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HomeMy WebLinkAbout03.d.2) (Handout)SEGAL THE SEGAL COMPANY 100 Montgomery . Street, Suite 500 San Francisco, CA 94104 -4308 T 415.263.8200 F415.263. 8290 www.segalco.com February 1, 2011 Ms. Marilyn Leedom Chief Executive Officer Contra Costa County Employees' Retirement Association 1355 Willow Way, Suite 221 Concord, CA 94520 �Nand&.Lt) 3.d.2 John W. Monroe, ASA, MAAA, EA Vice President & Associate Actuary lmonroe(Osegalco. com Re: Contra Costa County Employees' Retirement Association Five -Year Projection of Employer Contribution Rate Changes Dear Marilyn: As requested, we have prepared a five -year projection of estimated employer contribution rate changes for CCCERA. This projection is derived from the December 31, 2009 actuarial valuation results. Key assumptions and methods are detailed below. Results The estimated contribution rate changes shown on the next page apply to the recommended average employer contribution rate. For purposes of this projection, the rate changes are assumed to be from asset gains and losses that are funded as a level percentage of the Association's total active payroll base. The asset gains and losses are due to: (1) deferred gains and losses from the actuarial asset smoothing methodology; (2) losses due to investment income not earned on the difference between the Actuarial Value of Assets (AVA) and Market Value of Assets (MVA); and (3) contribution gains and losses which occur from delaying the implementation of new rates until 18 months after the actuarial valuation date. The following table provides the year -to -year rate changes from each of the above causes and the cumulative rate change over the five -year projection period. To obtain the estimated average employer contribution rate at each successive valuation date, these cumulative rate changes should be added to the rates developed from the December 31, 2009 valuation. These rate changes become effective 18 months following the actuarial valuation date shown in the table. Benefits, Compensation antl HR C111ultm9 offices throughout the United States and Canada }. G Founding Member of the Multinational Group of Actuanes and Consultants, a global afllliat :on of independent firms Ms. Marilyn Leedom February 1, 2011 Page 2 The rate changes shown below represent the average rate for the aggregate plan. Valuation Date Rate Change Component 12/31/2010 12/31/2011 12/31/2012 12/31/2013 12/31!201 (1) Deferred (Gains)/Losses 2.58% 2.81% 2.91% 0.41% - 0.42% (2) Loss of Investment Income on Difference 0 62% 0,40% 0.17% 0.01% -0.02% Between AVA and MVA (3) 18 Month Rate Delay 0.41% 0.45% 0.41% 3.61% 3.66% 3.49% 0.80% -0.25% Incremental Rate Change 3.61% 7.27% 10.76% 11.56% 11.31% Cumulative Rate Change The rate change for an individual cost group or employer will vary depending primarily on the size of that group's assets and liabilities relative to its payroll. The ratio re results group's m more volatile payroll is sometimes referred to as the volatility index (VI). higher contributions and can result from the following factors: More generous benefits • More retirees • Older workforce • Shorter careers • Issuance of Pension Obligation Bonds (POBs) The attached exhibit shows the VI for CCCERA's cost groups along with the "relative VI" which is the VI for that specific cost group divided by the average VI for the aggregate plan. Using these ratios we have estimated the rate change due to these generally investment related net losses for each individual cost group by multiplying the rate changes shown above for the aggregate plan by the relative VI for each cost group. These estimated rate changes for each cost group are shown in the attached exhibit. Note that because we have estimated the allocation of the rate changes across the cost groups, the actual rate changes by croup may differ from those shown in the exhibit, even if the plan -wide average rate changes are close to those shown above. 5110295V 1 10533 001 Ms. Marilyn Leedom February 1, 2011 Page 3 Key Assumptions and Methods The projection is based upon the following assumptions and methods: > December 31, 2009 non - economic assumptions remain unchanged. > December 31, 2009 retirement benefit formulas remain unchanged. > December 31, 2009 1937 Act statutes remain unchanged. > UAAL amortization method remains unchanged (i.e., 18 -year layers, level percent of pay). > December 31, 2009 economic assumptions remain unchanged, including the 7.75% investment earnings assumption. > 7.75% is actually earned on a market value basis for each of the five years, including 2010. > Active payroll grows at 4.25% per annum. > Deferred investment gains and losses are recognized per the asset smoothing schedule prepared by the Association as of December 31, 2009. They are funded as a level percentage of the Association's total active payroll base. > Deferred investment gains are all applied directly to reduce the UAAL. Note that this assumption may not be entirely consistent with the details of the Board's Interest Crediting and Excess Earnings Policy. > All other actuarial assumptions used in the December 31, 2009 actuarial valuation are realized. > No changes are made to actuarial methodologies, such as adjusting for the contribution rate delay in advance. Finally, we emphasize that projections, by their nature, are not a guarantee of future results. The modeling projections are intended to serve as illustrations of future financial outcomes that are based on the information available to us at the time the modeling is undertaken and completed, and the agreed -upon assumptions and methodologies described herein. Emerging results may differ significantly if the actual experience proves to be different from these assumptions or if alternative methodologies are used. Actual experience may differ due to such variables as demographic experience, the economy, stock market performance and the regulatory environment. 5110295v1/05337.001 Ms. Marilyn Leedom February 1. 2011 page 4 Unless otherwise noted, all of the above calculations are based on the December 31, 2009 actuarial valuation results including the participant data and actuarial assumptions on which that valuation was based. That valuation and these projections were completed under the supervision of John Monroe, ASA, MAAA, Enrolled Actuary. Please let us know if you have any questions. Sincerely, V John Monroe CZI/hy cc: Rick Koehler 5'.10295v 7!05337.0'01 e . 'W 01 O O N e � e � a � 9 E 'a Y h Q Q L O e E V Y G - C W � G L v 6 U W e = U L � O � U m W F .n W U U L W U � O a 4� u a F i E O - a U w m p a i Eo V W U u t 1 U T E< Y C Q y m � O 4 C � U e e W N V u V vE ^+ V C q e 6 UmUF: a O J T (. L 11 e > v r C � Ilo . . L � = q i i Y D - r n � o e C C C aar "a !1 4 C R uue� m Y C ¢ C Z E M N N C aa;^ G O O C u z a s � :JUU Y Y Y 5 C a . i . a _ a o, 3 9 2 N ° a U W =a Z q a 0 W T _E a e � U e E W q h 4L oE' a v U Q � m W L a E U ° U W o _ U �] i < e - n `o O 0 i 0 a C T S s ae o =o =nnO a M - L e e T b a o' ° a mr ann ° U _ 3 � c 9 L e U C P > G n e C o Q c ° ` J c e °L e a aCa ^^ C u e =arcs" P C - _ q° m 2 a c -- 6 E r L v U U g O 0 i 0 a SEGAL THE SEGAL COMPANY 100 MnnIgommy SI,ocl Snne 500 Son 5-0c,i, ,.CA 041044908 T .i 15.263 8200 F 415.20382410 March 11, 2011 Ms. Marilyn Leedom Chief Executive Officer Contra Costa County Employees Retirement Association 1355 Willow Way, Suite 221 Concord, CA 94520 J01111 W. Monroe, ASA, MAAA. EA Vice PreSidenl & Assucia:e Actuary lmonroe @segalco.com Re: Contra Costa County Employees' Retirement Association Five -Year Projection of Employer Contribution Rate Changes Based on Estimated 14% Market Value Investment Return for 2010 Dear Marilyn: As requested, we have updated our five -year projection of estimated employer contribution rate changes for CCCERA. This projection is derived from the December 31, 2009 actuarial valuation results and incorporates an estimated market value investment return of 14% for the 2010 calendar year. Key assumptions and methods are detailed below. Results The estimated contribution rate changes shown on the next page apply to the recommended average employer contribution rate. For purposes of this projection, the rate changes are assumed to be from asset gains and losses that are funded as a level percentage of the Association's total active payroll base. The asset gains and losses are due to: (1) deferred gains and losses from the actuarial asset smoothing methodology; (2) losses due to investment income not earned on the difference between the Actuarial Value of Assets (AVA) and Market Value of Assets (MVA); and (3) contribution gains and losses which occur from delaying the implementation of new rates until 18 months after the actuarial vahlation date. The following table provides the year -to -}rear rate changes from each of the above causes and the cumulative rate change over the five -year projection period. To obtain the estimated average employer contribution rate at each successive valuation date, these cumulative rate changes should be added to the rates developed from the December 31, 2009 valuation. These rate changes become effective 18 months following the actuarial valuation date shown in the table. Ms. Marilyn Leedom March 11, 2011 Page 2 The rate changes shown below represent the avera e rate for the aggregate plan More generous benefits • More retirees • Older workforce • Shorter careers • Issuance of Pension Obligation Bonds (POBs) The attached exhibit shows the VI for CCCI;RA's cost groups along with the "relative VI" which is the VI for that specific cost group divided by the average VI for the aggregate plan. Using these ratios we have estimated the rate change due to these generally investment related net losses for each individual cost group by multiplying the rate changes shown above for the aggregate plan by the relative VI for each cost group. These estimated rate changes for each cost group are shown in the attached exhibit. Note that because we have estimated the allocation of the rate changes across the cost groups, the actual rate changes by group may differ from those shown in the exhibit, even if the plan - aide average rate changes are close to those shown above. 5134399v V 05337.001 Valuation Date (12131) Rate Change Component 2010 2011 2012 2013 2014 (1) Deferred (Gains) /Losses 2.57% 2.25% 2.38% - 0.11% -0.92% (2) Loss of investment Income on Difference 0.39% 0.19% 0.01% - 0.12% -0.0 0 Between AVA and MVA (3) 18 Month Rate Delay 0.41% 0.44% 0.34% 0.31% 0.11% 3.37% 2.88% 2.73% 0.08% -0.90% Incremental Rate Change Cumulative Rate Change 3.37% 6.25% 8.98% 9.06% 8.16% The rate change for an individual cost group or employer will vary depending primarily on the liabilities relative to its payroll. The ratio of the group's assets to size of that group's assets and the volatility index (VI). A higher V1 results in more payroll is sometimes referred to as from the following factors: volatile contributions and can result More generous benefits • More retirees • Older workforce • Shorter careers • Issuance of Pension Obligation Bonds (POBs) The attached exhibit shows the VI for CCCI;RA's cost groups along with the "relative VI" which is the VI for that specific cost group divided by the average VI for the aggregate plan. Using these ratios we have estimated the rate change due to these generally investment related net losses for each individual cost group by multiplying the rate changes shown above for the aggregate plan by the relative VI for each cost group. These estimated rate changes for each cost group are shown in the attached exhibit. Note that because we have estimated the allocation of the rate changes across the cost groups, the actual rate changes by group may differ from those shown in the exhibit, even if the plan - aide average rate changes are close to those shown above. 5134399v V 05337.001 Ms. Marilyn Leedom March 11, 2011 Page 3 Key Assumptions and Methods The projection is based upon the following assumptions and methods; > December 31, 2009 non - economic assumptions remain unchanged. > December 31, 2009 retirement benefit formulas remain unchanged. > December 31, 2009 1937 Act statutes remain unchanged. > UAAL amortization method remains unchanged (i.e., 18 -year layers, level percent of pay). > December 31, 2009 economic assumptions remain unchanged, including the 7.75% investment earnings assumption. > The 2010 estimated market investment return of 14% is based on information provided by CCCERA. We have assumed that returns of 7.75% are actually earned on a market value basis for each of the next four years after 2010. > Active payroll grows at 4.25% per annum. > Deferred investment gains and losses are recognized per the asset smoothing schedule prepared by the Association as of June 30, 2010. In addition, the estimated investment gain for the second half of 2010 is also recognized over a five -year period. They are funded as a level percentage of the Association's total active payroll base. > Deferred investment gains are all applied directly to reduce the UAAL. Note that this assumption may not be entirely consistent with the details of the Board's Interest Crediting and Excess Earnings Policy. > The VI used for these projections is based on the December 31, 2009 Actuarial Valuation and is assumed to stay constant during the projection period. > All other actuarial assumptions used in the December 31, 2009 actuarial valuation are realized. > No changes are made to actuarial methodologies, such as adjusting for the contribution rate delay in advance. Finally, we emphasize that projections, by their nature, are not a guarantee of future results. The modeling projections are intended to serve as illustrations of future financial outcomes that are based on the information available to us at the time the modeling is undertaken and completed, and the agreed -upon assumptions and methodologies described herein. Emerging results may differ significantly if the actual experience proves to be different from these assumptions or if alternative methodologies are used. Actual experience may differ due to such 5124399v1/05337 001 Ms. Marilyn Leedom March 11, 2011 page 4 variables as demographic experience, the economy regulatory environment. stock market performance and the Unless otherwise noted, all of the above calculations are based on the December 31, 2009 actuarial valuation results including the participant data and actuarial assumptions on which that valuation was based, That valuation and these projections were completed under the supervision of John Monroe, ASA, MAAA, Enrolled Actuary. Please let us know if you have any questions. Sincerely, Jolm Monroe GZl/hy cc: Rick Koehler 5124399x1/05337.001 ,f j _ }\ \[ \� \� \� ;!!§ ((9f e!!! �k/ §( §/! . §! ;Cd . \\ ( } \ \/ () \ \ } \\ \ } \ - ) [§ � } � E