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HomeMy WebLinkAboutFinal Agenda Packet AGENDA Firefighters' Pension Board Meeting 2:00 PM - Thursday, September 18, 2025 Council Conference Room, 7th Floor, City Hall – 1055 S. Grady Way 1. CALL TO ORDER 2. APPROVAL OF MINUTES a) July 17, 2025 3. CORRESPONDENCE 4. MONTHLY STATEMENTS a) June 2025 b) July 2025 5. MONTHLY BILLS AND PENSION PAYMENTS a) August 2025 b) September 2025 6. UNFINISHED BUSINESS a) Firefighters Pension Board Member Nomination Form b) Firefighters Pension Board Member Election Ballot 7. NEW BUSINESS 8. ADJOURNMENT MINUTES FIREFIGHTERS’ PENSION BOARD CITY OF RENTON JULY 17, 2025 ________________________________________________________________________ Armondo Pavone, Mayor Ruth Pérez, Finance Committee Chair Jason Seth, City Clerk Ray Barilleaux, Fire Department Representative James Matthew, Fire Department Representative Chuck Christenson, Alternate Fire Department Representative Duncan McKelvey, Finance Representative Kari Roller, Finance Administrator Alex Tuttle, Senior Assistant City Attorney ________________________________________________________________________ The regular meeting of the Firefighters’ Pension Board was called to order by Jason Seth, City Clerk and Secretary of the Board at 2:02 p.m. In attendance were Mayor Armondo Pavone, Finance Committee Chair Ruth Pérez; City Clerk Jason Seth; and Fire Department Representatives Jim Matthew and alternate member Chuck Christenson. Additionally, Kari Roller and Duncan McKelvey, Finance Department Representatives, and Alex Tuttle, Senior Assistant City Attorney were in attendance. MINUTES APPROVAL MOVED BY MATTHEW, SECONDED BY BARILLEAUX, THE PENSION BOARD APPROVE THE MINUTES OF THE MAY 15, 2025, MEETING. CARRIED. MONTHLY STATEMENT The APRIL 2025 and MAY 2025 financial reports were reviewed. Total cash/investment balance was, as of MAY 31, 2025, $9,895,760.24. MONTHLY BILLS AND PENSION PAYMENTS MOVED BY BARILLEAUX, SECONDED BY MATTHEW, THE BOARD APPROVE THE PENSION/MEDICAL PAYMENTS OF $20,547.67 FOR JUNE 2025, AND $22,882.32 FOR JULY 2025, TO BE PAID BY THE FIREFIGHTERS’ PENSION FUND. CARRIED. NEW BUSINESS City Clerk Seth noted that the Nomination and Ballot form for the next board member election will be reviewed at the next meeting. ADJOURNMENT MOVED BY PAVONE, SECONDED BY MATTHEW, THE MEETING BE ADJOURNED. CARRIED. Time: 2:10 p.m. AGENDA ITEM #2. a) Jason Seth, MMC City Clerk/Public Records Officer Secretary, Firefighters’ Pension Board AGENDA ITEM #2. a) CITY OF RENTON - FIREFIGHTER'S PENSION FUND CASH & INVESTMENT ACTIVITY REPORT AS OF JUNE 30, 2025 Firefighter's Pension Fund Comparison of Cash and Investment Activity CURRENT 2025 2025 LAST YEAR 2024 2024 ACTIVITY: MONTH YTD BUDGET CURR MO ACTUAL BUDGET BEGINNING CASH/INV BALANCE 9,895,760.24 9,636,751.56 9,636,751.56 9,484,990.39 9,253,302.21 9,253,302.21 RECEIPTS: Fire Insurance Premium Tax * (237,294.13) 0.00 0.00 0.00 0.00 0.00 Investment Interest 31,717.26 168,359.63 1,500,000.00 29,573.85 652,361.01 200,000.00 DISBURSEMENTS: Fire Pension 20,547.67 135,475.49 260,000.00 18,691.08 261,511.66 315,000.00 Office/Operating Supplies 0.00 0.00 475.00 0.00 0.00 475.00 Actuarial/Firemen's Pens 0.00 0.00 15,000.00 0.00 7,400.00 7,400.00 ENDING CASH/INV BALANCE $9,669,635.70 $9,669,635.70 $10,861,277 $9,495,873.16 $9,636,751.56 $9,130,427 CURRENT PREVIOUS LAST YEAR LAST YEAR ACTIVITY: MONTH MONTH CURR MO PREV MO CASH/State Investment Pool $9,264,852.37 $9,486,729.20 $9,035,151.86 $9,024,902.09 INVESTMENTS: Treasury Strips & Zero Coupon Bonds 356,701.36 356,701.36 429,683.86 429,683.86 Interest Receivable 48,081.97 52,329.68 31,037.44 30,404.44 TOTAL CASH AND INVESTMENTS $9,669,635.70 $9,895,760.24 $9,495,873.16 $9,484,990.39 The State Investment Pool interest 4.3831% 4.3735% 5.4042% 5.3986% Note: * YTD Fire Insurance Premium Tax was moved from the Pension Fund to the Retiree Healthcare Fund because the pension is fully funded 6.00 6.50 7.00 7.50 8.00 8.50 9.00 9.50 10.00 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 2025 2024 H:\FINANCE\FINPLAN\FIREPEN\1_Fire_Pension Stmt\Jun 25 Page 1 8/29/2025 AGENDA ITEM #4. a) CITY OF RENTON - FIREFIGHTER'S PENSION FUND CASH & INVESTMENT ACTIVITY REPORT AS OF JULY 31, 2025 Firefighter's Pension Fund Comparison of Cash and Investment Activity CURRENT 2025 2025 LAST YEAR 2024 2024 ACTIVITY: MONTH YTD BUDGET CURR MO ACTUAL BUDGET BEGINNING CASH/INV BALANCE 9,669,635.70 9,636,751.56 9,636,751.56 9,495,873.16 9,253,302.21 9,253,302.21 RECEIPTS: Fire Insurance Premium Tax * 0.00 0.00 0.00 0.00 0.00 0.00 Investment Interest 25,746.54 194,106.17 1,500,000.00 30,313.34 652,361.01 200,000.00 DISBURSEMENTS: Fire Pension 22,882.32 158,357.81 260,000.00 22,074.62 261,511.66 315,000.00 Office/Operating Supplies 0.00 0.00 475.00 0.00 0.00 475.00 Actuarial/Firemen's Pens 0.00 0.00 15,000.00 0.00 7,400.00 7,400.00 ENDING CASH/INV BALANCE $9,672,499.92 $9,672,499.92 $10,861,277 $9,504,111.88 $9,636,751.56 $9,130,427 CURRENT PREVIOUS LAST YEAR LAST YEAR ACTIVITY: MONTH MONTH CURR MO PREV MO CASH/State Investment Pool $9,267,453.68 $9,264,852.37 $9,043,055.31 $9,035,151.86 INVESTMENTS: Treasury Strips & Zero Coupon Bonds 356,701.36 356,701.36 429,683.86 429,683.86 Interest Receivable 48,344.88 48,081.97 31,372.71 31,037.44 TOTAL CASH AND INVESTMENTS $9,672,499.92 $9,669,635.70 $9,504,111.88 $9,495,873.16 The State Investment Pool interest 4.3915% 4.3831% 5.4110% 5.4042% Note: * YTD Fire Insurance Premium Tax was moved from the Pension Fund to the Retiree Healthcare Fund because the pension is fully funded 6.00 6.50 7.00 7.50 8.00 8.50 9.00 9.50 10.00 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 2025 2024 H:\FINANCE\FINPLAN\FIREPEN\1_Fire_Pension Stmt\Jul 25 Page 1 8/29/2025 AGENDA ITEM #4. b) FIREFIGHTERS' PENSION BOARD PENSION/RETRO PAYMENTS FOR AUGUST 2025 Recipient Pension Amt Retro Total 4 ANKENY (Captain) $408.98 - $408.98 5 BARILLEAUX (Battalion Chief) - - $0.00 4 CHRISTENSON (Firefighter) $577.35 - $577.35 1 GOODWIN (Widow) $1,710.26 - $1,710.26 1 JONES (Widow) $656.02 - $656.02 4 LAVALLEY (Captain) $764.70 - $764.70 5 MATTHEW (Deputy Chief) - - $0.00 1 MC LAUGHLIN (Widow) $1,493.81 - $1,493.81 4 NEWTON (Lieutenant) $605.91 - $605.91 5 NICHOLS (Battalion Chief) $1,073.71 - $1,073.71 5 PHILLIPS (Deputy Chief) $678.54 - $678.54 1 PRINGLE $936.62 - $936.62 1 PRINGLE (Widow) $4,160.80 - $4,160.80 3 RIGGLE (Widow) $138.03 - $138.03 4 RUPPRECHT (Firefighter D Step) $332.85 - $332.85 1 SMITH (Widow) $654.14 - $654.14 1 STROM (Widow) $5,275.05 - $5,275.05 1 TODD (Widow) $737.10 - $737.10 4 VACCA (Lieutenant) $657.98 - $657.98 1 WALLS (Widow)$405.45 - $405.45 1 WEISS (Widow) $1,615.02 - $1,615.02 Total Expenses: Pension/Medical $22,882.32 $0.00 $22,882.32 1 Widows - Disability. Includes a 3.70% CPI increase effective July 1st, 2025 per RCW 41.16.145 2 Widows - Service. Includes a 5.00% COLA Adj. Effective January 1st, 2025. 3 Widows - Service prior to 1969. Includes a 3.70% CPI increase effective July 1st, 2025 per RCW 41.16.145 4 Retirees - Disability after 1961. Includes a 5.00% COLA Adj. Effective January 1st, 2025. 5 Retirees - Service after 1969. Includes a 5.00% COLA Adj. Effective January 1st, 2025. Total Pension Payments for August, 2024 22,074.62 Total Medical Payments in August, 2024 0.00 Total Expenses: Medical/Pension 22,074.62 Prior Year Pension/Medical Payments: 4_SUMMARY 7/31/2025 AGENDA ITEM #5. a) FIREFIGHTERS' PENSION BOARD PENSION/RETRO PAYMENTS FOR SEPTEMBER 2025 Recipient Pension Amt Retro Total 4 ANKENY (Captain) $408.98 - $408.98 5 BARILLEAUX (Battalion Chief) - - $0.00 4 CHRISTENSON (Firefighter) $577.35 - $577.35 1 GOODWIN (Widow) $1,710.26 - $1,710.26 1 JONES (Widow) $656.02 - $656.02 4 LAVALLEY (Captain) $764.70 - $764.70 5 MATTHEW (Deputy Chief) - - $0.00 1 MC LAUGHLIN (Widow) $1,493.81 - $1,493.81 4 NEWTON (Lieutenant) $605.91 - $605.91 5 NICHOLS (Battalion Chief) $1,073.71 - $1,073.71 5 PHILLIPS (Deputy Chief) $678.54 - $678.54 1 PRINGLE $936.62 - $936.62 1 PRINGLE (Widow) $4,160.80 - $4,160.80 3 RIGGLE (Widow) $138.03 - $138.03 4 RUPPRECHT (Firefighter D Step) $332.85 - $332.85 1 SMITH (Widow) $654.14 - $654.14 1 STROM (Widow) $5,275.05 - $5,275.05 1 TODD (Widow) $737.10 - $737.10 4 VACCA (Lieutenant) $657.98 - $657.98 1 WALLS (Widow)$405.45 - $405.45 1 WEISS (Widow) $1,615.02 - $1,615.02 Total Expenses: Pension/Medical $22,882.32 $0.00 $22,882.32 1 Widows - Disability. Includes a 3.70% CPI increase effective July 1st, 2025 per RCW 41.16.145 2 Widows - Service. Includes a 5.00% COLA Adj. Effective January 1st, 2025. 3 Widows - Service prior to 1969. Includes a 3.70% CPI increase effective July 1st, 2025 per RCW 41.16.145 4 Retirees - Disability after 1961. Includes a 5.00% COLA Adj. Effective January 1st, 2025. 5 Retirees - Service after 1969. Includes a 5.00% COLA Adj. Effective January 1st, 2025. Total Pension Payments for September, 2024 22,074.62 Total Medical Payments in September, 2024 0.00 Total Expenses: Medical/Pension 22,074.62 Prior Year Pension/Medical Payments: 4_SUMMARY 8/29/2025 AGENDA ITEM #5. b) Firefighters’ Pension Board Member Nomination Form Form Submission Deadline: October 1, 2025 If you wish to nominate someone for the Firefighters’ Pension Board member position, please write their name below. Please send this form back to: City of Renton C/O City Clerk 1055 S Grady Way Renton, WA 98057 Write-in Nomination _________________________________________________________________________________________________ _____________________________________ _______________________________________ Printed Name Signature AGENDA ITEM #6. a) Firefighters’ Pension Board Member Election Ballot Election Deadline: November 10, 2025 Please vote for one candidate for the Firefighters’ Pension Board Position #1. Check the box next to the name of your preferred candidate. Return your completed ballot by the deadline via email or mail using the provided instructions below. Please Note: If you nominated someone and do not see them listed, it is because they were humbled to be nominated but graciously declined to be included on the ballot. ☐ Vote for Jim Matthew Write-in Candidate (If you wish to vote for someone not listed, please write their name below and check the box.) _________________________________ ☒ Write-in Vote Voter Instructions: 1. Mark one candidate of your choice or write in an eligible candidate’s name. 2. Email Submissions: Email your completed ballot to cityclerk@rentonwa.gov by November 10, 2025. 3. Mail Submissions: Place your completed ballot in the self-addressed, stamped, return envelope provided and mail it by November 5, 2025. 4. Ballots must be received by the deadline to be counted. Please Note: Only one vote per member will be counted. If more than one vote is marked, your ballot will be considered invalid. _____________________________________ _______________________________________ Printed Name Signature AGENDA ITEM #6. b)