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04-13-1998a; ,t€;i.=° r :r.: ?7,i :f?fi ;7:, xl.: ••:5`? 'I??,?g:,?, ???.? '»?•' <il• .c ?'¢E,. •? rl,, s .ir .E tl. ?.A? °,?t `Yt ..i, i t s ,i. 'i t•; .. •+. 1,' vl. ? ? .. .., '? ? ? ... , 't •. I,Y,'I` ,Y?la ,, '.r .q.: ,i ?f .}?' `f?r! ? 9' ? ... y ? + j 'rY' tij' } .A't ''l+• .. '?.?.',. 'S• =ylii f !•F ii , ,i: •.1. x i•_ ',r? ?r? ? .7f, ni?r ,•i? •I'. Ir '1. {,.'. ? ' .. t ,. .. 1; ? ? ., -'1 i, I?13 'r •? .If q?' f•• lt??" r '•:1 fl1 ? ,. _F+ .S.• •i;?E' :,?. ,,,t `:r? 'r: •, r?, is r .?. ti.f"`. _'tS !t. °E•' .1. r?(3'' 'Ilj., Ft...S? .?,'t' ?r'? ? 't ??° 'Sy I' .. .I .r'. `.?'> ?? .. ,.4?• 'ir' ifr .?5? ?t ? .t3.,,'r _ 'f:?:' .. r,.:' 'f?.`.; ...? ,}... :sti ;r7;, z't? .?': , d-`•:. i ?'' t ?rs -£l. f if?'L? ati •, •1 # ?" s?' 7•?U, x: i ,rra t•''-'!:k re'r. ' S F5 F4 '>I 'i•. ? 3 -t `-L , 1. •. .f'?? (' ?•t?7?'f; ' ?+t?'= •, k,4 p '!r• 1 i`c 1I?+? ?' :•1 :{ , +it'?s .?5 ,.?. ? ,i ri ^ %. .'1' r !. 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E'.,5i?,?7:.47 'T;• ,;3tr3? , ,st?i. t?.`a.:4. .1° { f ,Nt .{ f•?>?Yr:'.° !•'I, •; III" ??'i; kk ? }} •rr, ,r>'?. d-, ?',;IT, =+?if '•: t' ed ,Q. _Afr {,.I y.,.ir Y, '.f. .y .l` i;, :?.: '?,,• ..(,i ;:j.°,;i. `,'.F r ?r ',SI' ;'f .ti .s r` •.4i: fir,. r 1.. ? ? r 'endd/'P'e'nslon I ?.9.8 .? -h T9 ?I?.. ., t' .?5 rr: I " .' ". , `, .. '1 ? 1, .. t, .. '? ..• '? •4''?, 'P':}'' r ?=,j'. ':i'.?.': a' '?}'' fir` x'e . , •,? ,? ? } ?i,. %:r?'., l.t l.•:r, y??`;? e: '?. .,, t: ?'v ., r ' - ?. .. "[, t'- ,i•?? ? ?r;. r?l q•fl; ??" ' h ???' ,?:'` >"?r%? '?i;i• .',? ''i'.?. ,r :,?T •?i.'` .filJ?"s,f.?. It.,y:: .}r1.. .E. •. ,sj S1 } ..i?;,s.i er:;::: f.- .1•f§i 11 '.i,: 14.).'(.., ]a':. '.fl.; ,If ,. rE rfi r,{r, t '.(., °,a. ?i' ,.'1?'?r,.' !?'f??:C .4.. .,4?1 f`•Cz, .. '.fsij tt-?; ?'y ?j?'4t' S ,. h, ?:Y! .1 k '.f '?'y,',• fit: _" .1`"±r^',[.'` •f '1( :4S :f I.. .??•1 ;`'.•t.• ! lil yj PIP" f ?? `:(• 5?.€".. y5?: r, ''s .( l .•r.:1S'• ! ,i`. ?d. ,t".i rt't). .S_: r''rr .'•`•' 1, ',.-«? a, •.4!' r?..'l !.t I?"='T. r..: :t, ,(, ??r. ;i', '?t'•<•:•?. ?'t •?? .s,l,? .??.. :r;z?' ?s.il }a'•'f:•. ;.r°i{r.v??.?i5i.,. alit: ae:° ,. j•..rf. '; '['.,•• .5i{'= A . i. 4t .. ,r ...,r'S' ....?. 3...4.•.' ?. e ' r 'ka.. ??..-...,w:ii .$114j ACTION AGENDA Board of Trustees of the Employees, Pension Fund April 13, '1998 1.. • .. Cali to order . 1. 1;16 P.M. ' 2. • A{iproval of Minutes: 311,6198' 2.. Approved as submitted. . ; 3.! Request for acceptance 3. Approved. "into.membership: a), Robert F. Guercia i } b) Keith Downs ? p) Karl Pople . ' }> d)' Teresa Mancini Regular Pensions to be granted: 4. 'Approved. } . James E. Goodloe Sylvester Parker . ' 5. Pension to be vested: Sidney 5. Approved. Roberts 6. Other Business: a) Request to file 6..a) Approved. interpleader action in circuit court re release of pension fund moneys i of Dennis Thurston .7. Adjournment: 7.' 1:20 p.m. + • t 1 t. 1 F ,; Meeting Date: t ` ! 3 Approved by Trustees CITY OF CLEARWATER EMPLOYEES' PENSION PLAN PENSION ADVISORY COMMITTEE TO: Pension Trustees FROM: Pension Advisory Committee SUBJECT: Recommendation for Acceptance into Pension Plan DATE: March 12, 1998 As Trustees of the City of Clearwater Employees'. Pension Fund, you are hereby notified, that the, employee(s) listed below have been duly examined by, a local physician and each has been designated as a "first class risk". These employees are eligible for, pension membership as noted in the Pension Eligibility. Date' column below, and it is the recommendation of the Pension Advisory Committee that they be accepted into membership. Pension Elig. Name.Job. Class, & Dept.LDiv. Hire Date Date Robert F. Guercia, Engineer III/Public Works 212198 212198 Keith Downs, Gas Prog. Coord./Gas 212198 212198 Karl Pople, Pol. Com. Oper./Police 8/6190 1116198 Teresa Mancini, Associate Planner/Central Perm. 2/2/98 2/2198 * originally employed 8/6/90; resigned, 8110/97 and withdrew pension contributions; employed from reemployment list on 1116198. ension Viso o ittee Chair i Trustees of the Worksession Item ff: Employees' Pension Plan Final Agenda Item ff Agenda Cover Memorandum Meeting Date: 4/13/94 SUBJECT/RECOMMENDATION: James E. Goodloe, Fire Department, and Sylvester Parker, Public Works Department, be granted a regular pension under Section(s) 2.393 and 2.397 of the Employees' Pension Plan as approved by the Pension Advisory Committee.' © and that the appropriate officials be authorized to execute same. SUMMARY: James Goodloe, Fire Marshal, Fire Department, was employed by the City on May 19, 1975, and his pension service credit is effective November 17, 1975. His pension will be effective on April 1, 1998. Based on an average salary of approximately $52,479 per year over the past five years, the formula for computing regular pensions, and Mr. Goodloe's selection of the 75% Joint and Survivor Annuity, this pension will approximate $32,365 annually. Sylvester Parker, Public Services Technician II, Public Works Department, was employed by the City on June 28, 1967, and his pension service credit is effective that date. His pension will be effective on July 1, 1998. Based on an average salary of approximately $33,187 per year over the past five years, the formula for computing regular pensions, and Mr.. Parker's selection of the 1013% joint and Survivor Annuity, this pension will approximate $27,549 annually, Mr. Goodloe's and Mr. Parker's pensions were approved by the Pension Advisory Committee on March 12, 1998. Section 2.393 (p) provides for normal retirement eligibility when a participant has completed twenty years of credited service in a type of employment described as "hazardous duty" and further specifically defines service as a 'Fire Marshal as meeting the hazardous duty criteria. Mr. Goodloe qualifies under the hazardous duty criteria. Section 2.393 (p) also provides for normal retirement eligibility when a participant has reached age 55 and completed twenty years of credited service or has completed 30 years of credited service. Mr. Parker qualifies under both criteria. Reviewed by: Originating Dept: ?/f f Costs Legal NA Info Srvc NA Human Resource. Total Budget NA Public Works NA User Dept. Funding Source: Purchasing NA DCM/ACM? Current FY Cl Risk Mgmt NA Other NA Attachments OP r? Other Pension Submitted by: City Manager 11 None Appropriation Cade: 646.07410-514100.585.000 Printet on recycled paper Rev. 2198 M ?; .. a ..1 .. - . 1 wUrksaaslon Item ?; • Trustees of the Employ©es' Penslon Plan rin71 Agenda Item B . ` Agenda Cover Memorandum tviecting Date: 4113190 SUBJECT/RECOMMENDATION: Sidney Roberts, Public Works Department be allowed to vest his pension under Sectioli(s) 2.397 and . 2.398 of the Employees' Pension Plan as approved by the Pension Advisory Committee. ® and that the appropriate officials be'authorized to execute same. SUMMARY: Sidney Roberts, Public Works Department, was employed by the City on December 18, 1972, and his pension service credit is effective on that date. His pension will be effective on April 1, 2001., The Employees' Pension Plan provides that should an employee cease to be an employee of the City of Clearwater after completing' ten or more years of creditable service (pension participation), then such employee shall acquire a vested interest in the retirement benefits. Vested -pension payments commend at the time the employee normally would have been eligible for retirement. Mr. Roberts would have completed at least twenty years of service and reached age 55 on March 10, 2001. His request to vest his pension was approved by the Pension Advisory Committee on March 12, 1998, and will be effective 'April 1, 2001. Reviewed by: Legal NA Budget . NA Purchasing NA Risk Mgmt NA Submitted by: City Manager Printed on recycled paper Info Srvc NA Public Works N A DCM/ACM ? `? ' _ _„/fi, - Other NA_ 1001- Originating Dept• Costs Human Resourc Total User Dept. Funding Source: Current FY Cl Attachments Of' Other Pension ? None rialion Code: 046.07410.514100.5115.000 Rev. 21911 L- . ! f t' +i'i ,tl.•rr `,1,.a; . -?-yi'f.i?r ``' i' . .o 1 ? `, 't - ,. 1 7('rR0!n.3'3?•'ES:. ^`,?.ttyyr r r '! r -` t ef'' st • ).•. r G . ?`. ; k+r f I` ..f. •.r•.• i,?•, ,..ti.FP`iY'ifi.«`L'i 1?,f,'F {?•' '_ . off; .'i -i s : F•. :?:a S "'E"? ` if t .E?:fF t ki+.,t ? Vi!•!. ,..f}^y"?;.:'e11• .#.s `4- `Ik! '1- i•. '• ,+• "1' ' aN" •'SS j* I'.il: .1':isi: ,j a kt 'y•? ,°t'' •y.?' c??.nKw+S 'fig: NYi• ... '.? 4E 1`•.11': ?? '-.f •f`°:?, `i .. +ti' rt.-.f..t::'.?'.'A..a+...,,i::rt•.r^^.f.!•1., i .tf t n' a .. t' X4_8-ANDUM TO: Board of Trustees of the Employees Pension Fund Pte' ' . . FROM: Pamela K. Akin, City Attomey RE- Request to File Interpleader Action iri Circuit Court ' Release of Pension Fund Moneys of Dennis Thurston ` DATE: April 3, 1998 Patrick Esposito, who is recognized by the Social Security Administration as the. guardian of Joshua Thurston (a disabled minor), has requested the release of pension fund' moneys which may be due. to Joshua Thurston, as a result of the death of Joshua's father ' in 1993, former City employee Dennis Thurston.. Deborah Thurston, Joshua's mother, has also since passed away. i am requesting your approval to fife'an interpleader action in circuit court to determine the amount and payee for such pension fund moneys. 3 , PKA:jmp Copy to: Michael J. Roberto, City Manager '.Steve Rosenthal, Interim Human Resources Director . is • 5 4 ? l y