12-10-1980 Regular MeetingMiami Shores Village
PENSION BOARD MEETING
December 10, 1980
A breakfast meeting of the Miami Shores Pension Board was held on
Wednesday, December 10, 1980, 8:00 a.m., at Howard Johnson's Restaurant on
N. E. 2nd Avenue, with the following in attendance:
Pension Board members:
Mayor Henry A. Everett
Councilman Spahn
Mr. Joseph Gionfriddo
Mr. 0. Sam Ackley, Village Manager
Chief John Fletcher
Ms. Ann Vigneron
Absent: John McCoy
Also Present:
Mr. William F. Fann, Village Attorney
Mr. Sri Balgobin, Pension Administrator
Mr. Wally Wilson, Wyatt Co. actuary
Mr. Walter Wrase, First State Bank
Mr. Dennis Clum, First State Bank
In regard to the minutes of the meeting of July 18, 1980, Chief
Fletcher pointed'ou,t on Page 2., that the request for a change in vesting
requirements was made by the P.B.A., instead of the Police Dept. Mr. Ackley
moved that the minutes be approved as amended. The motion was seconded by
Mr. Gionfriddo and passed unanimously.
ORDINANCE PROVIDING OPTION TO VILLAGE MANAGER TO BE
EXCLUDED FROM MIAMI SHORES PENSION PLAN.
The Board received an opinion from Mr.. Fann, Village Attorney, on
the legality of providing an option to certain employees appointed by the
Village Council to join some other pension plan. An ordinance enacting this
proposal was also presented. This was recommended to Council upon motion made
by Ann Vigneron, seconded by Joseph Gionfriddo and passed unanimously.
ORDINANCE REGARDING BREAK IN SERVICE.
An ordinance proposed by the Pension Administrator clarifying the
procedure for handling pension requirements when there is a break in service,
as written by the Village Attorney, was also presented. Chief Fletcher moved
that this ordinance be recommended for approval by the Council. The motion
was seconded by Mr. Ackley and passed unanimously.
DISCUSSION OF VESTING.
At the request of the P.B.A. the Wyatt Company had prepared a survey
of vesting in other municipal plans in Dade County. Mr. Wilson reported an
estimated cost of a 10 year vesting on Police Officers only, on an annual basis
at 0.15% of payroll, and for all employees, including Police, of less than
$2,000.00 annual cost. Chief Fletcher moved to table action on this until
the entire benefits of the plan are reviewed. The motion was seconded by Mr.
Ackley. Mr. Wilson stated he would like to do this in conjunction with the
annual evaluation. A call for the question was made and passed, following
1
12/10/80
-2-
which the motion to table was passed unanimously.
QUARTERLY REPORT OF ASSETS.
Mr. Walter Wrase reviewed the earnings for the last quarter, and
Mr. Wilson agreed that it was consistent with the actuarial assumptions.
The total plan reported earnings of 8.84%.
• PENSION INFORMATION TO EMPLOYEES.
Chief Fletcher moved that this be tabled until Mr. McCoy is present.
The motion was seconded by Mr. Gionfriddo and passed unanimously.
RETIREMENT OF HIARM WILCHER.
Sri Balgobin reported that Hiarm Wilcher is permanently disabled
but will not be terminated until February 1, 1981, at which time heshould
go on pension. This will necessitate a recomputation of benefits and
approval of this pension was tabled pending new figures, by motion made by Mr. Spahn,
seconded by Mr. Gionfriddo and carried unanimously.
1
•
1
0
O
Appro
Henry
0
The meeting adjourned at 9:40 p.m.
0
Ann Vigneron,ecretary
MIAMI SHORES PENSION PLAN
Calculation of Early Retirement Income
1. Name Hiarm Wilcher
2. Social Security number 257-34-9654
3. Sex Male
4. Date of birth February 28, 1922
5. Date of employment April 30, 1956
6. Normal retirement date March 1, 1984
7. Age on normal retirement date 62.000 years
8. Early retirement date December 1, 1980
9. Age as of early retirement date 58.750 years
10. Date leave of absence commenced October 1, 1980
11. Credited service as of early
retirement date 24.417 years
12. Credited final compensation as
of early retirement date $851.66
Basic No. of
Year Compensation Paid Months
1980 $ 8,299.20 09
1979 $ 10,486.33 12.
1978 $ 10,083.33 °12
1977 $ 10,081.00 12
1976 $ 9,813.00 12
1975 $ 2,337.00 03
$ 51,099.86 60
13. Accrued monthly retirement income
as of early retirement date
(a) 2% (.0200) x $851.66 = $17.03
(b) Item 11. x Item 13.(a) _
14. Monthly retirement income payable
to the participant for life, first
payment payable on March 1, 1984
THE
Watt
COMPANY
$415.82
$415.82
Page Two
15. Actuarial reduction factor for
early retirement at age 58.750
years
..16. Monthly early retirement benefit
payable during the lifetime of
the participant, first payment
commencing December 1, 1980
($415.82 x .7280)
Hiarm Wilcher
.7280
$302.72
Based on the information supplied by the Village and the provisions
of the Plan, the monthly early retirement income payable to Hiarm Wilcher
is $302.43. The first payment is due on December 1, 1980, with subsequent
payments due on the first day of each succeeding month until the month in
which death occurs. Mr. Wilcher is guaranteed to receive payments which
equal his accumulated employee contributions.
Prepared
Certified by: THE WYATT COMPANY
Actuaries for the Plan
1)' `F� // % /
by: eel aze C s� Reviewed by:
Je n Mauldin Wallace W. Wilson, F.S.A.
Administrative Assistant Actuary
THE Wag COMPANY