4 Fire Department PensionCITYOF
CHANHASSEN
690 G9, Cemer D~ive, PO Box I47
Chadmse~, 3li~mesota 55317
Phoebe 612.937. I900
Ge;~o~d ~kv 612 937. 5739
Engineering Fax 612.937.9152
P~blic 5~0, Sa' 612. 934.2524
MEMORANDUM
TO:
FROM:
DATE:
SUB J:
Mayor and City Council
Don Ashworth, Economic Development Director
January 13, 1999
Fire Department Relief Association Pension
Hopefully the attached graph is self-explanatory. Although the Fire Department's
"current requests" line appears to be dramatically steep, it should be remembered
that the request is solely being made in an effort to get Chanhassen's Fire
Department to a pension benefit level similar to surrounding communities (see
previous report).
The graph additionally supports the previous recommendation that adequate
funding exists to meet the Fire Department's request for 1998, 1999, and 2000.
Our current level of reserves would provide sufficient revenues to ensure that the
2001 request was additionally met. Similarly, should state aids continue to
increase in the hyperbolical manner as occurred between 1989-1996, the city
should be able to meet the Fire Department's requests for 2001.
RECOMMENDATION
Both Todd Gerhardt and I recommend a conservative position which would be to
approve the Fire Department's requests for 1999 and 2000 (the increase for 1998
was previously approved).
gSmgr\fdpension.doc
The G0, of ETmnhmsen. ~1 $o'(~ci~ff ~'vm,mmiO, gvitL~ c/cm~ /,~>(:,, q,/,diO, scL, ods, ,~ chamdng downtown, 3rivi~g businesses, ~d beaut~d parks. A grcm pl~ce to live, ~vork, a~zd play.
CITY OF
CHANHASSEN
690 09, Ce,ret D~qve, PO Box 147
C/?a,hasse,, 3 li,~wsota 55317
Phone 612 937.1900
Ge, emi ~x 612.~37.5739
3tgi, eeri,g h~x 612.93Z ~152
]h~b/ic 5~fi'O' ~m 612934.2524
MEMORANDUM
TO:
FROM:
DATE:
SUB J:
Mayor and City Council
Don Ashworth, City Manager
December 10, 1998
Fire Relief Benefit Increase
For many years we negotiated fire relief changes on a yearly basis. The process
was too stressful and a decision was made that relief benefit changes should be
phased in over a five year period. This will be the third five year contract and
would more appropriately be labeled as a guaranteed four year benefit increase
with the final year being a future action. This statement is made recognizing that I
can guarantee both the department and the city council that funding is in place to
fully fund the increases proposed for 1998, 1999, 2000, and 2001. Again, benefit
increase proposed for 2003 needs to be further studied.
The proposed increases have been prepared by the Wyatt Company - an actuarial
firm specializing in calculating fire relief benefit costs.
Hopefully, the attached analysis as to costs to be paid by the city under the new
contract are self explanatory. I have also included a copy of benefit levels of
neighboring/similar communities.
RECOMMENDATION
Approval of the benefit level adjustments for the years 1998, 1999, 2000, and
2001 is recommended.
gSmgr\fire relief-e.doc
REVENUE BY SOURCE FOR PAST 8 YEARS
YEAR STATE AID (2%) CITY CONT. INVEST. INCOME %FUNDED
1997 57,786.00 14,214.00 152,702.00 89%
1996 56,262.00 17,614.00 39,162.00 87%
1995 41,111.00 14,789.00 128,762.00 90%
1994 37,080.00 18.820.00 (49,716.00) 80%
1993 34,094.00 23,106.00 48,464.00 93%
1992 36,699.00 22,501.00 69,323.00 91%
1991 33,227.00 23,973.00 50,038.00 84%
1990 24,270.00 11,310.00 53,026.00 100%
1989 23,508.00 12,072.00 47,415.00 100%
REQUIRED CITY CONTRIBUTION FOR PROPOSED INCREASE ~ 5% RETURN ON INVEST.
BENIFET LEVEL
YFAR LUMP SUM ANNUITY REQ'D CONT.- STATE AID =CITY CONT.
1998 54,000 360.00 74,300.00 61,426.00 12,874.00
1999 60,500 400.00 95,400.00 65,111.00 30,289.00
2000 67,000 440.00 116,500.00 69,018.00 47,482.00
2001 73,500 480.00 137,600.00 73,159.00 64,441.00
2002 80,000 520.00 158,700.00 77,548.00 81,152.00
REQUIRED CITY CONTRIBUTION FOR PROPOSED INCREASE ~ 10% R.O.I.
YEAR REQ'D CONT. - STATE AID - INV. INCOME = CITY CONT.
1998 74,300.00 61,426.00 53,384.00 (40,510.00)
1999 95,400.00 65,111.00 56,054.00 (25,765.00)
2000 116,500.00 69,018.00 58,856.00 (11,374.00)
2001 137,600.00 73,159.00 61,799.00 2,642.00
2002 158,700.00 77,548.00 64,889.00 16,263.00
ABOVE FIGURES ASSUME A 6% PER YEAR INCREASE IN STATE AID (STATE AID HAS
INCREASED 70% IN THE PAST 4 YEARS).
COMARISON OF BENEFIT LEVELS WITH OTHER COMMUNITIES
CITY
SHAKOPEE
YEAR
LUMP SUM BENEFIT
1997 53,760.00
1998 61240.00
YEARLY REVIEW OF BENEFIT LEVELS
EDEN PRAIRIE 1997 90,000.00
1998 120,000.00
(600.00/MONTH ANNUITY)
(800.00/MONTH ANNUITY)
CHASKA 1998 57,000.00
YEARLY REVIEW OF BENEFIT LEVELS
LAKEVILLE 1997 77,000.00
1999 80,000.00
M1NNETONKA 1999 108,000.00
MOUND 1997 69,000.00
1998 76,500.00
(380.00/MONTH ANNUITY)
720.00/MONTH ANNUITY
460.00/MONTH ANNUITY)
510.00/MONTH ANNUITY)
. following are changes to the retirement/pension plan.
etirement
1) General fund from
$1/call to $1.25/ca1I"
2)
Pension plan increased
from $54k to $80k by
2002.
I)
2)
First change since early
1980's; to increase FF
retention.
To increase FF retention by
matching or closing gap
bet,.veen area FD's.
S3-5,000
S0-S25,500 depending
investment returns and State Aid
* Assumptions:
* 800 calls at 22
responders/ca[l
1999 Chanhasscn Fire Depar'rmc::t Proposed Budget
17
August 28, 1997
Randy Wahl
Chanhassen Volunteer Fire Department Relief Association
P.O. Box 97
7610 Laredo Drive
Chanhassen, MN 55317
Dear Randy:
As requested, you will find four copies of the 1/1/97 actuarial report for the Chanhassen
Firefighters' Relief Association defined benefit pension plan. I faxed a copy to Reg Vorwick at the
State Auditors office.
Call me if you have any questions or need anything further.
Sincerely,
i
Duane Hanf [ f
Consulting Actuary"
Chanhassen Volunteer Fire Department
Relief Association
Actuarial Valuation
as of January 1, 1997
August 28, 1997
Hanf Actuarial Associates
2
Introduction
We present in this report the results of the January l, 1997 actuarial valuation of the ChanhaSsen
Fire Relief Association pension plan.
This report is divided into sections which:
Compare this years results with previous valuation results.
Provide commentary on this years results and assumptions.
Show the plan's current financial and actuarial stares.
Develop the contribution requirement for 1997.
Supply information required for financial statement disclosure
Summarize the plan provision.
Summarize the actuarial assumptions and methods utilized.
Summarize the census information utilized
Page
4
5
7
8
9
10
I1
12
This valuation is based on census data and asset information furnished by the Association. To the
best of our knowledge, this report presents fairly the actuarial condition of the plan as of January
1, 1997 and is in compliance with Minnesota State Statutes. It is our opinion that the actuarial
assumptions used herein are reasonable in aggregate.
Hanf Actuarial Associates
Duane F. Hanf /
Fellow Society. of ~cmaries
Enrolled Actuary No. 96-370
Date
Summary and Comparison of Results
Summarized below are the results of the 1/1/97 valuation compared to the previous valuation:
1/1/97 ($17)
1/1/93 ($13)
Participants
- Actives 39 43
- Retirees 10 10
- Beneficiaries 0 0
- Deferred 3 3
Total 52 56
Normal Cost $50,666 $39,432
Actuarial Liability
$1,210,363 $818,225
Assets $973,712 $696,452
Funded Percentage
80% 85%
Unfunded Actuarial Liability
$236,651 $121,773
Required Contribution
$75,574 $50,605
GASB # 5 Benefit Obligation
Unfunded GASB # 5 Obligation
$1,118,286 $736,988
$144,574 $40,536
4
Commentary
The Unfunded Actuarial Liability increased by $114,878 from 1/1/93 to 1/1/97 because of the
following:
Plan improvements ($13 to $17)
Contributions and actuarial experience
Total
$284,791
($169,913)
$114,878
The required contribution increased by $25,000 due to the improvements in the benefits.
The Chanhassen Fire Relief Association plan is reasonably well funded. It is 80% funded on
an ongoing funding basis and 87 % funded on a GASB # 5 basis.
The actuarial assumptions utilized were changed from the 1/1/93 valuation to better reflect
anticipated experience as follows:
· Mortality table was changed from the 1971 GAM table projected to 1978 t__2o the 1994
GAM table.
· Retirement age frorn the later of age 53 and 20 years of service to the later of age 50 and
20 years of service.
· Form of benefit elected from 100% electing a monthly annuity to 100% electing a lump
sum distribution at retirement.
The plan is scheduled to improve the monthly benefit from $17 to $18 per year of service and
the lump sum benefit from $2,550 to $2,700 per year of service effective 1/1/98. This
increase, if it were reflected in the 1/i/97 valuation, would increase liabilities and costs as
Normal Cost
Actuarial Liability
Funded Percentage
Required Contribution
$17 / $2,550 $18 / $2,700
follows:
$50,666
$1,210,363
$53,646
80%
$75,574 $81,287[
$1,281,5611
76%
5
Financial and Actuarial Status on 1/1/97
Assets
Market value of plan assets as of i/1/97 as reported by the Association is as follows:
Cash $0
Investments $970,718
Accrued Income $4,193
Liabilities , ($1,199)
Total $973,712
Normal Cost as of 1/1/97
The breakdown of the normal cost as of 1/1/97 is as follows:
Service Retirement $42,010
Disabili~ $4,819
Withdrawal $2,475
Preretirement Death $1,362
Total $50,666
Financial and Actuarial Status on 1/1/97
(continued)
Actuarial Liability
1. Active Participant Liability
2. Inactive Participants Liability
3. Total Actuarial Liability: (1) + (2)
4. Assets
5. Funded Percentage: (4) / (3) x 100%
6. Unfunded Actuarial Liability: (3) - (4)
7. Expected benefit payouts during 1997
$. Normal Cost
9. Expected Actuarial Liability on i2/31/97
((3) + ~8)- (7))x 1.05
$704,611
$505,752
1,210,363
$973,712
80%
$236,651
$38,270
$50,666
$1,283,897
Contribution Requirement
In accordance with Minnesota State Statues (Chapters 69 and 356), the contribution level for any
given year is a combination of the Normal Cost for that year, a provision for anticipated
administration expenses, and an amount to reduce the Unfunded Actuarial Liability. The minimum
contribution requirement is shown below.
1. Normal Cost $50,666
2. Twenty year amortization of Unfunded
Actuarial Liability
3. Expense allowance:
(1996 expenses x 1.035)
4. Required Contribution as of 1/1/97:
(1) + (2) + (3)
5. Required Contribution as of 12/31/97:
(4) x 1.05
$18,085
$3,224
$71,975
$75,574
Participant Data As Of 1/1/97
The next three pages summarize the participant data used in the
1/1/97 actuarial valuation.
12
Actuarial Assumptions and Funding Method
Investment Return
5 % per year after investment expenses.
Mortality Rates
1994 Group Annuity Table
Termination Rates
5.5 % at age 20 reducing uniformly to 0 % at age 48
and after.
Disability Rates
.03% at age 20, grading to .33% at age 50
Retirement Age
Later of age 50 and 20 years of service.
Lump Sum Election Rate 100% will elect a lump sum distribution.
Asset Basis
Market value
Funding Method
Entry. Age Normal Method:
Normal Cost under this funding method is equal to
the level annual dollar amount starting at entry age
necessary, to fund the projected benefits.
Actuarial Liability is accumulation of Normal Costs
to date. Unfunded Actuarial Liability is amortized
over 20 years from date of establishment of the
liability.
GASB Disclosure Method
Projected Unit Credit Method:
Normal Cost under this funding method is equal to
the present value of the monthly pension accruing
during the year.
Actuarial Liability is accumulation of Normal Costs
to date.
11
Summary of Plan Provisions as of 1/1/97
Normal Retirement Benefit
Monthly 15 year certain and life benefit of $17 per year of
service payable on retirement after attainment of age 50 and
completion of 20 years of service. Maximum benefit of $510.
Alternatively a member may elect a lump sum of $2,550 times
years of service (up to 30)
Deferred Vested Benefit
On termination after completion of 10 years of service, the
monthly Normal Retirement Benefit accrued is payable on
attainment of age 50 subject to the following vesting schedule:
Years of Service Nonforfeitable Percentage
10 60%
I I 64
12 68
13 72
14 76
15 80
16 84
17 88
15 92
19 96
20+ 100
Disability Benefit
Short Term Disability:
Temporary benefit of $5 per day for up to 120 days.
Long Term:
$17 per month per year of service.
$340 per month minimum benefit and $510 maximum benefit.
Death Benefit
51,000 lump sum payable on the death of any retired member
receiving a monthly benefit.
$2,000 lump sum payable on the death of any active member.
Survivor's Benefit
On the death of any active member, 100% of the member's
accrued benefit is payable to the named beneficiary commencing
immediately. Benefit is either a monthly benefit for I5 years or
a lump sum.
10
Financial Statement Disclosures
In November of 1986, the Governmental Ackounting Standards Board (GASB) issued Statement
No. 5, which established standards for disclosure of pension information by state and local
governmental employers. It requires such employers to compute and disclose a standardized
measure of accrued pension liability called "Pension Benefit Obligation". This measure is the
actuarial present value of credited projected benefits, prorated on service. In other words, it is the
value of all future expected benefits that can be attributed to service earned to date. This measure
differs from the measure of accrued pension liability used to determine contribution requirements.
The components of the Pension Benefit Obligation as of 1/1/97 and projected to 12/31/97 are as
follows:
1. Active Participants
- Vested
- Non-vested
Total
2. Inactive Participants
- Retirees/Beneficiaries
- Deferred Vested
Total
3. Pension Benefit Obligation: (1) + (2)
4. Assets
5. Unfunded Pension Benefit Obligation
as of 1/1/97: (3) - (4)
1/1/97 12/31/97
$372,911 $452,135
$239,623 $243,457
$612,534 $695,592
$450,350 $432,353
$55,402 $58,172
$505,752 $490,525
$1,118,286! $1,186,117
$973,712
$144,574
9
November 10, 1998
Bob Halverson
Chanhassen Volunteer Fire Department Relief Association
P.O. Box 97
7610 Laredo Drive
Chanhassen, MN 55317
Dear Bob:
Attached to this letter is a summary of the cost of exploratory benefit changes you requested for the
Chanhassen Fire Relief Association defined benefit pension plan. The cost of exploratory benefit
changes was calculated as of 1/i/99 using the 9/30/98 asset value of $1,036,665 as an estimate of
the 1/1/99 asset value.
The calculations were based upon the attached actuarial assumptions.
A summary of my understanding of the plan provisions effective 1/1/99 is also attached.
Call me if you have any questions or need anything further.
Also attached is my invoice for services rendered. I appreciate the opportunity to be of service.
Si,0, cerely,
Consulting Actuary
Cost of Exploratory Benefit Changes
Valuation Date: 1/1/99 Estimated Assets: $1,036,665
Plan Provisions 1/1/99
Increase Due To:
i) Lump sum retirement, vested
termination and survivor's benefits
increased from $2,700 to $3,025 per
year of service.
(1/4 of way to $4,000)
2) Monthly long-term disabili~, benefit
increased from $18 to $20 per year of
service.
3) Active death benefit increased from
$2,000 to $5,000
4) Change current retirees' monthly
benefit from a 15 year to a 20 year
certain and life benefit.
5) Increase current retirees' monthly
benefit from $18 to $20 per year of
service.
6) Increase current deferred vestecls'
monthly benefit from $18 to $20 per
year of service.
Required Actuarial Normal
Contribution* Liability Cost
$82,400 $1,427,600 $42,200
$14,000 $107,800 $5,100
$600 $800 $500
$200 $400 $2O0
$1,200 $15,000 $0
$4,0O0 $50,000 $0
$700 $8,400 $0
* Normal cost plus 20 year amortization of unfunded liability plus a $6,600 expense allowance
(average of 1996 and 1997 expense allowance). Total is increased by 5 % to allow for delayed
payment.
Impact of Changing Interest Assumption
on Funded Percentage
Plan Provisions 1/1/99
5 % Interest Assumption 10% Interest Assumption
Actuarial Funded Actuarial Funded
Liabili _ty Percentage Liabili _ty Percentage.
$1,427,600 73 % $1,098,800 94 %
Plan improved as listed on
previous page:
items 1) through 6)
$1.610,000 64%
$1,238,000 84%
Summary of Plan Provisions as of 1/1/99
Normal Retirement Benefit
Lump sum of $2,700 per year of service payable on retirement
after attainment of age 50 and completion of 20 years of service.
Maximum benefit of $81,000.
Deferred Vested Benefit
On termination after completion of 10 years of service, the lump
sum Normal Retirement Benefit accrued is payable on attainment
of age 50 subject to the following vesting schedule:
Years of Service Nonforfeitable Percentage
10 60%
11 64
12 68
13 72
14 76
15 80
16 84
17 88
18 92
19 96
20+ 100
Disability Benefit
Short Term Disability:
Temporary benefit of $5 per day for up to 120 days.
Long Term:
$18 per month per year of service.
$360 per month minimum benefit and $540 maximum benefit.
Death Benefit
$1,000 lump sum payable on the death of any retired member
receiving a monthly benefit.
$2,000 lump sum payable on the death of any active member.
Survivor's Benefit
On the death of any active member, 100% of the member's
accrued benefit is payable to the named beneficiary commencing
immediately.
Actuarial Assumptions and Funding Method
Investment Return
5 % per year after investment expenses.
Mortality Rates
1994 Group Annuity Table
Termination Rates
Age
25 13.6%
30 10.1%
35 7.9%
40 6.5%
45 5.5%
50 4.5%
55 0%
Disability Rates
.03 % at age 20, grading to .33 % at age 50
Retirement Age
Later of age 50 and 20 years of service.
Lump Sum Election Rate 100% will elect a lump sum distribution.
Asset Basis
Market value
Funding Method
Entry Age Normal Method:
Normal Cost under this funding method is equal to
the level annual dollar amount starting at entry age
necessary to fund the projected benefits.
Actuarial Liabili _ty is accumulation of Normal Costs
to date. Unfunded Actuarial Liability is amortized
over 20 years from date of establishment of the
liabili~.
Participant Data As Of 1/1/99
The next three pages summarize the participant data used in the
1/1/99 actuarial valuation.
November 17, 1998
Bob Halverson
Chanhassen Volunteer Fire Department Relief Association
P.O. Box 97
7610 Laredo Drive
Chanhassen, MN 55317
Dear Bob:
Attached to this letter is a summary of the cost of exploratory benefit changes you requested for the
Chanhassen Fire Relief Association defined benefit pension plan. The cost of exploratory benefit
changes was calculated as of 1/1/99 using the 9/30/98 asset value of $1,108,665' as an estimate of
the 1/i/99 asset value.
The calculations were based upon the attached actuarial assumptions.
A summary of my understanding of the plan provisions effective 1/1/99 is also attached.
Call me if you have any questions or need anything further.
Also attached is my invoice for services rendered. I appreciate the opportunity to be of service.
Sincerely,
~uane nam I~
Consulting Actuary,
* Includes a $72,000 contribution receivable.
Cost of Exploratory Benefit Changes
Valuation Date: 1 / 1/99 Estimated Assets: $1,108,665
Plan Provisions i/1/99
Increase Due To:
I) Lump sum retirement, vested
termination and survivor's benefits
increased from $2,700 to $3,025 per
year of service.
(1/4 of way to $4,000)
2) Monthly long-term disability benefit
increased from $18 to $20 per year of
service.
3) Active death benefit increased from
$2,000 to $5,000
4) Change current retirees' monthly
benefit from a 15 year to a 20 year
certain and life benefit.
5) Increase current retirees'monthly
benefit from $18 to $20 per year of
service.
6) Increase current deferred vesteds'
monthl~ benefit from $18 to $20 per
year of service.
Required Actuarial Normal
Contribution* Liability Cost
$82,400 $1,427,600 $42,200
$14,000 $107,800 $5,100
$60O $8O0 $500
$200 $400 $200
$1,200 $15,000 $0
$4,000 $50,000 $0
$700 $8,40O $0
* Normal cost plus 20 year amortization of unfunded liability plus a $6,600 expense allowance
(average of 1996 and 1997 expense allowance). Total is increased by 5% to allow for delayed
payment.
Impact of Changing Interest Assumption
on Funded Percentage
Plan Provisions 1/1/99
5 % Interest Assumption 10 % Interest Assumption
Actuarial Funded Actuarial Funded
Liabili _ty Percentage Liabili[y Percentage
$1,427,600 78 % $1,098,800 101%
Plan improved as listed on
previous page:
items 1) through 6)
$1,610,000 69%
$1,238,000 90%
Summary of Plan Provisions as of 1/1/99
Normal Retirement Benefit
Lump sum of $2,700 per year of service payable on retirement
after attainment of age 50 and completion of 20 years of service.
Maximum benefit of $81,000.
Deferred Vested Benefit
On termination after completion of 10 years of service, the lump
sum Normal Retirement Benefit accrued is payable on attainment
of age 50 subject to the following vesting schedule:
Years of Service
Nonforfeitable Percentage
i0 60%
11 64
12 68
13 72
14 76
15 80
16 84
17 88
18 92
19 96
20+ 100
Disability Benefit
Short Term Disabili _ty:
Temporary benefit of $5 per day for up to 120 days.
Long Term:
$18 per month per year of service.
$360 per month minimum benefit and $540 maximum benefit.
Death Benefit
$1,000 lump sum payable on the death of any retired member
receiving a monthly benefit.
$2,000 lump sum payable on the death of any active member.
Survivor's Benefit
On the death of any active member, 100% of the member's
accrued benefit is payable to the named beneficiary commencing
immediately.
Actuarial Assumptions and Funding Method
Investment Return
5 % per year after investment expenses.
Mortality Rates
1994 Group Annuity Table
Termination Rates
Age
25 13.6%
30 10.1%
35 7.9%
40 6.5%
45 5.5%
50 4.5%
55 0%
Disability Rates
.03% at age 20, grading to .33% at age 50
Retirement Age
Later of age 50 and 20 years of service.
Lump Sum Election Rate 100% will elect a lump sum distribution.
Asset Basis
Market value
Funding Method
Entry Age Normal Method:
Normal Cost under this funding method is equal to
the level annual dollar amount starting at entry age
necessary to fund the projected benefits.
Actuarial Liability is accumulation of Normal Costs
to date. Unfunded Actuarial Liability is amortized
over 20 years from date of establishment of the
liability.
Participant Data As Of 1/1/99
The next three pages summarize the participant data used in the
1/1/99 actuarial valuation.
~~Z Z Z Z ~ ~ ~ ~ ~ Z Z ~ ~
0
gL ~L 9L ~L ~L ~L ~L LL O! 6 8 ~ 9 S ~ [ ~ L
~t k
CHANHASSEN FIRE DEPARTMENT
P,O, BOX 97 7610 LARF. DO DRIVE
BUS. PHONE 954-9101 MINNEWASF~TA STATION NO. :2 PHONE 474-?094
9'~7~ s-~ ~'?
._¢~u_,..A' ,
tA2~c p
Cost of Exploratory Benefit Changes
Valuation Date: 1/1/98 Estimated Assets: $1,064,600
Plan Provisions 1/i/98
(old termhmtion rates)
Plan Provisions 1/1/98
(new termination rates)
Increase Due To:
1) Lump sum retirement, vested
termination and survivor's benefits
increased frotn $2,700 to $3,025 per
year of service.
(1/4 of way to $4,000)
2) Monthly long-term disability benefit
increased from $18 to $20 per year of
service.
3) Active death benefit increased from
$2,000 to $5,000
4) Change current retirees' monthly
benefit from a 15 year to a 20 year
certain and life benefit.
5) Increase current retirees' monthly
benefit from $18 to $20 per year of
service.
6) Increase current deferred vestedx'
monthly benefit from $18 to $20 per
year of service.
7) improve vesting schedule to t00'%
after 10 years of service.
Required Actuarial Normal
Contribution Liability Cost
$83,300 $1,360,000 $53,600
$74,300 $1,380,000 $43,500
$14,200 $102,700 $5,800
$700 $700 $600
(
$.200 ' $50o $2oo
($1,300"
, $15,800 $0
$4,100 $51,400 $0
$600 $6,900 $0
Currently not N/A N/A
pe ...nyfitted-. ..............
51_
CITYOF
CHANHASSEN
690 CiO, Center Drive, PO Box 147
C/;anhasscn, il]innesota 5531.7
Pt,one 612.93Z I900
O,eml ~.x' 612.93Z 5739
Engineering Fax 612. 932 9152
&tblie ~g,fi,O, Fax 612. 93(2524
MEMORANDUM
TO:
Mayor and City Council
FROM:
Don Ashworth, Economic Development Director
DATE:
December 18, 1998
SUB J:
Fire Relief Benefit Increase
This item was tabled from the last agenda to obtain additional information. I have
attached three actuarials which I continue to believe will generate more questions
than answers.
As can be seen, discussions with the Fire Depart~nent regarding benefit changes
have taken over one year, i.e. first actuarial completed in November 1997.
Reaching agreement with retirees, current members, and matching resources can
be time consuming. Our traditional practice has been to make gradual increases in
revenue anticipating the next plateau increase in expense. As stated in my
previous memorandum, I can guarantee both fire fighters and the city council that
funding is available for the increases currently being sought for 1998 through
2001. Accordingly, I would recommend approval of the increases as presented by
the Fire Department for those years. During the next year, I would anticipate
being in a position to recommend approval of their final fifth year increase
scheduled for 2002.
g:\mgr\firepension.doc
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