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HomeMy WebLinkAbout2518 RESOLUTION NO. 2518 A RESOLUTION ADOPTING A PROPOSED RETIREMENT PLAN FOR THE NON-UNIFORM EMPLOYEES OF THE CITY OF LITTLE ROCK, ARKANSAS, SUBJECT TO CERTAIN CONDITIONS; AUTHORIZING THE CITY MANAGER TO DETERMINE THE NUMBER OF CITY EMPLOYEES DESIRING TO PARTICIPATE IN SAID PROPOSED PLAN; AND FOR OTHER PURPOSES . WHEREAS , it is desired by a number of non-uniform employees of the City of Little Rock that a Retirement Plan be created for their benefit; and WHEREAS , a proposed Retirement Plan for non-uniform employees has been prepared by the City Manager; and WHEREAS, provided seventy-five per cent (75%) of the non-uniform employees of the City of Little Rock agree to participate in said proposed retirement plan, it is desirable that the plan be created and maintained; NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE CITY OF LITTLE ROCK, ARKANSAS : SECTION 1. The Board of Directors of the City of Little Rock hereby authorizies and adopts, subject to conditions hereinafter set forth, a Proposed Retirement Plan for Non-Uniform Employees of the City of Little Rock, Arkansas, as follows : paWOLD t),r f hihgr-,NT MAN VIE it.V.PLort.k.s UF GETZ OF LITTLE JCK, ARKANSA..; Deoisber 8, 1959 FOREWORD The following pages are in reply to the request for proposals for a group retirement plan for the employees of the City of Little Rock, Arkansas. The specifications for the proposed plan have been prepared by the City. The attached Table (a) shows the past service pensions tabulated by present attained age. The cost of these pensions at retirement is also shown and the present value of these costs is calculated. Table (b) shows illustrative monthly current service pensions based on our present deferred annuity purchase rates. Also attached is the worksheet from which Table (b) was prepared showing separately the il- lustrative pensions from the employees' contributions and from the City'° contributions. The attachei Table (c) shows MONY's earned interest rates back through 1945. Rates for earlier years can be obtained if necessary but this will involve arather substantial amount of research. We feel that the rates shorn indicate the trend in our interest earnings rather clearly. In connection with Item (c) of the instructions, we attach our annual report to policyholders for 1958. This summarizes the information and the Annual Statement f ur . ish e d to New York State and other states in which we do business. Also attached is a discussion of Item (d) of the City's instruc- tions stating the guarantees and options available under the proposed plan. If any further information is desired by the City, we will be hippy to amplify any of the attached material as requested. UTUAL 0 F N EW Y ORK 2987-37 9-57—Ptd. in U.S A. City of Little Rock - Proposed Retirement Plan Table (a) - Past Service Cost Monthly Amount Of Cost Of Present Past Service Pensions Pension At Value Of ASS Males Females Retirement Pension 3.34 1 560 1 23 2? �- 17 �3 - 2.25 377 17 �4 5.18 1.18 94b 7 42 25 5.34 - 26 10.04 2.55 1,869 102 27 6.09 4.05 1,553 28 26.33 1.08 3,959 285 29 15.98 5.10 3,148 248 30 14.91 - 2,140 31 28.73 1.13 4,3i3 407 32 34.18 1.33 5,128 529 498 33 4, 27.39 2.93 1 498 34 60.61 4.46 9,446 685 35 35.53 ••• 5,099 786 36 31.21 5.3C 5,366 1 786 37 55.32 - 7,938 1,201 4�►'^E 6,925 1,671 39 46.90 151.40 12.75 5.33 22,620 4,625 41 12,464 2,762 86.86 � a 42 115.88 - 16,629 3,98, 42 7,181 1,864 43 43.81 5.33 4, 44 120.33 26.85 21 770 6,107 - 12,385 3,752 45 86.31 15,395 5,030 46. 107.28 _ 16,223 5,706 113.05 6,960 2,629-48 48.50 22.95 24,576 9,941 49 144.44 8,023 3,462 51 93.47 28.80 18,243 8,370 51 93.47 23,637 11,497 164.72 - 22,690 11,67b 52 139.44 15.98 1? 676 54 115.76 48.00 25,662 8,408 11.55 17,333 55 107.29 8.40 18,256 10,362 5 G 1.21.41 57 114.51 19.08 16,371 1 10,281 674 58 177.87 - 23,034 59 65.41 4,408 3�03� 1,601 6C; 20.5`. 3.90 15,635 8,718 61 129.86 - 2,712 62 38.16 - 4,597 4,073 2,545 6� 33.83 - 5,837 3,871 64 48.48 .. b5 91.50 11,017 7,770 $178,970 (Eased on Table 3 of The Actuary's Total Past Service Pension Handbook and interest at 4%) Ratio of 2% of Payroll to Past Service Cost 12.34% Which will fund past service in about 10 years UTUAL 0 F N EW Y ORE 123 2987-37 9-57-- Ptd ,n U.S.A. . .tea City of Little Rook - Proposed Retirement Plan Table (b) - Illustrative Monthly Current Service Pensions Ages At Entry Monthly �..�Males, Females Sala$200 $89.00 $70.51 5� 4.66 $41.30 $29.93 $20.30 $73.36 58.22 $45.29 $34.28 $ 5 225 100.13 79.32 61.52 46.47 33.67 22.83 82.53 65.49 50.96 38.57 28.07 19.14 250 111.26 88.13 68.35 51.63 37.41 25.38 91.71 72.78 56.62 42.86 31.19 21.28 275 122.38 96.95 75.19 56.78 41.15 27.92 100.87 80.05 62.27 47.13 34.25 23.40 300 133.51 105.76 82.02 61.95 44.89 30.45 110.04 87.33 67.94 51.42 37.43 25.54 325 144.63 114.57 88.86 67.11 48.63 32.99 119.22 94.61 73.60 55.70 40.55 27.66 350 155.76 123.39 95.69 72.28 52.37 35.52 128.39 101.89 79.26 59.59 35.19 29.78 375 166.88 132.20 102.53 77.44 56.11 38.06 137.55 109.16 84.93 64.27 46.79 31.92 400 178.00 141.01 109.36 82.60 59.85 40.50 146.72 116.44 90.59 68.56 49.90 34.04 425 189.14 149.83 116.20 87.76 63.59 43.14 155.90 123.72 96.24 72 :84 53.02 36.06 450 200.26 158.64 123.03 92.92 67.33 45.68 165.07 131.00 101.90 77.13 56.14 38.30 475 211.39 167.45 129.87 98.09 71.07 48.21 174.23 138.27 107.57 81 .41 59.26 40.42 500 222.51 176.27 136.70 103.25 74.83 50.75 183.41 145.56 113.23 85.70 62.38 42.56 525 233.63 185.09 143.54 108.41 78.57 53.29 192.58 152.83 118.89 89.99 65.49 44.68 550 244.76 193.88 150.37 113.58 82.31 55.82 201.75 160.10 124.56 94.27 68.61 46.80 575 255.87 202.69 157.21 118.74 86.05 58.36 210.91 167.38 130.22 98.56 71.73 48.94 600 267.02 211.51 164.04 123.90 89.79 60.90 220.09 174.66 135.87 102.84 74.85 51.06 625 278.14 220.32 170.88 129.06 83.53 63.44 229.26 181.94 141.54 107.13 77.97 53.18 650 289.26 229.13 177.71 134.22 97.27 65.98 238.43 189.21 147.20 111.41 81.08 55.32 675 300.39 237.95 184.55 139.39 101.01 68.51 247.59 196.49 152.86 115.70 84.20 57.44 700 311.51 246.76 191.38 144.55 104.75 71.05 256.77 203.77 158.52 119.98 87.32 59.58 49!737 9-37-Did in U.S.A. M UTUAL 0 F N E W Y ORK • * ° .4F.S41�z�:u�A'lR.<" -' ch } 1'r,e8 a`.iiu; ._«.. '�f'.m _ Y ... °' City of Little Rock - Proposed Retirement Plan Table (b) Work Sheet Illustrative Monthly Current Service Pensions Ages at Entry - Male Lives 25 _ 30 35 40 45 50 Monthly From From From From From From From From From From From From Salary EMp. CitJ �np. Cites Ea�p. City _post_ City E p. City I np. City $200 $40.33 $48.67 $32.08 $38.43 $25.04 $29.64 $19.03 $22.27 $13.92 $16.01 $ 9.57 $10.73 225 45.37 54.76 36.09 43.23 28.17 33.35 21.41 25.06 15.66 18.01 10.76 12.07 250 50.42 60.84 40.10 48.03 31.30 37.05 23.79 27.84 17.40 20.01 11.96 13.42 275 55.46 66.92 44.11 52.84 34.43 40.76 26.16 30.62 19.14 22.01 13.16 14.76 300 60.50 73.01 48.12 57.61 37.56 44.46 28.54 33.41 20.88 24.01 14.35 16.10 325 65.54 79.09 52.13 62.44 40.69 48.17 30.92 36.19 22.62 26.01 15.55 17.44 350 70.58 85.18 56.11; 67.25 43.82 51.67 33.30 38.98 24.36 28.01 16.74 18.78 375 75.62 91.26 60.15 72. 05 46.95 55.58 35.68 41.76 26.10 30.01 17.94 20.12 400 80.66 97.34 64.16 76.85 50.08 59.28 38.06 44.54 27.84 32.01 19.14 21.46 425 85.71 103.43 68.17 81.66 53.21 62.99 40.43 47.33 29.58 34.01 20.33 22.81 45o 90.75 109.51 72.18 86.46 56.34 66.69 42.61 50.1.1 31.32 36.01 21.53 24.15 475 95.79 115.60 76.19 91.26 59.47 70.40 45.19 52.90 33.06 38.01 22.72 25.49 500 100.83 121.68 80.20 96.07 62.60 74.10 47.57 55.68 34.81 40.02 23.92 26.83 525 105.87 127.76 84.20 100.87 65.73 77.81 49.95 58.46 36.55 42.02 25.12 28.17 550 110.91 133.85 88.21 105.67 68.86 81.51 52.33 61.25 38.29 44.02 26.31 29.51 575 115.94 139.93 92.22 110.47 71.59 85.22 54.71 64.03 40.03 46.02 27.51 30.85 600 121.00 146.02 96.23 115.28 75.12 88.92 57.08 66.82 41.77 48.02 28.70 32.20 625 126.04 152.10 100.24 120.08 78.25 92.63 59.46 69.60 43.51 50.02 29.90 33.54 650 131.08 158.18 104.25 124.88 31.38 96.33 61.84 72.38 45.25 52.02 31.10 34.88 675 136.12 164.27 108.26 129.69 84.51 100.04 64.22 75.17 46.99 54.02 32.29 36.22 700 141.16 170.35 112.27 134.49 87.64 103.74 66.60 77.95 48.73 56.02 33.49 37.56 Female Lives 200 $34.50 1;38.86 $27.46 $30.76 $21.43 $23.86 $16.28 $18.00 $11.92 $13.03 $ 8.19 $ 8.83 225 38.81 43.72 30.69 34.6o 24.11 26.85 18.32 20.25 13.11 14.66 9.21 9.93 250 43.13 48.58 34.33 38.45 26.79 29.63 20.36 22.50 14.90 16.29 10.24 11.04 275 47.1,1, 53.43 37.76 42.29 29.46 32.81 22.39 24.74 16.39 17.92 11.26 12.14 300 51.75 58.29 41.19 46.14 32.14 35.80 24.43 26.99 17.88 19.55 12.29 13.25 328 56.07 63.15 44•63 49.98 34.82 38.78 26.46 29.24 19.•37 21.18 13.31 14.35 350 60.38 68.01 48.06 53.63 37.50 41.76 28.5o 31.49 20.86 22.81 14.33 15.45 37' 64.69 72.86 51.1'9 57.67 40.18 44.75 30.53 33.74 22.35 24.44 15.36 16.56 400 69.0o 77.72 54.92 61.52 42.86 47.73 32.57 35.99 23.64 26.06 16.38 17.66 425 73.32 82.58 58.36 65.36 45.53 50.71 34.60 38.24 25.33 27.69 17.40 18.76 450 77.63 87.44 61.79 69.21 48.21 53.69 36.64 40.49 26.82 29.32 18.43 19.87 475 81.54 . 92.29 65.22 73.05 50.89 56.68 38.67 42.74 28.31 30.95 19.45 20.97 5,, 86.26 97.15 68.66 76.90 53.57 59.66 40.71 44.99 29.80 32.58 20.48 22.08 52: 20.57 102.01 72.09 80.74 56.25 62.64 42.75 47.24 31.28 34.21 21.50 23.18 550 94.88 106.87 75.52 84.56 58.93 65.63 44.78 49.49 32.77 35.64 22.52 24.28 575 99.19 111.72 78.95 88.43 61.61 68.61 46.82 51.74 34.26 37.47 23.55 25.39 600 103.51 116.58 82.39 92.27 64.28 71.59 48.85 53.99 35.75 39.10 24.57 26.49 625 107.82 121.44 85.82 96.12 66.96 74.58 50.89 56.24 37.24 40.73 25.59 27.59 65o 112.13 126.30 89.25 99.96 69.64 77.56 52.92 58.49 38.73 42.35 26.62 28.70 675 116.44 131.15 92.68 103.81 72.32 80.54 54.96 60.74 40.22 43.98 27.64 29.80 700 120.76 136.01 96.1.2 107.65 75.00 83.52 56.99 62.99 41.71 45.61 28.67 30.91 M UTUAL O F N EW Y ORH 2987-17 9-57-- Ptd. In U.5.A. ,..-,-.Re=T✓s•R-`�-z'.-'-_'--- �'"" '�°'.,�'° _va" ,'.�'-�i^'.*�+ -'4.+e•jn.4.�c�w.�++�....r-"^ .�.. , _ ,_.. s l, ,*. .7.'4:sr+..`3.K,'r�.,r�' ... �` Table (c) Earned Interest Rates Gross Yield Gross Net on New Yield Yield* Investments&, on Mean Admitted Assets 1945 3.04% 2.82% 2.76% 1946 3.05 2.82 2.92 1947 3.01 2.71 3.33 1948 3.02 2.74 3.33 1949 3.12 2.89 3.58 1950 3.22 2.95 3.72 1951 3.41 3.08 3.77 on Mean Admitted Assets 1952 3.54 3.23 4.15 1953 3.65 3.36 4.40 1954 3.75 3.46 4.35 1955 3.84 3.55 4.27 1956 3.95 3.69 4.55 1957 4.11 3.86 5.10 1958 4.30 4.04 5.25 * Before Federal Income Tax. -X Excludes temporary investments. From 1946 to 1954, rates shown are annual rates giving effect to rein- vestment of income within the year. Thereafter, they are nominal rates based on cost. UTUAL 0 F N EW Y ORK 2987.37 9-57- Prd U.5 A. • • Item 3, • Outline of Guarantees It is proposed that the current service pensions will be provided through a deferred annuity group annuity arrangement. The employee contri- 1:,1:a,ior, and the i .tchic,g City contributions will be applied each year to purchase paid-up deferred annuity credits and the monthly income at retire- ment will be the total of these credits. This monthly income will be pay- able for five year:_. certain and during the retired employee's remaining life- . t-"me. The rates -,t which ehe s deferred annuities will be purchased will nitially be guaranteed for the purchases made in the first five contract rs. These rate be based on the male Ga-1951 mortality table projec- ',c 1960 by the ' projection factor and set back five years for females. .:.crest will be tat- -•n at 3-1/4% per year compounded annually and the expense and contingency mar ri will be 5% of the gross rate. The rates t:: 7vide for a refund of the employee contributions with ir:t.erest at -1/2% per year compounded annually from the end of the year in which the contribution is received to the date of refund. These refunds are available only upon death or termination of employment in a covered class of There is no refund at death with respect to the City contributions since the rates are discounted for mortality with respect to the City's de- posts. There is a ref nd, however, if an employee terminates in good health, equal. ee the City's eeltribut1.ons with 3% interest per year compounded an- . nually from the end of the year in whi:h received to the date of refund. Where the i.e?e te_winaees in 1ese than five years, the City's refund will be red;ir: ,.1 by n, ,` h v,�. or a..; ru_'.r_ii to t.,. employee. In aid .;i-oo. to the margin in the basic purchase rates, there will be an annual adrzin ie eet ion :,haege equal. to $700 less 2% of the excess of the aeetal de .,:;ins over $25,000. There will be no such charge for any year i : "(hi ` Lhy aenua1 depo tits are equal to 360,000 or more. The adminis- tr'e t io ^,';-f_ an:: the tem.nation credit guarantees mentioned abee ee ell gv-.a: �:;t�ei wath respect to deposits and charges in the first five • coot r-A yee . IL i.s fur'.her proposed that the City's payments toward past service will be cre i'. :.d an unallocated annuity purchase fund. As employees retire, their east. ,erri,e nneities will be purchased out of this fund. The rates an. i tereer. asara:; ees initially applicable with respect to past service bene- fite a'e as shown on the attached schedule. The usual options ara available to retiring employees. These are ildieaeed in the attached outline of optional income retirement arrangements. • UTUAL O F N EW ORK 2987-37 9 37 - Nd in U.S A. • .6 n Item (d) - Schedule of Rates and Guarantees For Past Service Benefits ANNUITY PURCHASE RATES Current annuity purchase rates are shown in the following table: Cost of an Annuity of $1 a Month Age Peginning on the Date of Purchase At And Ending with the Last Payment Date Due before the Annuitant's Death Of For First 5 Years Thereafter Purchase Males ,_ Females Males Females 65 137.31 1b2<00 $140.20 $165.70 of 132,60 157.20 135.10 160.60 6? 127.70 152.30 130.10 155 .60 68 122.90 147.40 125.10 150.50 69 118.10 142.50 120.20 145.30 70 113.30 137.50 115.20 140.20 71 108.60 132.60 110.30 135.10 72 104.00 127.70 105.50 130.10 73 99.30 122.90 100.70 125.10 74 94.80 118.10 96.10 120.20 75 90.30 113.30 91.60 115.20 These rates are based on the Ga=1951 table projected to 1960 by the "C" projection for male lives, and rated down 5 years for females, with interest at 3-1%2% for annuities purchased during the first 5 contract years and 3-1/4% for annuities purchased thereafter. The margin for expenses and contingencies is 4% of the gross premium. The premiums are not loaded for State Premium Taxes, Any such taxes are a separate charge against the annuity purchase fund. The above rates are guaranteed with respect to annuities purchased with funds deposited during the first 5 contract years and interest credited on such deposits, INTEREST GUARANTEE Interest is guaranteed at 4-1/2% per year , for the first 5 contract years, with the right to MONY to reduce this to not less than 3-1/2% for funds deposited after the fist year. Funds deposited during this period will contd nue to receive not less than 3% interest after the first 5 con- tract years until applied tc ;n.e purchase of annuities. C3uTuAL O F N EW Y ORK -2- SECTION 2. The City Manager is hereby authorized and directed to determine if seventy-five per cent (75%) or more of the non-uniform em- ployees of the City of Little Rock, Arkansas, will participate in the Proposed Retirement Plan. If the determination is that less than seventy- five percent (75%) of said non-uniform employees do not desire to partici- pate, the plan shall be abandoned and no further proceedings taken in connection thereto; if seventy-five per cent (75%) or more of the non- uniform employees express a desire to and commit themselves to participate in the Proposed Retirement Plan , then the City Manager is authorized and directed to perfect all details of the said plan and submit same to the Board of Directors at the earliest possible time for its further consider- ation . SECTION 3 . It is specifically declared by the Board of Directors that the Proposed Retirement Plan for Non-Uniform Employees set forth in Section 1 hereof is not in all details and particulars complete, but that it con- tains the basic retirement plan and declares the basic rights of the em- ployees thereunder. SECTION 4. This Resolution shall be in full force and effect from and after its adoption . ADOPTED: April 1+, 1960 ATTEST: APPROVED: City Clerk May r.