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HomeMy WebLinkAboutR-2025-142 LAGERS Changes CommunicationsRESOLUTION NO. R-2026-142 A RESOLUTION PROVIDING FOR PUBLIC INSPECTION OF COST INFORMATION REGARDING A PROPOSED CHANGE IN RETIREMENT BENEFITS UNDER THE MISSOURI LOCAL GOVERNMENT EMPLOYEES RETIREMENT SYSTEM. WHEREAS, the Board of Aldermen of the City of Riverside, Missouri, has received cost information from the Missouri Local Government Employees Retirement System ("LAGERS") concerning the proposed inclusion of the Public Safety employee group in the City's LAGERS retirement plan; NOW, THEREFORE, BE IT RESOLVED by the Board of Aldermen of the City of Riverside, Missouri, as follows: THAT the Board of Aldermen hereby acknowledges receipt of the cost information concerning the proposed inclusion of the Public Safety employee group in the City's LAGERS retirement plan. The Board of Aldermen hereby directs that the cost statement be filed in the office of the City Clerk for public inspection for a period of not less than forty-five (45) calendar days from the date of this Resolution, and further directs that such statement be filed with the Joint Committee on Public Employee Retirement as required by law. Interested parties may view the cost information at Riverside City Hall during regular business hours. No final action to adopt the proposed change in benefits shall be taken until the conclusion of the forty-five (45) day public inspection period FURTHER THAT the Mayor, the City Administrator, and other appropriate City officials are hereby authorized to take any and all actions as may be deemed necessary or convenient to carry out and comply with the intent of this Resolution and to execute and deliver for and on behalf of the City all certificates, instruments, agreements, and other documents, as may be necessary or convenient to perform all matters herein authorized. PASSED AND ADOPTED by.the Board of Aldermen of the City of Riverside, Missouri, the 2°d day of September, .f. 5i-. f Mayor"Kathleen L. Rose ATTEST: 3 -A .. A Sarah Wagner, Dep Ctg�' GRS June 30, 2025 E-Mail Ms. Mya Bemskoetter Employer Reporting Analyst Missouri Local Government Employees Retirement System P.O. Box 1665 Jefferson City, Missouri 65102 Re: City of Riverside Public Safety Department Split (#5975) Dear Mya: 800521.0498 1 P.248.799.9000 1 wvvw.grsconsulting.com As you requested, we have performed actuarial valuations as of February 28, 2025 for the active and deferred members reported as Public Safety members and the remaining active and deferred members of the General department of the City of Riverside. Section A — Summary of Employer Contribution Rates as a Percent of Payroll Present Plan_ Alternate Plan Current Remaining General New Public Safety General Subdepartments Subdepartment Normal Cost Rate 11.20% 11.80000 11.50% Casualty Rate 0.50 0.50 0.50 Prior Service Cost Rate 1 4.80 5.50 4_00 Total Employer Contribution Rate 16.50% 17.80% 16.00% Change in Employer Contribution Rate as a percent of payroll 1.30% (0.50)% Increase in Actuarial Accrued Liability 1 $0 $146,700 1 The increase in the actuarial accrued liability due to adoption of the alternate plan was amortized over a 20 year period to compute the increase in the Prior Service Cost Rate. The Current General and Remaining General Subdepartments results shown above are based upon General benefit provisions (age 60 and 5 years unreduced retirement eligibility; age 55 and 5 years reduced retirement eligibility; deferred age equal to 60). The New Public Safety Subdepartment results shown above are based upon Public Safety benefit provisions (age 55 and 5 years unreduced retirement eligibility; age 50 and 5 years reduced retirement eligibility; deferred age equal to 55). Ms. Mya Bernskoetter June 30, 2025 E-Mail Page 2 Section B — Additional Details Present Plan Alternate Plan Alternate Plan General General PublicSafety Benefrt Provisions Benefit Provisions Benefit Provisions Remaining General New Public Safety New Public Safety Current General Subde artments Subde artment Subde artment Member Stati stics Number Active 35 25 10 10 Payroll $2,963,793 $2,311,934 $651,859 $651,859 Average Pay 84,680 92,477 65,186 65,186 Accumulated Contributions (Actives) 990 990 - - Number Deferred 23 23 0 0 Actuarial Accrued Liabilities (AAL) Active AAL $6,290,958 $5,512,859 $778,099 $924,799 Deferred AAL 1 190 051 1,190,051 0 0 $7,481,009 Total AAL $6,702,910 $778,099 $924,799 IncreaseAAL- Public Safety Provisions and Assumptions $146,700 Actuarial Value Ass Members Deposit Fund (MDF) $990 $990 $0 $0 Employer Accumulation Fund (EAF) 6,321,455 5,663,858 657,597 657,597 Total Assets $6,322,445 $5,664,848 $657,597 $657,597 Funded Ratio 84.5% 84.5% 84.5% 71.1% Unfunded Actuarial Accrued Liability (UAAL) $1,158,564 $1,038,062 $120,502 $267,202 EmployerComouted Contribution Normal Cost Rate 11.20% i : 8C, 9.20% 11.50% Casualty Rate 0.50 0.50 0.50 0.50 Prior Service Cost Rate 4.80 5L.4 2.30 4M Total Employer Contribution Rate 16.50% 17.80% 12.00% 16.00% Estimated First Year Em to erContributionDollars $489,026 $411524 $78,223 $104,297 1 Assets allocated to each division are estimated. The Present Plan results (Current General) shown above are based upon General benefit provisions (age 60 and 5 years unreduced retirement eligibility; age 55 and 5 years reduced retirement eligibility; deferred age equal to 60) and General assumptions. Please note that the results for the current General department are the same as those reported for the General department in the February 28, 2025 annual actuarial valuation report for the City of Riverside. The Alternate Plan results shown in the middle two columns are based upon General benefit provisions and assumptions but with the General department separated into the requested subdepartments. Adding the results for the requested subdepartments using General benefit provisions and assumptions may not match the current General results due to rounding. The Alternate Plan results shown in the right most column for the New Public Safety Subdepartment are based upon Public Safety benefit provisions (age 55 and 5 years unreduced retirement eligibility; age 50 and 5 years reduced retirement eligibility; deferred age equal to 55) and Public Safety assumptions. For members proposed to be covered in the New Public Safety subdepartment, the actuarial accrued liability increased by $146,700 and is amortized over 20 years based on the funding policy for benefit changes. 'G RS Ms. Mya Bernskoetter June 30, 2025 E-Mail Page 3 Per LAGERS staff, employer assets were split between the remaining General and new Public Safety subdepartments so that each subdepartment's funded percent would be the same as the current General department based upon the General benefit provisions and assumptions as of February 28, 2025. This would require an accounting transfer based on market value, as of February 28, 2025, of $616,998 of EAF assets to the Public Safety department with the remainder staying in the General department. Depending upon actual experience after the valuation date as of February 28, 2025 (e.g., members changing status after the valuation date), an additional asset transfer may be necessary as of the first annual valuation date after the election is made to add the new subdepartment. Section C - Projections Below are projections needed to comply with Missouri state disclosure requirements (Section 105.665 of the RSMo) regarding the adoption of LAGERS benefits by a political subdivision. Remaining General Subdepartments Under the Present and Alternate Plans, members are valued using General benefit provisions and assumptions. Present Plan _ Estimated Employer _ Estimated Estimated Contribution Difference Valuation Projected Asa%of Annual Between Date Payroll Pryroll Dollars AALandAVA 2025 $ 2,311,934 16.50% $ 381,469 $ 1,038,062 2026 2,375,512 16.503E 391,959 978,222 2027 2,440,839 16.50% 402,738 910,548 2028 2,507,962 16.50% 413,814 834,393 2029 2,576,931 15.10% 389,117 749,059 2030 2,647,797 15.20% 402,465 697,952 2031 2,720,611 14.60-A 397,209 637,468 2032 2,795,428 14.50-A 405,337 587,636 2033 2,872,302 14.3006 410,739 534,194 2034 2,951,290 14.50% 427,937 481,597 Alternate Plan Estimated Employer Estimated Contribution Difference Asa%of Annual Between Payroll Dollars AALand AVA 17.80% $411,524 $1,038,062 17.801% 422,941 978,222 17.80% 434,469 910,548 17.80% 446,417 834,393 16.40% 422,617 749,059 16.50% 436,887 697,952 15.901/0 432,577 637,468 15.809E 441,678 587,636 15.609E 448,079 534,194 15.80% 466,304 481,597 New Public Safety Subdepartment Change due to Proposed Provisions Estimated Employer Estimated Contribution Difference Asa%of Annual Between Payroll Dollars AALandAVA 1.30'6 $30,055 $0 1.301.E 30,882 - 1.301A 31,731 - 1.30% 32,603 - 1.30,16 33,500 - 1.301A 34,422 - 1.3011A 35,368 - 1.303A 36,341 - 1.3011A 37,340 - 1.301,6 38,367 - Under the Present Plan, members eligible to be considered Public Safety members are valued using General plan provisions and assumptions. Under the Alternate Plan, these members are valued using Public Safety plan provisions and assumptions. The projections below only include members eligible for the Public Safety subdepartment. Present Plan Estimated Employer Estimated Estimated Contribution Difference Valuation Projected Asa%of Annual Between Date Payroll Payroll Dollars AALand AVA 2025 $ 651,859 16.50% $ 207,557 $120,502 2026 669,785 16.50% 110,515 113,556 2027 688,204 16.500% 113,554 105,700 2028 707,130 16.50% 116,676 96,859 2029 726,576 15.10% 109,713 86,953 2030 746,557 15.20% 113,477 82,021 2031 767,087 14.609/ 111,995 74,000 2032 788,182 14.509E 114,286 68,215 2033 809,857 14.30% 115,810 62,011 2034 832,128 14.509% 120,659 55,906 ( GRS Alternate Plan Estimated Employer Estimated Contribution Difference Asa%of Annual Between Payroll Dollars AALand AVA 16.00% $104,297 $ 267,202 16.00% 107,166 259,299 16.00% 110,113 250,111 16.0091 113,142 239,527 14.60% 106,080 227,430 14.70% 109,744 218,819 14.101% 108,259 208,588 14.00% 110,345 299,014 13.80% 121,760 188,393 14.00% 116,498 277,289 Change due to Proposed Provisions Estimated Employer Estimated Contribution Difference Asa%of Annual Between Payroll Dollars AALand AVA -0.50% ($ 3,260) $146,700 -0.50% (3,349) 145,743 -0.50% (3,"1) 144,411 -0.50% (3,535) 142,668 -0.50% (3,633) 140,477 -0.50% (3,733) 137,798 -0.50% (3,836) 134,588 -0.509E (3,941) 130,799 -0.50% (4,050) 126,382 -0.50% (4,161) 121,283 Ms. Mya Bernskoetter June 30, 2025 E-Mail Page 4 Section D — Assumptions and Benefit Provisions The results shown for each subdepartment only include members reported to LAGERS as of the valuation date, February 28, 2025. For the Public Safety department split calculations included in this letter, please note the following: 1) A general active member as of the annual valuation date and identified as an active participant of the Public Safety subdepartment in the data submission is considered to be an active member in the Public Safety subdepartment. 2) A general deferred member as of the annual valuation date and identified as a participant of the Public Safety subdepartment in the data submission is considered to be a deferred member in the Public Safety subdepartment only if the member is also an active Police or Fire member with this employer as of the annual valuation date. The methods and assumptions used in the actuarial valuations were the same as those used in the annual actuarial valuations as of February 28, 2025. In particular, the assumed rate of investment return was 7.00% and the assumed rate of payroll growth was 2.75%. The actuarial valuation results presented on the previous pages are based upon the employer's benefit provisions as of February 28, 2025. A summary follows: _Provisions ER #5975 _ Benefit Program L-6 Final Average Salary 5 Years Member Contribution Rate 0% Retirement Eligibility Regular The long-term cost (C) of providing retirement benefits depends only on the benefits (B) that are paid to participants, the expenses (E) of administering the plan, and the investment return (1) generated on invested assets: C = B + E — I. For a given level of benefits, the cost of providing those benefits is lowered if administrative expenses are lowered or investment income is increased. The long-term costs are financed by a series of employer and member contributions. The series of contributions is flexible. If more is contributed in early years, less has to be contributed in later years, and vice -versa. Over time the series of contributions has to have the same value as benefits and expenses. The actuary determines each year's contribution based on a funding method and a set of actuarial assumptions. The chosen funding method and assumptions do not affect the long term cost of providing retirement benefits, but have a strong impact on the series of contributions made to fund the benefits. This report was prepared using our proprietary valuation model and related software which in our professional judgment has the capability to provide results that are consistent with the purposes of the valuation and has no material limitations or known weaknesses. We performed tests to ensure that the model reasonably represents that which is intended to be modeled. &G RS -�-, Ms. Mya Bernskoetter June 30, 2025 E-Mail Page 5 Mita Drazilov is a Member of the American Academy of Actuaries, and meets the Qualification Standards of the American Academy of Actuaries to render the actuarial opinions contained herein. Please call if you have any questions. Sincerely, Gabriel, Roeder, Smith & Company Ilk 3/x4., Mita D. Drazilov, ASA, FCA, MAAA MDD:dj cc: Judith Kermans (GRS) Michael Gano (GRS) tlj�G Rs