Request #20-76
  Closed

Dear Sir or Madam,

I have copies of the District's 2015-2019 Annual Financial Reports and I have some questions regarding information for the CalPERS plans the District participates as well as the District's Retiree Medical Benefits Plan.

1. I noticed in the 2015-2019 Reports a total pension expense amount is presented. Could you please provide me breakouts of those total pension expense amounts for the Miscellaneous and Safety portions of CalPERS plans for 2015-2019?

2. Could you please provide me with the 6/30/2012-6/30/2014 Actuarial Valuation Reports for the Miscellaneous and Safety plans?

Could you please provide me with the annual money weighted rate of return for the Retiree Medical Benefits Plan for each year for 2017-2019?

 

If you have any questions please feel free to contact me. Thank you in advance for your time and consideration.

 

Sincerely,

Matthew Herbers

Financial Statement Examiner

Merritt Research Services


Received

February 13, 2020 via web


Departments

None Assigned

Documents

Public

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Staff

Point of Contact

Patricia Williams

Request Closed Public
February 27, 2020, 3:53pm
Request Published Public
February 27, 2020, 3:53pm
Document(s) Released Public
Safety FY15-16.pdf
February 27, 2020, 3:53pm
Document(s) Released Public
Safety FY14-15.pdf
February 27, 2020, 3:52pm
Document(s) Released Public
Pension Expense Breakdown FY 15-19.xlsm
February 27, 2020, 3:52pm
Document(s) Released Public
Miscellaneous FY14-15.pdf
February 27, 2020, 3:52pm
Document(s) Released Public
Classic_Safety.pdf
February 27, 2020, 3:52pm
Document(s) Released Public
Classic_Misc.pdf
February 27, 2020, 3:52pm
Document(s) Released Public
BART Miscellaneous FY15-16.pdf
February 27, 2020, 3:52pm
Request Opened Public
Request received via web
February 13, 2020, 9:04am