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10/14/2002 TRUSTEES OF THE EMPLOYEES' PENSION FUND MEETING CITY OF CLEARWATER October 14, 2002 Present: Brian Aungst Chair Whitney Gray Vice-Chair/Trustee Hoyt Hamilton Trustee Frank Hibbard Trustee William C. Jonson Trustee Also Present: William B. Horne II City Manager Pamela K. Akin City Attorney Joe Roseto Human Resources Director Cynthia E. Goudeau City Clerk Brenda Moses Board Reporter The Chair called the meeting to order at 1:20 p.m. at City Hall. To provide continuity for research, items are in agenda order although not necessarily discussed in that order. ITEM #2 - Approval of Minutes: 9/16/02 Trustee Hibbard moved to approve the minutes of the September 16, 2002, 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: Request for the Pension Advisory Committee to approve membership for the employees listed below: William Harding, Kimberly Burdette, Patricia Petsch, Todd Vaughan, Tyrone Mathis, Felicia Swann, Frank Silvio, Nathaniel Vint, Sam Kambourolias, Jason Herman, and Krysztof Moleda. Trustee Hamilton moved to accept the request for membership in the Employees’ Pension Plan for William Harding, Kimberly Burdette, Patricia Petsch, Todd Vaughan, Tyrone Mathis, Felicia Swann, Frank Silvio, Nathaniel Vint, Sam Kambourolias, Jason Herman, and motioncarried Krysztof Moleda. The was duly seconded and unanimously. ITEM #4 – Regular Pension(s) to be granted: John Berrien John Berrien, Public Services Technician II, Public Utilities Department, was employed by the City on November 16, 1973, and his pension service credit is effective on that date. His pension will be effective November 1, 2002. mpf1002 1 10/14/02 Based on an average salary of approximately $37,316 per year over the past five years, the formula for computing regular pensions, and Mr. Berrien’s selection of the Life Annuity, this pension will approximate $32,458 annually. This pension was approved by the Pension Advisory Committee on September 12, 2002. 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 thirty years of credited service, or has reached age 65 and completed ten years of credited service. Mr. Berrien qualifies under the age 55 and twenty years of service criteria. Trustee Jonson moved to approve the request for Benjamin Sturgis for regular motioncarried pensions. The was duly seconded and unanimously. ITEM #5 – Pension to be vested: Darold Brink & Irene Gaccek Darold Brink, Tradesworker II, Marine & Aviation Department, was employed by the City on June 8, 1983. Mr. Brink terminated from City employment on June 19, 2002. Irene Gaccek, Life Hazard Safety Inspector, FIre Department, was employed by the City on August 22, 1988. Ms. Gaccek terminated from City employment on August 22, 2002. 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. Brink would have completed twenty years of service and reached age 55 on June 8, 2003. His pension will be effective July 1, 2003. Ms. Gaccek would have completed twenty years of service and reached age 55 on August 22, 2008. Her pension will be effective September 1, 2008. These pensions were approved by the Pension Advisory Committee on September 12, 2002. Trustee Gray moved to approve the request for a pension to be vested for Darold Brink motioncarried and Irene Gaccek. The was duly seconded and unanimously. ITEM #6 – Other Business Human Resources Director Joe Roseto said disability pension cases for Camille Motley and Catherine Slack will be scheduled for December 12, 2002. ITEM #7 – Adjourn The meeting adjourned at 1:22 p.m. mpf1002 2 10/14/02