF PENSION CASH & INVESTMENT ACTIVITY REPORT vra,14 - vla/ 0 L 0 4 0 0 U) 3 0 2 1 Fireman's Pension Fund Comparison of Cash and Investment Activity Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec BEGINNING CASH/INV BALANCE $4,401,049.26 $4,286,248.18 RECEIPTS: 200,000 725.57 Fire Insurance Premium Tax 0.00 115,054.06 Investment Interest 0.00 269,401.12 DISBURSEMENTS: 0.00 5,149.19 Fire Pension 23,457.33 280,887.74 Fire Pension Medical 0.00 3,570.65 Office/Operating Supplies 108.71 411.75 Actuarial/Firemen's Pens 0.00 8,350.00 Reimb General/Clerical & Acct 0.00 0.00 $3,895,540 $4,311,548.90 $4,332,817.48 $3,895,540 100,000 0.00 112,686.00 100,000 200,000 725.57 206,044.57 200,000 525,000 25,656.35 359,681.47 525,000 25,000 0.00 5,149.19 25,000 475 369.94 469.21 475 15,000 0.00 0.00 0 0 0.00 0.00 0 H:\FINANCE\FINPLAN\FIREPEN\1_Fire_Pension_2012.xls\Dec11 draft Page 1 01/12/2012 CURRENT PREVIOUS LAST; YEAR '. LAST YEAR !' ACTIVITY: MONTH MONTH CURR MO PREV MO CASH/State Investment Pool $1,866,053.36 $1,889,292.92 $1,578,867.05 $1,602,350.91 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 4,972.94 5,299.42 1,727.19 3,544.05 TOTAL CASH AND INVESTMENTS $4,377,483.22 $4,401;049.26 $4,286,248.18 $4,311,548.90'' The State Investment Pool interest 0.1480% 0.1480% 0.2644% 0.2155% H:\FINANCE\FINPLAN\FIREPEN\1_Fire_Pension_2012.xls\Dec11 draft Page 1 01/12/2012 FIREMEN'S PENSION BOARD PENSION/MEDICAL PAYMENTS FOR JANUARY, 2012 ANKENY, Charlie (Captain) $234.61 BARILLEAUX, Ray (Battalion Chief) - BEATTEAY, Karlen (Widow) $308.33 BERGMAN, Claudette (Widow) $227.67 CHRISTENSON, Chuck (Firefighter) $346.04 GEISSLER, Dick (Fire Chief) $111.28 GOODWIN, Charles (Captain) deceased 01108/2012 $4,880.00 GOODWIN, Kathryn Lorayne (Widow) $1,123.74 HAWORTH, Constance (Widow) $3,027.70 HENRY, William, Jr. (Captain) $1,474.17 HURST, Gerald (Firefighter) $627.46 JONES, Evelyn M. (Widow) $329.66 LARSON, William (Firefighter) $8.33 LAVALLEY, Theodele (Captain) $462.59 MATTHEW, James (Deputy Chief) - MC LAUGHLIN, JACK (Battalion Chief) $1,144.89 NEWTON, Gary (Lieutenant) $363.57 NICHOLS, Gerald (Battalion Chief) $654.42 PARKS -AN DREASON, Arlene (Widow) $430.97 PHILLIPS, Bruce H. (Deputy Chief) $394.41 PRINGLE, Arthur (Captain) $585.67 PRINGLE, S. Joan (Widow) $2,601.14 RIGGLE, David E. (Firefighter D Step) $157.25 RUPPRECHT, Jim (Firefighter D Step) $192.62 SMITH, Leroy (Firefighter) $486.57 STROM, Doris (Widow) $3,320.44 TODD, Franklin (Firefighter) $547.15 TONDA, Lila Jean (Widow) $126.73 VACCA, Nick (Lieutenant) $398.01 WALLS, Camille (Widow) $223.40 WALLS, Mercedes (Widow) $242.39 WEISS, Cheryl (Widow) $902.83 WILLIAMS, Alta (Widow) $98.33 WOOTEN, Marilyn E. (Widow) $313.15 Keceivea runerai expenses of,)SUU.UU per RCW 41.18.140. 531.47 234.61 308.33 227.67 346.04 111.28 5,411.47 1,123.74 3,027.70 1,474.17 627.46 329.66 8.33 462.59 1,144.89 363.57 654.42 430.97 394.41 585.67 2,601.14 157.25 192.62 486.57 3,320.44 547.15 126.73 398.01 223.40 242.39 902.83 98.33 313.15 Prior Year Pension/Medical Payments: Total Pension Payments for January, 2011 26,748.07 Total Medical Bills Reimbursed in January, 2011 526.00 Total Expenses: Medical/Pension 27,274.07 4 -SUMMARY 2012.XLS 01/12/2012 � � FIREMEN'S PENSION BOARD MEDICAL BILLS TO BE REIMBURSED IN JANUARY,2012 PAYMENT �� Pa +� P� ��'`�t��ih�e - ',�h��t�i����7�11� i�������1i ";�f� «����� a�:,,�ky�r ���►ri'�us��.�rf n�i�t 2 Charles Goodwin Mercury Pharmacy Services 12/05/11 9.23 2 Charles Goodwin Mercury Pharmacy Services 12/10/11 15.63 2 Charles Goodwin Mercury Pharmacy Services 12/10/11 15.79 2 Charles Goodwin Mercury Pharmacy Services 12/11/11 6.38 2 Charles Goodwin Mercury Pharmacy Services 12/14/11 80.41 2 Charles Goodwin Mercury Pharmacy Services 12/17/11 4.95 2 Charles Goodwin Mercury Pharmacy Services 12/17/11 123.65 2 Charles Goodwin Mercury Pharmacy Services 12/17l11 6.35 2 Charles Goodwin Mercury Pharmacy Services 12/17/11 55.50 2 Charles Goodwin Mercury Pharmacy Services 12/17/11 6.06 2 Charles Goodwin Mercury Pharmacy Services 12/17/11 56.16 2 Charles Goodwin Mercury Pharmacy Services 12/17/11 12.88 3 Charles Goodwin Mercury Pharmacy Services 12/17/11 6.87 3 Charles Goodwin Mercury Pharmacy Services 12/17/11 7.31 3 Charles Goodwin Mercury Pharmacy Services 12/18/11 19.56 3 Charles Goodwin Mercury Pharmacy Services 12/22/11 7.87 3 Charles Goodwin Mercury Pharmacy Services 12/22/11 47.49 3 Charles Goodwin Mercury Pharmacy Services 12/22/11 38.34 11.04 Charles Goodwin 531.47 -��r,'t. p u +�A ti �� i ' " I�M1�� *�� t - r� `� =� '� _ ,,a �p i„ „a&"U�r ,�171+t� i -_.a ii �� i��,� ( _ ..:�'� �s �'37�' i < :��:��«�f� '��. 3_2012 FP Medical.XLS Page 1 of 1 01/12/2012 "�wr` �" SENDCLAIMTO: City of Renton Finance Dept.-Fire Pension 1Q55 South Grady Way Renton,WA 98057 U�'�� �� + � � ��'NT�$ CITY OF RENTON FIREMEN'S PENSION BOARD Phannacy/Medical Claim Reimbursement Request 1) DATE � �� �a2, 4 � 2) DISABILITY RETIREE'S NAME (print)��/�i�C.�-� � 1 ��C�./� �/ � � _ }-��j,��� 3) ADDRESS���`7 0 a l �j�{� 11�`� � . ���1 � �"� ������°�C�1 v�✓1 4) DI5ABILITY AT TIME OF RETIREMENT � •�'�� ��� �� � 5) DESCRIPTION OF CI;AIM: (Suppor•ting documentation must be attached.) (Effective 4/1/2008,pre-LEOFF retirees may submit all prescription drug expenses for reimbursement, whether or not related to the retirement disability,provided that the expense is not covered by another plan,source or insurance coverage. Supporting documentation for all must be attached.) ��.L�'�' � b) TOTAL AMOUNT OF CLAIM: $ �� . � T Amount of total claim (above)that is related to the Retirement Disability: $ 7) I certify that I have not been and will not be cornpensated by any other organization, insurance carrier or Medicare for the above-mentioned claim for reimbursement other than the City of Renton. I further certify that the above statements ara complete and accurate to the best of my knowledge, and that any charges other than prescription drug charges, are related to my disability as determined at the time of my retirement from the Renton Fire Deparhnent. �. Signature: ?'+�� Note: Supporting documentation must be attached. ��� ( � � ACCOUNT STATEMENT Page: 1 MERCURY PHARMACY SERVICES accouNTrrPe SEND PO BOX 3196 PRIVATE CHECK TO: LYNNWOOD, WA9HO4G-3�9G ACCOUNTNO. BILLINGDATE Ph: 425.673.5200 Fax: 425.673.5230 sa2i2�osa 12-31-2011 PATIENT'S NAME GOODWIN,CHARLES A. p�EASE GOODWIN, CHARLES A. AMOUNT DUE: ' 531.47 - RETURN THIS C/O LAKESHORE PORTION 11448 RAINIER AVE S, Rm G-4 WITH YOUR PAYMENT SEATTLE WA 98178 AMOUNT PAID: DATE RX NO. QTY. DESCRIPTION CHARGES CREDITS BALANCE BALANCE FROM PREVIOUS STATEMENT 367.03 12-05-2011 Payment 14497 -367.03 12-05-2011 660309 355 MAALOX ADV REGULAR STR SUSP 9.23 Ndc#:00067-6281-71 Phys: KATO,GARY H. 12-10-2011 660312 42 CARBIDOPA/LEVO 25-100MG TAB (COPAY) 15.63 Ndc#:62756-0518-18 Phys: KATO, GARY H. 12-10-2011 660317 7 ZOLPIDEM 5MG TAB (COPAY) 15.79 Ndc#: 16714-0621-02 Phys: KATO, GARY H. 12-11-2011 660340 6 LUTEIN 20MG SOFTGEL SUNMARK 6.38 Ndc#:49349-0900-44 Phys: KATO, GARY H. 12-14-2011 660304 60 OMEPRAZOLE 20MG DR CAP (COPAY) 80.41 Ndc#:62175-0118-43 Phys: MAYENO;JOHN 12-17-2011 660306 30 FERROUS SULFATE 325MG EC TAB 4.95 Ndc#:00603-0179-32 Phys: KATO, GARY H. 12-17-2011 660308 30 AGGRENOX 25/200MG CAP (COPAY) 123.65 Ndc#:00597-0001-60 Phys: KATO, GARY H. 12-17-2011 660310 30 ALLOPURINOL 100MG TAB (COPAY) 6.35 Ndc#: 00591-5543-10 Phys: KATO, GARY H. 12-17-2011 660312 180 CARBIDOPA/LEVO 25-100MG TAB (COPAY) 55.50 Ndc#:62756-0518-18 Phys: KATO,GARY H. 12-17-2011 660316 30 VITAMIN D(3)2000UNIT TAB 6.06 Ndc#:54629-0411-20 Phys: KATO, GARY H. 12-17-2011 660317 30 ZOLPIDEM 5MG TAB (COPAY) 56.16 ' Ndc#:16714-0621-02 Phys: KATO,GARY H. 12-17-2011 660340 30 LUTEIN 20MG SOFTGEL SUNMARK 12.88 Ndc#:49349-0900-44 continued on nextpage... �� v � � Page'2 DATE RX NO. QTY. DESCRIPTION CHARGES CREDITS BALANCE Phys: KATO,GARY H. 12-17-2011 663785 30 LEVOTHYROXINE 25MCG TAB (COPAY) 6.87 Ndc#:00378-1800-01 Phys:SUN,GILBERT 12-17-2011 667147 30 CEROVITESENIORTAB 7.31 Ndc#:00536-3445-08 Phys: KATO,GARY H. 12-18-2011 690787 527 POLYETHYLENE GLYCOL POWDR (COPAY) 19.56 Ndc#:51991-0457-57 Phys: ROGER,JEFFREY P 12-20-2011 660309 355 ANTACID(RULOX)SUSP 7.87 Ndc#:00536-1945-83 Phys:KATO,GARY H. 12-22-2011 660311 50 GEMFIBROZIL 600MG TAB (COPAY) 47.49 Ndc#:00093-0670-05 Phys:KATO,GARY H. 12-22-2Q11 56�314 4n GRRVEQlLrJ! 5.25MG TAB ;�4PR`!; ?�.34� Ndc#:00093-0135-05 Phys: KATO,GARY H. 12-22-2011 692655 28 SOOTHE LUBE EYE DROPS 11.04 Ndc#:31011-9022-19 Phys:KATO,GARY H. THE TOTAL DUE IS YOUR RESPONSIBILITY. YOU MAY PAY BY BY CHECK, VISA/MC OR DISCOVER. PAYMENT IS DUE ON THE 12th OF EACH MONTH. Mercury Pharmacy Services, Inc PO Box 3196 Lynnwood, WA 98046-3196 Phone:425-673-5200 FINANCE CHARGES ARE CAI.CULATED AT A MONTHLY RATE OF 1.5%(ANNUAL RATE OF 18.00%)BASED UPON ANY.UNPAID BALANCE;; ,; �� • OUTSTANDING 30 DAYS OR MORE A$OF BILLING DATE � � �� �� .`'`�ar (54 2/2 1 03 8-GOODWIN, CHARLESA.) ,�„ i FINANCE CHARGE YTD FINANCE CHARGES OVER 90 DAYS 61-90 DAYS 31-60 DAYS CURRENT BALANCE DUE ; .00 .00 " .00 .00 .00 531.47 531.47 MERCURYPHARMACY SERVICES 4 �� Retein LowerPortlon ForYourTax Insurance RecroMs � ` . �.� ' _ ���3 ad l A maf,41ng s From: April Alexander Sent: Tuesday, January 10, 2012 2:59 PM To: Bonnie Walton Subject: RE: Firemens Pension Bd meeting, 1/19/12 Bonnie, For the Feb meeting (which needs to be rescheduled), Thu 2/23 is no longer an optio�fso proposing the 2/16 mtg to be rescheduled to Wed, 2/15, 230pm... if you need some other options, let me know and I'll get other dates ... april i From: Bonnie Walton Sent: Friday, January 06, 2012 9:11 AM To: April Alexander Subject: RE: Firemens Pension Bd meeting, 1/19/12 Okay, we will discuss at our Jan. meeting and decide then. Thanks. bw From: April Alexander Sent: Friday, January 06, 2012 9:09 AM To: Bonnie Walton Subject: RE: Firemens Pension Bd meeting, 1/19/12 Okay, it is on the Mayor's calendar for 1/18, 3pm. After looking at the Mayor's calendar it looks like we're going to have to reschedule Feb & Mar meetings also, so we could do the following... 2/16 meeting reschedule to: Wed, 2/15, 3-330 or Thu, 2/23, 230-300 3/15 meeting reschedule to: Thu, 3/22, 230-300 (Mayor is out of town the week of 3/12) Thanks! april