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HomeMy WebLinkAboutFinal Agenda PacketCITY OF RENTON FIREMEN'S PENSION BOARD Regular Meeting 7th Floor -Mayor's Conference Room Thursday, February 17, 2011 2:00 P.M. 1. CALL TO ORDER 2. APPROVAL OF MINUTES OF JANUARY 20, 2011 3. CORRESPONDENCE 4. MONTHLY STATEMENT TO DECEMBER 31, 2010 (Final) & MONTHLY STATEMENT TO JANUARY 31, 2011 5. MONTHLY BILLS AND PENSION PAYMENTS 6. UNFINISHED BUSINESS 7. NEW BUSINESS 8. ADJOURNMENT MINUTES FIREMEN'S PENSION BOARD CITY OF RENTON January 20, 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 Acting Chairman Don Persson 2:05 p.m. in the Mayor's Conference room, 7th floor of Renton City Hall. In attendance were Board members Don Persson, Ray Barilleaux, Bruce Phillips, and Bonnie Walton, and Finance Department representative Jill Masunaga. MINUTES APPROVAL MOVED BY PHILLIPS, SECONDED BY BARILLEAUX, THE PENSION BOARD APPROVE THE MINUTES OF THE DECEMBER 16, 2010 MEETING. CARRIED. MONTHLY STATEMENT The draft financial report as of December 31, 2010, was reviewed. Total cash/investment balance was $4,285,534.57. Jill Masunaga stated that the final year-end report will available at the next meeting. MONTHLY BILLS AND PENSION PAYMENTS MOVED BY BARILLEAUX, SECONDED BY PHILLIPS, TO APPROVE THE PENSION/MEDICAL PAYMENTS FOR JANUARY 2011, IN THE TOTAL AMOUNT OF $27,274.07, TO BE PAID FROM THE FIREMEN'S PENSION FUND. CARRIED. It was noted that the payments include a 1.0% cost -of -living increase effective 1/1/2011 per union contract. NEW BUSINESS The death on 1/14/2011 of Firemens Pension member Jack Haworth was reported. It was MOVED BY PHILLIPS, SECONDED BY BARILLEAUX, TO APPROVE PAYMENT OF THE $500 DEATH BENEFIT TO MR. HAWORTH'S NEXT-OF-KIN. CARRIED. ADJOURNMENT MOVED BY BARILLEAUX, SECONDED BY PHILLIPS, THE MEETING OF THE FIREMEN'S PENSION BOARD BE ADJOURNED. CARRIED. Time: 2:10 p.m. Bonnie I. Walton Firemen's Pension Board Member & Secretary t.9 5 6 0 4 0 0 0 c 3 0 2 0 CITY OF • PENSION FUND CASH & INVESTMENT ACTIVITY REPORT 'AS OF DECEMBER 31, 2010 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 $4,311,548.90 $4,332,817.48 RECEIPTS: Fire Insurance Premium Tax 0.00 112,686.00 Investment Interest 725.57 206,044.57 DISBURSEMENTS: 200,000 525,000 Fire Pension 25,656.35 359,681.47 Fire Pension Medical 0.00 5,149.19 Office/Operating Supplies 369.94 469.21 Actuarial/Firemen's Pens 0.00 0.00 Reimb General/Clerical & Acct 0.00 0.00 CASH/State Investment Pool INVESTMENTS: Federal National Mortgage Assn Treasury Strips & Zero Coupon Bonds Interest Receivable $3,895,540 $4,375,599.98 $4,265,991.35 $3,895,540 100,000 0.00 106,622.90 90,000 200,000 2,850.85 440,117.13 200,000 525,000 35,571.71 443,617.54 500,000 25,000 952.40 12,835.48 20,000 475 126.24 459.88 475 0 8,000.00 11,200.00 10,000 0 983.00 11,801.00 11,801 $1,578,867.05 $1,602,350.91 $1,461,538.58 $1,506,388.10 99,555.84 99,555.84 99,555.84 99,555.84 2,606,098.10 2,606,098.10 2,767,916.83 2,767,916.83 1,727.19 3,544.05 3,806.23 1,739.21 The State Investment Pool interest 0.2644% 0.2155% 0.3347% 0.3327% H:\FINANCE\FINPLAN\FIREPEN\1_Fire_Pension_2011.xls\Dec10 final Page 1 02/11/2011 CITY OF RENTON - FIREMEN'S PENSION FUN CASH & INVESTMENT ACTIVITY REPORT AS OF JANUARY 31, 2011 BEGINNING CASH/INV BALANCE $4,286,248.18 $4,286,248.18 RECEIPTS: Fire Insurance Premium Tax 0.00 0.00 Investment Interest 664.14 664.14 DISBURSEMENTS: 200,000 525,000 Fire Pension 27,248.07 27,248.07 Fire Pension Medical 526.00 526.00 Office/Operating Supplies 0.00 0.00 Actuarial/Firemen's Pens 0.00 0.00 Reimb General/Clerical & Acct 0.00 0.00 $3,895,540 $4,332,817.48 $4,332,817.48 $3,895,540 100,000 0.00 112,686.00 100,000 200,000 1,436.17 206,044.57 200,000 525,000 35,071.71 359,681.47 525,000 25,000 1,038.66 5,149.19 25,000 475 0.00 469.21 475 0 0.00 0.00 0 0 0.00 0.00 0 CASH/State Investment Pool $1,551,260.67 $1,578,867.05 $1,425,428.21 $1,506,388.10 INVESTMENTS: Federal National Mortgage Assn 99,555.84 99,555.84 99,555.84 99,555.84 Treasury Strips & Zero Coupon Bonds 2,606,098.10 2,606,098.10 2,767,916.83 2,767,916.83 Interest Receivable 2,223.64 1,727.19 5,242.40 1,739.21 The State Investment Pool interest 0.2644% 0.2644% 0.2864% 0.3270% H:\FINANCE\FINPLAN\FIREPEN\1_Fire_Pension_2011.xls\Jan 11 Page 1 02/11/2011 FIREMEN'S PENSION BOARD PENSION/MEDICAL PAYMENTS FOR FEBRUARY, 2011 Recipient Pension Amt Medical Total ANKENY, Charlie (Captain) $159.69 159.69 BARILLEAUX, Ray (Battalion Chief) - - BEATTEAY, Karlen (Widow) $250.12 250.12 BERGMAN, Claudette (Widow) $171.99 171.99 CHRISTENSON, Chuck (Firefighter) $280.32 280.32 GEISSLER, Dick (Fire Chief) $9.14 9.14 GOODWIN, Charles (Captain) $4,273.00 149.44 4,422.44 GOODWIN, Donald (Firefighter) $1,045.47 1,045.47 HAWORTH, Constance (Widow) $2,968.33 2,968.33 HAWORTH, Jack (Firefighter) deceased 01/14/2011 - - - HENRY, William, Jr. (Captain) $1,373.82 1,373.82 HURST, Gerald (Firefighter) $564.63 564.63 JONES, Evelyn M. (Widow) $270.15 270.15 LARSON, William (Firefighter) - - LAVALLEY, Theodele (Captain) $385.91 385.91 MATTHEW, James (Deputy Chief) - - MC LAUGHLIN, JACK (Battalion Chief) $1,038.13 1,038.13 NEWTON, Gary (Lieutenant) $295.53 295.53 NICHOLS, Gerald (Battalion Chief) $564.96 564.96 PARKS-ANDREASON, Arlene (Widow) $358.75 358.75 PHILLIPS, Bruce H. (Deputy Chief) $290.08 290.08 PRINGLE, Arthur (Captain) $507.02 507.02 PRINGLE, S. Joan (Widow) $2,550.14 2,550.14 RIGGLE, David E. (Firefighter D Step) $100.60 100.60 RUPPRECHT, Jim (Firefighter D Step) $135.70 135.70 SMITH, Leroy (Firefighter) $428.89 428.89 STROM, Doris (Widow) $3,255.33 3,255.33 TODD, Franklin (Firefighter) $489.00 489.00 TONDA, Lila Jean (Widow) $36.81 36.81 VACCA, Nick (Lieutenant) $332.75 332.75 WALLS, Camille (Widow) $164.71 164.71 WALLS, Mercedes (Widow) $145.99 145.99 WEISS, Cheryl (Widow) $801.32 801.32 WILLIAMS, Alta (Widow) $19.27 19.27 WOOTEN, Marilyn E. (Widow) $257.52 257.52 Total Expenses: Pension/Medical. $23,525;.07 $149.44 $23,674.51!'' Prior Year Pension/Medical Payments: Total Pension Payments for February, 2010 35,571.71 Total Medical Bills Reimbursed in February, 2010 789.26 Total Expenses: Medical/Pension 36,360.97 4 -SUMMARY 2011.XLS 02/11/2011 � � FIREMEN'S PE(VSION BOARD MEDICAL BILLS TO BE REIMBURSED IN FEBRUARY, 2011 PAYMENT `�Page. w•:.:' ..:.:;Name. -Y .. Pharmacy/Medicai,Facilit . � ._..::�,Date,>,:..,. �;Amount:of.BilL 2 Charles Goodwin Bartell Drugs 12/26/10 9.89 2 Charles Goodwin Bartell Drugs 12/26/10 17.99 2 Charles Goodwin Bartell Drugs 12/27/10 10.43 2 Charles Goodwin Bartell Drugs 12/27/10 83.25 2 Charles Goodwin Bartell Drugs 01/21/11 17.99 2 Charles Goodwin Bartell Drugs 01/21/11 9.89 149.44 Jack Haworth 0.00 �����:�;TQTAL�_���«.��������,�n������ .��, ��'� ���.,«��` , '��° : ����149:44 3_2011 FP Medical.XLS Page 1 of 1 02/11/2011 ''�'° SENDCLAIMTO: `�City of� Renton Finance Dept.-Fire Pension 1U55 South Grady Way Renton,WA 98057 O��Y �� � � "` � ��N�°� CITY OF RENTON FIlZEMEN'S PENSION BOARD Pharmacy/Medical Claim Reimbursement Request 1) DATE I o�� �� � 2) DISABILITY RETIREE'S NAME (print) Cs���,��� � - �C701��/ ,'� 3) ADDRESS f � / - � /V � � ,t1 � Cl� � ! �� �Q , 4) DISABILITY AT TIME OF RETIREMENT (,���C . 9�- 5) DESCRIPTION OF CLAIM: (Supporting documentation must be attached.) (Effective 4/1/2008,pre-LEOFF retirees may submit all prescription drug elcpenses for reimbursement, whether or not related to the retirement disability,provided that the egpense is not covered by another plan,source or insurance coverage. Supporting documentation for all must be attached.) 6) TOTAL AMOLTNT OF CLAIM: $ � ��• �� Amount of total claim (above) that is related to the Retirement Disability: $ 7) I certify that I have not been and will not be compensated by any other organization, insurance carrier or Medicare for the above-mentioned claim for reimbursement other than the City of Renton. I furEher certify that the above statements are complete and accurate to the best of my knowledge, and that any charges other than prescription drug charges, are related to my disability as dete�mined at the time of my retirement from the Renton Fire Department. a Signatur�`��,,� � .�'lr ' �J ' c Note: Supporting documentation must be attached. . ��� l • e �� --���✓ �� , �� ��.�. '?� � � ���-�c` `��'� , ). �- , ��� �- � �Qc�1�cr1 � �U — ������ . ��� �.�����.�, � � ��.����� � . "''�"���Yvahzsg7ah'a L�o�a F3rr�atarea►�w..w.Ma �*�'YeraisirtgtAJi�a L�Wm�}rv�afarna.......�Me 4700 NE 4TH STREET RENTON,WA 98059 4700 NE 4TH STREET REMTON,WA 98059 (425)793-101.5 (425)793-1015 CHARLES COODWIN DOB:06/02./XXX CHARLES GOODWIN DOB:06/02/X)CX 7414 MONROE AVE NE k306,RENTON,WA 98056- 1414 MONROE AVE NE#306,RENTON,WA 98056- RX#0569669-045 R DR.J.NEMANICH RX#541029-045 R DR.G.LORCH FILL DATE: 12/26/2010 (425)251-5110 FILL DATE: 12/27/2010 (425)251-5110 ALLOPUR{NOL 100MG TABS GEMFIBROZIL 600MG TABS NDC#00603-2115-32 Refiils Remaining: YES NDC#00093-0670-05 Refills Remaining: NO REF#8025283362509 Qty Dispensed:3d REF#13096650314659 Qty Dispensed: 180 BARTELL DRUGS PRICE_$10.99 BARTELL DRUGS PRICE_$90.49 WITH SR YOU PAY $9.8g WITH SR YOU PAY $83.25 CALL YOUR DOCTOR FOR MEDICAL ADVICE ABOUT SIDE EFFECTS. CALL YOUR DOCTOR FOR MEDICAL ADVICE ABOUT SIDE EFFECTS. YOU MAY REPORT SIDE EFFECTS TO THE FDA AT 1-800-FDA-1088. YOU MAY REPORT SIDE EFFECTS TO THE FDA AT 1-800-FDA-1088. � �,�►.�"�`��«� M� ��.����� � � ��+1�'aaicirr,�toh�a(3rpra 1r?►'eegafwra.��b „M�►��,iD'aal�i�z rui'8 f�rq�lJ 4700 NE 4TH STREET RENTON,WA 98059 � }''°�sf�"""'"'""""�"b (425)793-1015 4700 NE 4TH STREET RENTON,WA 98059 CHARLES GOODWIN DOB:os/o2/XXX (425)793-1015 1414 MONFIOE AVE NE k306,REMON,wa seoss- CHARLES GOODWIN DOB:OF)IOTJXXX 1474 MONROE AVE NE#306,RENTON,WA 9805E RX#C 0574000-045 R DR.A.GRIFFlTH RX#C 0596132-045 N DR.A.GRIFF(TH FILL DATE: 12/26/2010 (425)ss9-31oo FILL DATE: 01/21/2011 (425)899-3123 ZOLPIDEM TARTRATE 5MG TABS ZOLPIDEM TARTRATE 5MG TABS NDC#13668-0007-10 Refilis Remaining: NO NDC#13668-0007-10 REF#13081509344fi59 Qty Dispensed:30 REF#7380768418709 Refills Remaining: 5.00 BARTELL DRUGS PRICE_$19.99 Qty Dispensed: 30 BARTELL DRUGS PRICE_$19.99 WITH SR YOU PAY $ 17.99 WITH SR YOU PAY $ 17.99 CALL YOUR DOCTOR FOR MEDICAL ADVICE ABOUT SIDE EFFECI CALL YOUR DOCTOR FOR MEDICAL ADVICE ABOUT SIDE EFFECTS. YOU MAY REPORT SIDE EFFECTS TO THE FDA AT 1-800-FDA-108 YOU MAY REPORT SIDE EFFECTS TO THE FDA AT 1-800-FDA-1088. ��.�"���� � '" ��k.�"�`��«�. � . ���Yerakiagtah�a f�v+�37ree�a�arns��° ' �wr,�w�w�}Yaa�xi oti'8 f3wn.I} 4700 NE 4TH STREET RENTON,WA 98059 "� '�8�O7C��'�""���° (425)793-1015 4700 NE 4TH STREET RENTON,WA 98059 D06:06/02/)OCX (425)793-1015 CHARLES GOODWIN CHARLES GOODWIN DOB:O6/02/XXX 1414 MONROE AVE NE#306,RENTON,WA 9BQ56- 1414 MONROE AVE NE#306,RENTON,WA 9805Cr RX#Q59Q990-045 N DR.M.MCDANIELS RX#0569669-045 R DR.J.NEMANICH FILL DATE:12/27/2010 (425)271-1515 FILL DATE: 01/21/2011 (425)251-5110 AMOXICILLIN 500MG CAPS ALLOPURINOL 100MG TABS NDC#00781-2613-05 Refills Remaining: YES NDC#00603-2115-32 REF#13102589044659 CTty Dispensed: 16 Refilis Remaining: YES REF#7380396058709 Qty Dispensed:30 BARTELL DRUGS PRICE_$11.59 BARTELL DRUGS PRICE_$10.99 WITH SR YOU PAY $ 10.43 WfTH SR YOU PAY $ 9.89 CALL YOtJR DOCTOR FOR MEDICAL ADVICE ABOUT SIDE EFFECTS. CALL YOUR DOCTOR FOR MEDICAL ADVICE ABOUT SIDE EFFECTS. YOU MAY REPORT SIDE EFFECTS TO THE FDA AT 1-800-rDA-1088. YOU MAY REPORT SIDE EFFECTS TO THE FDA AT 1-800-FDA-1088. ��� 1 �-�I 1 . �� ► �,.�____�__ �� v