Ordinance 2000-1550ORDINANCLNO.',1, -I1
AN( -IN AN( EOF I I IF( ITY Of I.ONO%1001)AMEND] NG A\-D
RIF I A I I\G U IE CITY OF LONWWOD I PI I Ul I'I'ERS' AND
POLIO E OI FIC ER', PENSION TRUST I IN D, AS ADOPTED BY
R ESOI..LI I ION NO. 95-828. AS SUBS QUENI I - AN HENDED;
PIRO\IDING FOR DEIIMUMS, PRO\'IDING FOR
PAIRTICIPATION: PROVIDING FOR A BOARD OF TRUS'1'EFS;
PROVIDING FOR FINA\CES A\D FUND AIANAGE\PENT;
PROVIDING FOR CONTRIBUTIONS; PROVIDING FOR BF_NEFIT
-\NIOUNTS A-\D ELIGIBILITY; PROV IDI\G FOR PRE-
Io ETIRF_HFNT DEATH: PROVIDING IOR DISABILIT\';
PRO\'] DING FOR VESTING: PROVIDING OPTIONAL FORNIS OF
BF.\I FITS: PROVIDING FOR SENEFICIARIEN'. PROVIDING FOR
CLAIMS PROCEDURES; PROVIDING FOR of TO I'HE
DIVISION' 01= RETIRE\1E\ I; PROVIDING FOIL A FOS'11 R OF
RE'111 EES; PROVIDING FOR BOARD ATTORNEY AND
P
Rot FSSIONAI_S; PROVIDING FOR MA\I,\IU\1 PENSION:
PROVIDING FOR DISTRIBUTION OF BENEFITS. PROVIDING
MIS(] IF \NEOUS PROVISIONS: PRO\]DIN( I'OR RI PIALOR
ERNINATION OF PI \\ PRO\'ID1 101i I \I NIP'I ION Il101,
E\FCl IION,ANDNO\ ASSIGNABII,II\,PRO\IDINGFOIR
FOIRI1 OL RI OF PENSION, \ND CON\ K IION AND
1=0RFEI'FUIRE-PROVIDING FOR PENSION -1 1111TI.
PROVIDING FOR SICNATORIES: PRO\IDING fOR
CODIFICATION; PIROVIDING FOR SEVH—t LIT\' Of
PRO\' ISIONS; REPEALING ALL RESOLUTIONS IN CD\FLICT
I IERI WI'EH; PROVIDI\GPLANBENEI II I\IPROVF_41 EN I'S
LIAEI1 ATION:AND PROVIDING AN LFFECI'IVE DATE.
" IIRFAS, 11,11111 FId Police 011ica's are Prtsziitl\'
—,Id,dP,nsiun and—Inin oiler beneFls Ind, RI ion N'., 9\818 of IF, ('ily of
\VHEREAS.Ih, Cily Coninn.s�on d�virtt to clam and resi'.�Ic Ill. I+n..... om of
Ilse CiIP of Long Dollfir. lig Il— o I'l Poli,I, Ofifi—, L,... .menl Ilan to consoliilnl,
xll prior RcminlloiLs andn- Cod, I+ro,i,ions end to inwr...... F,Aulll :ir,;ind
aDPGcxblc Procisimu' of Clmplers 175 and I E9. Florida SINIII-
NO\ I I FRI FORD.. BE IT HRD \INLD BY I l IN ( 11 1 ( O\NI INlIOV OF
'1111
: CI I Y 01: LONGAS'OOD_ F1 ORIDA;
Florida Municipal Pension Trust Fund
Underlined and Struck Through Version
of the Defined Benefit Plan Document
written in 1996 and restated through
August2000
The enclosed rep.—', an nnd,,lhred mrd.nnrck rh,.gh version ofrh, FMPTF D f,ned
R hr Pam Doannem mdlc-r changes rn the —a, Ptan 1996
("1996 Plan Do..-1 ")-
TABLE OF CONTENTS .%
ARTICLE 1 DFFiNI'rIONS
Section LOl-
Section 1.31
Definitions
4
ARTICLES
PARTICIPATION
Soction 2.01
Conditions of Eligibility _
18
Section 2.02
Participation_
19
Seotion 2.03
Change in Designation of Beneficiary_
19
ARTICLE 3
BOARD OF TRUSTEES
Section 3.01
Board of Trustees
20
ARTICLE4
FINANCES AND FUND MANAGEMENT
.�
Seotion 4.01
Establishment and Operation of Fund
23
ARTICLES
CONTRIBUTIONS
Section 5.01
Participant Contributions
28
Section 5.02
State Contribution
28
Section 5.03
Seotion 5.04
Employer Contributions
Oe6er
28
29
ARTICLE
BENEFIT AMOUNTS AND ELIGIBILITY
Section 8.01
Normal Retirement Date 30
Section 6.02
Normal Retirement Beneft 30
Section 6.03
Normal Form of Benefit 30
Section 6.04
Cost of Living Adjuatmente to Benefit Paymen[s al_
Section 6.0I
Early Retirement Date31
Section 6.06
Early Retirement Benefit 31
Section 6.07
Deferred Retirement Option Program ,'DROP 32
ARTICLE 7
PRE -RETIREMENT DEATH
Seakion'l.01
Death Prior I. Vesting In -Lino -Of -Duty 33
Section'l.02
Death After Vesting In-Lin¢-O[
Section'1.03
Death Prior W Vesting Off Duty 'a3
Secti-7,04
Death After Vesting Off Duty 33
Section 7.05
beneficiaries in Receipt of Payment 33
ARTICLE 8
DISABILITY
Station 1.11
Disability B-1. In the Line of Dnty �2
Section 8.02
Disability Benefits Off Duty 41
Section 8.03
Conditions Disqualifying Disability Benefits 42
Section 8.04
Physcal Examinntlon Requirement 43
Section 8.05
Disability Payments 44
Section 8.06
Disability Payments and Workers Compensation 44
ARTICLE 9
VESTING 46
ARTICLE 10
OPTIONAL FORMS OF BENEFITS 48
0- ARTICLE 11
BENEFICIARIES 52
ARTICLE 12
CLAIMS PROCEDURES 53
ARTICLE 13
REPORTS TO DIVISION OF RETIREMENT06
ARTICLE 14
ROSTER OF RE1'IRF.ES 5]
ARTICLE 15
BOARD ATTORNEY AND PROFE$$IONALS 68
ARTICLE 16
MAXIMUM PENSION
Section 16TI
Beek Limitations 59
Section 16.02
Pmtitipation in Other Defined Benefit Plans 60
Section 16.03
Adjustment in Limitations ______ 60
ARTICLE 17 DISTRIBUTION OFBENEFITS __68
ARTICLE 18 MISCELLANEOUS PROVISIONS
Section 18.01
1-1-of Participants in Pension Plan____ 72
Section IS
Summary Plan Descriptions 72
Section 18.03
Govder and Number ____ 72
Section 18.04
Hesuli and References 72
Section 18.05
Benefit Improvemancs 73
Section 18.06
Procedures for Unclaimed Bonefit 73
ARTICLE 19
REPEAL OR TERMINATION OF PLAN 74
ARTICLE 20
EXEMPTIO.N FROM EXECUTION NON ASSIGNABILITY 18
ARTICLE 21
FORFEITURE OF PENSION
Ci(�NV[CTION ANU FORFEITURE 79
ARTICLE 22
PENSION VALIDITY 82
ARTICLE 23
SIGNATORIES 83
F.XFIIBITA
MASTER TRUST AGREEMENT 84
EXHIBIT
ACTUARIAL EQUIVALENT 85
ARTICLE I
DEFINITIONS
As used hImI, unless ah—i,, defined .r required by the --t, the following
words and phrases shell have the meaning d—t,&
1.01 "Accumulated
shell mean I P-i—V, own contributions without interest For those
P-wimbf, who P—h-12 Qrdit9d S .. io, with mt—t - It - —t t, the
PI,.. only that —ti- If — v .... It --t tt,ib—bl.
t. the —6b.ti— basedLe
the Ppli,,bl, P-xiv-
... t,iba— — -,hall be included m Agg—WgtId Contributions
1.02 "Accrued BlIlrlt"'.
shall .— I fraction If the lb —,fit t. which , Participant would be entitled at
their N,—I Rmir--t D—. The numerator of the f .. ti- is the years f
participation —pl-d w date and the d .. Iin— i, the y,,,. If
p—ip,t— in the Plan that would have b— earned if the Participant
continued employment until thair Normal Aetiramevt Date.
If' "A
I— shall - I. actuary that is a bI, If the Society If Actuaries or the
American A,,d—y If Actuaries and who Is —11,d —d- subtitle C ofTitl,
III If the Employee RIt--t 1—, Security Act If 1974.
1.04 "Attu anI
AIII —. I benefit .r .—It If equivalent current -1— t, the I—Ifit chat
—Id otherwise have, been provided . th, Participant, determined nn the
basis If appropriate actuarial methods —d --W I—pt,.- da—i—d
bytheAd..uanddb,lhAdm Accu ial Eon vales .�
fu h dfi d- th tch C ukedix Exhibit S_
1.05 "Ad t A t
shall mean the
d current —th.in the snggif,, b fits th Pl uted b the
Em to er and ched to and made art of the Plan
1
the amount afthe Emplaye,'�
eentributieRs
if ftq
euxxknmaintained by the E.Vlayefi
,�yer:
E�3--aflY-f
f +eaeeu-asde§.�-i�.
r..d_,�`.ef"wplen-Ees-dew
the ___-'
1.0706 "Aver- Final Comoensat"on
shall moan one twelfth (1112) of tho av rags nnual compensaEion of the five
(5) best years of the last ten (10) yearn of Credited Bervice prior to retirement,
termmatton or death, or the career average, whichever is greater. A year shall
be defined as the twelve (12) consecutive months immediately prior to death,
dieabiliry or retirement. in the cases of a vVolunteer €firefighter, Average
Final Compensation shall mean the average 9 ,I of the five (5) best years of
the ten (10) best contributing years prior to change in status to a permanent
full-time Ffimfightar or rstnament es a vVohmteer fl` raBghter or tho career
average ofn Volumeer Firefiehtor, whichever ie greater.
1.0807 `BB_gfica V%
shalt mean the person or persons entitled to receive benefits hereunder at the
death of a Participant who has or have been designated in writing by the
Participant and filed with the Board. If no such designation is in eff-, or if no
person so designated is living, at the time of death of the Partioipant, the
beneficiary shall be the estate fthe Participant.
-008 "Board":
shall mean the Beard of Trustees, which shalt administer and mnnnge the
Plan
E p.ayees Piehere'
s Tru sof the Fund
1&0orp ode
shall mega the Internal Revenue Cede 1986 . as amended from time to time.
l.�-110 "Credited Servlce
shall mean the total number of years and fractional part. of flare as a
Par icipent during which the Participant made required contributions to the
Plan. omitting intervening years or fractional parts of years wb- such
Participant is not employed by the Employer. Credited Service may be given
for f I t as a P I' Officer FireSghter or Public Safety
Otfiee r t. Ian e don at the discre i of the E 1 d as stated
n the Adonton An ant.
A Participant may voluntarily leave his Participant contributions in the Fund
for a period of five (5) years after Ie..mg the employ of the Employer pending
the p—ibflity of being rehired in a voaition .liable for n .atio. in this
Plea_ without losing credit for the time that be wa. a Part tips, in the Plan.
If a the yew. ed Participant does not become reemployed within Svc (5) years,
the. the Accumulated .Contributions will be returned w the Participant
without interesb . re e'nt of written re .est of the Partieib— I[ a
Partiei ant w ho is of vested is asto ed with the Eebto er within five
o s his Accumulated Conmbutions shall be returned. f
Partiaieeats Accamut ,bjrxb.ti all
i hte and benefits under thenPlan
re forfeited end t-sainated.0 on m to meat in on eli 'bl
LE na not on Pt¢iePlepyaPag_icigan=shall not receive credit forthe years
and fr lional a.,le of a rs for which he has ithd,.— his Accumulated
C.—tbut_mpe f;pm the Plat, unless the Participant re_pays into the Fund the
tributions he has withdrawn ith interest as determined b the Board
Alh,a ninety f90) days after reemv1. —.t.
li9aeawpa.i:npeat lo, -as amp off. as d—
Pa. kt —
the A Par id — shall receive Credited Service for all n ea iadud-n
vestige for the years or &aoti.nal part. ofyears that he is engaged in eaal the
mi.—se of the Armed Forces United States
v.lu it fter em l-a with the Fm So er f ..arm
trainine.r se.vica. oo ovided that net.
uded; he
(A) the Psatie�paat aawa ma— a, hie
hnd-remained-s-Rartiaiyeat--R/a.-en-.mega[ cr.:n�-�.�
ak�eresttassamgven-in- h—nre-I.haatian-kematha
iat, the P-tie-.:.a .p* ,yeaent-te-the-deteufaaibaek-
LAI Thx Pastc antt -t— to his — lu — �wth the
KLXe, jthj._.AJL the d- of miLt disch
�h—1 �- f— a.m. I-m—
LL31 Tb, P-66,— , .tgld t� —.Ploe_u dl, �thllllilioll
,f th� U,,iftd Sa
MERRA)AP L 103 3531
LCJ The —i— —d�l for military s r to ant to this
h �h.11 �b� five 5 ears
1. 11 "Deferred Reticement O.ti.. Pl.." ., "DROP" -
shall
t —tm.—, A P-- �-- et— furp11Lth� I �..d defer
—mt f b—f- into� DRQP 4-91t whlll wltillila
—1--t within
@mpl— H--, , P-kiv-t whoenterstha DROP
—d wh� iihp—i. nhgjble w p—mp.tg ghall not th,,,,b, be dded hnm
particinatine .r —lmui- . ortki ate in a sunvlemental -- in --1--
--d . of a DROP bthElo --t
S-i— M, 'DROP,"f the Ado 2jjqn_At
LU2 "Early Retire nent D,t,",
shall .—n the d— which ns is specified i. the Adoption A,-- - Section
G3, Early Retirement Date.
L.13 "Effective Date':
shall .— the data of this Plan as ap-i&d m tho Adoption AU,—..t
-
Section AL
1.—
shall mean the classes of employees des e ted ae ahpblI to participate in this
Plan as specified in the Adeption Agreement- Section 6.e eept as oth—i-
provided in the Adopticn Agreement.
1.361u "EmotoveY'
,hall moan th, gjjjnjqjpIlhv gov rnmantal -city, public agency or pehti,.1
subdiJvmon established within the State of Floda that adapts tbis Plan.
'i�dc_•_'�aa-imlude-eniti-thc-Em9loYae'ssp,x� -and-]ve
3iaea3-dose,
fie' ae
LU16 "Fi Peht Y`
,hall mean any person ,mployed ,,I,ly i by a constituted Fire Bdepnrtment
bh f d t of any municipality or special Eve control district
who is certified as a Firefighter as a condition of employment in acemdanee
with the provisions of Section 633.36, Ft. Stet., and who,s duty is to extinguish
5res, to protect life, and or to pmtectproperty. F
=3St
LM17 "Fri dd"'
r shall meae tho Tn„t Fund ostabtishsd hor,in as p,rt of the Plan.
....r,. =.a—�
that-as �Oed—
B .....
1
(B) in determining who i.�,
bAe
6e+g3oyeneexakitetimgF�ted-Sbateaseur:_ - _-_:'...'.i::tlie-�eexing
P,mRlvYees
1
segaeaEeA--fre�ee�ee)-pr�eteikc.�„-�,-,-seef s-ae-se�ieH'ee
.m .. : yer during ..,
--•-erveeany Bean-�'eex
13BI8 "Lmitation Yeac
shall mean the Plan Year.
1.M9 "N I B t t D ",
shall mean the date as specified m the Adoption Agreement Section Gl
Normal Mixement Date.
1.219Q "Particioant or Member"
shell mean the actively emoloved eFFniployees whe exe eligible to partioipata in
this Plan as specified in the Adoption Agreement Section B, Plan and Section
C, Ehgibihty. Ben fit imp-- which in the a t h-g been e vided for
b endments to the Plan ado ted b the Em lover b ordinance e
eelumt and a benefit im r ants which mi ht be made in t e future
shall eo 1 eetivel and shall@ee a 1 to Paxtici a ,who t
m to nxwho ret x to the effect e data ofut ordinr
reeolutimei adoti, u e ements unless retch ordinance o
eolnt ecifically n_.gyid- to thl c Ln
1.8321 "Plan":
shall mean the pension Plan - heroin eet forth and as say be amended from
1.2322 PI.— Year":
�- shall mean the Plan's accounting year of —111 (12) eoneocutivo months
eemmendmg co on October I of each year and ending the following
September 30, or the Plan Year as eD—fi,d in the Adoption .Agreement
,"23 "police Office
shall mean any person who is elected, appointed, ar employed full time by any
municipality, who is certified or required to be certified as law enforcement
officer incompliance with s. 943.1395, Fl. Stet.. who is vested with authority en
bear arms and make a--, and whose primary responsibility is the
pre cation and detection of prime or the enforcement of the penal, mrmmal,
paf6c or highway laws of thn State. This definitimr includes ail oertified
supervisory and command personnel whose duties inclu& in v hole or in part,
the supers Caron, tsar mg, guidanu. and management responsibilities of full-
time law enforcement office a part-dme law enforcement officers, or auxiliary
r law enforcement officers, but does It rnalnde part-time law enforcement
officers or auxiliary law enforcement officers as the ea me are defined in s.
943.10(6) and (8), FL Stat, respectively. A Police Officer classification sh,U
also include a public safety officer who is reeponsible for performing both polioe
and fire se i—
L. 2e _P.bHc Safety Ofli er''
shad mean an actively employed parson who is msp —blc for performing both
fire6ghter and police officer services. A Public Safety Officer shall be
considered a'pohco officer" for the purposes of this Plan.
1.3625 "Satarv/Comae rsaC'o r
Ghag he
. Agreement-
Por Pir hters —t— o 'solar " the fixed month)
e o aid amFire hies nhera the c o[ a Volunteer
reirvhte ie based on c ual se endered the ce
monthly basis.
Fe, Police Officers .aljar" or the total esh
rs
a�eeion aid to a Police Ofioec fors to d-d icldiltia,
but not i.d,di ..dent .tc d--rial detail work
—
ofmd.bshslf.f. ae.�.,, sd�e, m.a
C—p--i— s ofth, li,it,ti..s rga forth i. Section 401(,)(17) of Ills
Code shall rgt be i,glgd,d as Igryft,emms.ti.. f., a.—o f the Pl
See Sec D of the Ad-tio. Am,,,,.t for ft,,the, d,ls.
No i h, haso, Semoom
(A) mamensudso, a, s $150,000 ander
I I
the G-d' he
of (mijamed— ,
smard ty th g-'s mr,44� Tmmo'—')-.k.4-h"sha�
ow,hasplayea—
Compasses'— Imai—ill-he modli'ba
whe,h_-F '
(Ed Rev parm _,mher comperaft
h—
sated Employee who .- --as
paid tka-_'oaa�
Gasrr'oamm�'-them Suelo Immily 14'solor 'ball
xet
Ltl726 "Soouse
shall mean the lawful ,to of husband of a Par ,ipant at the t a benefits
bee vable.
1.2827 "Tgtal and Parma ant D'sebHit�
,ball mean a physical or mental condition of a Participant teeultng from
bodily injury, disoase, of mental di,ordo, which render, him incapable of
employment es a Firefighter, Police Off—, or Pebhe Safety Officer,
eespeeEive}y. and which condition cboait— to Cal disability as determined by
the Board.
1.M8 "Feast Fund or Trust
shall mean the Trust Fund e,t,bb h,d under this Plan to hold Plan a„et, and
to . hieh contributions ate to be paid and benofite held. Nothing herein shall
preclude the oetobhohment of mote than o,, bust fund ee may be eeq—d by
law oe adopted by the Employer.
1."Z2 "Trgete=
shalt mean the person or persons named as Trustee -:m,
sefara ost -a__.,.a byte n.__ _ __a�,a:, and_maki_&_P_the -n .e.-a=-ta�a
Board of Trustee, of Board ho shell administer end many a the Ptan..
1.bL30 "Vnluac'on Data"-
shallmein the 6,et day of the Plan Year.
1.an `Volunteer FirefehteP
shall means any person whose name is —vied on the active membership roll of
a constituted volunteer fire department or a combination of a paid and
volunteer fire department of any mu fcipahty o special fire control district
and whose duty is to extinguish fires, protect life, and to protect property.
Componeation for servmes tendered by a Volunteer }Firefighter shall non
disqualify him as a volunteer. A person shaft not be disqualified as a
cVolunteer Fjrefighter solely because ha has oths, gainful employment. Any
person who volunteers at a fire, but is not an active member at the
department described herein is not a vVolunteee fEmfighter within the
meaning ofthis paragraph.
ARTICLE 2
PARTICIPATION
2.01 Conditions of Elfeihilit
A Far icipant.,h,U become eligible to p-tfcipate In this Plan as specified in
Bsetlon C of ehe Adoption Agreement.
€er-F+refiehters�kele+e-/�aer - -- - aZs a covdition of
eligibility, the Employee partisip— shall ba r,quued to complete a medioal
eaammahon as prescribed by the Board. and provide complete and accurate
lnformation ooncer ing theh health etatus as requested by the Board. Any
ma1-ml misstatemenw or omissions of required health of medioal information
by an applicant or Partisipant shall be grounds for denial of benefits Based
upon medical evidence of any preexisting adverse health condition. resulting
fin- th,, prescribed examination or other —di,.1 record. or Ma., the Board
may d—.m, ineligibility for disability benefits h--d as related t. ,.,h
pre-existing —ffiti... A Participant may b, declared ineligible for disability
benefits only at the time of the initial examination provided i. this —i-, or
,t , 1,- d— if the Board established that a —ffit,. --d at the ti., of
the Participant's employment o, d.te of participation, ..d the condition was
k— to the —ply— A determination of pre-existing condition shad be
reoorded on the P—kip—t', —,,d of membership, , copy of whioh shell be
provided t, the Participant, and shag be reflected in the minutes of the Board
—tmg at which such determination was —d, by the Board- The procedures
followed and the determination ofthe Board ., t, , preexisting condition shall
be considered .. a uniform, nondiscriminatory I—i,
2,02 PaotfOjtbo 1
Eash Par iupant shell c mplete a form proscribed by the Hoard providing the
followingi formation.
(A) nmllment in
the Plan
(B) dosignation ofe benebciary or benefiri— ,
(C)
lj a certified statement as to prior medical history, and
24 a waiver to release and access medical records.
2.03 Ch..n Des net o of Be refici
A Partiapent —y from time to time change hie designated Benefioiary by written
notreeto the Board upon forms provided by the Board. Upon such change, the rights
of all previously designated b,mficiaria, to receive arty benefits under the Plan shall
ceaao. A change of beneficiary shell not require voneerrt o{ the benetcary.
ARTICLE 3
BOARD OF TRUSTEES
3.01 Board of Trustees
F:=ev],�
---
(Al The sole and exclusive administration of and responsibility for the
proper operation of the Plan is hereby vested in a Board of Trustees.
aaxsist>•»g-Af-F+E-H -�- �i�raataaa9, These trustees shalt be
selected according to Shapter Sectiop raj 175,061 (1)(b)FL
Stat, end Shapter Section 445.36(4)(a) 18505 (1)(b)Fl. Stet. Each
m d
pleas�'ee-ih
- ;,�,f-E1r ee-e-Feetieipe#-eo-aeherxtiser�aeetee-1as
Quarar Each Board of Trustees shall be a legal entity with,
m addition to other powers and responsibihties contained herein, the
power to bring and defend lawsuits of every kind, nature, and
description. Accurate and detailed aaounts of all Board meetings must
be kept- All acc — , books and records relating thereto shall be open
w inspection and audit In accordance with general law. The Board shaft
,ssua such reports as are requested and make mailable m the same for
nspection any and ell records and aceome, which are deemed
appropriate m coder to -o ], with goveremental regulations iesnod
thereunder.
(B) The Board members shall, by a majority vote, elect a Chairman
and a Secretary. The Secretary,---�-�R of the Board shall
keep a c .plebe mmnbe book of the actions. proceeding, or hearings S
the Board. The Board members shall not receive any compensation as
such, but may receive expenses and per diem as provided by taw.
(C) Each Board member shall be entitled to one vote on the Board.
"-�,4r�--('�` afnetive-vetes A maioxity of the Board shalt be necessary
for any decision by of the Board.
A Board member shall have the right to abstain 6om voting as the
result of a confliot of interest provided that Board member states m
writing the nature of the conflict and complies with the provisions of
Section 11U143, Fl Stet.
(D) The Board of Trustees shall engage such actuarial, accoun fng,
legal, and other services as shall be required to transact the business of
the Plan. The compensation of all persmre engaged by the Board and all
other expenses of the Board necessary for the operation of the Plan shall
be paid from the Fund at each rates and in each amounts as the Board
of Trustees shall approve.
(E) The duties and responsibilities fthe Boazd of Trustees shall
include, but — naoessarily be limited w, the following:
(1) To oonstrve the provisions of the Plan and determine all
questions arising thereunder.
(2) To determino aR questions relating to ellgibWty and
participation.
(3) To determine -4--fy tho amount of all benehts
hereunder.
(4) T, -bl.h u,form rules —d p—d— t. be followed
for dmmit-ti- q—., benefit applications, and Ill matters
required to administer the Pl...
(5) To distribute t. Participants, at 1-1-1
infurmatron —.,.mthe Plan.
(6) T, mv- and process all applications f,, ,mp.ti— —d
benefits.
(7) T, anthems all payment, whatsoever &,. the Fund, ..d
w notify the disbursing agent. in writing, of approved b,,,,fit
payments and other expeadituree arising through operation dthe
Pl.. and Fund.
(8) T. h— performed actuarial studies and at least triennial
valuations, as rep rred by law and —L, —...-d.ti—
,,&.g any ..d all 6ang,,, in the provisions of the Plan.
(9) T. perform such other duties as required to d—,,— the
Plan.
(10) Ar,..p f., and silent physicians f., —d—i -- and
—i— and advise .. —dit.1 disability eligibility issues.
(11) Invest and reinvest the assets of the Fund.
12 At least once —m three M .ears. the Board s),.Il retain .
rofessionall uali6ed rode indent con. ultant who shall
—1— the —tft.— of — xi tin —f—i—I
--get -d shall .1k, —...I.dai— t, the Board
r , dinth 1 - of -ne, m—.— f., the
i--t.— -- Th,,. ---dati— shall be --ide �db
theBoard its 1-1 scheduled
ARTICLE 4
FINANCES AND FUND bIANAGEMENT
401 EstabBahment a.d_Operationof Fr id
(A) As part of the Plan, there is hereby eetabbeh,d the Fund, into
which shall be depositsd all of the contributions and aaaets whatsoever
attributable to the Pl- rncludlmg any assets of any prior ...ioipal
[lust fund(,).
(B) The actual custody and supervision of the Fund (and aaaets
thereof) shall be vested m the Board. Peymont of b—fita and
diebureemanta from the Fund shall be made by thin di burafng agent but
only upon written authorization from the Board or its deslgnea.
(C) All funds end-seevxitiea of the Plan nay be deposited by the
Board with the Employer, acting in a mmi—i,l capacity —ly, ,h.
shall be liable in the sans manner and to the same patent as hs is liable
fox the s,Ek,,,,g of funds far the Employer. However, any funds erW
secaataea so deposited with the Employer shall be kept in a separate
fund by the Employer or clearly id,ntifiad a, ,uoh funds a--o�
If the Plan In lieu thereof, the Board shaft deposit the fu.da I -I
seearaxa i. a q,,hfi,d public depository a, defin,d in Section 280,02,
Fl, Stagy which depository with regard I, each fund, � ' - shall
conform to end be bound by a0 of Ole p,,,i,ion, of Chap- 280, Fl. Stet
In order to fulfill its investment responalbilities as set forth herein, th,
Board may retain the services of , I -di- bank, an investment
adviser registered under the Investment Advisor, Act of 1940, or
.therwrae ex mpt from s.,h required registration. an insurance
company. or a combination of these for the pug ,, of investment
dem,wne and management. Such invest.,.( manager shall have
dis—ti., subject m any guidelines as prescribed by the Board, in the .�
investment of all Fund assets.
(D) All funds .-ac____e of the Plan may be commingled it3 hoot
Imitation', o mental invest e t tr sts no-load in eetme f ds
no load mu velrfunds nd 17 such tr s s or funds must coin I with
th Inv ant Polk as gnghed as Exhibit A.
er--anY--etAee
m_�.,`.�ma t-$xud-sa-sxy-greupieusE-FmdrvAie§etkhe
palified
agreement, as amended fiom time to time, is by Qiis
Accurate records are to be maintained at all timos t,fl,,ti,g
the flnanclal composition of tho Fund, including accurate current
accounts and entries as regards the following:
(1) Curront .mewls of eAcsumulated Ccontributi— of
Pax kipants on both an individual and aggregate account
basis, and
(2) receipts end disbureements, and
(3) benefit payment., and
(4) current amount, clearly reflecting all monies, funds and
assets whatsoever attributable tc cmrtributions and
deposits from the Employer, and
(5) a11 interest, dividends eml gains (or loess), end
1
(6) such other —,i- . may be properly required so as to
mg,bt a d-, .,d complete financial rep— of the Fund.
(E) An independent audit shaft be performed ab—Hy by . —i&d
public —,--t far the must --t fi—I year of the Employer
showing a listing of .—t, and , statement of all income and
disbursement during the y,,,, Such -- and disbursements —t
b, b,.-il,d with the -- at the b,p.i.g and end of the year. Such
,,p,,t shaft reflect a —pl— evaluation of -- on ba k a —t ..d
.,,k,t basis, as well ., other items normally included in a certified
—d,.
(F) The Board of Trustees shall have the Nib— i--.— powers
and authority
(1) The Board of Trustees shall b, —d with full legal title t,
said Fund,subject, however, —d m any event to the authorityit,
'd Pthe governing bi,g ,dy of the Employer W amend or
te
rminate i,.,, IhthisPlan, provided that noamendment 1
b—It in the .,, f any-- Fund Fd —pt for the
payment of
regular expenses and benefits .,d,, this Pl—, ..d
... pt .., otherwise provided i,, this Pla,. All bb.,,ibax—
deposited i.. the Fund, and the i..— Ih.,-1 with —
distinction bbt— p-,dp,l and — shall be held and
administered by the Board. or its agent, in the Fund, and the
Board shall not be required t, sagregat or invest separately any
portion of the F..,L
(2) All monies d into or held m the Fund sh,,B ba investedand reinvested -d by the Board. The Funds shall b, --bd in
—,d—e with an established investment policy adopted by the
Board. The adopted investment p.hm, will to omd, part of this
d-o—t ..d sImU b, attached to Exhibit A.
'3) Ttm Board may m.- any invsstment i. securities hold by
't . be registered in or transferred into its name es T-- o,
into the .., of such —itto as it .,y di—, or it may -m
them mmtgistotmi end i, , to,, p—itti.g --&tability, bot
the b,,k,, and t—il,, shall et all times show that all investments
,,, part of the Trust Fund.
(4) The Board i, ,pw,,,d, but is not tixim, to — mmm
any —tk, bonds, or --tio, of any corporation, --toom It
trust and to p- gt—.1 or seem p—i,,, m powers of attorney
with ., without p—, of substitution to pm,titip— to otg-,
—og—m.tiomo, —t,ittl—tmo, —Adb,timm and msimhar
t,ommam., with —p— to such securities; t, deposit such —1,
,, m1m, —tito- in toy voting t,.tl or any p-ttl— or like
t.—tto, with the T—,to, or with depositories designated
thereby; to —.it— ., foil to amortize any part or all of the
,-- or discount resulting f—, the acµuisition or disposition
of assets; and generally t, —mi,, any ofth, pm,— of— .—
,with —p- 0 k, bonds, other t—o—o—, comprising the
Food which it ..y d— to be i. the If- interest of the Fund to
—.i-
(5) Aoy oomMoyom— to o.dtip.ym.,,tt from the Fund to
Participant to b,.,fiii,,y t—td by -t— of computation shall
b, adjusted with mom- tt , rat, per aonum to adoomi in the
prior ;-, actuated valuation O-tpoyo-ott shall he charged
tpi-I Ply—, lolt .1—di.g the --i—
Umd,,ptyom— shall be omm, up 5 — the Trust Fund.
(6) to coy application to or pmm,d,.g of tit—, in the
the B.,,,d .,,d E.pl.y., AtU to a nec.,ssary patty, and no
Participant or other person having an interest in the Fuad shall
be entitled to any notice or so,— of process. Any judgment
onterod in such a proceeding or action shall bo c��nolusi�e upon etl
persons.
('7) Any Powers and functions of the ➢oard may be perfermed
or carried out by the Board through duly authorized agents,
provided that the Board at all limes maintains wnt�nuous
supervision over the ass of any such agent; prwided further, that
legal title to the Fund always remain with the Board.
ARTICLE 5
CONTRIBUTIONS
5.01 Park c' t_Contribvtlor s
(A) Amount Participants m the Plan shalt be required to make
contributions to the Fund in the amount specified in the Adoption Agreement
Section K. Emolovee Contributions.
(R) M4Ihhud Partkipant contributions shall be made by payroll
deduction. Participant contributions withhold by the Einployor on behalf dthe
Participant shell be deposited in the Fund at-krestmenthly-mmed'ately after
each — paned
(C) �0-Tas Enplovee Cootribr i rs If Pre-tax Employee
Contribntions are applicable, this provision will be noted within the Adoption
Agreement - Section K as pro -Cox contributions purspant to Secion 414(h) of
the Cod, otherwise the Plan will assume after tax contributions. Such
designation is contingent upon the contribution being excluded from the
Employees' gross income for federal income tax purposes. For all other
purposes of the Plan, sari, contributions shell be considered Employee
contributions.
5.02 St,- Contribntions
Any monies received or raccivabls by reseon of lave of the State of Florida, for the
express purpose of funding the Plan shall be deposited in the Trust Fund comprising
part of thin Plan immediately. Contributions must be deposited within five (5) days
after receipt by the Employer.
5.03 Employer Cortr'hutio,s
So long as this Plan is m affect. the Employer shall make d--t quarterly
contributions te-tb Tf+-- d fin each Plan }soar to the Trust Fvnd in nn amount
equal to the amount determined by the Actuary_ taking into account Participant
Sn—n butwo seats contributions for such year, and the total mat fir the Plan Year,
as represented in the most scent actuarial valuation of tha Plan. The total mat for
each Plan Year shall bo defined as the total normal cost plus the additional amount
sufficient to amortize the unfunded past servim liability
eeeure-ns Ac '--' by the etun n a ov'dsd in Pert VII of Chanter 112 Florida
S[as>
5.04 Other
P,ivate donations, gifts and contributions may be deposited to the Fund.
ARTICLE 6
BENEFIT AMOUNTS AND ELIGIBILITY
6.01 Normnt Retirement Date
A Participant`s Normal Retdement Dare shall be as ,pacified in the Adoption
Agreement - Section Gl, Normal R theme., Date A Participant may retire on his
Normal Retiremmrt Dace or on the first day of any month thereafcer. Normal
Retirement under the Plan is retrement from employment with the Employer on or
after the Normal Retirement Date and completion of the required year, of credited
6.02 Normal Retirement Benefit
A Partioipant ratting hereunder on or after his Normal Retirement Date shell
recmve a monthly benefit as specified in the Adoption Agreement - Section G2,
Normal Retirement Benefit which shall commence on the first day of the month
coincident with or next full —mg his cermination of employment.
In the event that n Participant doe, — begin to receive hie Benefit at hie Normal
Re i--t Date, such Participant shell be entitled to a deferred benefit equal to the
benefit ha was entitled to recmve at his Normal Retirement Date, adjusted to take
into account his Average Final Compensation and year, of Credited Service as of his
actual retirement data.
6.03 Normal Form of Benefit
The normal form of benefit shall be a single monthly retirementbenefit for life,
reasing_upop d"th but with one hundred twent, (120) gmn[h}y o ants
e .ranceed-n rand-[o.^�arm--a--a'�r,:
G7
6.04 Costnf Lm.' Adjustments to Henoft Payments
A m,t-of-Ii mere a, if apphoabk, e shall bas ,p,slfied in the Adoption
Agreement Section L aCOLAAdiu,t ants
6.05 Early Reti nt Dat
A Participant may re ve en the Early Retirement Date as speci5ed in the Adoption
Agreement Section G3, fly Ret iement. Dat . Early retirement under the Plan is
telminaxiov hem employment with the Employer on or after the Early Retirement
Date end prior to the Normal Retirement Date end the 1-1 oompletion of the
required year, of credltod,ervice.
6.06 Early Retirement Benefit
A Participant retiring hereunder on or after his Early Ra i--t Date may receive
either a deferred or mr immediate monthly retirement benefit payable for life and ten
year, aarmm a, fo l—
(A) .A deferred monthly retirement benefit whwh shall comments on what
—,ld have been his Normal Retirement Date had he remained a P-ticip—_
determined based uI.. hi ual f C,Idhd S—i e. The amount of
such deferred monthly retirement benefit shall be determined in the same
mama, a, for retnernent at his Normal Retirement Date as determined based
h' t I [ G d- d S-i- .ept that Credited Servrae and
Average Final Compensation shall be determined as of his Early Retirement
Date;m
(B) An Immediate rvonthly rothmmont b-,R which shall commence on his
Early Retirmnent Dete. The amoant of the Early Retirmnent Benefit shall be
determined m the same manner as for Retirement et his Normal Retrement
Dace, e.—pt the benefit ,hall be actuarially red Iced to take into aces nt the
Pnrtolants vo and the—fi-c tof rc
r
pay ems,- as ap—fi,d m Section G4 of the Adoption Agreement fir each year 1
before the Normal Retm—t Date that benefit payment commenced.
6.07 DEFERRED RETIREMENT OPTION PAOGRAM or "DROP"
A Defplmd R ttremeat 0_ Roma P� 'DROP` Viable shall be as
'fi d' th Ad ti�me_nt��t}o MM—DEFE�I iED E REMENT
OPTION PROGRAM "DROP"
ARTICLE 7
PRE-RETIREMENI'DEATH
7.01 Death Pnoc to VII tCne-In-L'peQ4Duty Prior Co rtta,,a t, if the
Partiaipant dies xe-ha, f-duty. and he . not vested, his benefidary shall caceive
benefits as specified in We Adoption Agreomoat-Section II, Death Prior to Vaatine-
In-Liae-of-Date
7.02 Death After Vostiae - Iv-L'ne-Of-kyt Prior to retirementif a vested
Participant dies ie h., f-duty. h.— mpietel the ng aired ve rs of Credited
5,_ef ce his beneficiary shall receive benefits ae specified in the Adoption Agreement -
Section I? D-th After Vestina- Ia-Line-Of-D.ty
7.02 D—th Prior to Vestine - Off -Date The beneficiary of a deceased
Partiaipant who uae not vested and who dies prior to retirement fi— causes .,he,
Wan in-laao fdnty shall receive u ref.nd of one h.ade,d percent (100%) of the
ParticipaetsAccumulated Contributions as specified is the AdopWa Agreement
Section I33. DeaW Prior to VL�si.n -QMD� t ,
7.04 Death After Veet rg OOff-Duty If a vested Participant dies prior to
retaea,— from reuses other than -in -line -of -date, hav mnleted the re iced
are of Credited Set e his benefioiary sball re — the benefit otf e—iee payable
I. the Participant at We Eariy or Normal Retirement Date a erified in the
Adoption Aereement Section f4. DeaW After Vestine- Off Date
7.05 Beaefriar es It, iot fP]S!4 t A Boaeficiary may not elect an optional
foam of benefit however. We Board, in its dise,etioa, may elect to make a Lump sum
payment w a beneficiary of the death benefits payable hereunder that best moats the
mrcumstances of We boaef iad and the T,-L A beneficiary may, in fie. of aay
benefit provided in Sections ',01 7,02, 7.03 & 7,04 above, elect to receive a refund of .`
the deceased Participant's A--lamd C .I,ibuti —
ARTICLE 8
DISABILITY
8.01 �isalicy Benefits ln-Line-0f-nuts
(A) Benefits Eaeh Participant who shall become Totally and
Pzrmanently Disabled whfe an active Participant of the Employer to
the extent that he is unable, by reason of a -d-lly determinable
pbysical or mental impairment, to render useful and efimient service as
a Firefighter, Police Officzrr p Public, Safety Officer,
F,mplo , reepentivnly, which disability was dixztly caused by tho
performance of his duty as 3 Firefighter Policy Officer, -or Pebhc Safsty
Officer , respectively, shall, upon-Alishing the
same to the satisfaction of the Board, be entitled to a monthly pension
whioh is as def ned m the Adoption Agreement - S-- Ill Disability
Benefits In -The -Li- Duty.
(B) r.res_n_nution
S.kbe An cunditlon or mpairmeut of thn hoalth of e
Firefighter, Pohce Officer or Public Safety Officer caused by
tuberculosis, hypertension or heart disease, or bard —me of the arteries
for a Police Officzr a Public Safety Officer shall be ---d to have
been auffzred in lineof-d,ty unless the contrary i, shown atheru§soby
competent evidence, provided chat such Firefighter. Pohce Officer or
Public Safoty Officer, shah have successfully passed a physical
exammatlou upon cote ing into employment with the Employer, which
sucmcludee g a cardiogram, which failed to revoal an, -id—. of
h mnditie and provided further, that such presumption shall not
apply to benefits payable or granted in o policy of life insmanve or
r disability insurance
(c) Add e I r r Er—F-enfigli , .�
...,,,—_-- lie.... _ - - Sectioa 112.181 Fl
St d d f t m m hme ie hereby adq�d and in ted
b f and's aoolicable The p _p P d Are ao
ttuinar—bly to those conditiaas described Ihereio ni-thoin.1,erapaph
G, that are diagnosed reread on or after, January 1.. 1996,
damon—apply
.�wa�-n�.� e:.au-=•seen-biaad-aad-�dr--a»;da
rearmanormg—i.ble blood and inner body 9H
«nw=raal--preea,wiaas--for--��t�w�a��e+
mment
r"barealems, the term -a. �-- — --- � On -a A
Damara Efflemmem as a beremae argon
marianitis
aoaa,
pa
to§creelesiU
1
test6 fail
to iotheave the
in-ehe
�.
taatat,,-41
r_blie Qaf�w
t
T., dees
in
pa-ffaph not apply
c—
the Base of
. _ _ -_ _ __
_ _
8.02 D" .WFty Benefits Off -Di tv
Every F-r fighte Police Offimc oc Pnblk Safety Officer ar-6omerel-Setpleyee,
as dofinod in the Adoption AgreementSectionen B, Plu ho shhave become hbecome 1 -
Totally and Permanently Disabled to the extant that he is unable, by reaeon of
a medically determinnbla physioal or mental impairment, to render useful and
efficient sm vme as a Firefighter, Police Officer- '� Public Safety Officer,
nectively. —G�uc._. es defined in Axticle 1, and which d—bihty
u not directly caused by the pdormance of his duties as a Firefighter, Pohca
Officer; or Public Sat ty Officer of respeceively, shaP, uaon
_ablish ne the s me to the satisfe ty �n gf th B �gf�g, be eutitlod to
a disability benefit as provided m the Adoption Agreement - Section H2,
Disability Be fill Of4Dn
A dlenbled Par icipant that dozv not meet the credited years of secvire
requvements in the Adoption Agreement- Section H2, Disability Benefits Off
Duty, will reomve a return of his Aaeom,—lnted C—,ibutlone without
8.03 Conditions Disaualifv'.e Disi b'lity Benefits
Ench Participant who is claiming disability benefits shall eetabhh, to the
satisfaction of the Board. that each disabWty was not —i—d primarily by.
(A) Excessive or habitual use of any drugs, intoxicants or a "
t
(B) Injury or disease sustained while willfully and iD,g,Uy
participating in fights, nobs or o 0 insuaeotrona, or wh&
one a cr
(G) e.
(DC) Injury or disease sustained while serving in any branch of the
Armed Pofcae.
(ED,) Injury or disease sustained after his employment as a Partioipant
with the Employer had t—innted.
(GE) For Pol'.ce O)ft L aId PNrb('c Safety Officers only injury or
disease sustained by the Particfpnnt while working fm anyone
other than the Pkftiewynert Em�l and arising out If such
—ploy.—
8.04 Ph s cal Exa not It t
A Participant shall not become eligible for disablity benefits until and unless
he mrdergoes physical exaimna lee by a qualified physician or physicians
and/or su ,ors e who shall be selected by the Board Fox that
purpose.
Any Participant racorvmg disability benefite under this Plan may be
periodically re-examined by a qualified physician or physicians and/or surgeon
or surgeons who shell be selected by the Board, to determine if such disability
has ceased to exist. If the Board finds that the former Pertielpant is no longer
Permanently and Totall➢ Disabled to the extent that he is able v, render usafv]
and efficient service as a Firefighter, Pollee Officer, or Pubhe Safety Officer, en
Eenera4 � #respectively, the Board shall recommend be the Employer
chat the former Participant reeires be returned b performance of duty as a
Firefighter, Police Of — or Public Safety Officer, a —acre, —twee
respectively, and shell again become eligible to Participate in the Plan. In the
event the former Participant so ordered be return to employment shall refuse ve
comply with the order within thirty (30) days from the issuance thereof, the
Par icipant shaft f if- the right to his benefits hereunder.
The cost of the physical examination and/or re-examination of the Participant
claiming and or receiving disability benefits shall be paid by the Plat. All
other reasonable costa as determrnad by the Board incident to the physical
examination, such as, but not limited te, transportation, meals and hotel
---detioos, shall be paid by the Plan.
If a mi Participant reoovers from disability d reeners tthe se me of the
Employeres a Participant, his service wilt be deemed to have been continuous,
but the period beginning with the fi— ee—th fox whid, he mee-d a disability
retirement income payment and coding with the date he reentered the service
of the Employer will not be considered ae Credited Service for the purposes of
the Plan. Th. Board smdl have the power and authority to make the final
decision regarding all disabihty onus.
8.05 Disability Payments
The monthly benefit to which a Participant is entitled in the event of the
Participant's disability shall he payable on the first day of the first month after
the Board determines such mititlement. P nvided however the Perteeinant
o tVselect at any timioc_te the date op.yih_ch b et_nefiripavmonra beg��n
1 fo f benefit a ment as described in Aetiele 10 0 tmnal Forms of
Benefits which sha I be the A,t ... al Eamivalent fthe normal her. of erefit
The amount of the first disability payment shell inclmde se amount payable
I— the date the Board determined such entitlement. Disability benefits shall
(A) If the Participant recovers from the disability prior w his Normal
Retirement Date, the d t d- as# the date of
such recovery, or
(B) If the Partioipant dies without recovering from disability or
attains Normal Retbmrtrm Dme the tat of the t due next
ym,eedi.ghis death I 120 h]
8.06 Disability Pavme ntfi& Workers Con t
If a Participant rreems a disability benefit under the Plan and workers
compensation benefice pursuant to Chaptar 440, Fl, Stat, for the same
disability and the total monthly benofitc received from bof.h exceed ona
hundred percent (100%) of the Participantsev rage ea,nper,s tian m-thll
d d orlon urth Chan e 440 FI Stt exetading
r
evertisni the disability cpensio nbenefit shalithe icducod so that she total
monthly t 6-d by the Participant d,,, not exceed ... h—dt,el
,—t (100h) of such bele, .-- M-nthlY —0, be no t—t shall a
Par- �at debbhty�
F1 G..p .... tib, E,,,he-e . d.t h.abiht and 26% of Aver. e Final
C—p ... bti.n f- off d,ty disability In the eve I of , I..p — —tke,e
compensation settlement, end the disability retirement in—e payable h.,
the Plan e),.D be adj.,ted . follows:
(A) The amount of the I..p — -fl—ea sh,fl b, divided by the
Participant', remaining If, expectancy (i. ...the) as de—i-d -mg
the actuarial .—.ptit- represented m the 1.et completed valuation of
the Plan.
(B) If the —b- obtained i. paragraph (-A) above, when added to
the P,,L,ipe.t's monthly disability retirement income &,, the Plan,
exeeade
he P,,Ii,ip—le final monthly — mpti,. on the date f
disability, the --t of the excess shall be deducted fi.. the
P-itT—, monthly disability mtill,,.t i.w., f— the pens...
plan, for the duration of the P-bap-t', —birtibg I,& expectancy as
dk.le--1 i. p.,.graph (A) above.
(C) If the —.b- obtained i. p-eg,sph (.A) above, when added t,
,he Participant's bbeelbly d,e.],ihty .1i,bb, —,- h— the Pl..,
d.t., not exceed the Pp.,lidtet', fi—I monthly compensation on the
d— of d..Ibhty, th-, eh.11 be no reduction of the P,,tiip,,V,
d,bet,l,,y 6eneGe I— the ph,n.
ARTICLE 9
VESTING
If a Par icipant terminawe his employment with the Employer for reasons other than
retr<oment, disability or death, the Participant shall be entitled w the following:
(A) If the Participant has leas than the number of years of Credited Service
epeaified in the Adoption Agreement - Setf- Jl, Termination of Emnlov n
and Vestii, the Participant shell be entitled to a refund of his Aocumulaed
Contrlbutlone with— interest.
(B) If the Participant has the required number of years of Credited Service
specified in the Adoption Agreement - Seotion J2, Tai%_gf EmQloy=
and Vestine, the Pazticipant shall he entitled If a retirement benefit that is
the Actuarial Equivalent of the Accrued Benefit oth—ise payable to him
cowmen ing at the Participant`s otherwise Normal or Endy Raixement Date,
and determined based on actual vests of Credited Service previded he does not
elect to withdraw his Accumulaed Contributions end provided the Participant
sa-- to hie Normal or Early RetiramaItDate-
(C) A, veswd Participant of the Plan who is no longar ehpble w
participaw I this Plan due w a change of employment, but who remame
employed by the Employer in a class nos eligible w participate under this Plan.
shall have his Accrued Benefit to the date of such termination under this Plan
preserved, provided he does not elect to withdraw his Accumulated
Contribaw- from this Plan. Such Accrued Benefit shall be payable at his
otherwise Early or Normal Retirement Daw hereunder m —Id—, with the
provisions of this Plan.
(D) If a Participant who 1—mat- employment prior to his Party
Retirement Dace or his Normal Retirmnent Date and -leas w withdraw
Accumulated Contributions, is -1,s uently reemployed and again becomes a
r Percici n this Plan. his Credited Service for of ve - and
pant i purPos�s g
b—fit accruals shall not include any periods of employment peior w hie
xeomployment d— .,,1— h, repays t, the Fund h,,, Accumulated
Contributions previously withdrawn with
den-
P-tieipaflt'. Fe,.PL.—
day after �—. 1. ment, If I Participant repays the k,,pmg --t t. the
Fund ,ith,n the pm—ib,d t—, period, the iltl,llt If the P--ip—t m his
Accrued Benefit previously forfeited shall be --d m full and the
P,,ti,ip,,t',, Credited Service ehallbe based on all p,,i,d, f—piy—t.
ARTICLE 10
OPTIONAL FORMS OF BENEFITS
(A) In litn of the --1 f- of benefit as ,ifid herein, . Participants Early
,, Normal Retirement Oi.bffit Benefit .,y b, paid in a optional f.,, as
,,S-d by th,, P-i,ip.- -- - - - -
Subject t, the approval of the Board o, it, lfilig-, the P-iaip-t may elect I.
,,-, the Actuarial Eq.i,.I-tdthe benefit otherwise payable t. the Participant in
-,d.- with.- ofthe fallowing options.
1. Monthly -., payments for the life of the Participant.
2. Monthly inc. - payment f,, the lifi, of the Participant and after his
death, . iomt -i .... ....... -xa1 b-,fit payable fit, the life of the
7`7 ant'� ifiBsi�afiiii bewfievoy omt p-i ... rq-1 to. 100% 7_M/
66 213%, or 50% of the --t payable to the Ntti6p-t,
3. Such other amount and f,,, of mfin.- benefit payment that, in the
.pmi.n of th,, Board, will .- the circumstances of tho fbtiroe Partj aifi-
and the Tt-,
(B) The P,,ti,ip..t, upon electing any option F--t to this Article, will
di,6g- the joint pensioner nr b-fi6 (., t. -6- the benefit,
if ,y, payable -d, the Plan I. the event of Participant's death, and will have
rite I-- t, th.,,g, such designation f... time t, time. Such &,,iti.. wilt
name a joint p,.,i,,,, ., - or more primary lfi-i,fkmtios where a-bl, A
P-- - h.... hiB-fi— �t -, ti �, If. P-ti--t h- i,l-d
common tam athereafter change h, dtig-od B-figt t
Li- but -y only cha -twi , S� t v;t this
ps.
Uen,, Chan If , Par tiente.t', inint P—m., in ,Gordan ,, with this Article,
,deq,,eni—d to to
E—.1-i of the I --I f thn Pieninnt'thnn ,tent benefit at tiro time
ehen ne,
--t f., a 11 be —de in —ili— d bethI B.nid If
Trustees and on I be filed with the B ... d fT—I, In thn I -It that
.I des mated Bellfile——i—Il Part ci h benefits
e ..—e�he
lbee— If thed-h fthP-mpt b,.ttehimt—t h,ll III ,id_
p,,,id,d i
(C) in the c— that ne 4BBhhed hemethe seetbhewfhanni�,
ehe114a'gayeblein Reeefdantea with. Seethe 11,
(D) Benefit payments shell be .,de ..d- the option elected in —id.nee with
the p—i-- If this Ankle and ih.fl be -1,j- t, the following limitations.
1. If s P,,t,,,,a.t die, prior to his N1 Retirement D.b, or Early
Retirement Ihit., lit, beneficiary will receive a benefit paid Ind., the normal
fit— If b,,,,fit in a—id—e with Article 7, Pr,-Re[iremepc Death.
2- If both the retired Participant and the be—flemi, (e,
designated by Participant die btfiem bill payment I. hIen effected under any
option providing f,, payment. f,, , period ent-I and life thereafter, the value
If the renaming pey,,,,.t, ahall bI paid in such other amount and f.,. If
,ttwee,ent bInefit payment that, in the opinion If the Board, in — the
of the Rai— and ib, 'r-tt ta accord.,,,, Article 11,
meted3_ IE the des Beneficury for Benefinar sj io,,,
before the P--a— —i--, under the Pl— the Pti,n elected t
a co of tine a [rm and
wffl be ... ahh,, t, the Pare his .s if the election
bad — been .,d, —1—
—i— of this Article or a w B—fi,
.,i., t� hi�,to ement
4. If . Partin tintontint es mnlnyt beyond his Normal Ret et ent t I. then —fth, Normal RetaLDt,ceded i. the
Adoti..A—--ddi,.—o his actual retixementne.d
xhile
.—thl, —i,-- —.— p.y.—b, —11 bg Madenti--t benefit
lb, Paid, nd,, th� Pti�. to . L—ftim (,r &-—— fi,) acim—d by the
P—wi ... t m th,. out o on is v,-d . d the P—m—t had
reined under lhg gptign .. �h� d�b, g. ,hjch hl, d-th d.
(D40 Unless otherwise a11,,,,d by la, a P,,.p— .,, of change hie
benefit payment option after the d- of cashing or depositing hie first lb —fit h-k.
F �otwithstandin an hin herein m the wnGa [he board in its discretion
elect t make n I — b, . p—li-- — n --m—,
eventBenaSda in the thg the month) , b—fit amount is I—, then one hundred
a.11., (SIOM the t1 -.-,I -1u f Ih,, —mi- th), m,—
ppygnenu to be eid doe teed five ehousand dollars .000 A. such
--t ,d, tg ... p—.. --ant tote P� ...... d f,, d y- the
B.-d b, th, —di- -ml— -discharge .f all,
.1bl—l—, —d, the Plan with roeard to such Partinoont and shall not b, subject t.
—i— by --, h,f h,ll bfI b�A—,,d
ARTICLE 11
BENEFICIARIES
(A) Eavh Participant may, oa , form provided for that purpose, signed and filed
with the Board, designate a beneficiary (or b—fb,iaciea) m receive the benefit, if any,
which may be payable m the event of Iris death and each designation may be revoked
by —1, Participant by signing and filing with the Board a nea
designatiomof beneficiary form. The o,m,bt of a participants benefieia to any
change of beneficiary shall not be required.
(B) If a deceased Participant fail, to name a beneficiary in the manner prescribed
m eabSeection A, or if the beneficiary (or beneficiaries) named by a deceased
Partcipant predeceases the Pertieipeet, the death benefit, if any, which may be
payable under the Plan with respect I. each deceased Participant shell be paid es
f,W—by the Board to the estate of the 2-i,i... t and the Board
,�.�...ante'-carat
ro discretion ma diced that khe oommated value of the remainin value of the
----_ ning,monthly income benefits be naid in a lumn snm,
An ment made roan so on
tis Sectishall o crate as a cam late
d-ha< of all obl-tio- under the Planwith re and to the deceased Partic'oant
and a th pep sons with riehts under the Plav and a¢gJlpot be s ea teat to review
b e ba sh 1 1 e fi.al, b' ce talus eII n s o 'nterested
her node,
ARTICLE 12
CLAIMS PROCEDURES
tThe Board of
Teusfees shall estabhe edeSt ad.inie .&, claims proced— e..4he-Bea= ,
utilised i aaes n ests 'clai at— .,hA .effect the
enUta W nj ht of a n S d.i.knf-L inclnd'ne Partct, Ret
Beneficiaries - an n e� clad b a decision oftW Board.
ARTICLE 13
REPORTS TO DNISION OF RETIREMENT
Each yen, by no later than March 15th, the Roard .hall file an ?nnual Rr T, t with
the State of Florida, Division of Retirement, end the Employe, wntaming the
dooumenta and info -Ron contained in Seotions 175261 and 185.221 Florida
Statutes �Fl
dg��
Ih ;<. h the ..seta at
��.am -Fuxd
mb.. - h.-R—Saeg
ARTICLE 14
ROSTER OF RETIREES
The Secretary of the Board shntt keep a e—d of all porsonn rocaivb,g n benefit of
cted Paraaioants who will r x tutor vested benefit under the provisions of
this Plan in which it shall be noted the time when the benefit bocame payable.
Additionally, the Secretary shall keep n record of all Participants employed by the
Employer in such a manner as to ehmv the name, address, date of employment and
date —th employment is terminated.
ARTICLE 15
BOARD ATTORNEY AND PROFESSIONALS
The Board may employ independent Iegal munsel at the Fund', expense for the
purposes contained herein, mgether with ...h other professional, technioal. or other
advisor. as the Board deems necessary.
ARTICLE 16
MAXIMUM PENSION
16.01 Bas is Limitations
N—ih, 't -- --,h--.g to the eantrary and S-bj— t, the adjustments
he,.i—ft,c - forth, the ---- --- of ---1 lolh..e.1 -- payable
with respect to o Participant under this Me, s),A not exceed theleo.
(A) —the d,H,t amount as ..y be allowable for any -Iod- y... pursuant
t. §415(b) of the Code, as edie.ted in such calendar year f., mo—.s i. the
,,,,t of living i. ,—d— with R,guI.-.o i,,,,,d by the S-tot of the
Tt—U —d- §415(d) of the C.d
the
ealeadae years d�reng thioh thoot—
F,, p.rp,000 of applying the above limitzticn. benefits payable i. ..y hotm ether
than a straight life --by with no —11 bo-fite shall be adjusted. ore provided
by Treasury Rog.1tti— so that such boeo5t, too the Actuarial Equivalent of a
straight life enmity. F,rpeop— dthio 9—�_h�l� the fioll—hogb—efits shall
not be h,k— into account
(1) Any .-Hl-y benefit which i, not d—tly related to reeirement
ie.", benefits,
(2) Any .,he, b-efit not to,—od under §4Mffi)(2) of the C.d. aed
Treasury RI.1-,,, thereunder . be lake. into --.1 to, eos
of the Imit.h.. f §415(b)(1) of de, b-4a Code,
16.02 Other Dofi,,od Be —fit Plans The limitation of
the, Article with respect w any P-ti,iwo,l ho a, ae, time hue been . Po,6,ipoel in
aay other defined benefit plan (as defined in §4146) of the Code) maintained by the
Employer shall apply as tithe toeal he -fits payable under all defined benefit plans in
which the Pa ,,ipoat has been a Psrtiapant were Payable from as Plan.
1603 Ad'n efts in L'mitations
(A}--
- -.
ttaepIty'r a, an rMhtnu
f,ranua,-(.s -- -- --
Plan he any �.rneiunt ,bo
�. t,. the Reshoreled
uaA_-tom
m. � �Ehdr� bR
Pa
A In the e nt the Partici ant's retire nt benefit beco able before
— two 82 Vth m of � ual retirement ioe me limitation
sesibed 6 this A ddh,11 be reduced in ac with Re lati ns
issued by the Sec tof the Tre r s ou,4�f
the Code but notlese than ee — fivethousand doll,, ($16000 if the
benefit beeias_Alt ac_after — fift, five (11) 1, the - t the Participant's
ue ¢nt 75 ollbe ftb 000before eefiftyfivo(66) the se entfi y ve
thousand dar l$.)vble bef
Iunimtioa_eha11 be reduced from q —ft ffi- MILL
a000rdanoe with Re latione issued b the Sear t of the Treasur _
to the vx sro s of 64151b1 of the Code
(B) In the enf the P rt s henefit is based o t le.et fifteen (15)
s of Credited Sery e the ad ue o��ded log in A. above shall not
—11
jC� The redactions v ovfded for in A abov h 11 b P able fo
d' b'I'ty b 6t'd t d' b J' nd p e rer re t death
benefits.
(D) I h th P t' t b fi b bl k
t five(651,for a e of di—ti,,mg whether this benefit meets the
limitr3o set focch i_u Seal.. 16 herei each benefit shall be ed'u t d
that it isnaUuar'ally a ivaleat w the,benofit beeinn e at wee sixty 5ve fG5)
This ad'ue ent shall be made ueina en assaAledlnteree rate of five ve
5% end shall be mad, in aocordan with re let mul aced brclhe
Seoretary of the Treasury or his dele—at
(E) Le. than Ten (10) Years of Service.
The i u e a
n
em t bffix v eble under th s Article
Per who has mlet,d lees than ten 1 aare o f Creditd Sery m
-th the Em to er II 6 tea nut e red und,, subsection 14 this
4rticla multiplied by a &action the numerator of whioh 's the nu vber of the
Paiticint ears of Cmdited Se ,, and th,, d---otof whi,h i,, i 101 Tha reduction ovided for i0_thi9�9H.h9,PAS)9R hA� not be sooliceble co
,Ibtlitvb ft retirementdeath benefit
ffl Tep Thou and Dollar SI0000 Limit
N tw'th tandine the foreeoine the retirement benefit pav,ble with respect t
P t t h h it deemed not t coed the limitations set forth in this
Article if the benefits a able with respect to such Partioi vder this PI
and and r I ocher aalified defined benefit lens to which
E l tcb d t d t n th A,-nd_d95h,1_100001 for tho
pphvable Plan Year and fo, PI Y d th E 1 1 t
_ny_tima_inaintained a ualified defined c cribat lap �n hick th
P ant d
je)__ Reduction of benef te,
R d f b fi nd/or contribat ons p Il plans where a i td 6hall
be amour lished b firer redacin the Pnrtiei is b nett der an deli ed
benefit pl.- i. which Par_ i i --ti i �-d-h 1� QCC � Mh �-,&
ft -h pj he t� �� � --t �—fl . d
_-- ---- -� -hA� - - -
.d themaft , �--h o t �hEbeA --,cd �b, the Board
-d thlan ad n nistrato, f -& other ola i8 -d net bS- Ild"'i-
,11,,,,tmg —.g, fd6t,r for darned �contrib-ti n 1- i, which the
P-tk - a,-i -d -1, md., 1,-fi-I with tto th�
such es shall b, -qblihad by the B.-d ..d the 1.. administrator
k- -h �.Ih I-
L
-& i. . different -- ,.d �Ith—t of tho
Board and the plan administrator
(H) Costof Li,ma Adimst-nt,
Th, limit,tion stated h-in shall be d .-d to the time -- of
by the S,-- fth, Txeas euant to 4416f-d) ofthe Coda
(D Addis anal Limiter'.. on P-i- B-fil.,
N-ilha-d -thine L-in t. the contrary
(1) lhu n.,..l r ment benefit ,ens��Retiree
. b,,,.,, , P.,tid -tPlan�f tl- - - -- Jan--.-
1980, -d wh. has - --i .. 1, -,JjUaL�dj�_h Plh_gn
n.t .,-d WO —n, ofh , , m C.. --;-
nethwg -lain,d m this Altille shall
.6-ant -IeAefil� , . �--
atrb-ble t. ..t f lm.� i--dj.
(2) no Par ant of the Pla
be allowed to raceye n re ant
whole based
b' 'fi' �hd' ith hih 'h� pt gq t, �ti__, � al_d,
., ill -- i �lh� Mtw,
�dffa,en mnlov _ yet rem gLa T� « eat x does
a tl t timeal se U,it be fits o &deral bem�-rgt exig Chi ,
6�, T'tle 10 U S Coda,
Wkw shall be applicable
deEex�irzed.
�h�Fedesakk�itasienss5seE-{eeN�-d••. `. _ __�L--03;-B2;-asd8�-e€
ARTICLE 17
DISTRIBUTION OF BENEFITS
N.-itba-d,,,g any other provision f that Plan to the —t-, . fttm of retirement
—,, payable from this Pl., th.11 -fiOy the M—mg —d,ti—
(A) If the -i-- income is payable before the Participant's death,
(1) It shall either be iitttib,t,d or commence t, the P-wipnot
-
1—, then April I of the .1—d- year fallowing the I.- ,f the calendar
year m which the Participant attain., seventy and —h.lf (MA), or
tie I—d- I,- in whwh the P,tti,ip,,t m6 and,
(2) the b.-fit shell be paid over the life of the Participant or over the
hf-- of the P,,tiip,,t and designated b—fti,,y shall b, paid ....
the period extending not beyond th,, life — of the Participant
and designated b—fiti,,,
benefit payments have —.—d I . accordance with the preceding
paragraphs and the Participant di,,, btf.e hie entire mt,— m the Plan h,,
been distributed, the t—mi.g pttli.. of each interesa i. the Plan shall b,
distributed .. 1— -idly than ..d,, the f.— of distribution i. effect at the
tuna of the Participant's death.
(B) If th,, Participant's death ocoure before the di-ibnti- of hi, rote— i,
the Plan has .--d, the entire ml—t i. if,, Plan shall bo
distributed within five (5) y— of the P-kip—', death, —1— it it w bo
distributed m accordance with the bil—mg .I,,
(1) The P.,ti6p.,,V,, ,.ai.i,g interesC i, the Plani,, payable to his
designated b—fi,i,,,.
�- (2) Tha r.maining interest i, to be distribuw.n over the life of the
designated beneficiary over a period not extending beyond the life
expectancy of the designated beneficiary; sad
(3) Such distribution begins within one year of the Participant's
death utd— the Participant's spouse shall receive tba remar ing
interest in which case the distribution need not begin bef t, the date on
wblch the Participant would have attained age p,ve t dand I. half
(70 ,), and if th, spouse dies before the distribution begin,, this Sees
Article shall be applied as if the ,pou„ were the Plan Participant.
sum present -lue is not mom t4,,
Imp-,nee-e .'. a
(C) Dit- r i 'bl 1 v rDi—ib.fi—
(1) This paragraph applies to distributions made on or after January
1. 1993. Notwithstanding any provisions of the Pl.rr to the contrary that
would otherwise limit a distributee', (as defined belrnv) election under
this paragraph, a distribute. may elect, at the time and in the manner
presoribed by the Plan Administrator, to have any portion If- eligible
rollover distribution (a, defined below) paid dirsetly w an eligible
retirement plan (as defined below),pecified by the distributee in a direct
rollover (as defined below).
(2) For purpos„ of this paragraph, the following terms shall have the
following m.auings:
(i) An `eligible cello... dietributon' is arty distiibuticn of all
of any portion of the 1,1— to the credi�, of the distributee,
except that an eligible rollover distributon dose not include: any
dl,rribunon chat r, one If a -- of eubtantially equal periodic
(no qu.n mad. for the life (or
payments t les, Cr, tly than annually)
life expectancy) of the dlstributoe or the joint Eves (or joint life
expectancies) of tho distributes and the di-ibutee's designated
beneficiary, or for a specified period of ten yearn or more; any
distribution to the extent each distribution is required under
Code Section 401(a)(9). and the portion of any distribution that is
not included in gross income (determined without regard to the
oxcluawn far net unrealiwd app—mti— with respeot w employer
securities).
(il) An "mhgible retirement plan" is an individual retirement
account described m Code Section 408(a), an individual
retirement annuity described in Code Section 408(b), an annuity
plea described in Coda Section 403(a), or s qualified trust
described in Code Section 401(a), chat ascepts the distrbutee's
eligible rollover distribution. However, in tho — of an ohgible
rollover dist bution to the surviving spouse, mr eligible
retirement plan is an individual mtirement account or individual
retirement annuity.
(iii) A "distributes" includes an Employee or formor Employee.
1n addition, the Employee's or former Employee's surviving
spouse is a distributes with regard to the interest of the spouse.
(iv) A "direct rollover is a payment by the Plan to the eligible
reti,—, plan epecifind by the distributes.
ei6hen-6M+-R'uBteeae�kE$Oar .
regv,to�ed mail addressed to his last known a4bbeo. -f
Batt'if —the —aFa vm�aefioi.r.
rk4ed. The Empleyer rrill 000—lho—r�
ARTICLE IS
MISCELLANEOUS PROVISIONS
19.01 Mt .... t ofp—i.ivants in Pexsiea Pl..
At no ti prior t, the -ti,,f.di— of all lt,biltm d,, the Plan with —p— t.
P-1,,.— and Bheneficiaries, shell any p- of the oorpus or men— of the Fund be
used for or diverted In any ,— other than for tht,i, exclusive. bereft N, plan
--d,— or .,di..— shall be adopted by the Employer which shall have the
eff- of —1.6, the then --d m ... d b—fits of P-w,-o or Paxticipanre'
bt,t,,&i-iss —d- the Plan.
18.02 Sum nary Plan Descriptions
The S—., Pl.. Description ..11mmg the provisions of this Plan — designed
only . give . brief d—ipti.n of the benefit provided —d d.- not m&.& all the
p—i,t—, or —1.i.- i. the Plan Document. If the S—. Plan Description
dmg—, with the Pl- h—t,, m any way, the Pl.,, D .. —,t -H g-
18.03 Gender & and Number
Wherever any —& are used i. the .—It- feminine ., .-t., gender, they shall
be construed as though they were also used m another p.d,, in all -- where they
—Id apply. Whenever any d, are used herein in the singular or plural form,
they shall be construed es though they were also used it, the other f— in n11 cases
,,h— they would apply.
I.- 11—di— ..d Rgf-,,,s
All beadmmd e fe . , , I . g n ct i. — t I " 1,s e, m thin phare
—
�--d for co e e only end AWI the t—u
thi,, pl—
DfLt' hightht have been , b,dMgja t,
the Plan adot,d b, the E-1— b �-d-- end bs-fit
--- which am' hl be —de la t f—, shall . I and shall
,at apply to P,,ti6p,,ta who a, ,h. re or to the
effectived—f . ig sugh bgngfitri ante
-1g,a ugh .,,Uhs,am olntion ecifi 11—W, —t-
18.06 Procedure f., Unclaimed B..sf-,t
If the Board
E.ftt or B-efa tI,, ga Plan t. -th. because the ik�t�
not be a attained
- - - - - -
ffiat —1,
benefit and all fia,lh ba.,ft. wit as ��t t. �-ahl— h.0 b� forfeited and A
fialaht f-ths , e t �th—.f shall tem,.,,t
ARTICLE 19
REPEAL OFR TERMINATION OF PLANS
(A) This Plan and Fund may be modified, terminated, or amended, m whole or in
part at any time by the Employer, provided that if tine Plan or any mb,,q.—
ordinance or r,wl.tim, shall be amended or repealed in its appfeatim, to any person
benefiting hereunder_ the amount of benefits which at the time of any such alteration,
amendmee4 or repeal shell have a,, ,,d to the Pattwipam or beneficiary shall not be
affected thereby, except m the extent that the assets of the Fand may be determined
to be, inadequate.
(B) If this Plan shall be repealed, or if contributions to the Plan me discontinued,
r if there is Hafer. m sohdatee. of e e ur s se
font ovehm it Chao r 121 Fl. Stet- the B erdeshah contaim, to
admmieter the Plan in accordance with the pro rmmrs of this Plan for the sot, benefit
of the then Participant's, any benefioiaries then receiving retirement allowances, and
any future p,n,,, ,etitled b, r,wi,, fnture b—fitm In the event of e,pea4
tarmhation or mean ant diseontin_ceof contributions due to transfer m
sofdmion of e e nits r fctiy unne,—4f-,mhetbm mte-the -
theretshall besfell —mg (100 0) ofb,mm,. accrued to date of
repeal end the assets of the Pl,n shall be allocated in an equitable manner to provide
bemefits on a proportionate basis to the persons so entitled m —,dance with the
provisions th 4..
(C) The mIlm, mg.ahall be the order of priority far purpos,s of allocating the. m
of the Plan . of the dote of repeal of thus Plan, or if contributions to the Plmr are
discontinued with the date of such discontinuation being determined by the
Employer.
(1) Apportionment shall first be made in respect of each retired Participant
recei ing a retrement or disability benefit hereunder on such dew. eaoh
person remiviag a benefit on such dace on amount of a retired or disabled (but
smm demased) Par icipant, and each Participant who has, by such date,
become ehgibl, for normal retirement but has cot yet retired, an amount which
is the actuarial equivalent of such hxnefit, based upon the actuarial
— .ph— in use far purposes of the most recent actuarial valuation,
provided thatif such ,,It value be less than the aggregate of such amounts,
such amounts shall be proportionately reduced so that the aggregate of such
reduced amounts will be equal w such asset value.
(2) If there be any asset value remaining after the apportionment under
paragraph 1, apportionment shall next be made in respeec of each Paricpant
in the service of the Employer on ench date who has completed It least ten (1O)
Years of Credited Service end who is not entitled w au apportionment tinder
paragraph t_ in the amount rmq.irod w provide the Actuarial Equivalent, as
dese bed in paragraph 1 above, of the acaraed normal retirement benefit,
based on the Credited Service and Salary as of such date, and each vested
former Participant thou entitled w a deferred benefit who has not, by suoh
date. begun taint ing benefit payments, in the amount required to provide said
Actuarial Equivalent of the ..creed Normal Retirement Benefit. provided that,
if such —i ing asset value is less than the ,gatof the amounts
apportioned hereunder, such latter amounw shall be proportionately reduced
so that the aggregaw of such reduced amounw wW be equal to such wmaining
asset value.
(3) If [hare be say asset value afwr the aPPnder paragraph 1
end 2 above apPnmonment shall be made to eflpeet of each Partioipant in the
servtm of the Employer on such date who is not entitled to an apportionment
undm ba 1 and 2 above in the amount 1 to Pertici is ' PnragraP aqua Pan
Accumulated Contributions, provided that, if such rematning asset value be
less than the aggregate of tho amounts apportioned hereunder, such I.-
--a shall bo proportiouawly reduced so that the aggregate of euch reduced
amounts will be equal w such remaining asset value.
(4) If there be any ae- value remat ing af— the apportionments under
paragraphs 1, 2, and 3 A—, ppb,ti..,,,t shall lastly be made in respect of
each partioipant incbuded hi paragraph 3 above to the extent of the Actuarial
Equivalent, as described in paragraph 1 above, of the accrued Normal
Retirement Benefit, less the amount apportioned in paragraph 3 above, based
on the Credited Service and Average 44ext§Ig£ele Final e
Comoe s of
such date, provided Ibat, if suoh remaining asset value be I— thanthe
aggregate of the amounts apportioned hereunder, such amounts shall be
reduced so that the aggregate of suoh reduced amounts will be equal w such
remaining asset value.
(n) In the event that there be asset value remaining after the full
apportionment specified in paragraphs 1, 2, 3, and 4 above, snch excess shall
be returned w the Employer, less return of the State', contributions to the
State, provided that, if the excess e less than the total contributions made by
the Employer and the State w the date of termination such excess shall be
divided proportionawly w the t-I contributions made by the Employer end
the State.
The allocation of the Fund provided for in this subsection may, a, decidod by
the Board and the Emplo bo carried out through the parch,,- of insurance
company contraot, to provide the benefits dewrminad in accord—, with thin
subsection. The Fund may be di -abated in one sum to she persons entitled w
said bevefite or the distribution may be carried out m such other oq.it,bb,
mannm as the Board and tha Employer may dr t The Trust m y be
—ti—d in existence for purposes of eabsequeut distributions.
(6) Aftec all the vested and am,md benefits p—ided heceander have beau
,id and after sll other h.bilitias have been satisfied, then and only then, shall
any remaining funds be reverted to fthe Employer.
ARTICLE 20
EXEMPTION FROM EXECUTION, NON -ASSIGNABILITY
The pensions, annnaies, or any other benefits accrued or --mg to any pec.on
corder the prwi.ion. of this Plan, tho Aocnm.lated Contributions and the asset. rn
the Fund .tasted ender this Plan nee exempt from d.y state, county or municipal tax
of the stars and shell not be s,bieot to execution, attachment, garnishment or any
legal process whatsoever and.hall be—.,g..bk
ARTICLE 21
FORFEITURE, OF PENSION: MO CTION.4ND FQREE TORE
Any Participant who is —i-d of the any of the 611owing oM.— committed pxi.r
to xetirement, or whose employment is terminated by xeaso. of his admitted
commission, aid or abetment of tho following specified off--, shall forfeit all rights
and benefits ..der this Fund Pla. e Dept fox the xetuiv of his accumulated
contribations as of the date of b—inati-,
(A) Specified offenses axe at follows:
(1) The committing, aiding or abetting o£ an embezzlement of public
funds;
(2) the committing, aiding ox ab—.g of any theft by a public officer
.r employee from the employer;
(3) bribery i. connection with the employment of a public officer or
employee;
(A) any felony specified in Chapter 838 Florida Statures;
(5) the cmmmitting.f an hnpeachable offense.
(RIM tThe committing of any felony by a public officer ox employee who
willfully and with intent to de&aud the pubhe or the public agency, for
which he acts ox m which he is mployed, of the right to iec — the
faithful performance of his duty as a public officer or employee. real(zet
or obtains or attempts to obtvin a profit, gain. of ad ... tap for himself
.x for some other pert.. through the use or --pted use of the power,
rights. privileges, duties or position of his public office or—ploymont
position.
M(MConviction shalt be defined as follows- A. adjudication of guilt by a
wort of wmp.tent jurisdiction; a plea of guilty m a n.I. c..—der,: a jury
verdict of guilty when adjudication of guilt is withheld and tho accused is
placed on probation, or a conviction by the Senate of an impeachable fl—I.
Mn Court shall be defined as fo.— navy state or federal court of
—pat, juriedicEien which i, e ,i ing its juri,ffitt— to consider a
proceeding involving the alleged mmml„ion of a specified offense. Prior W
f-fititim, the Board shall hold a hewing on which notice shall be given to tho
Participant whose benefits are being considered for forfeiture. SIM Participant
,hall be afforded the right W have an attorney present No formal rules of
evidence shall apply, but the Participant shall be aforded a full opportunity to
present hi, cas against forfeit. —
CD) Any Participant whe has received benefit, from the Plan m excess of his
.cumulated contributions after Participant's rights were forfeited pursuant W
this section shall be required to pay back to the Fund the amount of the
benefits received in excess of hie accumulated contrbutione. The Board may
implement all Legal action necessary W recover such funds.
(El It i nnlawfut fora on to willful] and 1— i I make
ma...1h.,
ee W
be de , .sist ro whh or o her W make or uto be
made v fakes Gaudulen nislead'n ral or —d— s n o
v.ithhold or,,meal mnteria_l,inf. atri. to obtain nv benefit Avm the Plan
(F) o 0 o ate, oa a o (E) --its a misd--., fth, fint
de a unit abl a vided in S,etion 775.082 or Section 775.088 Florida
. S—I't
fGt In addition u, aIlcabh, cr mal .—eh , I.— —,tt- for a
violation described in s n h a Partiei not or BeneficiaoC tho Plan
u...d.LS.FJF aPa]9f[51�e.jj9R_5�,.4R re red to fm%t the rieht W rew
�Hb—ht. to w ii h th eL , —.1d b, th, b, —titld .,d,,
Uhs Ph�nFc, tha—.,ay.3�h—LQI .. - .
�
ay-- is withheld.
ARTICLE 22
FENSION VALIDITY
The Board h.H �b.,-h. h. , h h
eh.0 b—td,h_be— lld ll.de; a—P--
hg,d o obyainett nr--I, f .. d,1-1, y —11H—f- — Th.
Board i ma—,
y—gh hhqk--gm�U—d�e _ der -il� —ti- 1— 11 cl- I I
h�gft-�—t d �—i, found w be --g—,
fraudulent . �11� .1 for a o nelson who has he �eWf-e
under anv onor or exisci� law been or who shell hereafter under this Plan be
vet r itle ally classified. An under ants
,h.11 be
Board.
ARTICLE M 23
SIGNATORIR'
This ag---t is etPecr.ive an the Ifilt, pllifi,d m the Ad,,pti..
Ag,,,,,,—,,t
C zap
EMPLOYER
AUTHOR17E'D SIGNATURE
rnm
EXHIBIT k
MASTER TRUST AGREEMENT (INCLUDING INVESTMENT POLICY)
E
r- EXHIBIT B
ACTUARIAL EQUIVALENT
Actuarial Eq.lvalent shall mean a benefit of equivalent current value m the benefit
that would oth,mise h— bean provided cp the Participant. At the time d
calculation of the actuarially equivalent bane fit, the calculation shaLL not include
possible future benefit increaeee which have not been adopted by an Ordin— or
Resolution and which are mt in effect as of the calculation date. The calculatlons will
be performed using the 1988 Group Mortality Table set back two years avd the rake tf
mterest which i.xapeeified in the preceding n tuarial valuation s'r-�r-tm-perms
ti as others a star=d
a a aria) study.