Loading...
HomeMy WebLinkAboutMINUTES - 08062013 - SD.4RECOMMENDATION(S): ACCEPT report of the impact on pension costs of Contra Costa County Employees' Retirement Association (CCCERA) Actuarial Valuation and Review as of December 31, 2012. FISCAL IMPACT: This is an information report with no specific fiscal impact. A report will be forwarded to the Board in the next few weeks requesting adoption of FY 2014-15 CCCERA rates. It should be noted that the fiscal impact, as described in the background of this report, of increased rates is approximately $55.6 million (excluding the Contra Costa County Fire Protection District). BACKGROUND: The rising costs of pension benefits continue to be a key issue in Contra Costa. Annually as part of the Budget Message, the County Administrator reports and projects pension costs. In this year's April 15, 2013 letter, the County Administrator noted that over the last two years, employees in the majority of our bargaining groups began paying a greater percentage of pension costs and that just as we began to look forward to paying off a significant pension obligation bond in FY 2013-14, the anticipated relief associated with that change was virtually eliminated by the pension board’s reduction of the assumed investment rate of return from 7.75% to 7.25%. In a letter dated March 12, 2013, CCCERA’s actuary issued a report which projected employer contribution rate changes based on an estimated 14.17% gross market value investment return for 2012 and other changes in economic APPROVE OTHER RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE Action of Board On: 08/06/2013 APPROVED AS RECOMMENDED OTHER Clerks Notes: VOTE OF SUPERVISORS AYE:John Gioia, District I Supervisor Candace Andersen, District II Supervisor Mary N. Piepho, District III Supervisor Karen Mitchoff, District IV Supervisor Federal D. Glover, District V Supervisor Contact: Lisa Driscoll, County Finance Director (925) 335-1023 I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on the date shown. ATTESTED: August 6, 2013 David Twa, County Administrator and Clerk of the Board of Supervisors By: June McHuen, Deputy cc: Robert Campbell, Auditor-Controller SD.4 To:Board of Supervisors From:David Twa, County Administrator Date:August 6, 2013 Contra Costa County Subject:Impact of Contra Costa County Employees' Retirement Association Actuarial Valuation and Review as of December 31, 2012 assumptions including reducing the expected long-term rate of return assumption from 7.75% to 7.25%. The projection was derived from the December 31, 2011 actuarial valuation results, which were the most current available at that time. At its Board meeting on July 24, the CCCERA board was presented with a report of the December 31, 2012 valuation figures by The Segal Group. At the conclusion of the report, the rates were adopted. The rates go into effect July 1, 2014. The complete report can be found on CCCERA’s website at: http://www.cccera.org/agendas/agendas%202013/agenda7.24.12.html. The following are highlights of that report. BACKGROUND: (CONT'D) Significant Issues in the Valuation Year (ending 12/31/12) The California Public Employees’ Pension Reform Act (CalPEPRA) of 2013 (AB340) was passed on September 12, 2012 and became effective on January 1, 2013. New PEPRA Tiers were created. The results of this valuation reflect changes in the economic and non-economic assumptions adopted by the CCCERA Board for the December 31, 2012 valuation. Assumed Investment Rate of Return – decreased from 7.75% to 7.25%. Retirement Rates – active members in all tiers are assumed to retire at slightly earlier ages overall. Mortality Rates – all pre- and post-retirement mortality rates for non-disabled members have been decreased. Termination Rates – overall termination rates have been decreased. Disability Incidence Rates – the probability of becoming disabled at each age has been decreased. Individual Salary Increases – although inflationary and “across the board” increases (wage inflation) decreased from 4.25% to 4.0%, Segal found the last three years’ of salary increases due to inflation and across the board increases to be an anomaly and therefore the future salary increases due to promotional and merit increases are projected slightly higher. Terminal Pay – overall, the terminal pay assumptions are slightly higher at 12.5%. Terminal pay for 2012 averaged 9.16% for Cost Group 1. The three year average is 12.93% and the prior assumption was 12.0%. Currently, a court “stay” prevents CCCERA from implementing AB 197. The proposed assumptions do not reflect any potential changes due to AB 197 pending a decision by the Contra Costa County Superior Court. If CCCERA is successful in the suit, terminal pay would be approximately 2.99% for this group. Service from Unused Sick Leave Conversion – overall sick leave conversion assumptions have been decreased. The ratio of the valuation value of assets to actuarial accrued liabilities decreased from 78.5% to 70.6%. CCCERA’s UAAL has increased from $1.5 billion to $2.3 billion. This increase is primarily due to changes in actuarial assumptions and an investment return on actuarial value (i.e. after smoothing) that fell short of the 7.75% assumed rate offset by lower than expected individual salary increases. Additional information is provided below. The changes in actuarial assumptions account for $570.2 million of the $815.5 million net increase. Salary increases were not as high as assumed, which accounted for a $102.7 million decrease in the UAAL. The average employer rate calculated in this valuation (excluding any employer subvention of member rates or member subvention of employer rates) has increased from 37.87% of payroll to 49.82% of payroll. This increase is primarily due to changes in actuarial assumptions and the investment loss mentioned above. The average member rate calculated in this valuation has increased from 10.98% of payroll to 12.20% of payroll. This increase is primarily due to changes in actuarial assumptions. The total unrecognized net investment gain as of December 31, 2012 is about $157 million as compared to an unrecognized net investment loss of $389 million in the previous valuation. This net investment gain will be recognized in the determination of the actuarial value of assets for funding purposes in the next few years. The net deferred gains of $157 million represent about 3% of the market value of assets. Unless offset by future investment losses or other unfavorable experience, the recognition of the $157 million market gains is expected to have an impact on the Association’s future funded ratio and contribution rate requirements. If the net deferred gains were recognized immediately in the valuation value of assets, the funded percentage would increase from 70.6% to 72.7%. If the net deferred gains were recognized immediately in the valuation value of assets, the average employer contribution rate would decrease from 49.8% to about 48.0% of payroll. Funding Status Funding Status is used to determine whether the Pension Plan’s net Position will be sufficient to meet future obligations. Assets are compared with the actuarial liabilities to determine what future contributions by the members and by the employers are needed to pay all expected future benefits. This is an important measure. The chart below provides several years of history beginning with the high of 2007. Although the funded ratio has dropped, rate increases have been adopted which will ensure sufficient funding. Summary of Actuarial Data Exhibit A is a summary of key valuation results. As is always the case, future contribution requirements may differ from those determined in the valuation because of: Differences between actual experience and anticipated experience; Changes in actuarial assumptions or methods; Changes in statutory provisions; and Differences between the contribution rates determined by the valuation and those adopted by the Board of CCCERA. Causes of Higher Than Predicted Rate Increases Although significant rate increases were projected for FY 2014/15 based upon earlier Segal reports, actual rate increases are significantly higher than had been anticipated. Over the last week CCCERA staff has conversed with different employers and others trying to explain why the employer contribution rate in the valuation is so different from their most recent projections. The explanation is that the effect that declining payroll has had on the contribution rate was more significant than expected. Changes in payroll cause unpredictability in the contribution requirements. The contribution requirement has two main components; the normal cost, and the amortization of the UAAL. The normal cost rate is relatively stable, but the amortization rate is not. The amortization amount, however, is predictable. The volatility comes in when expressed as a rate and the payroll growth differs from the assumption. There is further slippage due to the 18-month delay when the amortization rate is applied to a different payroll amount than was assumed. The 18-month delay is required in order for the actuary to prepare the necessary reports, the Board of CCCERA to adopt the rates, and the employer to implement those rates. Impact on County of Contra Costa The following information is for planning purposes for FY 2014/15. The estimated salary base used is actual County payroll from the August 10, 2012 pay through July 10, 2013 ($510.7 million). Because it is based upon actuals, the base does not include vacant budgeted positions. The base excludes the Contra Costa County Fire Protection District. The following assumptions have been applied for planning purposes: the base has been adjusted for a 2% wage increase and a 0.5% merit increase; the base wages are broken out by Tier I, Tier III, and Safety; the safety tiers have been adjusted for the reduction in employee subvention; the largest populations in each tier have been assumed for all (i.e. employees hired before 1/1/2011 for all and Tier A for Safety); the rates used for both FY 2013/14 and FY 2014/15 are from the 12/31/12 Segal report referred to as the ‘Blue Book’; the rates used are specifically for County Cost Groups as defined by CCCERA: the FY 2013/14 rates assume 7.75% interest, 4.25% wage inflation, plus merit salary increase assumptions, the FY 2014/15 rates assume 7.25% interest, 4.00% wage inflation, plus merit salary increase assumptions, the employer subvention of the employee rate for general tiers is assumed to be zero; the aggregate rate, under and over $350, has been applied to the salary base; and a prepay factor discount of .96 was applied. Per the assumptions above, the following rates have been applied to base salary: The following year-over-year increase in pension cost is projected using these rates on the salary base as described: The previous projection after the adopted change in assumed investment rate was a cost increase of approximately $33 million. The current projection given all economic, non-economic and demographic updates from the tri-annual study is $55.6 million. Strategy In June 2014, the County will pay off one of its two remaining pension obligation bonds (POBs). Because of this bond retirement, pension costs in FY 2014/15 would have been $32.99 million less than in FY 2013/14. In June 2006, monies anticipated from this payoff were directed by the Board to the County’s Other Post Employment Benefit Trust Fund. At that time the report notes that there were contingencies to these resources being available in the future. One of the contingencies specified was “CCCERA continuing to meet its assumed rate of investment—among other things”. It is likely that the County Administrator will shortly recommend that the POB payment monies be redirected towards the FY 2014/15 pension cost increase. This recommendation would reduce the gap between the $55.6 million projected FY 2014/15 increase in pension costs and available funding to $22.7 million. This is still a very large number, but significantly more manageable. Over the coming months County Administrator staff will work with departments to plan for these increased costs. It is unlikely that current vacant positions will be filled. The silver lining to these increased costs is that the CCCERA Board has taken seriously its fiduciary responsibility to the fund and has taken steps to ensure that members’ pensions are adequately funded now and in the future. The County, in turn, will take the necessary steps to adjust future budgets to fully fund its obligations. The City of Detroit bankruptcy has made it impossible to ignore the financial issues looming for municipalities. In order to avoid being the “Detroit of the Future”, Contra Costa must address its underlying issues−the high cost of benefits and specifically the unfunded and unsustainable retirement benefits. CONSEQUENCE OF NEGATIVE ACTION: This is an information report requiring no specific action. A report will be forwarded to the Board in the next few weeks requesting adoption of FY 2014-15 CCCERA rates. CHILDREN'S IMPACT STATEMENT: None. ATTACHMENTS Exhibit A Pension Costs 2014 Powerpoint Presentation Exhibit A   CCCERA – Liability2Contra Costa County is the largest employer in the CCC Employees' Retirement Association representing approximately 83% of the members in the plan CCCERA – Funded RatioActuarial Valuation Date Funded Ratio12/31/0789.9%12/31/0888.5%12/31/0983.8%12/31/1080.3%12/31/1178.5%12/31/1270.6%3 County’s Share of Unfunded LiabilityActuarial Valuation DateTotal UAAL County Share12/31/07$0.56  Billion$0.47  Billion12/31/08$0.69 Billion$0.57 Billion12/31/09$1.02  Billion$0.85  Billion12/31/10$1.31  Billion$1.09  Billion12/31/11$1.49  Billion$1.24  Billion12/31/12$2.28  Billion$1.89  Billion4Considering the County’s CCCERA, POB ($294 million) and OPEB liabilities ($932 million) alone, the current challenge exceeds $3.12 Billion dollars.Contra Costa County is the largest employer in the Contra Costa County Employees' Retirement Association representing approximately 83% of the members in the plan FY 2013-14 FY 2014-15 Rate Growth RetirementEmployer Employer Percentage CompensibleRateRateIncreaseRate IncreaseTier I 30.14% 38.76% 28.60% 8.62%Tier III 29.34% 37.85% 29.00% 8.51%Safety 63.41% 88.77% 39.99% 25.36%Employer Rates - Pension5 FY 2013-14 FY 2014-15Estimated Employer EmployerSalary BaseCostCostIncrease Tier I $15,280,387 $4,605,509 $5,922,678 $1,317,169 Tier III $428,635,019 $125,761,515 $162,238,355 $36,476,840Safety $79,544,360$50,439,078$70,611,528$20,172,450Subtotal $523,459,766 $180,806,102 $238,772,561 $57,966,459TOTAL (discounted) $173,573,858 $229,221,658 $55,647,801Employer Costs - Pension6 Fiscal Issues Facing the County•Increased AV over budgeted 2%•New and improved health care cost numbers •Contra Costa County Fire’s dwindling reserves•Slow revenue recovery •Impacts of Sequestration cuts•Affordable Care Act (ACA) impacts•Union Negotiations and Long term health insurance issuesNeed to take the long view on recovery and work together to get through this Fiscal Issues Facing the County8•Increased Revenue FY 13/14 (net Increase) $3,741,609•AV budgeted 2% = $5,328,232•Actual 3.45% = $9,741,609•Increased Pension Costs FY 14/15 ( Net Increase) $22,600,000•Projected increase ($33,000,000•New Projection ($55,600,000Likely to require not filling vacant positions and other reductions in the coming months