HomeMy WebLinkAbout04/17/2006 FPFB minutes
Minutes of the Regular Meeting of the
Mount Prospect Firefighters' Pension Fund Board
April 17, 2006
I. CALL TO ORDER
Fire Chief Mike Figolah called the meeting to order at 8:35 a.m.
II.
ROLL CALL
Present:
Chief Figolah
Don Burger, Secretary
David Erb, Treasurer
Mayor Wilks
Lisa Angell
James Juliano
Richard Potter, Becker Burke
Cary Collins, Pension Attorney (arrived at 8:40 a.m.)
Absent:
Sam Baas
Jeff Ricker
III. APPROVE AGENDA
Mr. Juliano, seconded by Mr. Erb, moved to approve the April 17, 2006 meeting
agenda.
Upon roll: Ayes: Angell, Burger; Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
IV. APPROVE MINUTES
Mr. Erb, seconded by Mr. Juliano, moved to approve the October 17, 2005
regular meeting minutes.
Upon roll: Ayes: Angell, Burger; Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
Mr. Burger stated there were several errors in the November 21, 2005 Special
meeting minutes transcribed by the court reporter. Mr. Collins stated approval of
the minutes with the noted corrections in the court reporter's records would be
acceptable.
Mayor Wilks, seconded by Mr. Erb, moved to approve the November 21, 2006
special meeting minutes.
Upon roll: Ayes: Angell, Burger; Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
Mr. Burger, seconded by Mr. Erb, moved to approve the January 16, 2006 regular
meeting minutes.
Upon roll: Ayes: Angell, Burger; Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
v. TREASURER'S REPORT
Finance Director David Erb, provided the financial statements for the three (3)
months ended March 31, 2006. Mr. Erb stated the market value of the Fund's
portfolio was $38,726,719. He also reviewed the income statement, schedule of
disbursement, summary of investment activity and schedule of investment
holdings for the first (1 st ) quarter of 2006.
There was a brief discussion of SB 2740 that if passed will regulate the
accounting of municipal contributions to the pension fund. The proposed law is
in response to the failure of some municipalities to fund the pension. It was
noted, the Village of Mount Prospect contributes approximately one (1) million
dollars annually to the pension fund.
Mayor Wilks asked about the Illinois law passed in January of this year
prohibiting the investment or deposit from the retirement system or pension fund
to certain entities doing business in or with the government of Sudan.
Mr. Potter responded, as long as no new money is invested or dividends
reinvested the Department of Professional Regulations will, for at least 2006
consider this a "non-investing" pension fund. Mr. Potter will begin researching
separate account managers for investing pension funds.
Fire Chief Figolah, seconded by Finance Director Dave Erb, moved to approve
the recommendation to make no changes in equity managers until January of
2007.
Upon roll: Ayes: Angell, Burger; Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
Fire Chief Figolah, seconded by Finance Director Dave Erb, moved to approve
the reinvestment of dividends from the equity manager accounts and investment
of new funds to the Illinois Public Treasurer's Investment Pool (IPTIP) .
Upon roll: Ayes: Angell, Burger; Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
Mr. Juliano, seconded by Mr. Burger, moved to approve the financial report for
three (3) months ended March 31,2006.
Upon roll: Ayes: Angell, Burger, Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
Following approval of the first (1st) quarter financial report the Board resumed
their discussion of investment options in lieu of "reinvesting" in equity accounts.
Mr. Rick Potter reviewed the March 31,2006 quarterly flash report and one
(1) year performance. He stated the overall return in equities was good.
· Bond Managers Negative Market Value
· Equity Manager
· International Equity Manager
Good Returns; higher than S&P 500 Index
Very good returns
Fire Chief Figolah suggested Mr. Erb research the use of a "Sudan free" account
for reinvestment rather than the IPTIP. Fire Chief Figolah indicated the Police
Pension Fund Board is investing in such an account; Mr. Erb stated he would
research and contact the Police Pension Fund Board for additional information.
Mr. Erb, seconded by Mr. Juliano, moved to approve the 1st quarter, Quarterly
Flash Report dated March 31,2006.
Upon roll: Ayes: Angell, Burger, Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
VI. COMMITTEE REPORTS
MEDICAL
There was no medical report.
LEGAL
There was no legal report.
VII. OLD BUSINESS
There was no Old Business.
VIII. NEW BUSINESS
The Pension Board took the following actions to approve the acceptance of
Firefighter Matt Woleben, Firefigher Steven Slobe and Firefighter Eric
McMahon in the Firefighters' Pension Fund.
Mr. Erb, seconded by Mr. Juliano, moved to approve the acceptance of
Firefighter Matt Woleben in the Firefighters' Pension Fund.
Upon roll: Ayes: Angell, Burger, Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
Mr. Erb, seconded by Mr. Juliano, moved to approve the acceptance of
Firefighter Steven Slobe in the Firefighters' Pension Fund.
Upon roll: Ayes: Angell, Burger, Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
Mayor Wilks, seconded by Mr. Juliano, moved to approve the acceptance of
Firefighter Eric McMahon in the Firefighters' Pension Fund.
Upon roll: Ayes: Angell, Burger, Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
In accordance with the new statute regulating the Firefighters' Pension Fund
Board, Mayor Wilks stated she had appointed two (2) members to the Board, Fire
Chief Mike Figolah and Finance Director Dave Erb.
Mr. Burger then presented the election results for one (1) retiree and two
(2) active firefighters.
· Retiree
Sam Baas
· Active
Don Burger
Jeff Ricker
Fire Chief Figolah, seconded by Mr. Erb, moved to approve the election of the
new Firefighters' Pension Fund Board effective April 17, 2006.
Upon roll:
Ayes: Angell, Burger, Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
Fire Chief Figolah, seconded by Mr. Juliano, moved for the approval of the term of
office for the new Fire Fighters' Pension Fund Board as follows; Baas - 3 years;
Burger - 2 years; Ricker - 1 year.
Upon roll: Ayes: Angell, Burger, Erb, Figolah, Juliano, Wilks
Nays: None
Motion carried.
IX. NEXT MEETING
The next meeting will be held Monday, July 17, 2006, 8:30 a.m. in the 2nd floor
Fire Department Conference Room. Item to be discussed under new business
will be to consider hiring an individual to take and prepare the minutes of the
Firefighters' Pension Board and to conduct all proceedings for the Pension Board
elections. Mr. Erb will talk with the Police Pension Board to share in the cost for
the hiring of an individual to perform the described tasks for both Boards.
X. ADJOURNMENT
Mr. Burger, seconded by Mr. Juliano, moved to adjourn the meeting. The motion
to adjourn was approved by a 6-0 vote and the meeting adjourned at 9:40 a.m.
Respectfully submitted,
M. Lisa Angell
Village Clerk