02/12/2024 Pension Trustees Meeting Minutes February 12, 2024
City of Clearwater
Main Library- Council Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
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Meeting Minutes
Monday, February 12, 2024
1 :00 PM
Main Library - Council Chambers
Pension Trustees
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City of Clearwater
Pension Trustees Meeting Minutes February 12, 2024
Roll Call
Present 5 - Chair Brian Aungst Sr., Trustee Katleen Beckman, Trustee Mark
Bunker, Trustee David Allbritton, and Trustee Lina Teixeira
Also Present—Jennifer Poirrier—City Manager, Michael Delk — Assistant City
Manager, David Margolis - City Attorney, Rosemarie Call — City
Clerk, Nicole Sprague — Deputy City Clerk, and Tiffany Makras —
Human Resources Director
To provide continuity for research, items are listed in agenda order although not
necessarily discussed in that order.
1. Call to Order
The meeting was called to order at 1:41 p.m.
Chair Aungst departed Chambers at 1:41 p.m.
2. Approval of Minutes
2.1 Approve the minutes of the December 19, 2023 Pension Trustees meeting as submitted
in written summation by the City Clerk.
Trustee Beckman moved to approve the minutes of the December
19, 2023 Pension Trustees meeting as submitted in written
summation by the City Clerk. The motion was duly seconded and
carried unanimously.
3. Citizens to be Heard Regarding Items Not on the Agenda — None.
4. New Business Items
4.1 Approve the new hires for acceptance into the Pension Plan as listed.
Name/Job Classification/Department Pension
Eligibility Date
Antoinette Alcala, Recreation Leader, Parks & Recreation 10/21/2023
Amelia Anderson, Recreation Leader, Parks & Recreation 10/21/2023
Jaclyn Gaither, Librarian, Library 10/23/2023
Sandra Aungst, Senior Staff Assistant, Finance & Budget 10/23/2023
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City of Clearwater
Pension Trustees Meeting Minutes February 12, 2024
Michael Bradley, Recreation Leader, Parks & Recreation 10/23/2023
Malik Morrell, Parks Service Technician, Parks & Recreation 10/23/2023
Carter Duerkop, Lead Parks Service Technician, Parks & Recreation 10/23/2023
Donald Hudenburg Jr., Parks Service Technician, Parks & Recreation 10/23/2023
Alan Isidro, Development Review Technician, Planning & Development 10/23/2023
Maria Teles, Police Officer, Police 10/23/2023
Justin Fritz, Police Officer, Police 10/23/2023
Zachary Cyr, Police Officer, Parks & Recreation 10/23/2023
Dominic Glenn, Parks Service Technician , Parks & Recreation 11/06/2023
Sarah Lamb, Development Review Technician, Planning & Development 11/06/2023
Justin Colen, Multimedia Specialist , Public Communications 11/06/2023
Ricky Shaw, Stormwater Technician, Public Works 11/06/2023
Kamrhen Simpkins, Solid Waste Worker , Solid Waste & Recycling 11/06/2023
Noah Starczewksi, Police Cadet, Police Department 11/18/2023
Taylor Hack, Survey Assistant, Public Works 11/20/2023
Brent Jones, Recreation Leader, Parks & Recreation 12/02/2023
Kelsie Juliet, Police Office Specialist, Police 12/02/2023
Juan Ospina Fajardo, Fleet Mechanic, General Services 12/04/2023
Ozell Hall, Parks Service Technician, Parks & Recreation 12/04/2023
Alyssa LoSauro, Recreation Specialist, Parks & Recreation 12/04/2023
Xavier Dominicis, Business Systems Analyst, Customer Service 12/04/2023
Trustee Teixeira moved to approve the new hires for acceptance
into the Pension Plan as listed. The motion was duly seconded and
carried unanimously.
4.2 Approve the following request of employees Ivan Dimitrov, Public Works Department,
Timothy Grosso, General Services Department, and Mark Wing, Fire Department to vest
their pension as provided by Section 2.419 of the Employees' Pension Plan.
Ivan Dimitrov, Engineering Division Manager, Public Works Department, was
employed by the City on February 21, 2017, and his pension service credit is
effective on that date. Mr. Dimitrov terminated from city employment on
December 7, 2023.
Timothy Grosso, Building and Maintenance Supervisor, General Services
Department, was employed by the City on November 23, 1998, and his pension
service credit is effective on that date. Mr. Grosso terminated from city
employment on December 1, 2023.
Mark Wing, Fire Administrative Chief, Fire Department, was employed by the
City March 19, 2007, and his pension service credit is effective on that date. Mr.
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City of Clearwater
Pension Trustees Meeting Minutes February 12, 2024
Wing terminated from city employment on November 9, 2023.
The Employees' Pension Plan provides that should an employee cease to be an
employee of the City of Clearwater or change status from full-time to part-time
after completing five or more years (non-hazardous duty) and ten or more years
(hazardous duty) of creditable service (pension participation), 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 2.416 provides for normal retirement eligibility for non-hazardous duty
employees hired prior to the effective date of this reinstatement (1/1/13), a
member shall be eligible for retirement following the earlier of the date on which
a participant has reached the age of 55 years and completed 20 years of
credited service; the date on which a participant has reached age 65 years and
completed ten years of credited service; or the date on which a member has
completed 30 years of service regardless of age. For non-hazardous duty
employees hired on or after the effective date of this restatement, a member
shall be eligible for retirement following the earlier of the date on which a
participant has reached the age of 60 years and completed 25 years of credited
service; or the date on which a participant has reached the age of 65 years and
completed ten years of credited service. Mr. Dimitrov will meet the
non-hazardous duty criteria and begin collecting a pension in July of 2047. Mr.
Grosso will meet the non-hazardous duty criteria and begin collecting a pension
in September of 2027.
Section 2.416 provides for normal retirement eligibility for hazardous duty
employees, a member shall be eligible for retirement following the earlier of the
date on which the participant has completed 20 years of credited service
regardless of age, or the date on which the participant has reached 55 years
and completed ten years of credited service. Mr. Wing will meet the hazardous
duty criteria and begin collecting a pension in April of 2027.
Trustee Allbritton moved to approve the following request of
employees Ivan Dimitrov, Public Works Department, Timothy
Grosso, General Services Department, and Mark Wing, Fire
Department to vest their pension as provided by Section 2.419 of
the Employees' Pension Plan. The motion was duly seconded and
carried unanimously.
4.3 Approve the following request of Vicky Britton, Police Department, John Murray, Solid
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City of Clearwater
Pension Trustees Meeting Minutes February 12, 2024
Waste and Recycling Department, and Gerald Theisen, Parks and Recreation
Department, for a regular pension as provided by Sections 2.416 and 2.424 of the
Employees' Pension Plan.
Vicky Britton, Personnel Payroll Technician, Police Department, was employed
by the City on December 21, 2003, and her pension service credit is effective
on that date. Her pension will be effective January 1, 2024. Based on an
average salary of approximately $45,614.41 over the past five years, the formula
for computing regular pensions and Ms. Britton's selection of the Single Life
Annuity, this pension benefit will be approximately $25,119.24 annually.
John Murray, Solid Waste Equipment Operator, Solid Waste & Recycling
Department, was employed by the City on September 13, 1993, and his
pension service credit is effective on January 10. 1994. His pension will be
effective March 1, 2024. Based on an average salary of approximately
$57,815.76 over the past five years, the formula for computing regular pensions
and Mr. Murray's selection of the Single Life Annuity with the 20% partial lump
sum, this pension benefit will be approximately $38,313.84 annually.
Gerald Theisen, Lead Parks Service Technician, Parks & Recreation
Department, was employed by the City on October 26, 1998, and his pension
service credit is effective on that date. His pension will be effective January 1,
2024. Based on an average salary of approximately $52,295.28 over the past
five years, the formula for computing regular pensions and Mr. Theisen's
selection of the 100% Joint & Survivor Annuity, this pension benefit will be
approximately $29,780.76 annually.
Section 2.416 provides for normal retirement eligibility for non-hazardous duty
employees hired prior to the effective date of this reinstatement (1/1/13), a
member shall be eligible for retirement following the earlier of the date on which
a participant has reached the age of 55 years and completed 20 years of
credited service; the date on which a participant has reached age 65 years and
completed ten years of credited service; or the date on which a member has
completed 30 years of service regardless of age. For non-hazardous duty
employees hired on or after the effective date of this restatement, a member
shall be eligible for retirement following the earlier of the date on which a
participant has reached the age of 60 years and completed 25 years of credited
service; or the date on which a participant has reached the age of 65 years and
completed ten years of credited service. Ms. Britton, Mr. Murray, and Mr.
Theisen have met the non-hazardous duty criteria.
Section 2.416 provides for normal retirement eligibility for hazardous duty
employees, a member shall be eligible for retirement following the earlier of the
date on which the participant has completed 20 years of credited service
regardless of age, or the date on which the participant has reached 55 years
and completed ten years of credited service. has met the hazardous duty
criteria.
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City of Clearwater
Pension Trustees
5. Adjourn
Meeting Minutes February 12, 2024
Trustee Beckman moved to approve the following request of Vicky
Britton, Police Department, John Murray, Solid Waste and Recycling
Department, and Gerald Theisen, Parks and Recreation Department,
for a regular pension as provided by Sections 2.416 and 2.424 of the
Employees' Pension Plan. The motion was duly seconded and
carried unanimously.
The meeting adjourned at 1:42 p.m.
Chair
Employees' Pension Plan Trustees
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City of Clearwater