Meeting Details

Meeting Name: Retirement Board Agenda status: Final
Meeting date/time: 9/30/2024 2:30 PM Minutes status: Final  
Meeting location: BOCC Meeting Room 204
Published agenda: Agenda Agenda Published minutes: Minutes Minutes  
Agenda packet: Not available
Meeting video:  
Attachments:
File #Ver.Agenda #NameTypeTitleActionResultAction Details
2024-3798 11. MinutesDiscussion and possible action regarding the minutes of August 26, 2024.approvePass Action details
2024-3799 12. Consent ItemsDiscussion and possible action regarding the Security Trade and Interest Report for August 2024. This item is requested by Mark Seikel, Chief of Investments, Oklahoma County Treasurer's Office.   Action details
2024-3800 13. Consent ItemsDiscussion and possible action regarding Outstanding Retirement Investments at Market Value of $6,630,847.82 and at Par Value of $6,546,271.20 as of August 31, 2024 as provided by the Bank of Oklahoma/LPL. This item is requested by Mark Seikel, Chief of Investments, Oklahoma County Treasurer's Office.   Action details
2024-4448 14. Consent ItemsDiscussion and possible action regarding the September 2024 Defined Benefit payroll in the amount not to exceed $91,900.79. This item is requested by the Benefits and Retirement Department.   Action details
2024-4449 15. Departmental ItemsDiscussion and possible action regarding the Oklahoma County Pension Valuation Summary presentation by Sageview. Requested by the Benefits and Retirement Department.receivePass Action details
2024-4450 16. Departmental ItemsDiscussion and possible action regarding the Oklahoma County Employees Retirement System GASB 68 Actuarial Valuation report for FY 23/24. This report is for the Oklahoma County Pension Plan. Requested by the Benefits and Retirement Department.receivePass Action details
2024-4451 17. Departmental ItemsDiscussion and possible action regarding a one-time loan consolidation period. Requested by the Benefits and Retirement Department.approvePass Action details
2024-4526 18. Departmental ItemsDiscussion and possible action regarding payment in the amount not to exceed $11,900.00 for the Sageview Pension Valuation report. Requested by the Benefits and Retirement Department.approvePass Action details
2024-4528 19. Departmental ItemsDiscussion and possible action to approve the invoice from Johnston & Ahlschwede, P.C. in the amount of $5,750.00 for the Financial Statement and audit for the year ended June 30, 2024. Requested by the Benefits and Retirement Department.approvePass Action details
2024-4527 110. Departmental ItemsDiscussion and possible action to receive the FY 23-24 Financial Statement Report for the Oklahoma County Defined Benefit Retirement Plan. Requested by the Benefits and Retirement Department.receivePass Action details
2024-4530 111. Departmental ItemsDiscussion and possible action regarding the August, 2024, BOK Forfeiture report. Requested by the Benefits and Retirement Department.receivePass Action details
2024-4459 112. Departmental ItemsDiscussion and possible action regarding the dates and times of the 2025 Regular Scheduled monthly meetings for the Retirement Board. Requested by Clerks of the Board, Office of Maressa Treat, County Clerk per Oklahoma State Statutes 2001 Title 25 ยง 311.approvePass Action details
2024-4518 113. Departmental ItemsDiscussion and possible action regarding Defined Contribution Retirement and Health Benefits for Diana Elston (Application No. 24-35). Effective Date: August 17, 2024. Requested by the Benefits and Retirement Department.approvePass Action details
2024-4519 114. Departmental ItemsDiscussion and possible action regarding Defined Contribution Retirement and Health Benefits for Adebola Atoki (Application No. 24-39). Effective Date: August 21, 2024. Requested by the Benefits and Retirement Department.approvePass Action details
2024-4520 115. Departmental ItemsDiscussion and possible action regarding Defined Contribution Retirement and Health Benefits for John Harper (Application No. 24-40). Effective Date: August 31, 2024. Requested by the Benefits and Retirement Department.approvePass Action details
2024-4521 116. Departmental ItemsDiscussion and possible action regarding Survivor Spouse Defined Benefit Retirement Benefits for Lynda Neuenschwander (Application No. SS 24-41). Effective Date: September 1, 2024. Requested by the Benefits and Retirement Department.approvePass Action details
2024-4522 117. Departmental ItemsDiscussion and possible action regarding Defined Contribution Retirement and Health Benefits for Sharon McKinsey (Application No. 24-42). Effective Date: September 12, 2024. Requested by the Benefits and Retirement Department.approvePass Action details
2024-4525 118. Departmental ItemsDiscussion and possible action regarding Defined Contribution Retirement and Health Benefits for Kelly Thomas (Application No. 24-43). Effective Date: August 29, 2024. Requested by the Benefits and Retirement Department.approvePass Action details
2024-4544 119. Departmental ItemsDiscussion and possible action regarding Defined Contribution Retirement Benefits for Charles Loughlin (Application No. 24-38). Effective Date: September 1, 2024. Requested by the Benefits and Retirement Department.approvePass Action details