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.(
;i '.. ACTION AGENDA ,. `
Board of Trustees.of the Employees' Pension Fund'.,'. - i
May 4, 1998 k
1'.. t . ,
1.. Call to order 1. ' 9:00 a.m.
2. Approval 'of Minutes: 417 3198. 2. Approved as submitted.
3. Request for acceptance 3. Approved, l
into membership:
a) Catherine ppolito
u) Gary Sheftel f
..c) Karma Killian
d) Laura D'A' ico ' ' :.
4. Regular Pensions to be granted:' 4., Approved.
tr Richard Jones
Calvin' Mitchum
William Zeilner ;
Jasper Campbell.
I
5.-.. Other Business:. 5.. Question raised regarding how the,
#
Overpayment to City retiree, Thomas
Pearson, discussed at the 4/9!98 PAC
- Meeting, occurred. Staff to respond.
6. Adjournment; 6. 9:03 a. m.
i
J
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: April 9; 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". The employment of
these individuals brings the number of FTE's. as of this date to 1666.4 out of
1707.9, budgeted positions (including the City Commission).
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,
Name,Job. Class, & DeptdDiv. Hire Date Date
Catherine Ippolito, Staff. Asst. I/Gas 312198 ' 312198
Gary Sheftel, Accounting Clerk/Gas 312198 312198
Karma Killian, Envir. Spec. Supv.IPublic Works 3/2198 3!2198
Laura D'Amico, Accountant/Gas 3125198 3125198
Pension Advisory Comm' ee Chair
Trustees of the }
Employees' Pension Plan IfWdhAgenda Item a
Agenda Cover Memorandum Meeting Date: 5/4198
SUB JECTlRECOMMEN RATION:
Richard Jones, Public Works Department, Calvin Mitchum, Public Works Department, William Zellner,
Solid Waste Department, and Jasper Campbell, Fire 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. .
0 and that the appropriate officials be authorized to execute same.
SUMMARY:
Richard Janes, Public Service Supervisor 1, Public Works Department, was employed by the City on
July 9, 1970, and his pension service credit is effective that date. His pension will be effective on May 1,
1999.
Based on an average salary of approximately $39,483 per year over the past five years, the formula for
computing regular pensions, and Mr. )ones' selection of the 100% Joint and Survivor Annuity, this
pension will.approximate $29,846 annually.
Calvin Mitchum, Public Services Technician 11, Public Works Department, was employed by the City
on October 3, 1966, and his pension service credit is effective April 3, 1967. His pension will be
effective on May 1, 1998.
Based on an average salary of approximately $42,055 per year over the past five years, the formula for
computing regular pensions, and Mr. Mitchum's selection of the joint and Survivor Annuity, this pension
will approximate $36,035 annually.
William Zellner, Solid Waste Supervisor 1, Solid Waste Department, was employed by the City on
May 21, 1973, and his pension service credit is effective November 21, 1973. His pension will be
effective on June 1, 1998.
Based on an average salary of approximately $38,028 per year over the past five years, the formula for
computing regular pensions, and Mr. Zellner's selection of the joint and Survivor Annuity, this pension
will approximate $25,563 annually.
Reviewed by: Originating Dept:
Legal NA Info 5rvc NA Human Resources
Budget NA Public Works NA User Dept.
Purchasing NA DCMIACM A&
Risk Mgmt NA Other NA Attachments
Casts
Total
Current FY
Funding Source:
Cl
OP
Other Pension
Submitted by.,
D Nano
City Manager Appropriation Code: 646-07410-514100.585-000
Printed nit recvcled Daner Rev. 2198
'4 `r'1. • .. i .IIf 't, x. .? . r 1 1 .. 1 •1 - ., I i r I
1 ??'??i1?t}.?.?i :.:f;. t, ` .[I! '}c'?' (Y` „ ..r ?, •lz .t gel ? [1?
''# r?l ;tr`.aIdd(. •:.i: . v .. •? :1 `: f.y ?'i L;!'r t i q•?.
;,,?;"a% °€ L.1 f'if{,?(!r: ll.;?' , .i. 11 ,j • U -k .."f[" `tr "'1!. tr. !•,f - .
13u.ai!? _ :,{:i<!?-'I'...a{,t;,lt, ....I,?yi.rls:a? s. t, .I. :.#' .. •• ?'; x .. r
?..'•.."1`'f :`r+ .. .a ?'?; •c, e.; ,1;;',{? .. yh i;x$tl..`['c`'`.. .}''f;,• ".7., ?•. ?.. ,5. , ,Ill' .. ' , .. ..
wM .
' S
Jasper Campbell, Firefighter, , Fire Department, was employed by the City on' December 17,
1973, and his pension service credit is effective June 29, 1974.. His pension will be effective on
April 1, 1998..
Based on an average salary of approximately $40,641 per year over the past five years, the
formula,for computing regular pensions, and 'Mr: Campbell's selection' of the 50% joint and
Survivor Annuity, this pension.will approximate $26,583 annually. !
Mr. Jones, Mr. Mitchum,,Mr. Zellner, and Mr. Campbell's pensions were approved by the Pension
Advisory Committee on April 9, 1998. Section 2.393 (p) 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. Jones and Mr. Zellner qualify under the age 55.and
20 years of service criteria. Mr. Mitchum qualifies under both criteria. Section 2.393 (p) also
provides for normal , retirement eligibility when a participant has, completed twenty years of i
credited service in a type. of employment described as "hazardous duty" and further specifically
defines service as.a Firefighter as meeting the hazardous duty criteria. Mr.' Campbell qualifies
under the hazardous duty criteria.