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2021-05-18 CC Agenda Packet - ITEM #10 - PRESENTATION - POB5/19/2021 Based on data over the past 20 years ending June 30, 2020, for every dollar CalPERS pays in pensions: 55 cents comes from investment earnings 32 cents from employer contributions 13 cents from employee contributions z 5/19/2021 2 5/19/2021 m Changes for New Members Only ® Lower Benefit Formulas (2% at 62 for non -safety, 2.7% at 57 for safety) Limit on total pensionable compensation (currently $140,424) Required to pay 50% of "Normal Cost" Currently 13.88% for Safety, 6.75% for Miscellaneous ° Employer Paid Member Contributions (EPMC) are prohibited Uniform allowances and certain other "Special Pays" are not counted toward pensionable compensation 4 4 5/19/2021 4 5/19/2021 5/19/2021 5/19/2021 Normal Cost M Cost to fund the accrual of benefits in the upcoming year for active members Presented and billed as a percent of payroll Normal cost % expected to stay level absent unexpected changes Long-term (on -going) cost of the plan Note: replacement of Classic members with PEPRA members will result in lower plan normal costs Currently, the City's share is about $4.2 million per year 0 Unfunded Actuarial Liability (UAL) Payment Unfunded pension cost of all vested employees (retired, active, inactive) through June 30 Annual payment toward unfunded liability measured on the valuation date Billed as a dollar amount Can be paid monthly or prepaid annually every July Determined by CalPERS amortization policies Discount rate Longevity Inflation Currently at $150 million s 5/19/2021 Rl 151,074,420 TIC 2.69% 6/30/2022 $11, 567,182 $10,402,084 $1,165,098 $1,134, 538 5/30/2023 11,964,750 10,398,603 1,566,147 1,485,066 6/30/2024 12,373,738 10,402,078 1,971,660 1820546 6/30/2025 12,804,742 10,396,498 2,408,244 2:165:3431 6/30/2026 13,182,659 10,401,234 2,781,425 2,435,287 6/30/2027 13,536,976 10,400,564 3,136,412 2,674,068 6/30/2028 13,901,038 10,397,353 3,503,686 2,908,847 6/30/2029 14,275,112 10,397,163 3,877,949 3,135,122 6/30/2030 14,659,470 10,402,588 4,256,882 3,351,202 6/30/2031 15,054,404 10,401,366 4,653,038 3,566,991 6/30/2032 15,460,191 10,403,026 5,057,165 3,775,106 6/30/2033 15,877,144 10,401,824 5,475,320 3,980,046 6/30/2034 16,305,557 10,397,106 5,908,451 4,182,238 6/30/2035 16,745,754 10,398,186 6,347,568 4,375,211 6/30/2036 17,131,380 10,399,064 6,732,316 4,518,692 6/30/2037 17,385,463 10,398,827 6,986,636 4,566,389 /30/2038 17,640,793 10,401,517 7,239,276 4,607,40 6/30/2039 17,072,952 10,395,974 6,676,978 4,138,070 6/30/2040 14,554,691 7,976,217 6,578,474 3,970,083 6/30/2041 244,590 $281,738,586 0 $195,271,271 244,590 $86,567,315 143,737' $62,933,988 OTAL 9 5/19/2021 9 . 100% of UALs, using level POB debt service 100% UAL Amortization and Estimated POB Debt Service $14 $O a•?' dy3 gcd' oz`> a.U� o..y� oyQ, oyo, q.,g q�ti Q.y�t. ay-� 030. d.,,� o.,,� o.,,� a.3a a.,,a oea �^e. Fiscal Year 0 UALAmortization POB Debt service 10 5/19/2021 10 Required Contribution In 11 143,520,700 2.69% t POB Debt Service Budget Savings JPV Savings $10,988,823 $9,885,483 $1,103,340 $1,074,395 11,366,513 9,883,636 11482,876 1,406,093 11,755,051 9,878,668 11876,384 1,732,549 12,164,505 9,880,644 2,283,861 2,053,469 12,523,526 9,879,600 2,643,926 2,314,848 12,860,127 9,878,992 2,981,135 2,541,613 13,205,986 9,877,227 3,328,760 2,763,534 13,561,356 9,879,312 3,682,045 2,976,638 13,926,497 9,883,181 4,043,315 3,182,946 14,301,684 9,881,015 4,420,669 3,388,709 14,687,181 9,882,360 4,804,822 3,586,561 15,083,287 9,881,494 5,201,793 3,781,017 15,490,279 9,882,782 5,607,498 3,968,983 15,908,466 9,885,420 6,23,46 4,151,270 16,274,811 9,878,561 6,396,250 4292,841 16,516,190 9,881,608 6,634,582 4:335,983 16,758,753 9,878,337 6,880,416 4,378,682 16,219,304 9,882,924 6,336,381 3,926671 13,826,956 7,578,697 6,248,260 3,770:4831 232,361 0 232,361 136,538I 11 5/19/2021 11 1-' $151.07 million UAL based on CalPERS June 30, 2019 returns & July 2020 actuarial report ° CalPERS had a 4.7% return on June 30, 2020 that is not calculated in the current UAL of $151.07 million 4.7% return is below the discount rate (7%) Results in $6.36 million in new UAL (investment loss) as of July 2020 ° CalPERS is projected to end June 30, 2021 at 15% 8% above discount rate Results is a $23.17 million investment gain 12 5/19/2021 12 $151.07 million UAL as of POB issuance `$6.4 million in new UAL reported on July 2021 actuarial report $23.2 million investment gain to be reported on July 2022 report h If POBs are issued at 100% $16.8 million in stranded assets (over funded) with PERS Potentially stranded until 2038 Assumes discount rate change from 7% to 6.5% 13 5/19/2021 13 $151.07 million UAL as of POB issuance ' POB issued for $143.5 million (@95%) $6.4 million in new UAL reported on July 2021 actuarial report $23.2 million investment gain to be reported on July 2022 report If POBs are issued at 95% $9.3 million in stranded assets (over funded) with PERS Potentially stranded until 2034 Assumes discount rate change from 7% to 6.5% 14 5/19/2021 14 15 5/19/2021 15 16 5/19/2021 O 17 5/19/2021 17