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03-13-2023CITY OF EDGEWATER POLICE OFFICERS' PENSION BOARI QUARTERLY MEETING MINUTES City Hall Council Chambers 104 N. Riverside Drive Edgewater, FL 32132 TRUSTEES PRESENT: Myles Lawler Joe Mahoney Charles Geiger David Williams OTHERS PRESENT: Pedro Herrera, Sugarman & Susskind (via phone) Doug Lozen, Foster & Foster Michelle Rodriguez, Foster & Foster John Thinnes, AndCo Consulting 1 Call to Order — Joe Mahoney called the meeting to order at 1 35pm. I Public Comment — None. 4Approval of Minutes a. December 12, 2022, Quarterly Meeting Minutes Tar", 19211M. 11-111plim, 5, New Business a, Actual Expenses as of September 30, 2022 a. Michelle Rodriguez reviewed the expense report and commented the plan did not go over budget. 4 0 .«« 0 1 ..ul-mislini-I M # M. . ....... . ......... . . .. Williams and second by Myles Lawler; motion carried 4-0. b. Share Plan Earnings a. Doug Lozen commented the Share Plan roll forward balance for September 30, 2022, reflected the actual plan earnings -15.44%. Doug commented he understood there was an expectation of a 0% floor for the share plan because the share plan policy provides for a 0% earning floor, however the ordinance did not reflect this. bJoe Mahoney commented the Share Plan earnings should include a 0% floor, so that members did not lose money. c. Joe Mahoney commented both the Police and Fire pension plans amended their share plan provisions at the same time and an ordinance amendment and policy was done for each plan. clMichelle Rodriguez commented the Fire ordinance and policy, and the Police policy all included the 0% floor, however that provision was left out of the Police plan ordinance amendment. e. Pedro Herrera commented this was oversight, an oversight and he would draft language to retroactively add the 0% floor to the Police plan and Doug Lozen commented he would provide an impact statement. EVIM a. Foster & Foster, Doug Lozen, Plan Actuary a. October 1, 2022, actuarial valuation report 1. Doug Lozen reviewed the report and commented their funded ratio increased and the City's required contribution decreased primarily due to a larger than expected increase in payroll under the Assumed Retirement Age. 2Doug Lozen commented plan experience was unfavorable overall and added sources of actuarial loss included an investment return of 4.46% which fell short of the 7.40% assumption, an average salary increase of 13.03% which exceeded the 6.32% assumption, and inactive mortality experience. Doug added these losses were offset in part by interest crediting on the Membership Share Plan balances and favorable turnover experience. 11fin MA WEEM4#19ts: �IVI;Mle-li 0 1 0 MI" � 1".1111-10-1 TWI MOM WA 010i �Nlj Oil I MIIII !111!! #111 VIIIAILTUNDREW-R, 14, IIINRIMI]T A Consulting, John Thinnes, lnvestment Consultant a. Quarterly Report as of December 31, 2022 1 . John Thinnes gave a brief review of the recent bank crisis and added the market was right around flat right now in this current quarter. 2The market value of assets as of December 31, 2022, was $13,229,690. The total fund gross returns for the quarter ending December 31, 2022, were 5,18%, slightly underperforming the policy benchmark of trailing returns were -15.04%, 4.02%, 542%, 6,84% and 7.16%, respectively. Since inception (10/11/00), the return was 5.26%, slightly underperforming the benchmark of 3, John Thinnes reviewed individual allocations and did not have any recommendations for rebalancing at this time. John commented the Federal Reserve meets on March 221111 and so far, the plan was off to a good start to the quarter. c. Sugarman & Susskind, Pedro Herrera, Plan Attorney a. Proposed Ordinance Amendment — Police Chief Membership b. SECURE 2,0 Act I . Pedro Herrera reviewed the different provisions of the legislati including: an increase in the age for Required Minirnu Distributions (RMD) to age 73 through January 1, 2033 and th age 75 thereafter, a reduction in the tax penalty for missing RMD, extends tax free earnings for certain disability retireme benefits to normal retirement, expands exemptions from penalties for first responders by adding 25 years of service as separate qualifying condition for exemption, and repeals t requirement to deduct health insurance premiums directly from pension benefit in order to receive a $3,000 tax break for heal insurance prerniurns, c, House Bill 3 1, Pedro Herrera commented House Bill 3 was recently introduc in the State legislature with bicameral support, Ped commented if passed, this bill would not allow Environmen Social and Governance (ESG) investing to guide a truste 2 investment decisions in public pension plans and would prohibit fiduciaries from considering anything outside of empirical metrics when making investment decision, 2. Pedro Herrera commented this legislation would create additional reporting requirements and it may affect proxy voting procedures as well. Consent Agenda a. Payment Ratification a. Warrants #95 and #96 b. Invoices for payment approval a. None c. Fund activity report for December 6, 2022, through March 6, 2023 # k -3001SUP'Tolis Us .759 E M- Geicier and second by David Williams, motion carr . ied . 4- 1 0 UNININKMMM 0=010 — 0 a ��'Tmfivi Respectfully submitted by, Approved by: mile Roanigue4 Plan Administr Joe' 'M ah16iney, Chair Date Approved by the Pension Board: M