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01/07/2002 TRUSTEES OF THE EMPLOYEES' PENSION FUND MEETING CITY OF CLEARWATER January 7, 2002 Present: Brian J. Aungst Chair Ed Hart Vice-Chair/Trustee Whitney Gray Trustee Hoyt P. Hamilton Trustee William C. Jonson Trustee Also present: William B. Horne II City Manager Pamela K. Akin City Attorney Cynthia E. Goudeau City Clerk To provide continuity The Chair called the meeting to order at 9:02 p.m. at City Hall. for research, items are in agenda order although not necessarily discussed in that order. ITEM #2 - Approval of Minutes: Trustee Hamilton moved to approve the minutes of the December 10, 2001, meeting, as recorded and submitted in written summation by the City Clerk to each Trustee. The motioncarried was duly seconded and unanimously. ITEM #3 - Request for Acceptance into Membership: The recommendation of the Pension Advisory Committee was to approve membership for employees John Mehrle, Maintenance Worker II/General Support Services; Patricia Brady, Staff Assistant I/Marine; Joyce Hunt, Accountant/Finance; Efrain Pizano, Custodial Worker/Parks & Recreation; Suzanne Melton, Staff Assistant I/ General Support Services; Michael Evans, Parks Service Technician I/Parks & Recreation; Debbie Shires, WWTP Operator Trainee/Parks & Recreation; Joshua Meyer, Courier/Public Communications & Marketing; Wayne Wells, Senior Planner/Planning Department; Donna Armen, Staff Assistant I/General Support Services; Stephen Bell, Utilities Chemist/Public Utilities; Sherry Hunt, Police Office Specialist/Police; Brian St. Lawrence, Solid Waste Worker/Solid Waste; Rodney Ferguson, Solid Waste Worker/Solid Waste; and Daniel Rivera, Solid Waste Worker/Solid Waste. Trustee Jonson moved to accept the recommendation of the Pension Advisory motioncarried Committee. The was duly seconded and unanimously. ITEM #4 - Requests for Pension James Centilli The recommendation of the Pension Advisory Committee was that and Audrey Meunier regular pensions be granted under Sections 2.393 and 2.397 of the Employees' Pension Plan. James Centilli was employed on November 17, 1980, and his pension service credit is effective on that date. His pension will be effective February 1, 2002. Based on an average salary of approximately $45,536 per year over the past five years, the formula for computing regular pensions, and Mr. Centilli’s selection of the 100% Joint & Survivor Annuity, this pension will approximate $26,062 annually. Mpf0102 01/07/02 1 Audrey Meunier was employed on October 1, 1981, and her pension credit is effective on that date. Her pension will be effective February 1, 2002. Based on an average salary of approximately $31,178 per year over the past five years, the formula for computing regular pensions, and Mrs. Meunier’s selection of the 10-Year Certain & Life Annuity, this pension will approximate $18,791 annually. The PAC (Pension Advisory Committee) approved these pensions on December 13, 2001. Section 2.393 (p) provides for normal retirement eligibility when a participant has completed 20 years of credited service in a type of employment described as “hazardous duty” and defines service as a Firefighter as meeting 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, has completed thirty years of credited service, or has reached age 65 and completed ten years of credited service. Trustee Gray moved to grant regular pensions for James Centilli and Audrey Meunier be granted under Sections 2.393 and 2.397 of the Employees’ Pension Plan, as approved by motioncarried the Pension Advisory Committee. The was duly seconded and unanimously. ITEM #5 – Request to Vest Pension Lester Rent was employed by the City on June 25, 1974. Mr. Rent terminated from City employment on December 25, 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 commence on the first of the month following the month in which the employee normally would have been eligible for retirement. Section 2.393 (p) provides for normal retirement eligibility when a participant has reached age 55 and completed twenty years of credited service, has completed 30 years of credited service, or has reached age 65 and completed ten years of credited service. Mr. Rent would have completed thirty years of service on June 25, 2004. His pension will be effective on July 1, 2004. Trustee Hart moved to allow Lester Rent to vest his pension under Sections 2.397 and 2.398 of the Employees Pension Plan as approved by the Pension Advisory Committee. The motion carried was duly seconded and unanimously. ITEM #6 – Other Business – None. ITEM #7 - Adjournment The meeting adjourned at 9:05 a.m. ______________________________ Chair, Board of Pension Trustees Attest: ___________________________________________ City Clerk Mpf0102 01/07/02 2