NOTICE OF A REGULAR MEETING OF THE LIBERTYVILLE FIRE PENSION FUND BOARD OF TRUSTEES
|
|
- Polly Neal
- 5 years ago
- Views:
Transcription
1 NOTICE OF A REGULAR MEETING OF THE LIBERTYVILLE FIRE PENSION FUND BOARD OF TRUSTEES The Libertyville Fire Pension Fund Board of Trustees will conduct a regular meeting on Monday, February 20, 2017 at 8:30 am at the Fire Department Headquarters located at 1551 N. Milwaukee Avenue, Libertyville IL for the purposes set forth in the following Agenda: AGENDA 1) Call to Order 2) Roll Call 3) Public Comment - Limit of 3 minutes per comment 4) Approval of Meeting Minutes a) November 21, 2016 Regular Meeting b) January 26, 2017 Special Meeting c) Semi-Annual Review of Closed Session Meeting Minutes 5) Accountant s Report a) Monthly Financial Report b) Presentation and Approval of Bills c) Additional Bills, if any 6) Investment Report a) Great Lakes Advisors Portfolio Review/Asset Allocation b) Review/Update Investment Policy 7) Old Business a) Trustee Training Update b) Creditable Service Purchase Craig Brannan c) Review/Approve Illinois Department of Insurance Compliance Audit 8) New Business a) Review Trustee Term Expirations and Election Procedures b) Approve Annual Cost of Living Adjustments (COLAs) for Pensioners 9) Communications/Reports a) Statements of Economic Interest 10) Attorney s Report a) Legal Updates 11) Closed Session, if needed 12) Adjournment Posted on: by: Brian Conner, Secretary 1 of 41
2 THE REGULAR MEETING MINUTES OF THE LIBERTYVILLE FIREFIGHTERS PENSION FUND BOARD OF TRUSTEES NOVEMBER 21, 2016 A regular meeting of the Libertyville Firefighters Pension Fund Board of Trustees was held on Monday, November 21, 2016 at 8:30 am at the Fire Department Headquarters located at 1551 N. Milwaukee Avenue, Libertyville IL 60048, pursuant to notice. CALL TO ORDER: President Robert Zamor called the meeting to order at 8:34 am. ROLL CALL: PRESENT: ABSENT: ALSO PRESENT: President Robert Zamor, Secretary Brian Conner, Trustees Richard Carani and Patrice Sutton Trustee Michael Stanek Board Attorney Brian LaBardi, Reimer Dobrovolny & Karlson; Bruce Ebel, Great Lakes Advisors; Kari Keag, Lauterbach & Amen, LLP (L&A); Bill Gregg and Dave Melsheimer, North Shore Private Asset Management PUBLIC COMMENT: There was no public comment at this time. APPROVAL OF MINUTES: August 15, 2016 Meeting Minutes: The Board reviewed the minutes from the August 15, 2016 regular meeting. A motion was made by Trustee Sutton and seconded by Trustee Conner to approve and place on file the August 15, 2016 regular meeting minutes as written. Motion carried unanimously by voice vote. ACCOUNTANT S REPORT: Monthly Financial Report: The Board reviewed the Monthly Financial Report for the five month period ending September 30, As of September 30, 2016, the net position held in trust for pension benefits is $26,861, with a change in position of $1,738, The Board also reviewed the Cash Analysis Report, Revenue Report, Expense Report, Member Contribution Report and Payroll Journal. A motion was made by Trustee Carani and seconded by Trustee Sutton to accept and place on file the September 30, 2016 Monthly Financial Report. Motion carried unanimously by voice vote. Presentation and Approval of Bills: The Board reviewed the Vendor Checks Report for the period July 1, 2016 through September 30, 2016, for total disbursements of $58, A motion was made by Trustee Sutton and seconded by Trustee Conner to approve the payments listed on the Vendor Checks Report in the amount of $58, Motion carried by roll call vote. AYES: Trustees Zamor, Conner, Carani and Sutton NAYS: None ABSENT: Trustee Stanek Additional Bills, if any: The Board reviewed the annual IPFA membership dues renewal invoices in the amounts of $66.50 each for Trustees Conner, Carani and Stanek (active members) and $33.25 for Trustee Zamor (retired member). A motion was made by Trustee Sutton and seconded by Trustee Conner to approve the annual IPFA membership dues in the total amount of $ Motion carried by roll call vote. AYES: Trustees Zamor, Conner, Carani and Sutton NAYS: None ABSENT: Trustee Stanek 2 of 41
3 Libertyville Firefighters Pension Fund Meeting Minutes - November 21, 2016 Page 2 of 3 Trustee Training Reimbursements: There were no Trustee training reimbursements presented at this time. INVESTMENT REPORT: Great Lakes Advisors Portfolio Review/Asset Allocation: Mr. Ebel presented the Quarterly Investment Report for the period ending October 31, As of October 31, 2016, the three month net return is (0.45%) and the year-to-date net return is 5.06% for a total portfolio value of $25,148,670. The current asset allocation is as follows: Equities at 51.8%, Fixed Income at 44.5% and Cash & Equivalents at 3.7%. The Equity and Fixed Income portfolios were reviewed with the Board. A motion was made by Trustee Sutton and seconded by Trustee Conner to accept and place on file the Quarterly Investment Report as presented. Motion carried unanimously by voice vote. Review/Update Investment Policy: There were no updates to the Investment Policy at this time. NEW BUSINESS: 2017 Board Meeting Dates: The Board discussed establishing the 2017 Board meeting dates as February 20 th, May 15 th, August 21 st and November 20 th at 8:30 am at the Fire Department Headquarters located at 1551 N. Milwaukee Avenue, Libertyville, Illinois. A motion was made by Trustee Carani and seconded by Trustee Conner to establish the 2017 Board meeting dates as stated. Motion carried unanimously by voice vote. Mr. Ebel left the meeting at 9:06 am. OLD BUSINESS: Trustee Training Update: The Board reviewed the Trustee Training Summary and discussed upcoming training opportunities. Creditable Service Purchase Craig Brannan: The Board noted that L&A has not received a response from Craig Brannan regarding his reciprocity. Further updates will be provided to the Board as they become available. NEW BUSINESS: Review/Approve Illinois Department of Insurance Compliance Audit: The Board and Mr. LaBardi reviewed the Illinois Department of Insurance Compliance Audit Summary of Findings. A motion was made by Trustee Conner and seconded by Trustee Sutton to approve the Summary of Findings response drafted by Mr. LaBardi as discussed. Motion carried unanimously by voice vote. IDOI Annual Statement: The Board noted that the IDOI Annual Statement and Certification Form were submitted to the IDOI by the October 31 st deadline. Actuarial Valuation & Tax Levy Request: The Board reviewed the Actuarial Valuation prepared by Timothy W. Sharpe. The recommended municipal contribution is $1,470,531 and the statutory municipal compliance is $1,413,551. A motion was made by Trustee Conner and seconded by Trustee Sutton to request a tax levy in the amount of $1,470,531 from the Village of Libertyville, as recommended by Timothy W. Sharpe. Motion carried by roll call vote. AYES: Trustees Zamor, Conner, Carani and Sutton NAYS: None ABSENT: Trustee Stanek Municipal Compliance Report: The Board reviewed the Municipal Compliance Report prepared by L&A. A motion was made by Trustee Carani and seconded by Trustee Conner to adopt the MCR as prepared. Motion carried by unanimously by voice vote. 3 of 41
4 Libertyville Firefighters Pension Fund Meeting Minutes - November 21, 2016 Page 3 of 3 OTHER BUSINESS: Affidavits of Continued Eligibility: The Board noted that all 2016 Affidavits of Continued Eligibility have been received by L&A for the year. The originals were provided to the Board for their record keeping. Status of Annual Member Statements: The Board noted that L&A is preparing the Active Member Statements for all active members and will send them to the Board for distribution upon completion. Box Storage: The Board reviewed the Box Storage/Record Retention Memo and will assume possession of all Pension Fund boxes being stored by L&A. ATTORNEY S REPORT: Annual IME Craig Richardson: The Board was informed that Craig Richardson was sent for his independent medical examination and the report determined that Mr. Richardson remains disabled. A motion was made by Trustee Sutton and seconded by Trustee Carani to continue Craig Richardson s line of duty disability benefits based on the finding of his independent medical examination and subject to further examinations until age 50. Motion carried by roll call vote. AYES: Trustees Zamor, Conner, Carani and Sutton NAYS: None ABSENT: Trustee Stanek Legal Updates: Mr. LaBardi reviewed the Legal and Legislative Updates quarterly newsletter highlighting recent court decisions and pension news. Mr. Gregg and Mr. Melsheimer left the meeting at 9:55 am. Trustee Carani informed the Board that a FOIA request was received and responded to in a timely matter. CLOSED SESSION, IF NEEDED: No closed session was needed. ADJOURNMENT: A motion was made by Trustee Sutton and seconded by Trustee Carani to adjourn the meeting at 9:56 am. Motion carried unanimously by voice vote. Brian Conner, Board Secretary Minutes approved by the Board of Trustees on. Minutes prepared by Kari Keag, Pension Services Administrator ~ The next regular meeting is scheduled for Monday, February 20, 2017 at 8:30 am. ~ 4 of 41
5 THE SPECIAL MEETING MINUTES OF THE LIBERTYVILLE FIREFIGHTERS PENSION FUND BOARD OF TRUSTEES JANUARY 26, 2017 A special meeting of the Libertyville Firefighters Pension Fund Board of Trustees was held on January 26, 2017 at 8:30 am at the Fire Department Headquarters located at 1551 N. Milwaukee Avenue, Libertyville IL 60048, pursuant to notice. CALL TO ORDER: President Robert Zamor called the meeting to order at 8:31 am. ROLL CALL: PRESENT: ABSENT: ALSO PRESENT: President Robert Zamor, Secretary Brian Conner, Trustees Richard Carani, Michael Stanek and Patrice Sutton None None PUBLIC COMMENT: There was no public comment at this time. APPROVAL OF REGULAR RETIREMENT BENEFITS GEORGE TSOFLIAS: The Board reviewed the regular retirement benefit calculation for George Tsoflias as follows: entry date of 10/21/1991; termination date of 12/22/2016; retirement date/effective date of combined retirement pension of 12/23/2016; 56 years of age at date of retirement; amount of originally granted annual pension from Libertyville of $6, Mr. Tsoflias had 25 years 2 months of creditable service with Libertyville Firefighters Pension Fund and 6 years 1 month of creditable service with Waukegan Firefighters Pension Fund for a total of 31 years 3 months of creditable service. A motion was made by Trustee Stanek and seconded by Trustee Carani to approve the regular retirement benefits for George Tsoflias as calculated by L&A. Motion carried by call vote. AYES: Trustees Zamor, Conner, Carani, Stanek and Sutton NAYS: None ABSENT: None CLOSED SESSION, IF NEEDED: No closed session was needed. ADJOURNMENT: A motion was made by Trustee Conner and seconded by Trustee Carani to adjourn the meeting at 8:38 am. Motion carried unanimously by voice vote. Brian Conner, Board Secretary Minutes approved by the Board of Trustees on. Minutes prepared by Kari Keag, Pension Services Administrator ~ The next regular meeting is scheduled for Monday, February 20, 2017 at 8:30 am. ~ 5 of 41
6 Monthly Financial Report For the Month Ended December 31, 2016 Prepared By 27W457 WARRENVILLE RD WARRENVILLE, ILLINOIS PHONE FAX of 41
7 Libertyville Firefighters' Pension Fund Table of Contents Starting on Page Accountants' Compilation Report Financial Statements Statement of Net Position - Modified Cash Basis Statement of Changes in Net Position - Modified Cash Basis Other Supplementary Information Cash & Investments - Pie Chart Cash Analysis Report Cash Analysis Summary - Graph Revenue Report Expenses - Bar Chart Expense Report Member Contribution Report Payroll Batch Report Quarterly Vendor Check Report of 41
8 8 of 41
9 January 27, 2017 Libertyville Firefighters' Pension Fund 1551 N Milwaukee Avenue Libertyville, IL To Members of the Pension Board: Management is responsible for the accompanying statement of net position - modified cash basis of the Libertyville Firefighters' Pension Fund as of December 31, 2016 and the related statement of changes in net position - modified cash basis for the eight months then ended and determining that the modified cash basis of accounting is an acceptable financial reporting framework. We have performed the compilation engagement in accordance with Statements for Standards and Review Services promulgated by the Accounting and Review Services Committee of the American Institute of Certified Public Accountants. We did not audit or review the accompanying financial statements nor were we required to perform any procedures to verify the accuracy or completeness of the information provided by management. Accordingly, we do not express an opinion, a conclusion, nor provide any form of assurance on the financial statements. The financial statements are prepared in accordance with the modified cash basis of accounting, which is a basis of accounting other than accounting principles generally accepted in the United States of America. Management has elected to omit substantially all of the disclosures included in financial statements prepared in accordance with the modified cash basis of accounting. If the omitted disclosures were included in the financial statements and other supplementary information, they might influence the user's conclusions about the Pension Fund's assets, liabilities, net position, additions and deductions. Accordingly, these financial statements and other supplementary information are not designed for those who are not informed about such matters. Other Matter The other supplementary information is presented for purposes of additional analysis and is not a required part of the basic financial statements. This information is the representation of management. The information was subject to our compilation engagement. We have not audited or reviewed the other supplementary information nor were we required to perform any procedures to verify the accuracy or completeness of the information provided by management. Accordingly, we do not express an opinion, a conclusion, nor provide any form of assurance on the other supplementary information. Cordially, Lauterbach & Amen, LLP of 41
10 10 of 41
11 Libertyville Firefighters' Pension Fund Statement of Net Position - Modified Cash Basis As of December 31, 2016 Assets Cash and Cash Equivalents $ 1,136, Investments at Fair Market Value Money Market Mutual Funds 936, Fixed Income 8,074, Stock Equities 5,198, Mutual Funds 11,377, Total Cash and Investments 26,722, Accrued Interest 67, Prepaids Total Assets 26,790, Liabilities Expenses Due/Unpaid 7, Total Liabilities 7, Net Position Held in Trust for Pension Benefits 26,782, See Accountants' Compilation Report of 41
12 Libertyville Firefighters' Pension Fund Statement of Changes in Net Position - Modified Cash Basis For the Eight Months Ended December 31, 2016 Additions Contributions - Municipal $ 1,260, Contributions - Members 254, Total Contributions 1,514, Investment Income Interest and Dividends Earned 524, Net Change in Fair Value 660, Total Investment Income 1,185, Less Investment Expense (34,114.51) Net Investment Income 1,151, Total Additions 2,665, Deductions Administration 21, Pension Benefits and Refunds Pension Benefits 983, Refunds 0.00 Total Deductions 1,005, Change in Position 1,660, Net Position Held in Trust for Pension Benefits Beginning of Year 25,122, End of Period 26,782, See Accountants' Compilation Report of 41
13 13 of 41
14 Libertyville Firefighters' Pension Fund Cash and Investments Cash & Cash Equivalents 4% Money Market Mutual Funds 4% Mutual Funds 43% Fixed Income 30% Stock Equities 19% See Accountants' Compilation Report of 41
15 Libertyville Firefighters' Pension Fund Cash Analysis Report For the Twelve Periods Ending December 31, 2016 Financial Institutions 01/31/16 02/29/16 03/31/16 04/30/16 05/31/16 06/30/16 07/31/16 08/31/16 09/30/16 10/31/16 11/30/16 12/31/16 Chase - CK # $ 181,691 87,603 (6,856) 592, ,995 1,071,156 1,001, ,740 1,378,870 1,304,492 1,221,326 1,127,696 Harris Bank - CK # ,233 4,287 4,541 32,690 4,612 4,681 4,703 4,975 4,982 5,414 5,419 8, ,924 91,890 (2,315) 625, ,607 1,075,837 1,006, ,715 1,383,852 1,309,906 1,226,745 1,136,017 IMET - Liquidating Trust # IMET - Allowance for Unrealized Loss (123) (123) (123) (123) (123) (123) (123) (123) (123) (123) (123) (123) Chicago Trust - MM # ,052, ,964 1,011, , , , , , , , , ,794 1,052, ,964 1,011, , , , , , , , , ,794 Total 1,238,396 1,031,854 1,009,504 1,411,590 1,256,951 1,756,616 1,767,410 1,742,556 2,180,873 2,258,181 2,195,284 2,072,811 Contributions Current Tax , ,473 15,310 30, ,969 19,266 10,616 - Personal Property Replacement Tax ,791 1, Other Municipal Revenue , Contributions - Current Year 30,017 29,991 30,027 30,255 30,858 31,586 31,901 31,956 32,006 31,997 32,061 32,219 Contributions - Prior Year , Interest Received from Members , ,047 29,991 30, ,392 74, ,059 56,002 63, ,975 51,448 42,677 32,219 Expenses Pension Benefits 122, , , , , , , , , , , ,998 Administration 18,506 1,988 2,202 18,402 4,086 5,280 18,245 2,042 3,318 18,841 3, , , , , , , , , , , , ,419 Total Contributions less Expenses (110,810) (94,348) (94,526) 382,167 (52,416) 501,781 (85,241) (61,255) 437,659 (90,391) (83,818) (91,200) See Accountants' Compilation Report of 41
16 Libertyville Firefighters' Pension Fund Cash Analysis Summary $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 Cash & Money Market Balances* Total Contributions Benefit & Administrative Expenses *Cash & Money Market Balances omitted due to distorting effect on the Cash Analysis graph. See Accountants' Compilation Report of 41
17 Libertyville Firefighters' Pension Fund Revenue Report as of December 31, 2016 Received this Month Received this Year Contributions Contributions - Municipal Current Tax $ Personal Property Replacement Tax , ,260, Contributions - Members Contributions - Current Year 1 32, , , , Total Contributions 32, ,514, Investment Income Interest and Dividends Chase - Checking # Chicago Trust - Fixed Income # , Chicago Trust - Stock Equities # , Chicago Trust - Mutual Funds # , , Gains and Losses Chicago Trust - Fixed Income # (7,584.25) Chicago Trust - Stock Equities # , Chicago Trust - Mutual Funds # , , Other Income Accrued Interest 1 (15,419.06) 3 (15,419.06) 1, , , , , (168,559.02) 556, , , (8,198.51) (8,198.51) Total Investment Income 309, ,185, Total Revenue 341, ,699, See Accountants' Compilation Report of 41
18 Libertyville Firefighters' Pension Fund Pension Benefits and Expenses 800, , , , , , , ,000 Service Duty Disability Surviving Spouse Administrative Expenses 791,959 73, ,565 55,729 See Accountants' Compilation Report of 41
19 Libertyville Firefighters' Pension Fund Expense Report as of December 31, 2016 Expended this Month Expended this Year Pensions and Benefits Service Pensions $ 98, , Duty Disability Pensions 9, , Surviving Spouse Pensions 14, , Total Pensions and Benefits 122, , Administrative Professional Services Accounting & Bookkeeping Services , Medical Services , Legal Services , PSA/Court Reporter , , Investment Investment Manager/Advisor Fees , Custodial Fees , Safe Deposit and Bank Fees , Other Expense Conference/Seminar Fees Association Dues IDOI Filing Fee Expense , , Total Administrative , Total Expenses 123, ,039, See Accountants' Compilation Report of 41
20 Libertyville Firefighters' Pension Fund Member Contribution Report As of Month Ended December 31, 2016 Thru Current Prior Fiscal Fiscal Service Total Name Year Year Purchase Refunds Contributions Adams, Christopher $ 95, , , Bagdon, Brian J. 30, , , Bartholomew, Russell A. 111, , , Bending, William E. 129, , , Carani, Richard M. 203, , , Cloe, Michael E. 176, , , Conner, Brian J. 163, , , Conner, Cory M. 13, , , Diedrich, Jonathan G. 101, , , Fisher, Kevin C. 129, , , Gaffke, John G. 125, , , Glodowski, Robert D. 16, , , Gratz, Gregory L. 164, , , Grempka, Michael J. 29, , , Haedt, Justin P. 36, , , Hall, Michael J. 95, , , Hassenauer, Kevin T. 64, , , Holtz, Steven 95, , , Hubbard, Justin R. 51, , , Hughes, Matthew J. 36, , , Kelly, Jason D. 9, , , Key, Robert W. 194, , , Komers, Kenneth N. 178, , , Kwong, Derek 103, , , Martin, Matthew 75, , , Mayer, Michelle A , , Naspinski, David 78, , , Nowakowski, Ryan M. 58, , , Pakosta, Michael 97, , , Pitel, Thomas 29, , , Popp, David W. 29, , , Reckling, Eric S. 26, , , Reed, Malcolm C. 3, , , Roberts, Joshua J. 36, , , Schmidt, Jeffrey A. 114, , , Schultz, Patrick D. 29, , , Shaffer, Steven M. 29, , , Stanek, Michael J. 122, , , Tsoflias, George 177, , , See Accountants' Compilation Report of 41
21 Libertyville Firefighters' Pension Fund Member Contribution Report As of Month Ended December 31, 2016 Thru Current Prior Fiscal Fiscal Service Total Name Year Year Purchase Refunds Contributions Weaver, Michael J. 51, , , Woodward, Jered M. 29, , , Yarc, Andrew C. 56, , , Total 3,404, , ,658, See Accountants' Compilation Report of 41
22 Batches Libertyville Firefighters' Pension Fund Multiple Batch Report Check Date 12/30/2016 SSN Family ID Employee Name Alt Payee Name ACH Check # Net Amount Member Gross Health Insurance Dental Insurance Federal Tax Duty Disability ***-** Neal, Patrick W. 0 $4, $4, $ $ $0.00 ***-**0403 Subtotal: $4, $4, $ $ $0.00 ***-** Richardson, Craig A. 0 $4, $4, $ $0.00 $0.00 ***-**8386 Subtotal: $4, $4, $ $0.00 $0.00 Duty Disability Subtotal: $8, $9, $ $ $0.00 Service ***-** Dolan, Michael J. 0 $6, $7, $0.00 $0.00 $1, ***-**9584 Subtotal: $6, $7, $0.00 $0.00 $1, ***-** Greene, Richard D. 0 $3, $4, $0.00 $0.00 $ ***-**4901 Subtotal: $3, $4, $0.00 $0.00 $ ***-** Grom, John P. 0 $6, $7, $0.00 $38.00 $1, ***-**7180 Subtotal: $6, $7, $0.00 $38.00 $1, ***-** Kleinheinz, Robert G. 0 $6, $7, $0.00 $0.00 $1, ***-**4047 Subtotal: $6, $7, $0.00 $0.00 $1, See Accountants' Compilation Report of 41
23 Batches Libertyville Firefighters' Pension Fund Multiple Batch Report Check Date 12/30/2016 SSN Family ID Employee Name Alt Payee Name ACH Check # Net Amount Member Gross Health Insurance Dental Insurance Federal Tax ***-** Lazzaretto, Christopher 0 $3, $3, $0.00 $0.00 $ ***-**8182 Subtotal: $3, $3, $0.00 $0.00 $ ***-** McDermott, Thomas R. 0 $4, $6, $ $38.00 $1, ***-**1642 Subtotal: $4, $6, $ $38.00 $1, ***-** Meade, David J. 0 $3, $4, $0.00 $0.00 $ ***-**1335 Subtotal: $3, $4, $0.00 $0.00 $ ***-** Nachowicz, James P. 0 $5, $6, $0.00 $0.00 $ ***-**8146 Subtotal: $5, $6, $0.00 $0.00 $ ***-** Nellessen, Gerald P. 0 $2, $3, $0.00 $85.79 $ ***-**0069 Subtotal: $2, $3, $0.00 $85.79 $ ***-** Norton, Kenneth E. 0 $3, $3, $0.00 $0.00 $ ***-**3264 Subtotal: $3, $3, $0.00 $0.00 $ ***-** Olson, Mark L. 0 $5, $7, $0.00 $0.00 $1, ***-**3575 Subtotal: $5, $7, $0.00 $0.00 $1, See Accountants' Compilation Report of 41
24 Batches Libertyville Firefighters' Pension Fund Multiple Batch Report Check Date 12/30/2016 SSN Family ID Employee Name Alt Payee Name ACH Check # Net Amount Member Gross Health Insurance Dental Insurance Federal Tax ***-** Parker, Peter J. 0 $4, $5, $0.00 $0.00 $1, ***-**0997 Subtotal: $4, $5, $0.00 $0.00 $1, ***-** Sarby, Derl R. 0 $4, $7, $1, $85.79 $ ***-**6147 Subtotal: $4, $7, $1, $85.79 $ ***-** Smith III, Lonnie D. 0 $3, $4, $0.00 $38.00 $ ***-**9675 Subtotal: $3, $4, $0.00 $38.00 $ ***-** Tufano Jr., Dominick J. 0 $5, $6, $0.00 $0.00 $1, ***-**3572 Subtotal: $5, $6, $0.00 $0.00 $1, ***-** Wettstein, Richard D. 0 $3, $4, $0.00 $0.00 $ ***-**1282 Subtotal: $3, $4, $0.00 $0.00 $ ***-** Zamor Jr., Robert L. 0 $7, $8, $0.00 $ $1, ***-**0192 Subtotal: $7, $8, $0.00 $ $1, Service Subtotal: $81, $98, $2, $ $15, See Accountants' Compilation Report of 41
25 Batches Libertyville Firefighters' Pension Fund Multiple Batch Report Check Date 12/30/2016 SSN Family ID Employee Name Alt Payee Name ACH Check # Net Amount Member Gross Health Insurance Dental Insurance Federal Tax Surviving Spouse ***-** Bentley, Judith 0 $3, $5, $ $0.00 $ ***-**3616 Subtotal: $3, $5, $ $0.00 $ ***-** Garvin, Doris E. 0 $3, $3, $ $38.00 $0.00 ***-**3493 Subtotal: $3, $3, $ $38.00 $0.00 ***-** Reitman, Katherine J. 0 $4, $5, $ $38.00 $1, ***-**0799 Subtotal: $4, $5, $ $38.00 $1, Surviving Spouse Subtotal: $11, $14, $1, $76.00 $2, Totals ACH Flag Payments Net Payment Total Gross Health Insurance Dental Insurance Federal Tax Yes 22 $100, $122, $4, $ $17, No 0 $0.00 $0.00 $0.00 $0.00 $0.00 Grand Total 22 $100, $122, $4, $ $17, See Accountants' Compilation Report of 41
26 Libertyville Firefighters' Pension Fund Quarterly Vendor Check Report All Bank Accounts October 1, December 31, 2016 Check Check Date Number Vendor Name Amount 10/14/ Chicago Trust Company 10/21/ Great Lakes Advisors, LLC 10/28/ Lauterbach & Amen, LLP 10/28/ Reimer Dobrovolny & Karlson LLC 10/31/ Internal Revenue Service 10/31/ Village of Libertyville 11/15/ Chicago Trust Company 11/16/ Chicago Trust Company 11/21/ Chicago Trust Company 11/29/ Lauterbach & Amen, LLP 11/29/ INSPE Associates, LTD 11/29/ Reimer Dobrovolny & Karlson LLC 11/30/ Internal Revenue Service 11/30/ Village of Libertyville - Insurance 12/15/ Chicago Trust Company 12/19/ Chicago Trust Company Check Amount Check Amount 15, ACH Amount (Direct Deposit) 1, Check Amount ACH Amount (Direct Deposit) 17, ACH Amount (Direct Deposit) 5, Check Amount Check Amount Check Amount ACH Amount (Direct Deposit) 1, Check Amount 1, Check Amount ACH Amount (Direct Deposit) 17, ACH Amount (Direct Deposit) 5, Check Amount Check Amount 5.72 See Accountants' Compilation Report of 41
27 Libertyville Firefighters' Pension Fund Quarterly Vendor Check Report All Bank Accounts October 1, December 31, 2016 Check Check Date Number Vendor Name Amount 12/29/ Lauterbach & Amen, LLP 12/29/ Lauterbach & Amen, LLP 12/29/ IPFA 12/30/ Internal Revenue Service 12/30/ Village of Libertyville - Insurance ACH Amount (Direct Deposit) 2, Check Amount (2,585.00) Check Amount ACH Amount (Direct Deposit) 17, ACH Amount (Direct Deposit) 5, Total Payments 91, See Accountants' Compilation Report of 41
28 Certified Trustee Training Organization: Libertyville Fire Pension Fund Year: August August Hours Required 16 Richard Carani - FOIA & OMA Type of Training Hours Completed Date Completed Cert on File Brian Conner Hours Completed Date Completed Hours Required Type of Training Cert on File 1 16 IPFA 2016 Fall Pension Seminar 8 11/4/2016 Yes Michael Stanek Hours Completed Date Completed Hours Required Type of Training Cert on File 1 16 IPFA 2016 Fall Pension Seminar 8 11/4/2016 Yes Patrice Sutton Hours Completed Date Completed Hours Required Type of Training Cert on File 1 16 IGFOA 2016 Annual Conference - Get More Green in /11/2016 Yes 2 Ethics Training 8 10/26/2016 Yes 3 Annual Governmental GAAP Update - Accounting (governmental) /3/2016 Yes Robert Zamor Hours Completed Date Completed Hours Required Type of Training Cert on File 1 16 IPFA 2016 Fall Pension Seminar 8 11/4/2016 Yes Hours Required Type of Training Hours Completed Date Completed Cert on File Page 1 of 1 28 of 41
29 2017 IPPFA Trustee Training Opportunities IPPFA ILLINOIS PENSION CONFERENCE (Spring 2017) WHEN o Tuesday, May 2, 2017 Friday, May 5, :00 AM 12:00 PM WHERE o Eaglewood Resort & Spa 1401 Nordic Road Itasca, IL COST o IPPFA MEMBER $ if registered by Sunday, February 26, 2017 $ if registered by Friday, April 7, 2017 $ if registered by Thursday, April 27, 2017 o IPPFA NON-MEMBER $ if registered by Sunday, February 26, 2017 $ if registered by Friday, April 7, 2017 $ if registered by Thursday, April 27, 2017 IPPFA 2017 REGIONAL SEMINARS NIU OUTREACH CAMPUS HOFFMAN ESTATES WHEN o Thursday, February 16, :00 AM 4:00 PM WHERE o NIU Outreach Campus Hoffman Estates 5555 Trillium Blvd. Hoffman Estates, IL COST o IPPFA MEMBER $ o IPPFA NON-MEMBER $ JUMER S HOTEL & CASINO ROCK ISLAND WHEN o Wednesday, March 22, :00 AM 4:00 PM 29 of 41
30 WHERE o Jumer s Hotel & Casino 777 Jumer Drive Rock Island, IL COST o IPPFA MEMBER $ o IPPFA NON-MEMBER $ LEWIS & CLARK COMMUNITY COLLEGE EDWARDSVILLE WHEN o Tuesday, June 20, :00 AM 4:00 PM WHERE o Lewis & Clark Community College Edwardsville 600 Troy Road Edwardsville, IL COST o IPPFA MEMBER $ o IPPFA NON-MEMBER $ IPPFA MIDAMERICAN PENSION CONFERENCE (Fall 2017) WHEN o Tuesday, October 3, 2017 Friday, October 6, 2017 WHERE o St. Louis Union Station 1820 Market Street St. Louis, MO PARKING o $12.00 ACCOMMODATIONS o ON-SITE $ per night, plus taxes o OFF-SITE Drury in St. Louis at Union Station, 201 South 20 th Street, St. Louis, MO of 41
31 2017 IPFA SPRING PENSION SEMINAR Friday May 5, 2017 Red Shift Empress Banquets 200 East Lake Street Addison, IL SEMINAR REGISTRATION FORM Municipality, (please print or type) District, or Firm: Address: City:, IL Zip: Phone: SEMINAR FEES: IPFA Members: $ Non - Members: $ Walk-In Registration: $ Avoid the walk-in surcharge register on or before Monday, May 1, 2017 First Name: Last Name: Address: Member Non-Member $. $. $. $. $. $. $. $. $. $. TOTAL CHECK ENCLOSED $. Payment must accompany this Registration Form and be received in our office on or before Monday, May 1 st to qualify for lower rates. Reservations received after the above date will be charged walk-in registration fee. Requests for refunds also must be received on or before Monday, May 1 st for full fee refunds. No refunds of seminar fees after this date. Please mail the completed form to IPFA, 188 Industrial Drive, Suite 134, Elmhurst, IL , fax it to , or scan & e- mail to ipfa@aol.com. Any questions, call For Tax Reporting Purposes our Federal I.D. Number is: The Illinois Pension Statute requires continuing education for all pension board members. This seminar provides up to 8 hours of credits. For IPFA Office Use: Date: Check #: Amount: Payer: 31 of 41
32 LIBERTYVILLE FIREFIGHTERS' PENSION FUND Annual Benefit Increases January 1, 2017 Type of Prior COLA Current Annualized Pensioner Pension Notes Benefit Increase Benefit Benefit Bentley, Judith Spouse $ 5, , , Dolan, Michael J. Service 7, , , Garvin, Doris E. Spouse - NT 3, , , Greene, Richard D. Service 4, , , Grom, John P. Service 7, , , Kleinheinz, Robert G. Service 7, , , Lazzaretto, Christopher Service 3, , , McDermott, Thomas R. Service 6, , , Meade, David J. Service 4, , , Nachowicz, James P. Service 6, , , Neal, Patrick W. Duty Disability 4, , , Nellessen, Gerald P. Service 3, , , Norton, Kenneth E. Service 3, , , Olson, Mark L. Service 7, , , Parker, Peter J. Service 5, , , Reitman, Katherine J. Spouse 5, , , Richardson, Craig A. Duty Disability 4, , , Sarby, Derl R. Service 7, , , Smith, Lonnie D. III Service 4, , , Tufano, Dominick J. Jr. Service 6, , , Wettstein, Richard D. Service 4, , , Zamor, Robert L. Jr. Service 8, , , Totals 122, , , ,511, Page 1 32 of 41
33 LIBERTYVILLE FIREFIGHTERS' PENSION FUND Summary of Benefit Changes and Notes January 1, 2017 Pensioner Summary of Benefit Changes Amount of New Monthly Reason Date Change Benefit Neal, Patrick W. Initial Increase 1/1/2020 1, , Richardson, Craig A. Initial Increase 1/1/2028 2, , None Notes Page 2 33 of 41
34 Volume 15, Issue 1, January 2017 Legal and Legislative Update Municipality Sanctioned for Deliberately Choosing to Underfund Police and Fire Pension Funds Village of North Riverside v. Ill. Dept. of Insurance, 2016 IL App (1st) On December 19, 2016, an Illinois Appellate Court issued a decision regarding underfunded Illinois police and fire pension plans. At issue was the Village of North Riverside s underfunding of its Article 3 and 4 pension funds. The result may prove to be helpful in further defining public employers obligations to fund police and fire pension plans. non-compliance. If, following the hearing, the Director determines the employer does not have good and sufficient cause for non-compliance, the Director is empowered to order compliance and assess penalties. In North Riverside, the Village was found to be non-compliant. At hearing, the Village presented evidence showing its revenues followed the recession. The Village showed it suffered reduced sales tax, property tax, and shared revenue from the State. The Village, a unit of home-rule government, was also hindered by tax caps, which limited its ability to achieve additional revenue from property tax. The Village claimed these economic difficulties existed from its statutory Municipalities and fire protection districts ( employers ) are required to contribute to police and fire pension funds. More particularly, the Pension Code mandates they pay an amount sufficient to cover the normal cost remaining after employees contributions are accounted for. The Illinois Pension Code empowers the Department of Insurance ( DOI ) to deal with an employer s failure to contribute sufficient funds to cover the normal cost. Should DOI determine an employer is noncompliant, the Director of the DOI may hold a hearing where the employer must show its cause for I N T H I S I S S U E 1 Municipality Sanctioned for Deliberately Choosing to Underfund Police and Fire Pension Funds 2 New Senate Bills Proposed Effecting Consolidation and Intercept of Funds 3 Reversal of Board Decision Denying Line of Duty Benefits 4 Suggested Agenda Items for April (or 2nd Quarter) 4 Public Recital of Nature of Act Must Be made Before Vote 4 Individuals Not Proper Defendants in FOIA Action 5 Appellate Court Allows Amendment of Complaint After Failure to Name Necessary Parties on Administrative Review 6 PSEBA Benefits Not Available for Civilian Paramedic 6 Occupational Disease Insufficient for PSEBA Benefits 8 Reimer Dobrovolny & Karlson LLC News 2017 REIMER DOBROVOLNY & KARLSON LLC 1 34 of 41
35 obligation to properly pay into the police and fire pension funds. At hearing, DOI presented evidence regarding North Riverside s history of funding its police and fire pension funds. The evidence showed that there were ways in which the Village could have raised additional funds. The hearing also revealed that the Village in fact not only missed payments late in the decade as they were charged with doing, but in fact made no annual contribution six times between 2000 and 2011 and made less than the full contribution in three of the other years. At the same time, the Village made all of its payments to IMRF. The Village explained it funded IMRF because that fund has an enforcement provision. In light of the evidence, the hearing officer concluded the Village of North Riverside was noncompliant. The hearing officer issued an order of compliance. The Village then filed a complaint for administrative review in the Circuit Court of Cook County. That complaint was denied. The Circuit Court affirmed the hearing officer s order. The Village then appealed. On appeal, the Appellate Court considered the Village s argument about its claimed inability to pay. Responding to this claim, the Appellate Court noted, the hearing officer, and thereafter the Director by ratification, heard all of the evidence and found that the Village had simply made choices to allocate funds elsewhere in derogation of its statutory duties. The Appellate Court concluded, the Village position shows a conscious choice in the Village s allocation of resources and acknowledges a deliberate effort to allocate resources other than the police and firefighter pension funds. The Appellate Court upheld the Circuit Court and hearing officer s finding of non-compliance by the Village. The Appellate Court explained, The Village, as all government units, has to make choices where to spend money. And here there was evidence that the Village spent its money on discretionary endeavors it prioritized more than contributing to the police and firefighter pensions. The Appellate Court concluded, That is a violation of the Pension Code. This is one of the first appellate cases to deal with DOI s power to sanction underfunding municipalities and fire protection districts. What if any sanction will be issued? The statute permits a maximum civil penalty of $2,000 for each noncompliance with the Director s order. This coupled with the newly effective mandatory funding portion of the Pension Code will begin to address delinquent employers that have consistently chosen to not fund police and fire pension systems. New Senate Bills Proposed Effecting Consolidation and Intercept of Funds S.B & 3455 Two Senate Bills have been proposed by State Senator Michael Hastings aimed at Article 3 and 4 pension funds. Senate Bill 3454 purports to amend the State Comptroller intercept provisions of Articles 3 and 4 for funds maintaining assets exceeding 5 years of current liabilities. While Funds who have assets not meeting this threshold may still intercept under the current statute, the bill proposes funds with assets at this level may now not intercept any monies due because of underfunding until fiscal year The bill limits the amount that may be appropriated to the pension fund to one-tenth of the total payments of any state funds to the municipality in 2021 and increases to one-half the total amount by fiscal year However, to date no rules have been adopted by the Comptroller governing fund intercept under any circumstances. Senate Bill 3455 again proposes consolidation of investments for Article 3 and 4 funds throughout the State. Under the proposal, any fund with assets in excess of 3 months of current liabilities would have their investments and investment authority transferred to the IMRF. IMRF would then take control of the local fund s investments and manage pursuant to the rules governing IMRF. Article REIMER DOBROVOLNY & KARLSON LLC 2 35 of 41
36 and 4 funds would need to petition IMRF for transfer of funds in the amount of three months of current liabilities in order to pay benefits and operational expenses. Any amount in excess of three months of current liability would be transferred to IMRF for investment. Under the proposed legislation, IMRF cannot be held liable for failure to pay any benefit due an annuitant or beneficiary of the fund. Any Article 3 or 4 fund could opt out of the consolidation into IMRF by electing to come under the authority of the Illinois State Board of Investments prior to the effective date of the Act. Both Bills were proposed on November 29, They were referred to Assignments the same day. No action has been taken since. Given the end of the legislative session, it seems unlikely either Bill will see any further action. Reversal of Board Decision Denying Line of Duty Benefits Hopkins v. Bd. of Trustees of the Firefighters Pension Fund of the City of East St. Louis, 2016 IL App. (5th) Captain Larry Hopkins sought line of duty disability pension benefits based on the cumulative effects of two on-the-job injuries he suffered. Following a hearing, the Pension Board unanimously found Hopkins failed to meet his burden he suffered a line of duty disability. Hopkins was first injured in 2009 when an overhead door hit him in the head while he was fighting a structural fire. Hopkins suffered a second head injury in 2011 when an object (presumed to be a brick or piece of concrete) was blown off a building that was on fire and hit him in the head. Hopkins ultimately underwent discectomy surgery and was returned to work without restrictions. Following his return to work Hopkins testified before the Pension Board the symptoms relating to his head injuries reoccurred. Hopkins underwent three independent medical exams relating to his application for line of duty disability benefits. All three doctors uniformly found Hopkins unable to perform full and unrestricted firefighting duties and further found his disability related to the head injuries he suffered. Two of the doctors also provided supplemental reports finding Hopkins secondary employment at a steel company did not change their opinion regarding his disability. The Pension Board also admitted the report of the doctor from Hopkins worker s compensation claim, who found Hopkins unfit to be a fireman even before his 2009 injury. Following the hearing, the Pension Board found Hopkins was disabled but his disability was not the result of an act of duty. On administrative review, the circuit court noted the Pension Board did not rely on the opinions of the three independent medical exams but instead relied on the worker s compensation doctor s report, who had not seen plaintiff since October 2009 when the City hired him to give a report for its defense of plaintiff s worker s compensation claim. The circuit court reversed the Pension Board s decision as clearly erroneous in its reliance on the worker s compensation doctor s report. The City sought review by the Appellate Court. In affirming the reversal, the Appellate Court noted the worker s compensation doctor was not in actuality an impartial physician, but a paid expert who was hired to testify on behalf of the City in its defense of plaintiff s worker s compensation claim based upon plaintiff s July 5, 2009 accident. The Appellate Court found, The Board was wrong to rely on the opinion of Dr. Katz, who was unaware of key relevant and material facts in this case. The Appellate Court opined section required the Pension Board must consider the opinions of the three physicians selected by the Pension Board. The Appellate Court confirmed the appropriate standard of review was the manifest weight of the evidence and found the Pension Board s denial of line of duty benefits was against the manifest weight of the evidence REIMER DOBROVOLNY & KARLSON LLC 3 36 of 41
37 Suggested Agenda Items for April (or 2nd Quarter) Rebalance portfolio to conform with statutory asset allocation prior to close of fiscal year. Election of active/retired/disabled Trustees. Review and/or modification of Board s investment policy. Authorize preparation of annual Department of Insurance Report. Status of independent audit report. (Due within 6 months of close of fiscal year beginning with F.Y. 2016). Review and/or modification of Board s Administrative Rules and Regulations. Annual filing of statement of economic interest statements for each Trustee. Public Recital of Nature of Act Must be Made Before Vote Allen v. Clark County Park Dist. Bd. Of Commissioners, 2016 IL App. (4th) In February 2015, the Clark County Park District Board of Commissioners conducted its regularly scheduled meeting, which included two items on its agenda: X. Board Approval of Lease Rates and XI. Board Approval of Revised Covenants. Following motions, the Board voted to approve the lease rates and revised covenants. A member of the public then asked the Board to describe what it had just voted on. The Board did not provide any substantive answer to the question from the public. Plaintiffs initially filed a pro se complaint alleging the Board had insufficiently set forth the subject matters for agenda items X and XI and did not otherwise explain the nature of the items before voting. Plaintiffs later secured an attorney to represent them who ultimately filed a second amended complaint claiming various violations of the Open Meetings Act ( OMA ), including Count III which claimed the Board violated section 2(e) of the OMA. Section 2(e) requires the Board to give a sufficient public recital of agenda items before taking public action. The Board filed a motion to dismiss, which was granted by the circuit court. Plaintiffs took their appeal regarding dismissal of Count III of their second amended complaint. Section 2(e) of the OMA provides: Final action. No final action may be taken at a closed meeting. Final action shall be preceded by a public recital of the nature of the matter being considered and other information that will inform the public of the business being conducted. 5 ILCS 120/2(e). After reviewing the intent of the statute and the limited case law addressing Section 2(e), the Appellate Court reversed the dismissal of Count III. The Appellate Court found the Board s actions insufficient to meet the requirements of Section 2(e). The Appellate Court relied in part on an opinion from the Illinois Attorney General which stated: public recital must include the key terms of the proposed public contract or agreement. The Appellate Court found the Board s introductions of agenda items X and XI did not provide the public any of the key terms of the lease agreements or covenants. A detailed explanation was not required, but the public body may not provide no details at all. Individuals Not Proper Defendants in FOIA Action Korner v. Madigan et al., 2016 IL App. (1st) The First District Appellate has confirmed only public bodies are proper defendants in an action brought under the FOIA. Individual public officers cannot be sued. The Plaintiff sent a FOIA request 2017 REIMER DOBROVOLNY & KARLSON LLC 4 37 of 41
NOTICE OF A REGULAR MEETING OF THE LIBERTYVILLE FIREFIGHTERS PENSION FUND BOARD OF TRUSTEES
NOTICE OF A REGULAR MEETING OF THE LIBERTYVILLE FIREFIGHTERS PENSION FUND BOARD OF TRUSTEES The Libertyville Firefighters Pension Fund Board of Trustees will conduct a regular meeting on Monday, August
More informationMonthly Financial Report For the Month Ended February 28, 2018
Monthly Financial Report For the Month Ended February 28, 218 Prepared By 668 N. RIVER ROAD NAPERVILLE, ILLINOIS 6563 PHONE 63.393.1483 FAX 63.393.2516 www.lauterbachamen.com Mundelein Firefighters' Pension
More informationMonthly Financial Report For the Month Ended November 30, 2016
Monthly Financial Report For the Month Ended November 30, 206 Prepared By 27W457 WARRENVILLE RD WARRENVILLE, ILLINOIS 60555 PHONE 630.393.483 FAX 630.393.256 www.lauterbachamen.com Table of Contents Starting
More informationMonthly Financial Report For the Month Ended November 30, 2017
Monthly Financial Report For the Month Ended November 3, 217 Prepared By 668 N. RIVER ROAD NAPERVILLE, ILLINOIS 6563 PHONE 63.393.1483 FAX 63.393.2516 www.lauterbachamen.com Table of Contents Starting
More informationLOMBARD FIREFIGHTERS PENSION FUND
LOMBARD FIREFIGHTERS PENSION FUND George Seagraves President Terry Davis Secretary Joseph Shark Trustee Thomas Willis Trustee Paul DiRienzo Trustee THE REGULAR MEETING MINUTES OF THE LOMBARD FIREFIGHTERS
More informationMonthly Financial Report For the Month Ended November 30, 2018
Monthly Financial Report For the Month Ended November 3, 28 Prepared By 668 N. RIVER ROAD NAPERVILLE, ILLINOIS 6563 PHONE 63.393.483 FAX 63.393.256 www.lauterbachamen.com Mundelein Firefighters' Pension
More informationTHE REGULAR MEETING MINUTES OF THE LINCOLNWOOD POLICE PENSION FUND BOARD OF TRUSTEES THURSDAY, JANUARY 25, 2018
THE REGULAR MEETING MINUTES OF THE LINCOLNWOOD POLICE PENSION FUND BOARD OF TRUSTEES THURSDAY, JANUARY 25, 2018 A regular meeting of the Lincolnwood Police Pension Fund Board of Trustees was held on Thursday,
More informationBolingbrook Firefighters Pension Fund Regular Meeting Minutes October 23, 2017 Bolingbrook Fire Station Rodeo Drive Bolingbrook, IL 60490
Bolingbrook Firefighters Pension Fund Regular Meeting Minutes October 23, 2017 Bolingbrook Fire Station 5 1900 Rodeo Drive Bolingbrook, IL 60490 CALL TO ORDER: President Bramwell called the regular meeting
More information3. Analysis of Investments-Wells Fargo/Madison followed by discussion and possible Board action related to investments
Lincolnwood Police Pension Board Village of Lincolnwood 6900 N. Lincoln Avenue, Lincolnwood, IL 60712 Agenda Thursday, October 23, 2014 at 2:00 PM Lincolnwood Village Hall Council Chambers 1. Call to Order
More informationMonthly Financial Report For the Month Ended November 30, 2018
Monthly Financial Report For the Month Ended November 3, 28 Prepared By 668 N. RIVER ROAD NAPERVILLE, ILLINOIS 6563 PHONE 63.393.483 FAX 63.393.256 www.lauterbachamen.com Mundelein Police Pension Fund
More informationVillage of Crete Police Pension Fund Board of Trustees 524 W. Exchange Street Crete, IL 60417
Village of Crete Police Pension Fund Board of Trustees 524 W. Exchange Street Crete, IL 60417 Regular Board Meeting Minutes January 14, 2015 CALL TO ORDER: The regular meeting of the Board of Trustees
More informationUrbana Police Pension Fund
Urbana Police Pension Fund 400 S. Vine Urbana, Illinois 6180 217(384-2320) FAX 217(384-2363; URBANA POLICE PENSION FUND MINUTES Friday, January 27, 2012, 1 PM ** Next Board Meeting: riday, April 27, 2012,
More informationHOFFMAN ESTATES FIREFIGHTERS PENSION BOARD QUARTERLY MEETING MINUTES
HOFFMAN ESTATES FIREFIGHTERS PENSION BOARD Station 24 575 Beacon Point Hoffman Estates, IL. 60192 847-695-8502 October 12, 2015 at 9:30a.m. QUARTERLY MEETING MINUTES I. Call to Order. Meeting called to
More informationIllinois Public Pension Fund Association Regional Seminar February 16, 2017
Illinois Public Pension Fund Association Regional Seminar February 16, 2017 ELAINE KELLER /ELBA ACEVEDO MANAGERS PUBLIC PENSION DIVISION ILLINOIS DEPARTMENT OF INSURANCE Agenda The Examination Process
More informationDownstate Police Pensions Under Article 3 Tier II Benefits
Downstate Police Pensions Under Article 3 Tier II Benefits ILLINOIS PUBLIC PENSION FUND ASSOCIATION PUBLIC SAFETY FINANCIAL AND INVESTMENT TRAINING (IPPFA PS-FIT) NOTE: This Section is excerpted from Retirement
More informationBOARD OF TRUSTEES DOWNERS GROVE FIREFIGHTERS PENSION FUND MEETING
BOARD OF TRUSTEES DOWNERS GROVE FIREFIGHTERS PENSION FUND MEETING Downers Grove Fire Department Station 2, 5420 Main, Training Room May 10, 2017, 1630 hrs. Members Present Trustee Matt Campbell, Trustee
More informationMINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD FRIDAY MAY 26, 2017
MINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD FRIDAY MAY 26, 2017 The regular meeting of the Retirement Board of the Policemen's Annuity
More informationPREPARING FOR AN UPCOMING PENSION FUND AUDIT BY THE ILLINOIS DEPARTMENT OF INSURANCE, PUBLIC PENSION DIVISION
PREPARING FOR AN UPCOMING PENSION FUND AUDIT BY THE ILLINOIS DEPARTMENT OF INSURANCE, PUBLIC PENSION DIVISION By Dennis J. Orsey, IPPFA Deputy Counsel, Granite City, Illinois, orseylaw@msn.com The Illinois
More information2015. Present at the meeting was President James Lamkin, Vice President Robert Christ, Trustee Robert
The Minutes of the Quarterly Meeting of the Elgin Police Pension Fund, Board of Trustees, July 15, 2015. Present at the meeting was President James Lamkin, Vice President Robert Christ, Trustee Robert
More informationLincolnwood Police Pension Board Village of Lincolnwood 6900 N. Lincoln Avenue, Lincolnwood, IL 60712
Lincolnwood Police Pension Board Village of Lincolnwood 6900 N. Lincoln Avenue, Lincolnwood, IL 60712 Thursday January 22, 2015 at 2:00 PM Lincolnwood Village Hall Council Chambers 1. Call to Order 2.
More informationPUBLIC EMPLOYEES RETIREMENT BOARD EDUCATION SESSION AND MEETING MINUTES FOR Tuesday, April 15 and Wednesday, April 16, 2008
PUBLIC EMPLOYEES RETIREMENT BOARD EDUCATION SESSION AND MEETING MINUTES FOR Tuesday, April 15 and Wednesday, April 16, 2008 The agenda for this meeting was mailed to every public employer, the news media,
More informationDOI Flip-Flops on Tier 2 Firefighters Reciprocity
DOI Flip-Flops on Tier 2 Firefighters Reciprocity On December 22, 2015, Deputy Director Mary Jane Adkins issued a DOI Opinion opining tier 2 firefighters who exercise reciprocity would be considered tier
More informationMINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY SEPTEMBER 25, 2014
MINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY SEPTEMBER 25, 2014 The regular meeting of the Retirement Board of the Policemen's
More informationSIZE T H E PENSION BOARD SECRETARY EDITED VERSION Volume 1. Illinois Professional Firefighters Association
SIZE up PENSION BOARD SECRETARY EDITED VERSION T H E 2017 - Volume 1 Illinois Professional Firefighters Association 188 West Industrial Drive Suite 134 Elmhurst, IL 60126-1608 v 630.833.2405 f 630.833.2412
More informationSEPTEMBER 21, 2016 KERRY WEST NO CA-0148 VERSUS COURT OF APPEAL SEWERAGE AND WATER BOARD FOURTH CIRCUIT STATE OF LOUISIANA * * * * * * *
KERRY WEST VERSUS SEWERAGE AND WATER BOARD NO. 2016-CA-0148 COURT OF APPEAL FOURTH CIRCUIT STATE OF LOUISIANA APPEAL FROM CITY CIVIL SERVICE COMMISSION ORLEANS NO. 8287 JAMES F. MCKAY III CHIEF JUDGE (Court
More informationUCB, Inc. Defined Benefit Pension Plan Litigation NOTICE OF PROPOSED CLASS ACTION SETTLEMENT
UCB, Inc. Defined Benefit Pension Plan Litigation NOTICE OF PROPOSED CLASS ACTION SETTLEMENT Ahrens, et al., v. UCB Holdings, Inc., et al., No. 15-cv-348-TWT (N.D. Ga.) A Federal Court authorized this
More informationMINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY FEBRUARY 26, 2015
MINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY FEBRUARY 26, 2015 The regular meeting of the Retirement Board of the Policemen's
More informationElectrical. Pension. Trustees. Pension Plan No. 4
Electrical Pension Trustees Pension Plan No. 4 ABOUT THIS BOOKLET To understand your benefits from the Electrical Contractors Association and Local Union 134, I.B.E.W. Joint Pension Trust of Chicago Pension
More informationNOTICE OF CLASS ACTION SETTLEMENT AND FAIRNESS HEARING
UNITED STATES DISTRICT COURT MIDDLE DISTRICT OF NORTH CAROLINA Karolyn Kruger, M.D., et al., Plaintiffs, v. Novant Health Inc., et al., Defendants. Case No. 14-cv-208 Judge William Osteen, Jr. NOTICE OF
More informationCITY OF BERWYN, ILLINOIS POLICE PENSION FUND HOUSE BILL 5088 MUNICIPAL COMPLIANCE REPORT FOR THE YEAR ENDED DECEMBER 31, 2010
HOUSE BILL 5088 MUNICIPAL COMPLIANCE REPORT FOR THE YEAR ENDED DECEMBER 31, 2010 Lauterbach & Amen, LLP CERTIFIED PUBLIC ACCOUNTANTS 27W457 WARRENVILLE ROAD WARRENVILLE, ILLINOIS 60555-3902 PHONE (630)
More informationPOLICEMEN'S ANNUITY & BENEFIT FUND OF CHICAGO March 2009, No. 34 WELCOME SPRING!
POLICEMEN'S ANNUITY & BENEFIT FUND OF CHICAGO March 2009, No. 34 WELCOME SPRING! ATTENTION ANNUITANTS! Watch for Signature Verification Affidavits. The Fund will be mailing the annual affidavits to you
More information) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) Petitioner Z Financial, LLC, appeals both the trial court s granting of equitable
FOURTH DIVISION April 30, 2009 No. 1-08-1445 In re THE APPLICATION OF THE COUNTY TREASURER AND Ex Officio COUNTY COLLECTOR OF COOK COUNTY ILLINOIS, FOR JUDGMENT AND ORDER OF SALE AGAINST REAL ESTATE RETURNED
More informationIPPFA Regional Seminar February 10, 2016
IPPFA Regional Seminar February 10, 2016 MJ ADKINS DEPUTY DIRECTOR PUBLIC PENSION DIVISION ILLINOIS DEPARTMENT OF INSURANCE Contacting the Public Pension Division Internet: https://insurance.illinois.gov/applications/pension
More informationBOARD OF TRUSTEES OF THE VILLAGE OF TEQUESTA GENERAL EMPLOYEES PENSION TRUST FUND ADMINISTRATIVE RULES
BOARD OF TRUSTEES OF THE VILLAGE OF TEQUESTA GENERAL EMPLOYEES PENSION TRUST FUND ADMINISTRATIVE RULES August 2015 TABLE OF CONTENTS PART 1 - GENERAL PROVISIONS... 1 1.1 Purpose... 1 1.2 Definitions...
More informationNOTICE OF A REGULAR MEETING OF THE RANTOUL POLICE PENSION FUND BOARD OF TRUSTEES
NOTICE OF A REGULAR MEETING OF THE RANTOUL POLICE PENSION FUND BOARD OF TRUSTEES The Rantoul Police Pension Fund Board of Trustees will conduct a regular meeting on Tuesday January 22, 2019 at 2:00 pm
More informationFINAL ORDER REVERSING TRIAL COURT. Franklin Chase ( Appellant ) appeals the denial of his Motion to Suppress 1. This court
IN THE CIRCUIT COURT OF THE NINTH JUDICIAL CIRCUIT IN AND FOR ORANGE COUNTY, FLORIDA APPELLATE CASE NO: 2014-AP-000027-A-O LOWER CASE NO.: 2014-CT-001011-A-O FRANKLIN W. CHASE, v. Appellant, STATE OF FLORIDA,
More informationMINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY - APRIL 27, 2017
MINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY - APRIL 27, 2017 The regular meeting of the Retirement Board of the Policemen's
More information8:30 10:00 AM Fiduciary Liability for Fire and Police Pension Plan Trustees and 457 Plan Trustees
IGFOA Professional Education Committee presents the 2016 Illinois Public Pension Institute March 17, 2016 8:30 AM to 4:30 PM Doubletree Suites Hotel and Conference Center, 2111 Butterfield Road, Downers
More informationCOUNCIL MEMBER PRESENT ABSENT Rodriguez Parker Wendt Zelnio Turner Schoonmaker Waldron Acri Mayor Raes
MOLINE CITY COUNCIL AGENDA Tuesday, April 25, 2017 6:30 p.m. (Immediately following the Committee-of-the-Whole meeting) City Hall Council Chambers 2 nd Floor 619 16th Street Moline, IL Call to Order Pledge
More informationMINUTES OF THE BOARD OF TRUSTEES VILLAGE OF WORTH HELD NOVEMBER 15, 2016
MINUTES OF THE BOARD OF TRUSTEES VILLAGE OF WORTH HELD NOVEMBER 15, 2016 CALL TO ORDER The regular meeting of the Village of Worth Village Board was called to order by Village President Werner on at 7:00
More informationThe Police Pension Fund VILLAGE OF LOMBARD
The Police Pension Fund VILLAGE OF LOMBARD NOTICE OF A REGULAR MEETING OF THE BOARD OF TRUSTEES The Lombard Police Pension Fund Board of Trustees will conduct a regular meeting on January 11, 2016 at 1:30
More informationA Primer in Public Pensions CITY OF GENEVA CITY COUNCIL MEETING FEBRUARY 20, 2018
A Primer in Public Pensions CITY OF GENEVA CITY COUNCIL MEETING FEBRUARY 20, 2018 1 Pension Authority Illinois State Statue Police 40 ILCS 5/3-140 Firefighters 40 ILCS 5/4-126 IMRF 40 ILCS 5/7 2 Public
More informationIllinois Association of Defense Trial Counsel P.O. Box 7288, Springfield, IL IDC Quarterly Vol. 15, No. 3 ( ) Medical Malpractice
Medical Malpractice By: Edward J. Aucoin, Jr. Hall, Prangle & Schoonveld, LLC Chicago Senate Bill 475 More Than Simply Caps on Non-Economic Damages On May 30, 2005, the Illinois General Assembly took another
More informationMINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY JULY 26, 2018
MINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY JULY 26, 2018 The regular meeting of the Retirement Board of the Policemen's Annuity
More informationThe agenda for this meeting was mailed to every public employer, the news media, and other groups and individuals as requested.
PUBLIC EMPLOYEES RETIREMENT BOARD 25 th ANNUAL PLANNING SEMINAR and RETIREMENT BOARD MEETING MINUTES FOR Tuesday, September 21 and Wednesday, September 22, 2010 The agenda for this meeting was mailed to
More informationRequest for Proposals Professional Actuarial Services. QUESTIONS AND INTENT TO RESPOND DUE DATE: April 12, 2017, 4:00 p.m. (CDT)
Request for Proposals Professional Actuarial Services QUESTIONS AND INTENT TO RESPOND DUE DATE: April 12, 2017, 4:00 p.m. (CDT) PROPOSAL DUE DATE: April 24, 2017, 4:00 p.m. (CDT) PROPOSALS RECEIVED AFTER
More informationJudgment Rendered October
NOT DESIGNATED FOR PUBLICATION STATE OF LOUISIANA COURT OF APPEAL FIRST CIRCUIT NUMBER 2008 CA 0450 IN THE MATIER OF THE MASHBURN MARITAL TRUSTS CONSOLIDATED WITH NUMBER 2008 CA 0451 IN THE MATTER OF THE
More informationMINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY OCTOBER 26, 2017
MINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY OCTOBER 26, 2017 The regular meeting of the Retirement Board of the Policemen's
More informationPosted: 11/09/ :21:38 PM Updated: 11/15/17. VILLAGE OF MILAN COUNCIL MEETING November 20, 2017 Milan Municipal Building 5:30 P.M.
Posted: 11/09/2017 12:21:38 PM Updated: 11/15/17 VILLAGE OF MILAN COUNCIL MEETING Milan Municipal Building 5:30 P.M. AGENDA 1. Roll Call 2. Pledge of Allegiance 3. Consideration of the Minutes of October
More informationMINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY SEPTEMBER 24, 2015
MINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY SEPTEMBER 24, 2015 The regular meeting of the Retirement Board of the Policemen's
More informationBOARD OF TRUSTEES OF THE PARK RIDGE FIREFIGHTERS' PENSION FUND RULES CITY OF PARK RIDGE FIRE DEPARTMENT COOK COUNTY, ILLINOIS
BOARD OF TRUSTEES OF THE PARK RIDGE FIREFIGHTERS' PENSION FUND RULES CITY OF PARK RIDGE FIRE DEPARTMENT COOK COUNTY, ILLINOIS Adopted May 13, 2003 Amended February 14, 2006 Amended November 14, 2006 Amended
More informationNo. 44,995-WCA COURT OF APPEAL SECOND CIRCUIT STATE OF LOUISIANA * * * * * Versus * * * * * Ryan E. Gatti, Workers Compensation Judge * * * * *
Judgment rendered March 3, 2010. Application for rehearing may be filed within the delay allowed by Art. 2166, LSA-CCP. No. 44,995-WCA COURT OF APPEAL SECOND CIRCUIT STATE OF LOUISIANA * * * * * GRAMBLING
More informationLAW OFFICES of THOMAS W. DUDA
Thomas W. Duda, Esq. Craig Millman, Esq. Joseph V. Prieto, Esq. Of Counsel: John B. Schwartz & Associates Paralegal: Christina Kately Administrative Assistant: Michael Rick Merrill LAW OFFICES of THOMAS
More informationNOTICE OF REGULAR MEETING
NOTICE OF REGULAR MEETING Pursuant to Section 54954.2 of the Government Code of the State of California, a Regular meeting of the Oversight Board of the Successor Agency to the City of Tracy Community
More informationMINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD TUESDAY - DECEMBER 20, 2016
MINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD TUESDAY - DECEMBER 20, 2016 The regular meeting of the Retirement Board of the Policemen's
More informationMember Handbook. For New OP&F Members
Member Handbook For New OP&F Members Disclaimer This publication summarizes the most important provisions of the governing law and administrative rules on the reporting requirements and employment restrictions
More informationSuite N Clark Street Chicago Illinois (312) Fax (312)
Laborers and Retirement Board Employees Annuity and Benefit Fund of Chicago Minutes of Regular Board Meeting No. 1005 Suite 1300 321 N Clark Street Chicago Illinois 60654-4739 (312) 236-2065 Fax (312)
More informationNo. 47,333-CA COURT OF APPEAL SECOND CIRCUIT STATE OF LOUISIANA * * * * * Versus * * * * *
Judgment rendered August 1, 2012. Application for rehearing may be filed within the delay allowed by Art. 2166, La. C.C.P. No. 47,333-CA COURT OF APPEAL SECOND CIRCUIT STATE OF LOUISIANA * * * * * WEST
More informationJOURNAL OF PROCEEDINGS BOARD OF TRUSTEES OF THE POLICE AND FIRE RETIREMENT SYSTEM OF THE CITY OF DETROIT 9:00 A.M.
JOURNAL OF PROCEEDINGS BOARD OF TRUSTEES OF THE POLICE AND FIRE RETIREMENT SYSTEM OF THE CITY OF DETROIT 9:00 A.M. IN THE CONFERENCE ROOM OF THE RETIREMENT SYSTEMS ONE DETROIT CENTER, 500 WOODWARD AVENUE,
More informationMINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY AND BENEFIT FUND OF CHICAGO HELD
MINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY AND BENEFIT FUND OF CHICAGO HELD THURSDAY OCTOBER 26, 2018 The regular meeting of the Retirement Board of the
More informationMunicipal Public Safety Pension Reforms. What Your Municipality Needs to Know About the New Law
Municipal Public Safety Pension Reforms What Your Municipality Needs to Know About the New Law October 2008 LARRY FRANG - Executive Director Dear Municipal Official, This Summer, the IML pension reform
More informationREQUEST FOR QUALIFICATIONS Legal Services
REQUEST FOR QUALIFICATIONS Legal Services RFQ Submittals Due February 20, 2018 by 4:00 PM Submit One Original and One Electronic Copy to: Village of Deerfield ATTN: Kent Street, Village Manager 850 Waukegan
More informationMINUTES. Newly appointed Board member Tom Mulligan was not present at the meeting. PRESENTATION OF PLAQUE TO FORMER BOARD MEMBER TONY LANG
MINUTES POLICE AND FIRE RETIREMENT SYSTEM BOARD OF TRUSTEES OMAHA/DOUGLAS CIVIC CENTER, LEGISLATIVE CHAMBERS 1819 FARNAM STREET, OMAHA, NEBRASKA THURSDAY, MAY 20, 2010, 1:30 P.M. MEMBERS PRESENT: MEMBER
More informationMINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY FEBRUARY 27, 2014
MINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY & BENEFIT FUND HELD THURSDAY FEBRUARY 27, 2014 The regular meeting of the Retirement Board of the Policemen's
More informationSPRINGFIELD FIREFIGHTERS PENSION FUND
Lauterbach & Amen, LLP 27W457 Warrenville Road Warrenville, IL 60555-3902 Actuarial Valuation as of March 1, 2017 SPRINGFIELD FIREFIGHTERS PENSION FUND GASB 67/68 Reporting LAUTERBACH & AMEN, LLP Actuarial
More informationMONMOUTH MUNICIPAL JOINT INSURANCE FUND MINUTES OCTOBER 11, 2018 WALL TOWNSHIP MUNICIPAL BUILDING 1:30 P.M.
MONMOUTH MUNICIPAL JOINT INSURANCE FUND MINUTES OCTOBER 11, 2018 WALL TOWNSHIP MUNICIPAL BUILDING 1:30 P.M. Meeting Called to Order by Chairman Dempsey. Open Public Meeting Statement read into the record.
More informationOKLAHOMA HORSE RACING COMMISSION REGULARLY SCHEDULED MEETING JUNE 19, 2014 MINUTES
OKLAHOMA HORSE RACING COMMISSION REGULARLY SCHEDULED MEETING JUNE 19, 2014 CALL TO ORDER/ROLL CALL Chairman Leonard called the Regularly Scheduled Meeting of the Commission to order at 9:34 a.m. in Track
More informationHEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 47 RETIREMENT TRUST FUND SUMMARY PLAN DESCRIPTION
HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 47 RETIREMENT TRUST FUND SUMMARY PLAN DESCRIPTION July 2012 To: All Participants, Alternate Payees, Pensioners, and Beneficiaries of the Heat and Frost
More informationLaborers and Retirement Board Employees Annuity and Benefit Fund of Chicago Minutes of Regular Board Meeting # 943 November 19, 2013
Laborers and Retirement Board Employees Annuity and Benefit Fund of Chicago Minutes of Regular Board Meeting # 943 Suite 1300 321 N Clark Street Chicago Illinois 60654-4739 (312) 236-2065 Fax (312) 236-0574
More informationRULES OF THE BOARD OF TRUSTEES OF THE LISLE-WOODRIDGE FIREFIGHTERS PENSION FUND
RULES OF THE BOARD OF TRUSTEES OF THE LISLE-WOODRIDGE FIREFIGHTERS PENSION FUND LISLE-WOODRIDGE FIRE PROTECTION DISTRICT DUPAGE AND WILL COUNTIES, ILLINOIS Revised August, 1995 Revised October, 2000 Revised
More informationv No Wayne Circuit Court
S T A T E O F M I C H I G A N C O U R T O F A P P E A L S CITY OF DETROIT, Plaintiff-Appellant, UNPUBLISHED March 15, 2018 v No. 337705 Wayne Circuit Court BAYLOR LTD, LC No. 16-010881-CZ Defendant-Appellee.
More information2019 IPPFA Illinois Pension Conference April 30 th May 3, 2019
2019 IPPFA Illinois Pension Conference April 30 th May 3, 2019 Held at the Embassy Suites Hotel in East Peoria, IL Tuesday, April 30 th 8:30AM 10:00AM Heroes Family Fund Golf Outing Check-In Heroes Family
More informationAnnual Disability Examinations and Restoration Issues
Annual Disability Examinations and Restoration Issues Presentation by Jeff Goodloe Puchalski Goodloe Marzullo, LLP 2100 Sanders Road, Suite 110 Northbrook, IL 60062 847-666-5680 jgoodloe@pgm-law.com Annual
More informationAdministrative Services Department
Administrative Services Department SUBJECT: Presentation of the 2015 Comprehensive Annual Financial Report AGENDA ITEM: 5. a. MEETING DATE: June 21, 2016 VILLAGE BOARD REPORT TO: Village President and
More informationMEETING NUMBER 2931 JOURNAL OF PROCEEDINGS OF THE BOARD OF TRUSTEES OF THE POLICE AND FIRE RETIREMENT SYSTEM OF THE CITY OF DETROIT
MEETING 2931 JOURNAL OF PROCEEDINGS OF THE BOARD OF TRUSTEES OF THE POLICE AND FIRE RETIREMENT SYSTEM OF THE CITY OF DETROIT PROCEEDINGS HELD THURSDAY, APRIL 18, 2013 9:00 A.M. IN THE CONFERENCE ROOM OF
More informationCITY OF FORT LAUDERDALE, FL GENERAL EMPLOYEES RETIREMENT SYSTEM SUMMARY PLAN DESCRIPTION FOR GROUP 2 EMPLOYEES INTRODUCTION
CITY OF FORT LAUDERDALE, FL GENERAL EMPLOYEES RETIREMENT SYSTEM SUMMARY PLAN DESCRIPTION FOR GROUP 2 EMPLOYEES INTRODUCTION This Summary Plan Description (SPD) is a brief description of your Pension Plan
More informationSECURITIES AND EXCHANGE COMMISSION Washington, D.C Form 10-Q
(Mark One) SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q X _ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED
More informationWorkers Compensation Procedure
City and County of Denver Workers Compensation Procedure Issued September 10, 2001 Workplace Safety 201 West Colfax Avenue Dept. 1105 Denver, CO 80202 Risk.Management@Denvergov.org Workplace Safety Home
More informationMinutes for the December 7, 2017 Meeting of the Board
MEETING OF THE RETIREMENT BOARD OF THE COUNTY EMPLOYEES AND OFFICERS ANNUITY AND BENEFIT FUND OF COOK COUNTY AND EX OFFICIO FOR THE FOREST PRESERVE DISTRICT EMPLOYEES ANNUITY AND BENEFIT FUND OF COOK COUNTY
More informationAppealed from the Office of Workers Compensation District 6. Livingston LA. Judgment Rendered February Attorney for.
STATE OF LOUISIANA COURT OF APPEAL FIRST CIRCUIT NUMBER 2008 CA 1691 MARGARET A MADDEN VERSUS LEMLE AND KELLEHER LLP Judgment Rendered February 13 2009 ej Appealed from the Office of Workers Compensation
More informationState of Minnesota \ LEGISLATIVE COMMISSION ON PENSIONS AND RETIREMENT
State of Minnesota \ LEGISLATIVE COMMISSION ON PENSIONS AND RETIREMENT TO: FROM: RE: Members of the Legislative Commission on Pensions and Retirement Lawrence A. Martin, Executive Director 2011 Special
More informationWelcome. Understanding Your SURS Benefits (Tier I and II)
Welcome Understanding Your SURS Benefits (Tier I and II) This presentation will begin shortly and is scheduled to last approximately 1 hour and 30 minutes (includes Q & A session) Technical Difficulties:
More informationIN THE COURT OF APPEALS OF THE STATE OF MISSISSIPPI CAUSE NO CA APPEAL FROM THE CIRCUIT COURT OF ATTALA COUNTY, MISSISSIPPI
E-Filed Document Jun 30 2016 11:18:49 2015-CA-01772 Pages: 11 IN THE COURT OF APPEALS OF THE STATE OF MISSISSIPPI BROOKS V. MONAGHAN VERSUS ROBERT AUTRY APPELLANT CAUSE NO. 2015-CA-01772 APPELLEE APPEAL
More informationUMATILLA MORROW RADIO AND DATA DISTRICT Pendleton, Oregon. Financial Statements and Independent Auditors' Report. June 30, 2016
UMATILLA MORROW RADIO AND DATA DISTRICT Pendleton, Oregon Financial Statements and Independent Auditors' Report UMATILLA MORROW RADIO AND DATA DISTRICT Board of Directors TERM EXPIRES Michael Roxbury June
More informationU.S. DISTRICT COURT FOR THE NORTHERN DISTRICT OF ILLINOIS Williams v. Wells Fargo, Case No. 1:14-cv-01981
U.S. DISTRICT COURT FOR THE NORTHERN DISTRICT OF ILLINOIS Williams v. Wells Fargo, Case No. 1:14-cv-01981 If you worked as a Financial Advisor Trainee for Wells Fargo, you may receive a payment from a
More informationAlderman Dylan Parker arrived at 5:45 p.m. Alderman Ivory D. Clark arrived at 6:07 p.m. 7/23/ Minutes
CITY OF ROCK ISLAND CITY COUNCIL STUDY SESSION July 23, 2018-5:30 p.m. City Hall 1528 Third Avenue, Rock Island IL Human Resources Conference Room, lower level Present: Mayor Mike Thoms, Alderman Virgil
More informationJOURNAL OF PROCEEDINGS BOARD OF TRUSTEES OF THE POLICE AND FIRE RETIREMENT SYSTEM OF THE CITY OF DETROIT 9:00 A.M.
JOURNAL OF PROCEEDINGS BOARD OF TRUSTEES OF THE POLICE AND FIRE RETIREMENT SYSTEM OF THE CITY OF DETROIT 9:00 A.M. IN THE CONFERENCE ROOM OF THE RETIREMENT SYSTEMS ONE DETROIT CENTER 500 WOODWARD AVENUE
More informationSPRINGFIELD PARK DISTRICT SPRINGFIELD, ILLINOIS ANNUAL FINANCIAL REPORT. For the Year Ended April 30, 2017
ANNUAL FINANCIAL REPORT For the Year Ended April 30, 2017 TABLE OF CONTENTS Page(s) INDEPENDENT AUDITOR S REPORT... 1-2 BASIC FINANCIAL STATEMENTS Government-Wide Financial Statements Statement of Net
More informationREQUEST FOR QUALIFICATIONS (RFQ) VILLAGE OF LEMONT, ILLINOIS LEGAL SERVICES
REQUEST FOR QUALIFICATIONS (RFQ) VILLAGE OF LEMONT, ILLINOIS LEGAL SERVICES The, Illinois ( Village ) is soliciting qualifications from law firms to perform corporate legal services ( Services ) for the
More informationDRAFT CAMPTON HILLS POLICE PENSION FUND. Actuarial Valuation as of May 1, 2017 LAUTERBACH & AMEN, LLP. GASB 67/68 Reporting
Lauterbach & Amen, LLP 668 N. River Road Naperville, IL 60563 Actuarial Valuation as of May 1, 2017 CAMPTON HILLS POLICE PENSION FUND GASB 67/68 Reporting LAUTERBACH & AMEN, LLP Actuarial GASB Disclosures
More information10 South Batavia Avenue Batavia, IL (630) FAX (630)
Agenda Item # 5 a (1) w w w. B a t a v i a P u b l i c L i b r a r y. o r g MINUTES Board of Library Trustees of the Batavia Public Library District Regular Meeting Tuesday 16 June 2015 1. Call to Order
More informationCONTENTS. Introduction. Valuation Results. 1-2 Summary of Actuarial Valuation Results 3 Derivation of Experience Gain (Loss) 4-7 Comments and Analysis
CITY OF JOLIET FIREFI G H T E R S P E N S I O N F U N D ANNUAL ACTUARIAL VALU A T I O N FOR THE YEAR BEGINNING JANUARY 1, 2015 CONTENTS Section Page Introduction A Valuation Results 1-2 Summary of Actuarial
More informationJ. Kirby McDonough and S. Douglas Knox of Quarles & Brady, LLP, Tampa, for Appellee.
IN THE DISTRICT COURT OF APPEAL FIRST DISTRICT, STATE OF FLORIDA LINDA G. MORGAN, v. Appellant, NOT FINAL UNTIL TIME EXPIRES TO FILE MOTION FOR REHEARING AND DISPOSITION THEREOF IF FILED CASE NO. 1D15-2401
More informationJOURNAL OF PROCEEDINGS BOARD OF TRUSTEES OF THE POLICE AND FIRE RETIREMENT SYSTEM OF THE CITY OF DETROIT 9:00 A.M.
JOURNAL OF PROCEEDINGS BOARD OF TRUSTEES OF THE POLICE AND FIRE RETIREMENT SYSTEM OF THE CITY OF DETROIT 9:00 A.M. IN THE CONFERENCE ROOM OF THE RETIREMENT SYSTEMS ONE DETROIT CENTER, 500 WOODWARD AVENUE,
More informationBEFORE THE BOARD OF TRUSTEES TEACHERS' RETIREMENT SYSTEM OF THE STATE OF ILLINOIS
BEFORE THE BOARD OF TRUSTEES TEACHERS' RETIREMENT SYSTEM OF THE STATE OF ILLINOIS ) In the Matter of: ) ) Schaumburg Community Consolidated School District 54, ) ) ) Petitioner. ) PROPOSED DECISION RECOMMENDED
More informationThe meeting was called to order at the hour of 3: 00 p. m. by President Umberto Davi.
MINUTES OF THE REGULAR MEETING OF THE BOARD OF TRUSTEES OF THE POLICE PENSION FUND OF THE VILLAGE OF WILLOWBROOK HELD ON JULY 26, 2011, AT THE VILLAGE HALL, 7760 QUINCY STREET, WILLOWBROOK, DUPAGE COUNTY,
More information***SPECIAL MEETING***
***SPECIAL MEETING*** AGENDA BOARD OF TRUSTEES VILLAGE OF CARPENTERSVILLE April 16, 2015 8:30 A.M. VILLAGE HALL BOARD ROOM 1200 L.W. BESINGER DRIVE, CARPENTERSVILLE, ILLINOIS 60110 I. Call to Order II.
More informationMINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY AND BENEFIT FUND OF CHICAGO HELD
MINUTES OF THE PROCEEDINGS REGULAR MEETING OF THE RETIREMENT BOARD OF THE POLICEMEN'S ANNUITY AND BENEFIT FUND OF CHICAGO HELD THURSDAY - JANUARY 31, 2019 The regular meeting of the Retirement Board of
More informationThe Scholarship Program
The Scholarship Program of the Food Employers Labor Relations Association and United Food and Commercial Workers Health and Welfare Fund Summary Plan Description August 2014 THE SCHOLARSHIP PROGRAM OF
More informationNOTICE OF PROPOSED CLASS ACTION SETTLEMENT YOU MAY BE REQUIRED TO FILE A CLAIM FORM. NOT ALL CLASS MEMBERS ARE REQUIRED TO FILE A CLAIM FORM.
The Superior Court of the State of California authorized this Notice. This is not a solicitation from a lawyer. NOTICE OF PROPOSED CLASS ACTION SETTLEMENT If you are a lawyer or law firm that has paid,
More information