HomeMy WebLinkAbout07/26/2004 PPB MinutesVillage of Mount Prospect Police Pension Board
Regular Quarterly Meeting
July 26, 2004
BOARD MEMBERS PRESENT: SAVIANO, TOTH, ROSENBARSKI
OTHERS PRESENT: Richard Potter (Pension Fund's Financial Advisor)
David Erb (Village Finance Director)
Richard Reimer (Pension Fund's Attorney)
Saviano called the meeting to Order at 2:20PM.
Minutes of April 26, 2004 Regular Meetins
Deferred until next meeting
Treasurer's Report
The board reviewed the 2nd quarter financial report
MOTION: (to accept the Treasurer's report, subject to audit)
1 S`-Rosenbarski
2°d -Toth
Passed: 3-0
David Erb discussed fee increase to be implemented by IL. Department of Insurance. The board
discussed authorizing Erb to send a letter protesting fee increase
MOTION: (to authorize David Erb to send letter protesting fee increase)
1 s` -Toth
2°d-Rosenbarski
Passed: 3-0
Discussion by Jay P. Mortensen on status of Pension Boards holdings in the American Funds.
Presentation by Gary Karshna from Capital Gains on Pension Boards bond holdings.
Becker, Burke Associates Report
Richard Potter reviewed his report, which explains the fund's investment performance for the
fiscal 2nd quarter ending June 30, 2004
Discussions included reducing Dodge & Cox fund by $200,000 and taking $400,000 from bonds
and appropriate monies as follows:
- Increase Morgan Growth Fund $300,000
- Increase American Fund World Growth Fund by $200,000
- Increase Ariel Fund by $100,000
MOTION: (to accept Potter's recommendations)
1 St-Rosenbarski
2nd -Toth
Passed: 3-0
Set Czarnecki Disability Hearing for August 11,2004 1:00 PM Police and Fire Training Room
MOTION: (to keep officers titles unchanged for new year)
1 St-Rosenbarski
2nd -Toth
Passed 3-0
MOTION: (to accept Becker Burke Contract)
1 "-Toth
2"d-Saviano
Passed: 3-0
Discussed Fiduciary Liability Insurance Policy Renewal -Advised by David Erb premiums and
terms unchanged.
MOTION: (to accept renewal premium of $9,855 effective 8/1/04)
1 St-Saviano
2nd -Toth
Passed 3-0
MOTION: (to accept Actuarial Services renewal contract for $16,000)
1 St-Rosenbarski
2nd -Toth
Passed 3-0
MOTION TO ADJOURN: 1St. —Toth
2"a -Rosenbarski
Passed 3-0
MEETING ADJOURNED: 3:23 p.m.