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11 results for “pension applications”

  • regular meeting agenda may 20 2025 redacted

    May 20, 2025

    ·Tampa, FL
    Agenda

    The City of Tampa General Employees' Retirement Fund Board of Trustees held a regular meeting on May 20, 2025, to address actuarial matters, investment performance, and administrative items including disability re-exam audits and retirement applications. The agenda included a first quarter 2025 investment report from Asset Consulting Group and approval of monthly and quarterly invoices totaling approximately $614,988.31 across various fund managers and service providers. The meeting also covered routine consent items such as longevity retirements, deferred retirements, DROP applications, survivor allowances, and estate payments.

    AI summary

    pension administrationinvestment performanceretirement benefitsemployee benefitsfund management
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  • REGULAR MEETING AGENDA TUESDAY – APRIL 15, 2025

    Apr 15, 2025

    ·Tampa, FL
    Agenda

    The Board of Trustees of the General Employees' Retirement Fund held a regular meeting on April 15, 2025, at the City of Tampa's Hanna City Center to review pension fund operations and investment performance. The agenda included presentations from three investment managers (Marathon International, Redwheel Emerging Markets, and WCM Focused Growth International), a market and performance review as of March 31, 2025 with liquidity recommendations from consultant Elizabeth Bowen, and administrative matters including retirement applications, disability procedures, and monthly invoices including a $42,500 payment to Asset Consulting Group.

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  • reg meeting agenda jan 21 2025

    Jan 21, 2025

    ·Tampa, FL
    Agenda

    The City of Tampa General Employees' Retirement Fund Board of Trustees held a regular meeting agenda scheduled for Tuesday, January 21, 2025 at 1:30 P.M. The meeting included investment consultant reports on market performance and portfolio review as of December 31, 2024, a legal report, and administrative matters including retirement applications and approvals of quarterly invoices totaling approximately $476,575 from various investment managers and consultants (ACG, Dodge & Cox, Leeward, Loomis, and Wellington). The agenda also encompassed approval of minutes from the November 19, 2024 meeting, public comments, and administrative consent items including longevity retirement, deferred retirement, and DROP (Deferred Retirement Option Plan) applications.

    AI summary

    employee retirementinvestment managementfund administrationpension applications
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  • TOWNSHIP OF MIDDLETOWN DECEMBER 31, 2024 BASIC FINANCIAL STATEMENTS WITH

    Dec 31, 2024

    ·Minersville, PA
    Budget

    The Township of Middletown's basic financial statements for the year ended December 31, 2024, were audited and presented fairly in all material respects, covering governmental activities, business-type activities, and multiple fund types including general, special revenue, highway aid, proprietary, and fiduciary funds. The document includes entity-wide and fund-specific financial statements along with required supplementary information on pension liabilities and contributions for both the non-uniformed pension plan and sewer authority plan. The audit was completed on April 23, 2025, by independent auditors who also evaluated internal control and compliance with applicable government auditing standards.

    AI summary

    financial statementsbudgetpension liabilitiesaudit
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  • LEXINGTON-FAYETTE URBAN COUNTY DEPARTMENT OF HEALTH Lexington, Kentucky ______

    Lexington, KY
    Budget

    The Lexington-Fayette Urban County Department of Health released comprehensive financial statements for the fiscal year ending June 30, 2022, including an independent auditors' report, management's discussion and analysis, and statements of net position, revenues, and cash flows. The document contains required supplementary information on pension and OPEB (Other Post-Employment Benefits) liabilities and contributions, along with budgetary comparisons and federal award expenditure schedules. This appears to be a complete annual financial audit report demonstrating the department's financial position and compliance with applicable accounting standards and regulations.

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    health departmentbudgetfinancial statements
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  • COMPLIANCE AUDIT ____________ Wilkes-Barre Township Police Pension Plan

    Wilkes-Barre, PA
    Budget

    A compliance audit of the Wilkes-Barre Township Police Pension Plan was conducted for the period January 1, 2018 to December 31, 2021, pursuant to the Municipal Pension Plan Funding Standard and Recovery Act. The audit, completed in August 2022, evaluated whether the pension plan was administered in compliance with applicable state laws, regulations, contracts, administrative procedures, and local ordinances. The audit methodology included verification of state aid deposits, examination of employer and employee contributions, and confirmation that annual financial requirements and minimum municipal obligations were properly calculated and deposited.

    AI summary

    police pensionpension compliancemunicipal budgetemployee contributions
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  • minutes of the meeting of the board of trustees ...

    Tampa, FL
    Minutes

    On October 25, 2023, the Board of Trustees of the Tampa Fire & Police Pension Fund held a regular meeting and approved the minutes from three previous meetings (September 26, September 27, and October 18, 2023). The board unanimously approved consent agenda items 4-11, which included ratifying pension benefits and approving billing for legal services rendered in September 2023. No public comments were submitted during the meeting, and the agenda included discussion of disability applications and other pension fund matters with attendance from board members, legal counsel, medical directors, investment advisors, and fund staff.

    AI summary

    pension benefitsfire and policefund management
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  • Lebanon Township Committee

    Lebanon, PA
    Minutes

    On August 16, 2023, the Lebanon Township Committee held a regular meeting with Mayor Beverly Koehler presiding and four of five committee members present. The committee approved minutes from the previous August 2 meeting and heard public comments regarding Squire's Point insurance, a raffle application, and pensions. Two ordinances were addressed: Ordinance No. 2023-06 regarding appointments and term of office was adjourned to September 6, 2023, and Ordinance No. 2023-07 to amend the 2023 salary ordinance was introduced with a public hearing scheduled for September 6, 2023.

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    salariesordinancepensions
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  • Pension Board 917B E. Fifth Ave. Knoxville, TN 37917

    Knoxville, TN
    Agenda

    The Knoxville Pension Board held a regular meeting on April 13, 2023, to review routine pension administrative matters including approval of audit contracts with Pugh P.C. and processing of member enrollments and withdrawals. The board processed multiple pension applications across various plans, including Rule of 80 retirement, normal retirement, deferred retirement, and injury in line of duty claims, with approved pension payments ranging from $1,044.93 to $4,778.10 monthly. The meeting also included discussion of an executive director update regarding an office move to Tennova and board seat changes.

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  • COMPLIANCE AUDIT ____________ City of Scranton Aggregate Pension Fund

    Scranton, PA
    Budget

    A compliance audit of the City of Scranton Aggregate Pension Fund for January 1, 2022 to December 31, 2023 was conducted by the Auditor General pursuant to the Municipal Pension Plan Funding Standard and Recovery Act to ensure the fund was administered in compliance with applicable state laws, regulations, contracts, and local policies. The audit examined whether state aid was properly deposited, employer contributions were calculated and deposited in accordance with governing documents and applicable laws, and employee contributions were correctly calculated and deducted. The audit methodology included verification of state aid deposits, review of the municipality's calculation of annual financial requirements and minimum municipal obligations, and testing of employee contribution rates based on governing documents in effect during the audit period.

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  • Ambler Borough Police Pension Plan

    Ambler, PA
    Budget

    This compliance audit examined the Ambler Borough Police Pension Plan for January 1, 2018 through December 31, 2021, conducted by the Auditor General pursuant to the Municipal Pension Plan Funding Standard and Recovery Act. The audit objectives were to determine if municipal officials corrected prior findings and whether the pension plan was administered in compliance with applicable state laws, regulations, contracts, and local policies. The audit methodology included verification of proper state aid deposits, employer contribution calculations, and compliance with the plan's governing documents and applicable regulations.

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