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02/17/2004 . TRUSTEES OF THE EMPLOYEES' PENSION FUND MEETING CITY OF CLEARWATER February 17, 2004 Present: Brian Aungst Hoyt Hamilton Frank Hibbard J.B. Johnson Chair Vice-Chair/Trustee Trustee Trustee Absent: William C. Jonson Trustee Also Present: William B. Horne II Pamela K. Akin Joe Roseto Cynthia E. Goudeau Patricia O. Sullivan City Manager City Attorney Human Resources Director City Clerk Board Reporter The Chair called the meeting to order at 9:28 a.m. at City Hall. To provide continuity for research, items are in agenda order although not necessarily discussed in that order. 2 - Approval of Minutes: Trustee Hibbard moved to approve the minutes of the January 12, 2004, meeting, as recorded and submitted in written summation by the City Clerk to each Trustee. The motion . was duly seconded and carried unanimously. 3 - Requests for Pension Mr. Roseto presented the recommendation of the Pension Advisory Committee that William Sara, Charles McPherson, and Godfrey Howell be granted regular pensions under Sections 2.393 and 2.397 of the Employees' Pension Plan. William Bara, Police Officer, Police Department, was employed on August 20, 1979, and his pension service credit is effective on that date. His pension will be effective January 1, 2004. Based on an average salary of approximately $55,736 per year over the past five years, the formula for computing regular pensions, and Mr. Bara's selection of the 100% Joint & Survivor Annuity, this pension will be approximately $36,556 annually. Charles McPherson, Recreation Leader, Parks and Recreation Department, was employed on November 1, 1982, and his pension service credit is effective on that date. His pension will be effective January 1, 2004. Based on an average salary of approximately $26,032 per year over the past five years, the formula for computing regular pensions, and Mr. McPherson's selection of the 100% Joint & Survivor Annuity, this pension will be approximately $14,133 annually. . Godfrey C. Howell, Public Utilities Coordinator, Public Utilities Department, was employed on July 7, 1980, and his pension service credit is effective bnthat date. His pension will be effective January 1, 2005. Based on an average salary of approximately $56,462 per year over the past five years, the formula for computing regular pensions, and Mr. Howell's selection of the Joint & Survivor Annuity, this pension will be approximately $38,015 annually. Pension Trustees 2004-02-17 . . . The Pension Advisory Committee approved these pensions on January 8, 2004. 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. Section 2.393 also (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 Police Officer as meeting the hazardous duty criteria. Mr. Bara qualifies under the hazardous duty criteria. Messrs. McPherson and Howell qualify under the 20 years of service and age 55 criteria. Trustee Hamilton moved to grant regular pensions for William Bara, Charles McPherson, and Godfrey Howell under Sections 2.393 and 2.397 of the Employees' Pension Plan, as approved by the Pension Advisory Committee. The motion was duly seconded and carried unanimously. 4 - Elizabeth Maltas. on behalf of the minor children of Robert Maltas, Public Utilities Department, be granted a death benefit under Section 2.397 of the Employees' Pension Plan as approved by the Pension Advisory Committee. Robert Maltas, Public Utilities Technician II, Public Services Department, was employed on March 9, 1990, and his pension service credit was effective on that date. Mr. Maltas passed away on December 15, 2003. Elizabeth Maltas applied for death benefits on behalf of his minor children on December 22, 2003. Ms. Maltas' request on behalf of the minor children for death benefits was approved by the Pension Advisory Committee on January 8, 2004. The amount of the pension will be computed by the Finance Department at a later date. This pension will be effective January 1, 2004. Based onan average salary of approximately $41,510 per year over the past five years, this pension will approximate $16,848 annually. Trustee Hibbard moved to grant to Elizabeth Maltas, on behalf of the minor children of Robert Maltas, Public Utilities Department, a death benefit under Section 2.397 of the Employees' Pension Plan, as approved by the Pension Advisory Committee. The motion was duly seconded and carried unanimously. 5 - Other Business - None. 6 - Adiournment The meeting adjourned at 9:29 a.m. Chair Employee's P Pension Trustees 2004-02-17 2