ANNUAL REPORT 2001 - FIREMENS RELIEF AND PENSION FUND
,/'.
ANNUAL bPORT FOR YEAR 2001 I
City of Clearwater
(CITY / DISTRICT)
Firemen's Relief and Pension Fund
(NAME OF FUND)
P.O. Box 4748, Clearwater, Flordia 33758-4748
(ADDRESS OF FUND)
STATE OF
Florida
COUNTY OF
Pinellas
We declare that the information given in this Annual Report and any
attachments thereto is true and cOJJ\plete to the best of our information,
knowledge and belief.
Signag,~~V'~iJI~. CHAIRMAN*
Brian J. Aungst Sr., Mayor
Please Type: Name of Chairman
P.O. Box 4748, Clearwater, Florida
Mailing Address 33758-4748
*Must be member of
the Board of Trustees
(727 )
Area Code
562-4049
Telephone/Suncom Number
(5?~~/~--e/
Signature
Rowland Herald, Fire Chief
Please Type: Name of Secretary
SECRETARY*
610 Franklin Street, Clearwater, Florida 33756
Mailing Address
(727)
Area Code
562-4326
Telephone/Suncom Number
CONTACT PERSON FOR ANNUAL REPORT:
The municipal Police Officers' and
Firefighters' Retirement Trust Funds
Office is hereby authorized to
contact the person listed above
for additional information and/or
corrections regarding the annual report.
Karen Miles
Name: Please Type
Accounting Manager
Title Finance Department, ,
P.O. Box 4748, Clearwater, Florida
Mailing Address 33758-4748
727 562-4517
Area Code Telephone/Suncom
Subscribed and sworn to before me this
Personally known ~ or
~/,j day of ~
C~~'-y~'~
,2002
Produced identification C
Type of Identification Produced
NOTARY PU8l1C . ITATE OF FLORIDA
CAROLYN l BRINK
e~.8ION' CC834878
EXPIAES 6I22I2CI03
BONDED THRU AlIA t.-.HOTMVt
Revised 09/01
(1)
()/). .' L/) .i. '"'j /\
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1. ~OARD OF TRUSTEES
Makeup of Board specified in:
Ordinance/Resolution No.1955,ch30658 ,Section
5
,Dated May 19,1955
Names of Trustees
Trustees Elected/Appointed By*
Mayor Brian J. Aunqst Sr.
Chief, Rowland Herald
Lt. Charles E. Selby
Mayor**
Fire Chief**
Richard Baldwin
Elected Firefiqhter
Elected Firefiqhter
Elected Firefiqhter
Elected Firefiqhter
Georqe Handura, Jr.
Gene Rucker
* For each Trustee Specify: City / Fire Commission Appointee, Firefighter,
Elected Member, or Designated in Ordinance (example: Finance Director,
city Clerk or Treasurer). Attach separate page, if necessary.
2. Required Quarterly Board Meetings. List the date (month, day, year) of
one Board Meeting in each quarter:
1st December 12, 2000
3rd May 22, 2001
2nd March 6, 2001
4th September 11, 2001
3. List all ordinances passed during this reporting period that affect your
pension fund. An impact statement must be performed for each new ordinance.
Any ordinance having no acturial impact upon the plan must have a letter
from your actuary attesting to this fact.
Ordinance/Resolution No.
NONE
Date Passed
Impact Statement Date
Ordinance/Resolution No.
Date Passed
Impact Statement Date
Ordinance/Resolution No.
Date Passed
Impact Statement Date
Ordinance/Resolution No.
Date Passed
Impact Statement Date
4. CHAPTER FUNDS ONLY
List any benefit improvements implemented during this reporting period and
the date effective:
N/A
Revised 09/01
(2)
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1. ACTUARIAL VALUATION
Contributions (Page 5, Line 3) for this reporting period were made in
accordance with the valuation performed by:
Mouton & Co., Inc.
Name of Actuarial Firm
516 Lakeview Rd.
Villa 6
Clearwater, Fl. 33756
Glen F. Mouton
Contact Person
Mailing Address
(727 )
Area Code
Date of Valuation January 1, 2000
441-1526
Telephone Number
Period Covered 1/1/00-12/31/00
2. CERTIFIED PUBLIC ACCOUNTANT
Grant Thornton LLP
Name of Firm
2300 North Tower
235 Peachtree St.N.E.
Atlanta, GA. 30303
Mailing Address
Dick L. Swofford
Contact Person
(404)
Area Code
330-2000
Telephone Number
3. MONEY MANAGER
N/A
Name of Firm
Contact Person
Mailing Address
Area Code
Telephone Number
4. PERFORMANCE EVALUATION
A performance evaluation has not been done.
Name of Firm
All investments
are fixed rate securities.
Contact Person
Mailing Address
N/A
Area Code
N/A
Telephone Number
N/A
Date of Evaluation
N/A
Period Covered
5. LEGAL ADVISOR
City
Name of Firm
Attorney
Mailing Address
Area Code
Telephone/Suncom Number
6. PLAN ADMINISTRATOR
City
Name of Firm
Administrator
Mailing Address
Area Code
Telephone/Suncom Number
Revised 09/01
(3)
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City of Clearwater
CITY/DISTRICT NAME
Firemen's Relief and Pension Fund
NAME OF PENSION FUND
STATEMENT OF ASSETS AND LIABILITIES
AS OF 9/30/2001
Month/Day/Year
ASSETS - MARKET VALUE
1. CASH, CHECKING AND SAVINGS (From pg.7)
2. CERTIFICATES OF DEPOSIT (From pg. 7)
3. SHORT TERM INVESTMENTS (From pg. 7)
4. OTHER CASH AND EQUIVALENTS (From pg.8)
5. U. S. BONDS AND BILLS (From pg. 8)
6. FEDERAL AGENCY GUARANTEED SECURITIES (From pg.8)
7. CORPORATE BONDS (From pg. 8)
8. STOCKS (From pg. 9)
9. OTHER SECURITIES (From pg.9)
10. REAL ESTATE (From pg.9)
11. INVESTMENTS HELD BY INSURANCE COMPANY(From pg.9)
12. Bank of America, N.A.-Pooled Cash (From pg.10)
13.
(From pg .10)
14. ACCOUNTS RECEIVABLE (from pg. 10)
15. ACCRUED INTEREST
16. TOTAL ASSETS
(sun of lines 1-15)
LIABILITIES
17. REFUNDS PAYABLE
18. PENSIONS PAYABLE
19. UNPAID EXPENSES
20. DROP PLAN PAYABLE (From pg. 15)
21. DUE TO OTHER FUNDS (DEFICIT IN POOLED CASH)
22. TOTAL LIABILITIES
(sum of lines 17-21)
23. FUND BALANCE (subtract line 22 from line 16)
<MUST agree with page 5, line 25>
Revised 09/01
(4)
I
625,686
1,472,625
2,074,715
10,775
4,183,801
o
4,183,801
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City of Clearwater
CITY/DISTRICT NAME
Firemen's Relief and Pension Fund
NAME OF PENSION FUND
STATEMENT OF REVENUES, EXPENDITURES & CHANGES IN FUND BALANCE
FOR THE PERIOD ENDING 9/30/2001
Month/Day/Year
REVENUES
1. CONTRIBUTIONS FROM FIREFIGHTERS (From pg.14)
2. CONTRIBUTIONS FROM STATE OF FLORIDA (From pg.6)
3. CONTRIBUTIONS FROM CITY/DISTRICT (From pg.6)
4. CONTRIBUTIONS FROM CITY/DISTRICT-FOR FIREFIGHTERS
5. BUYBACKS/REPAYMENT OF CONTRIBUTIONS
6.
7. UNREALIZED GAINS/LOSSES
8. INTEREST AND DIVIDENDS
9. GAIN FROM SALE OF INVESTMENTS
1,098,990
46,156
451,372
10. TOTAL REVENUE
(sum of lines 1-9)
1,596,518
EXPENDITURES
11. RETIREMENT PENSION PAYMENTS (From pg. 12)
12. DISABILITY PENSION PAYMENTS (From pg. 12)
13. BENEFICIARY PENSION PAYMENTS (From pg. 12)
14. TOTAL PENSION PAYMENTS (sum of lines 11-13)
15. TERMINATION PAYMENTS (From pg. 13)
16. DROP PLAN PAYMENTS
17. INSURANCE PREMIUM PAYMENTS
18. EXPENSES (From pg. 6)
19.
20.
584,407
211,956
155,262
951,625
80
4,000
21. LOSS FROM SALE OF INVESTMENTS
23. NET INCREASE/(DECREASE) (subtract line 22 from line 10)
955,705
640,813
22. TOTAL EXPENDITURES
(sum of lines 14-21)
24. FUND BALANCE -- BEGINNING OF YEAR: 10/1/2000
<MUST agree with prior year report page 5, line 25>
3,542,988
25. FUND BALANCE -- END OF YEAR:9/30/2001
(line 23 plus line 24)
<MUST agree with page 4, line 23>
4,183,801
Revised 09/01
(5)
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1. ,TOTAL CALENDAR YEAR FIRE DEPARTMENT PAYROLL; $
** IMPORTANT **
9,296,659.25
This figure must be on a calendar year basis. Fire Department
Payroll - includes all employees of the Fire Department
(including secretaries, dispatchers, firefighters etc.). EXCEPT for members
includedin the Florida Retirement System. If lower than last year, or
sianificanflv hiaher. Dlease eXDlainl
2. STATE OF FLORIDA PREMIUM TAX MONEY
List each deposit separately:
Date of Deposit
3. CITY/ DISTRICT CONTRIBUTION
Amount
10/31/2000
4. DETAIL OF EXPENSES
ADMINISTRATIVE EXPENSES
ll.em
INVESTMENT EXPENSES
ll.em
Revised 09/01
1,098,990.00
Date of Deposit
TOTAL (Page 5, Line 2) $
Date of Deposit
TOTAL CITY/DISTRICT CONTRIBUTION
(Page 5, Line 3)
Amount
Amount
ll.em
Actuary Service
Sub-Total
Admin. Expenses
llem
Sub-Total
Invest. Expenses
TOTAL EXPENSES
(Page 5, Line 18)
(6)
Amount
Amount
1,098,990.00
Amount
4,000.00
4,000.00
Amount
0.00
4,000.00
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/~,.
. ~.... J...:,'..""..........',_,.P\+.............."......l"'..:.".,. ,:.0...'''.., ~ _." '"
02-15-2002 08:58AM FROM MOUTON & COMPANY
TO
5624535 P.02
AC'l'tJAIaAL COIIP~:IOB OJ' TIm USB OJ' STATB JIORBYS
(~ LAN ~ QtlLr)
1'0 BB FORWARDED TO THE PLAN ACTUARY FOR catPLJn'ION AIm RJmJR1tBD TO 'DIll MUNICIPALITY AS
SOON AS POSSIBLB. SO THAT IT MAY liB SUBHIftD TOOBTRBR wrnr TBB ANNUAL RESOOR1' DUB ON
MARCH 15. 2002.
~e Plan'S actuary must provide the following information in oraer for
the MPF office to determine that State premium tax revenues are being
used in accordance with the provisions of sections 175.351 and 185.35,
Florida Statutes, as amended by Chapter 99-1, ~~ws of Florida.
A.. Name of actuarial firm Mouton & Company, Inc.
B. Date of most recent actuarial valuation January 1, 2001
C. Use of State money -- Please provide the following information:
(1) Annual cost of qualifying benefit improvements -- required
minimum benefit .tlllPl"Ovemencs or "extra benetlc- 1nprovements
enacted: during the fiscal year.
Ordinance Humber {!1
1998 $ ~
1999 $ 0.00
2000 $ 0.00
2001 $ 0.00
(2) For the Fiscal Year 2001, please indicate the amount of
State premium taX moneys that are available to be used by the
plan sponsor toward the minimum required contributions. (NOTS I
If there have been no qualifying benefit improvements since the
enactment of Chapter 99-1, Laws of Florida, this amount can be
no more than the 1997 base year amount.)
Police $ n/a
Fire $ n/a
Pire Supplemental $ .Q.:.Q2
I
(3) Are
required
Laws of
page, if
there any remaining minimum benefit improvements
to be made subject to the pro~isions of Cbapcer 99-1,
Florida? If yes, pleaee identify. Attach additional
neeeesary. YES NO ~
~.
"
(4) As of Fiecal~ear End 2001, please provide the balance of
additional premium tax revenues that are remaining to be used
to provide future minimum or -extra benefJ. t - improvements. If
the amount of the qualifying benefit improvements enacted since
Chapter 99-1 exceeas the amOunt Of additional premium tax
revenues receivea to date, this will be II negative balanee.
',-
"'..
'.
Fiscal Year End 2001
$~
D. Actuary representing the Plan:
Name: Glenn F. Mouton
('1..... print)
~
Telephone: 727-441.1526
d-J. /r ~2-
. (~")
..riled "2001
( h )
TOTRL P.02
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INVESTMENTS
Firemen's Relief and Pension Fund
NAME OF PENSION FUND
1. Ordinance describing the Fund's investment guidelines:
Ordinance No.
N/A
Section
N/A
Date
N/A
2. SCHEDULE OF INVESTMENTS AT MARKET VALUE
Institution Holding Deposit
Amount
Interest Rate
(1) CASH, Checking & Savings
Total
NONE
(Page 4, Line 1)
(2) CERTIFICATES OF DEPOSIT
Total
NONE
(Page 4, Line 2)
(3) SHORT-TERM INVESTMENTS
Total
NONE
(Page 4, Line 3)
Revised 09/01
(7)
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2. SCHEDULE OF INVESTMENTS - continued
Institution Holding Deposit
Amount
Interest Rate
(4) OTHER CASH & EQUIVALENTS
Total
NONE
(Page 4, Line 4)
(5) U. S. BONDS & BILLS
US Treas Bond
625,686
14.25%
Total
625,686
(Page 4, Line 5)
(6) FEDERAL AGENCY GUARANTEED SECURITIES
FHLMC
488,822
524,278
459,525
7.5%
FHLMC
FNMA
7.52 %
7%
Total
1,472,625
(Page 4, Line 6)
(7) CORPORATE BONDS
Total
NONE
(Page 4, Line 7)
Revised 09/01
(8)
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2. SCHEDULE OF INVESTMENTS - continued
Institution Holdinq Deposit
Amount
Interest Rate
( 8 ) STOCKS
Total
NONE
(Page 4, Line 8)
(9) OTHER SECURITIES
Total
NONE
(Page 4, Line 9)
( 10) REAL ESTATE
Total
NONE
(Page 4, Line 10)
(11) INVESTMENTS HELD BY INSURANCE COMPANY
Total
NONE
(Page 4, Line 11)
Revised 09/01
(9)
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2. SCHEDULE OF INVESTMENTS - continued
Institution Holdinq Deposit
Amount
Interest Rate
(12) Bank of America, N. A.
Consolidated Cash Account
2,074,715
6.0657%
Total
2,074,715
(Page 4, Line 12)
(13)
Total
(Page 4, Line 13)
(14) ACCOUNTS RECEIVABLE*
DUE FROM
**DATE OF PAYMENT
AMOUNT
TOTAL ACCOUNTS RECEIVABLE
(Page 4, Line 14)
* State of Florida Contribution May Not Be Listed As A Receivable.
** Required For All Receivables.
Revised 09/01
(10)
2001 Report
NAME OF PLAN
FIREFIGHTERS' PENSION DATA
Number of Retired Firefighters On This Report 48
Reporting Period
10/1/2000 to
9/30/2001
Social Name Date of Date of Disability Name Date of Pension Monthl.y Pension Total. Received
Security Last, First, Birth Retire! Code * of Birth of Option Received By This Reporting
Number Middle Initial Disability Beneficiary Beneficiary Elected ** Retiree or Period
(Indicate with Beneficiazy
lal Icl RID) lel If) (a)
Ibl (d) (h) (i) (j)
263-12-6976 \ L?,eceasea} 06/11/18 06/23/79 D 3D $ $
Allison
WilliamF.
250-35-0 f 12 Allison, Lavenra t-. 11/17721 1:Ii 8/1. 56 1$ 10,458.72
374-24-1794 Lueceasea} 04/05/26 06/16/73 R 3D $ $
Backen.
Kenneth M.
157-30-3431 -SacKen. uonna L. LJLII~O 1:Ii 423:58 1$ 5,082.96
401-32-1118 Baldwin, 12/21/30 07/06/82 R 3D $ 1,972.06 $ 23,664.72
Richard C.
262-56-6011 Lueceasea} 12/20/13 01/02170 R 3D $ $
Beck,
Georoe D.
259-07-f250 -seCK, tlessle 213m :Ii 1,54\J.-18 1$ 18,482.16
249-30-3274 Blakely, 09/22/27 02/24/71 D 2 3D $ 2,740.83 $ 32,889.96
John A.
394-18-3220 Buhmeyer, 08/12/23 01/15/82 R 3D $ 2,874.66 $ 34,495.92
Georoe L.
265-12-3262 Campbell, 01/06/23 01/14/79 R 3D $ 1,787.18 $ 21,446.16
Jasper W.
112-16-3213 Carlough, 09/08/27 01/08/80 R 3D $ 1,393.00 $ 16,716.00
Warren N.
346-28-0028 Clark, 12/22/35 01/04/82 R 3D $ 1,588.58 $ 19,062.96
Harland R.
300-24-7115 Culbertson. 02/09/29 02/28/83 R 3D $ $ 8,771.02
Thomas L.
266-52-0572 Culbertson, Virginia 4/11/1937 $ 1,171.99 9,678.37
-
-
1 - Heart Disease
2 - Hypertension
3 - Emphysema
4 - Injury
5 - Other - specify
6 - Cancer
Please indicate
LOD/NLOD
** Pension Option Codes:
1 - Life & 10 Yrs. Certain
2 - Lifetime of Retiree Only
3 - Joint & Survivor
(A) 100%
(B) 75%
(C) 662/3%
(D) 50%
4 - other - specify
5-DROP
Subtotals:
Retirement
124,156.78
* Disability Codes:
Disability
32,889.96
Beneficiary
43,702.21
TOTAL:
Firefighters'
Pension Payments
N/A
(must agree with page 5. line 14)
DMS-F1
(12) A
2001 Report
FIREMENS' RELIEF AND PENSION FUND
NAME OF PLAN
FIREFIGHTERS' PENSION DATA
Number of Retired Firefighters On This Report 48
Reporting Period
10/1/2000 to
9/30/2001
Social Name Date of Date of Disability Name Date of Pension Monthl.y Pension Total Received
Security Last, First, Birth Reti rei Code * of Birth of Option Received By This Reporting
Number Middle Initial Disability Beneficiary Beneficiary Elected ** Retiree or Period
(Indicate with Beneficiary
(b) (c) RID) (e) (f) (a) (h)
(a) (d) (i) (;)
265-50-6118 DeWillis, 10/07/36 07/30/88 D 1 3D $ 2,093.80 $ 25,125.60
Walter E., Jr.
267-36-8955 ~eceased) 11/13/91 11/18/61 R 3D $
Dobson. $
Roscoe C.
262-28-1382 Dobson, Gladys M. 02124/09 $ 1,270.17 $ 15,242.04
407-24-0726 Elliot, 03/07/24 04/28/79 R 3D $ 1,248.16 $ 14,977.92
Kenneth L.
283-28-7132 Evans, 12/09/26 01/02/83 R 3D $ 1,844.09 $ 22,129.08
Stanlev H.
266-46-0083 Francis, 03/24/36 01/02/83 R 3D $ 2,148.64 $ 25,783.68
Sam I., Jr.
110-20-5930 Freeman, 02/05/29 04/11/80 R 3D $ 1,374.68 $ 16,496.16
WilliamE.
263-52-4579 Handura, 09/01/37 07/25/89 R 3D $ 2,675.58 $ 32,106.96
Geor!:le, Jr.
-
-
1 - Heart Disease
2 - Hypertension
3 - Emphysema
4 - Injury
5 - other - specify
6 - Cancer
Please indicate
LOD/NLOD
.... Pension Option Codes:
1 - Life & 10 Yrs. Certain
2 - Lifetime of Retiree Only
3 - Joint & Survivor
(A) 100%
(8) 75%
(C) 662/3%
(D) 50%
4 - other - specify
5-DROP
Subtotals:
Retirement
111,493.80
* Disability Codes:
Disability
25,125.60
Beneficiary
15,242.04
TOTAL:
Firefighters'
Pension Payments
N/A
(must agree with page 5, line 14)
DMS-F1
(12) 8
2001 Report
FIREMENS' RELIEF AND PENSION FUND
NAME OF PLAN
FIREFIGHTERS' PENSION DATA
Number of Retired Firefighters On This Report 48
Reporting Period
10/1/2000 to
9/30/2001
Social Name Date of Date of Disability Name Date of Pension Monthly Pension Total Received
Security Last, First, Birth Retire! Code * of Birth of Option Received By This Reporting
Number Middle Initial Disability Beneficiary Beneficiary Elected ** Retiree or Period
(Indicate with Beneficiary
(cl RID) (f) (al (hl
(a) (b) (d) (e) (i) (j)
264-26-1201 Hart. 07/02/23 03/07/77 R 3D $ 1,280.86 $ 15,370.32
Charley B.
265-50-5987 Hite, 12/10/36 02/11/80 R 3D $ 1,751.12 $ 21,013.44
John P.
265-30-9149 Jackson, 05/05/27 04/10/74 R 3D $ 1,227.10 $ 14,725.20
Eugene Z.. Jr.
263-24-8771 Jacobs, 12/26/24 01/27/81 0 3 3D $ 2,535.98 $ 30,431. 76
John I{Y.
246-38-7604 Johnson, 11/09/29 04/07/82 R 3D $ 1,933.38 $ 14,718.63
Roland C.
293-54-1863 Johnson, Shirlev V. 2/15/1936 $ 966.69 $ 4,240.97
261-48-3396 King, 02/23/35 08/04/78 R 3D $ 1,749.78 $ 20,997.36
David H.
290-14-6893 Kuhn, 06/13/20 11/17/73 R 3D $ 938.16 $ 11,257.92
Fled H.
404-12-0072 Long', , 04/13/19 11/05/72 R 3D $ $
Robert E.
403-12-0243 Geneva Long 5/24/18 $ 492.57 $ 5910.84
--
-
* Disability Codes:
1 - Heart Disease
2 - Hypertension
3 - Emphysema
4 - Injury
5 - Other - specify
6 - Cancer
Please indicate
LOD/NLOD
*'* Pension Option Codes:
1 - Life & 10 Yrs. Certain
2 - Lifetime of Retiree Only
3 - Joint & Survivor
(A) 100%
(B) 75%
(C) 66 2/3%
(D) 50%
4 - Other - specify
5-DROP
Subtotals:
Retirement
98,082.87
Oisabili ty
30,431. 76
Beneficiary
10,151. 81
TOTAL:
Firefighters'
Pension Payments
N/A
(must agree with page 5, line 14)
DMS-F1
(12)C
2001 Report
FIREMENS' RELIEF AND PENSION FUND
NAME OF PLAN
FIREFIGHTERS' PENSION DATA
Number of Retired Firefighters On This Report 48
Reporting Period
10/1/2000 to
9/30/2001
Social Name Date of Date of Disability Name Date of Pension Monthl.y Pension Total Received
Security Last, First, Birth Reti rei Code * of Birth of Option Received By This Reporting
Number Middle Initial Disability Beneficiary Beneficiary Elected ** Retiree or Period
(Indicate with Beneficiary
(a) (b) (c) RID) (e) (f) (g) lh)
(d) (i) (;)
266-22-6899 Manning, 02/08/25 09122fl1 R 3D $ 3,080.37 $ 36,964.44
Walter W.
267-10-1569 ~ ,!eceaSed) 04/22/17 07/01/61 R 3D $ $
Mason,
James C.
263-20-8479 Mason, Clevie J. 10/27/23 $ 1,828.00 $ 21,936.00
267-44-0391 McClamma, 1 0/27/36 OS/22fl9 D 4 3D $ 1,812.84 $ 21,754.08
Curtis L.
147-10-9030 Monticello, 09/09/23 01/14n9 R 3D $ 1,223.70 $ 14,684.40
Michael F.
074-24-5665 Neumann. 01/21/32 10/30n7 R 3D $ $
Alfred N.
073-28-3758 Evelyn M. Neumann 11/25/34 $ 744.66 $ 8,935.92
260-38-041 0 Osborn. 11/20/29 04/07n8 R 3D $ 1,489.32 $ 17,871.84
Donald A.
233-28-4458 Osburn, OS/26/25 02/15n8 D 4 3D $ 1,422.40 $ 17,068.80
Donald J.
284-12-9522 Park, 09/26/18 09/11n1 R 3D $ 2,042.61 $ 24,511.32
Paul D.
...
-
1 - Heart Disease
2 - Hypertension
3 - Emphysema
4 - Injury
5 - Other - specify
6 - Cancer
Please indicate
LOD/NLOD
- Pension Option Codes:
1 - Life & 10 Yrs. Certain
2 - Lifetime of Retiree Only
3 - Joint & Survivor
(A) 100%
(B) 75%
(C) 66 2/3%
(D) 50%
4 - other - specify
5-DROP
Subtotals:
Retirement
94,032.00
* Disability Codes:
Disabili ty
38,822.88
Beneficiary
30,871. 92
TOTAL:
Firefighters'
Pension Payments
N/A
(must agree with page 5, line 14)
DMS-F1
(12) D
2000 Report
FIREMENS' RELIEF AND PENSION FUND
NAME OF PLAN
FIREFIGHTERS' PENSION DATA
Number of Retired Firefighters On This Report 48
Reporting Period
10/1/2000 to
9/30/2001
Social Name Date of Date of Disability Name Date of Pension Monthly Pension Total Received
Security Last, First, Birth Retire! Code * of Birth of Option Received By This Reporting
Number Middle Initial Disability Beneficiary Beneficiary Elected ** Retiree or Period
(Indicate with Beneficiazy
RID) (f) (g) (h)
(a) (b) (c) (d) (e) (i) (j)
030-12-0592 Peart, 03/17/26 05/14/79 R 3D $ 1,608.46 $ 19,301. 52
WilliamW.
158-20-3536 ~~ceaseaJ 12/16/28 01/03/84 R 3D $ $
Phill~S,
ichard R.
263-44-4587 Phyllis Phillips 3/1/31 $ 1,274.10 $ 15,289.20
314-26-4023 Richey, 09/10/27 10/16/76 R 3D $ 1,143.62 $ 13,723.44
Pat F.
138-22-3705 Robinson, 12/06/28 05/31/82 R 3D $ 1,933.38 $ 23,200.56
Richard E.
302-18-6524 Rucker, 09/30/23 02/15/86 R 3D $ 2,093.80 $ 25,125.60
Ernest E.
385-34-4284 Selby, 9/12/36 01/03/99 R 3D $ 2,677.17 $ 32,126.04
Charles E.
402-28-4040 Shellman, 02124/25 04/01165 0 1 3D $ 1,802.11 $ 21,625.32
WilliamX.
265-22-9917 Lu~ceasea } 02127/25 1 0/04/74 0 4 3D $ $ 8,711. 46
Spinner,
Frank L.
265-40-9151 Spinner, Mar~aret Ann 6/22/1932 1$ 1,415.38 $ 9,725.03
,~
---
* Disability Codes:
1 - Heart Disease
2 - Hypertension
3 - Emphysema
4 - Injury
5 - Other - specify
6 - Cancer
Please indicate
LOD/NLOD
- Pension Option Codes:
1 - Life & 10 Yrs. Certain
2 - Lifetime of Retiree Only
3 - Joint & Survivor
(A) 100%
(B) 75%
(C) 662/3%
(D) 50%
4 - other - specify
5-DROP
Subtotals:
Retirement
113,477 .16
Disability
30,336.78
Beneficiary
25,014.23
TOTAL:
Firefighters'
Pension Payments
N/A
(must agree with page 5, line 14)
DMS-F1
(12) E
2001 Report
FIREMENS' RELIEF AND PENSION FUND
NAME OF PLAN
FIREFIGHTERS' PENSION DATA
Number of Retired Firefighters On This Report 48
Reporting Period
10/1/2000 to
9/30/2001
Social Name Date of Date of Disability Name Date of Pension Monthly Pension Total Received
Security last, First, Birth Retlre/ Code * of Birth of Option Received By This Reporting
Number Middle Initial Disability Beneficiary Beneficiary Elected ** Retiree or Period
(Indicate with Beneficiary
RID) en (h)
(a) (b) (c) (d)' (e) (g) (i) (;)
499-32-5935 Thurnau, 09/16/27 07/01/76 0 4 3D $ 1,294.68 $ 15,536.16
Euaene R.
326-24-3034 Van Swol, 10/16/30 05/19/90 R 3D $ 2,093.80 $ 25,125.60
Harold J.
(Deceased)
402-05-8491 Walz, 03/14/13 08/03/70 R 3D $ $
Kenneth H.
4U",,-U (-"l:IO" vvalZ, Lorretta K ,,",,(no :1i 1,034.02 :;; 12,408.24
(Deceased)
418-36-2414 Williams, 10/25/28 01/14/79 R 3D $ $
William E.
""0 (-OU-l:IO ( ( VVllllams, vvanCla 1.,;. v.." ,,,, v :1i /44.66 :;; 8,935.92
377-20-1200 Wilson. 10/11/24 07/08/85 0 1 3D $ 3,234.39 $ 38,812.68
Paul R.
016-12-6768 Woodward, 04/12/18 03/04/77 R 3D $ 1,503.24 $ 18,038.88
WilliamH.
297-18-5976 (u,eceaSeCl) 03/21/25 03/31/79 R 3D $
Young, $
PaulC.
I ""~L4-1 UO::J young, Paula 744.66 i? 8,935.92
-
-
* Disability Codes:
** Pension Option Codes:
1 - Life & 10 Yrs. Certain
2 - Lifetime of Retiree Only
3 - Joint & Survivor
(A) 100%
(8) 75%
(C) 66 2/3%
(D) 50%
4 - Other - specify
5-DROP
Subtotals:
Retirement
43,164.48
1 - Heart Disease
2 - Hypertension
3 - Emphysema
4 - Injury
5 - Other - specify
6 - Cancer
Please Indicate
LOD/NLOD
Disability
54,348.84
Beneficiary
30,280.08
TOTAL:
Firefighters I
Pension Payments
951,625.20
(must agree with page 5, line 14)
DMS-F1
(12) F
2001 Report
FIREMENS' RELIEF AND PENSION FUND
NAME OF PLAN
FIREFIGHTERS' TERMINATIONS
Number of Terminated Firefighters On This Report - 0 -
Reporting Period 10/01/00 to 09/30/0
Social Name Date Amount
Security Last,First of Date of Date of Reason Refunded at
Number Middle Initial Sex Birth Employment Tennination Tenninated Tennination
(a) (b) Ie' Id' (e) (f) la) Ih)
IN one durina this reporting period)
-....
-
TOTAL:
Firefighters'
Tennination Payments
(must agree with page 5, line 1:>
DMS-F1
(13)
2001 Report
FIREMENS' RELIEF AND PENSION FUND
NAME OF PLAN
FULLTIME FIREFIGHTERS' STATISTICAL EXHIBIT
Number of Active Fulltime Firefighters On This Report -0-
Reporting Period
10/01/00 to 09/30/01
Social Print or Type names Date of Sex Age Date of Years of Date of Entry Monthlv Salarv Total Cash Amount Contributed
Security Alphabetically Birth Employment Credited Into Fire Salary Used to ComDensation to Fund by
Number Last, First As A Fire- Service Retirement Compute Pension Paid During Firefigher
Middle Initial Fighter In Fire Plan Contributions This Reporting During Period 6 %
Retirement Period
Plan *
(a) (b) (c) (d) (e) (f) (al (hl (i) (j) (k)
$ $ $
-.J
-
TOTAL:
Fulltime Firefighters'
Contributions
(Must agree with page 5, line 1)
DMS-F1
(14)
2001 Report
FIREMENS' RELIEF AND PENSION FUND
NAME OF PLAN
VOLUNTEER FIREFIGHTERES' STATISTICAL EXHIBIT
Number of Active Volunteer Firefighters On This Report
N/A
Reporting Period 10/01/00 to 09/30/01
Social Please type-or print Date of Sex Age Date of . Years of Date of Entry Monthlv Salarv Total Cash Amount Contributed
Security List names alpha- Birth Employment Credited Into Fire Salary Used to Compensation to Fund by Firemen
Number betically As A Fire- Service Pension Compute Pension Total Cash During Reporting
Last, First, Middle Fighter In Fire Plan Contributions Paid During Period.
Pension This Reporting % of Pay
Plan Period
(a) (b) (C) (d) (e) (f) (g) (h) (i) (j) (k)
co.,.I
-
TOTAL:
Volunteer Firefighters'
Contributions
(combine with total on page 14)
DMS-F1
(14) A
2001 Report
DROP PLAN PARTICIPANT BALANCE ROLLFORWARD
N/A
~,
Number of Firefighters on this Report
Reporting Period 10101/00 to 09/30/01
Social Name Date Date Date of Entry DROP Plan Rollforward
Security Last,First of of into DROP Beginning Additions Ending
Number Middle Initial Birth Employment Plan Balance Monthly Fiscal Year Interest Earned Distributions Balance
(a) (b) (c) (d) (e) (f} (g) (h) (I) (J) K=F+H+I-J
--,
~~
TOTAL:
$
$
$
$
$
(Must agree to
prior year balance
page 4. line 20)
(Must agree to
page 5, line 16
{Must agree to
current year balance
page 4, line 20
DMS-F1
(15)