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HomeMy WebLinkAbout2024 08 22 Board of Trustee Regular Meeting AgendaBOARD OF TRUSTEES REGULAR MEETING AGENDA THURSDAY, AUGUST 22, 2024 - 5:30 PM CITY HALL - COMMISSION CHAMBERS 1126 EAST STATE ROAD 434, WINTER SPRINGS, FLORIDA 1 CALL TO ORDER Roll Call Invocation Pledge of Allegiance Agenda Changes AWARDS AND PRESENTATIONS INFORMATIONAL AGENDA PUBLIC INPUT Anyone who wishes to speak during Public Input on any Agenda Item or subject matter will need to fill out a “Public Input” form. Individuals will limit their comments to three (3) minutes, and representatives of groups or homeowners' associations shall limit their comments to five (5) minutes, unless otherwise determined by the City Commission. CONSENT AGENDA 300. Approval of the Thursday, May 9, 2024 Board of Trustees Regular Meeting Minutes 2024 05 09 BOT Regular Meeting Minutes.pdf PUBLIC HEARINGS AGENDA REGULAR AGENDA 500. Quarterly Investment Return Report from Mariner 2024-06-30 Winter Springs General (Quarterly Report).pdf 501. GRS Actuarial Valuation Report of the Defined Benefit Plan - October 1, 2023 October 1, 2023 Actuarial Valuation 502. Section 2.01 of City of Winter Springs Retirement Plan REPORTS PUBLIC INPUT Anyone who wishes to speak during Public Input on any Agenda Item or subject matter will need to fill out a “Public Input” form. Individuals will limit their comments to three (3) minutes, and representatives of groups or homeowners' associations shall limit their comments to five (5) minutes, unless otherwise determined by the City Commission. ADJOURNMENT 2 PUBLIC NOTICE This is a Public Meeting, and the public is invited to attend and this Agenda is subject to change. Please be advised that one (1) or more Members of any of the City's Advisory Boards and Committees may be in attendance at this Meeting, and may participate in discussions. Persons with disabilities needing assistance to participate in any of these proceedings should contact the City of Winter Springs at (407) 327-1800 "at least 48 hours prior to meeting, a written request by a physically handicapped person to attend the meeting, directed to the chairperson or director of such board, commission, agency, or authority" - per Section 286.26 Florida Statutes. "If a person decides to appeal any decision made by the board, agency, or commission with respect to any matter considered at such meeting or hearing, he or she will need a record of the proceedings, and that, for such purpose, he or she may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based" - per Section 286.0105 Florida Statutes. 3 CONSENT AGENDA ITEM 300 BOARD OF TRUSTEES AGENDA | AUGUST 22, 2024 REGULAR MEETING TITLE Approval of the Thursday, May 9, 2024 Board of Trustees Regular Meeting Minutes SUMMARY FUNDING SOURCE RECOMMENDATION Staff recommends the Board approve the May 9, 2024 Minutes as presented. 4 CITY OF WINTER SPRINGS, FLORIDA MINUTES BOARD OF TRUSTEES REGULAR MEETING MAY 9, 2024 CALL TO ORDER Vice-Chairperson Arif Fareed called the Regular Meeting of Thursday, May 9, 2024, of the Board of Trustees to order at 5:30 pm in the Commission Chambers (City Hall, 1126 East State Road 434, Winter Springs, Florida 32708). Roll Call: Chairperson Marco Santoro, absent Vice-Chairperson Arif Fareed, present Board Member Michael Blake, present Board Member Brandon Fair, present Board Member David Withee, present Assistant City Clerk Tristin Tarrant, present Also present: Mr. Dave West, Senior Consultant, Mariner, 531 West Morse Blvd., Suite 200, Winter Park, Florida Ms. Holly Queen, Director, Finance Department Mr. Brian Dunigan, Director, Operations Department Vice-Chairperson Fareed led the Pledge of Allegiance. AWARDS AND PRESENTATIONS 100. Not Used INFORMATIONAL AGENDA 200. Not Used PUBLIC INPUT Vice-Chairperson Fareed opened Public Input. No one addressed the Board. Vice-Chairperson Fareed closed Public Input. CONSENT AGENDA 300) Approval of the Thursday, March 21, 2024 Board of Trustees Regular Meeting Minutes "MOTION TO APPROVE." MOTION BY BOARD MEMBER FAIR. SECONDED BY BOARD MEMBER BLAKE. DISCUSSION. VOTE: FAREED (AYE); BLAKE (AYE); WITHEE (AYE); FAIR (AYE) MOTION CARRIED 4-0. PUBLIC HEARINGS AGENDA 400. Not Used 5 CITY OF WINTER SPRINGS, FLORIDA MINUTES BOARD OF TRUSTEES REGULAR MEETING – MAY 09, 2024 PAGE 2 OF 2 P L A N N I N G A N D Z O N I N G B O A R D / L O C A L P L A N N I N G A G E N C Y R E G U L A R M E E T I N G | W E D N E S D A Y , REGULAR AGENDA 500) Quarterly Investment Return Report from Mariner Mr. West briefly reviewed the “Asset Allocation Flash Report,” highlight ing equity market, rate expectations, and interest rates. Quickly moved into the 1st Quarter 2024 Market Environment report reviewing the Yield Curve, the Adjusted Bond market and the asset allocation. Mr. West continued by giving an overview of the “Comparative Performance Trailing Returns” and investment. The discussion moved onto the Direct Real Estate managers and the underperformance that can be seen with the funds. The Board expressed disappointment and asked Mr. West for options to help the funds. Further inquiries regarding liquidating the real estate managers and the procedure in which to do so ensued. "I MAKE A MOTION THAT WE DIRECT MR. WEST TO ENTER US INTO THE QUEUE FOR FULL LIQUIDATION OF THE AMERICAN CORE REALTY FUND AND THE INTERCONTINENTAL WITH THE DIRECTION THAT WE WOULD BE GIVEN NOTICE DURING THE LIQUIDATION WINDOW AND HAVE THE OPPORTUNITY, UPON THE GATE OPENING, TO CANCEL OUR REDEMPTION REQUEST." MOTION BY BOARD MEMBER BLAKE. SECONDED BY BOARD MEMBER WITHEE. DISCUSSION. VOTE: FAREED (AYE); BLAKE (AYE); WITHEE (AYE); FAIR (AYE) MOTION CARRIED 4-0. Mr. West continued by answering a few additional questions the board had about real estate funds and the moved into reviewing the remainer of the Quarterly Market Report. Discussion ensued on percentage returns and end-of-the year cuts. REPORTS Board Member Blake asked questions to staff about the surrounding cities pension information item from the last Commission meeting. Board Member Blake requested the Board be included in the continued discussion. PUBLIC INPUT Vice-Chairperson Fareed opened Public Input. No one addressed the Board. Vice-Chairperson Fareed closed Public Input. ADJOURNMENT Vice-Chairperson Fareed adjourned the Regular Meeting at 6:21 p.m. RESPECTFULLY SUBMITTED: _____________________________________ TRISTIN TARRANT ASSISTANT CITY CLERK NOTE: These Minutes were approved at the August 8, 2024 Board of Trustees Regular Meeting. 6 <CBDoc TenantId="2" EntityTypeId="3100" EntityId=”190" DocumentTypeId="1" EffectiveDate="06/30/2024" Interval="3" Description="Quarterly Report" /> Investment Performance Review Period Ending June 30, 2024 Winter Springs General Employees General Plan and Trust 7 2nd Quarter 2024 Market Environment Page 1 8 The Market Environment Executive Summary As of June 30, 2024 The Economy The US Federal Reserve (the Fed)continued on its stable trajectory,holding rates steady during the second quarter.Capital markets have struggled to accurately predict the pace and timing of future Fed actions,resulting in an up and down quarter.In its press release for the June meeting,the Fed continued to assert that “In considering any adjustments to the target range for the federal funds rate,the Committee will carefully assess incoming data,the evolving outlook,and the balance of risks.” The Fed’s prolonged pause in its rate-hiking cycle and the insertion of the word “any”in its December press release provided capital markets hope that the Fed may pivot in its stance and begin reducing rates to a less restrictive level in 2024. The Fed’s published June “Dot Plot”revised expectations from three quarter-point rate cuts during the year to just one quarter-point rate cut.If this projection were to materialize,it would result in the first rate cut since the COVID pandemic in 2020. Growth in the US labor market continued in June,as nonfarm payrolls increased by 206,000 while unemployment rose slightly from 3.8%at the end of the first quarter to 4.1%at the end of the second quarter.Federal Reserve Chair Jerome Powell has maintained that “an unexpected weakening in the labor market could also warrant a policy response,”later defining unexpected weakening as something that would occur outside of their general forecasts. Equity (Domestic and International) US equity results were mixed for the quarter,with large-capitalization (cap)stocks strongly outpacing small-cap stocks.As market participants continue to revise projections of future Fed actions,they sought safety among large-cap stocks due to these companies lessened dependence on external financing.The S&P 500 Index rose a solid 4.3%for the quarter,but ended a two-quarter streak of double- digit gains. Large-cap equity benchmarks continue to experience top-heavy concentration among a limited number of stocks.The top 10 stocks in the S&P 500 Index make up nearly 36%of the index’s weight as of June 2024.Year-to-date,these 10 stocks have contributed to more than 60%of the benchmark's total return. International stocks also continued to experience growth during the second quarter,but results were muted by a strengthening US Dollar (USD).USD performance of international stocks lagged local currency (LCL)returns in most regions for the quarter,albeit to varying degrees. Fixed Income Fixed-income markets remained largely steady during the quarter.While sticky inflation numbers and a robust job market prompted the Fed to keep the fed funds rate unchanged during the quarter,this lack of action also tempered expectations for the number of potential rate cuts in 2024. High-yield bonds outperformed investment-grade issues for the quarter,largely due to higher coupons.The high-yield index edged out the Bloomberg US Aggregate Bond Index,the bellwether bond benchmark,due to relative stability in both the yield curve and economic conditions. Global bonds continue to lag the domestic bond market,with the Bloomberg US Aggregate Bond Index outpacing the Global Aggregate ex-US Index by 2.2%for the quarter.The return gap between the two benchmarks continues to widen as the domestic index has outperformed the global index by 3.3%year-to-date. Market Themes Domestic and international equity markets posted strong results in the second quarter.Continuing their robust 2023 run,large-cap growth sectors continued to outpace their value counterparts in 2024,and by a wider margin than the prior year.The brief increased breadth markets experienced during of the first quarter did not continue during the second quarter,and so once again,large-cap growth stocks were the best-performing US asset category. Central banks remained vigilant in their stances to bring inflation under control. While inflation readings remain stubbornly elevated,signs of stable-to-cooling price pressures have shown up in most regions around the world.Domestically, job growth has slowed from a pace of 300,000+month-over-month growth to just over 200,000 net new jobs. Policy rates were stable across most developed markets as central banks continued their tight monetary stances.Expectations of looser monetary policy have been frustrated by mixed economic data and central banks’inaction so far this year. Ongoing military conflicts coupled with global economic uncertainty continue to act as headwinds to international market results.While global disruptions from the Russia-Ukraine conflict seemed to subside during the quarter,the proxy war in the Middle East has spread to other countries in the region and unsettled shipping channels globally. Page 2 9 The Market Environment Major Market Index Performance As of June 30, 2024 Performance in the domestic equity markets was disparate during the second quarter.After a more encouraging showing last quarter,where markets broadened out in terms of strength,large-cap stocks once again surged ahead while smaller-cap stocks weakened slightly.For the period,the large-cap S&P 500 and Russell 1000 indexes posted returns of 4.3%and 3.6%,respectively. The broad-cap Russell 3000 index lagged slightly,returning a more modest 3.2%.Outside of large-cap issues,the Russell Mid Cap and Russell 2000 indexes both experienced equivalent pullbacks during the quarter,with each benchmark returning -3.3%. International developed market equities were muted during the quarter.The MSCI ACWI ex US Index posted a modest 1.0%gain for the quarter,while the MSCI EAFE Index fell slightly,posting a return of -0.4%in USD terms. International emerging market (EM)equities posting a 5.0%return for the quarter,outpacing the performance of their developed market counterparts. Much of the solid performance in the EM region was attributed to a bounce back in China,Taiwan,and Singapore,each posting strong USD results during the quarter. Most broad fixed-income indexes rose slightly during the second quarter of 2024.The Bloomberg US Aggregate Index returned 0.1%for the quarter,while investment-grade corporate bonds slid -0.1%.The TIPS market was the best- performing sector during the quarter,outpacing the rest of the domestic fixed- income categories with a return of 0.8%. Large-cap US equity indexes have been a performance juggernaut over the trailing 12 months.The S&P 500 Index has gained 24.6%while the Russell 1000 Index was nearly as strong with a return of 23.9%.The weakest performing class of domestic equities for the year was the small-cap Russell 2000 Index,which still posted a double-digit return of 10.1%over the last 12 months. International markets also showcased healthy performance for the one-year trailing period.The MSCI EM Index was the best international performer, returning 12.5%,while the MSCI EAFE and MSCI ACWI ex US indexes posted returns of 11.5%and 11.6%,respectively. Bond markets posted positive but muted results for the trailing one-year period which substantially lagged equity benchmark results.Investment-grade corporate bonds led the way,up by 4.6%for the year.Meanwhile,Treasuries lagged,returning just 1.6%over the period.The bellwether fixed-income benchmark,the Bloomberg US Aggregate Bond Index,returned a mild 2.6% for the year. Source: Investment Metrics 1.3% -0.1% 0.1% 0.8% 0.1% 0.1% 5.0% -0.4% 1.0% -3.3% -3.3% 3.6% 3.2% 4.3% -4.0%-2.0%0.0%2.0%4.0%6.0% 3-Month T-Bill Bloomberg Corp IG Bloomberg MBS Bloomberg US TIPS Bloomberg US Govt Bloomberg US Agg MSCI Emerg Mkts MSCI EAFE MSCI ACWxUS Russell 2000 Russell MidCap Russell 1000 Russell 3000 S&P 500 Quarter Performance 5.5% 4.6% 2.1% 2.7% 1.6% 2.6% 12.5% 11.5% 11.6% 10.1% 12.9% 23.9% 23.1% 24.6% -1.0%4.0%9.0%14.0%19.0%24.0% 3-Month T-Bill Bloomberg Corp IG Bloomberg MBS Bloomberg US TIPS Bloomberg US Govt Bloomberg US Agg MSCI Emerg Mkts MSCI EAFE MSCI ACWxUS Russell 2000 Russell MidCap Russell 1000 Russell 3000 S&P 500 1-Year Performance Page 3 10 Source: Investment Metrics The Market Environment Domestic Equity Style Index Performance As of June 30, 2024 Domestic equity benchmarks posted mixed absolute results for the second quarter,but growth stocks outpaced their value counterparts at each capitalization level.The best-performing area of the equity market continues to be large-cap growth with the Russell 1000 Growth Index returning 8.3%for the quarter.The worst-performing segment of the domestic equity market for the second consecutive quarter was small-cap value with the Russell 2000 Value index falling -3.6%for the quarter.From a capitalization perspective,large-cap stocks once again led their small-cap counterparts,with the Russell 1000 Index returning 3.2%and the Russell 2000 Index falling by -3.3%. The market’s growth-led rally continued during the quarter,and this disparity was most visible in large-cap style performance,with the Russell 1000 Growth Index outpacing the Russell 1000 Value Index by double digits (10.1%).While mid-cap and small-cap growth fell in absolute terms for the quarter,the mid- and small-cap growth indexes held up slightly better than their value counterparts.This quarter’s results followed the theme of large-cap growth stocks being the best-performing segment of the domestic equity market over the past several years. For the year the Russell 1000 Growth Index returned an impressive 33.5%, leading the way among style and market capitalization classifications.Much of this strong performance has been attributable to the emergence of the “Magnificent 7”stocks,which have dominated the large-cap indexes over the past several years.The seven biggest stocks in the Russell 1000 Index contributed more than 70%of the index’s total performance in the trailing 12- month period. The weakest performing index for the year was the Russell 2000 Growth, which still posted a solid return of 9.1%. The dominance of growth sectors is evident in the chart with the broad-cap, large-cap,and mid-cap benchmarks handily outperforming the core and value indexes for the trailing one-year period.The performance gap between the Russell 1000 Growth Index and the Russell 1000 Value Index was a staggering 20.4%for the year while the mid-cap growth index edged past the mid-cap value index by just 3.1%.Small-cap stocks bucked the growth- dominance trend with the Russell 2000 Value Index posting a return of 10.9% versus a return of 9.1%for the Russell 2000 Growth Index. -2.9% -3.3% -3.6% -3.2% -3.3% -3.4% 8.3% 3.6% -2.2% 7.8% 3.2% -2.3% -4.6%-2.6%-0.6%1.4%3.4%5.4%7.4% 2000 Growth 2000 Index 2000 Value MidCap Growth MidCap Index MidCap Value 1000 Growth 1000 Index 1000 Value 3000 Growth 3000 Index 3000 Value Quarter Performance -Russell Style Series 9.1% 10.1% 10.9% 15.1% 12.9% 12.0% 33.5% 23.9% 13.1% 32.2% 23.1% 12.9% -1.0%4.0%9.0%14.0%19.0%24.0%29.0%34.0% 2000 Growth 2000 Index 2000 Value MidCap Growth MidCap Index MidCap Value 1000 Growth 1000 Index 1000 Value 3000 Growth 3000 Index 3000 Value 1-Year Performance -Russell Style Series Page 4 11 The Market Environment GICS Sector Performance & (Sector Weight) As of June 30, 2024 Source: Morningstar Direct As a result of the GICS classification changes on 9/28/2018 and certain associated reporting limitations, sector performance represents backward looking performance for the prior year of each sector’s current constituency, post creation of the Communication Services sector. Economic sector performance was choppy during the second quarter. This quarter broke the preceding trend of broader participation in the equity market’s rally.Only five of the 11 economic sectors posted positive absolute returns for the quarter,with information technology (11.9%), communication services (9.0%),and utilities (5.1%)leading the way. In contrast,full-year results were more consistent as all 11 economic sectors finished the year in positive territory.Of the 11 sectors,three (communication services,up 43.0%;information technology,up 39.7%; and financials,up 25.8%)were up by more than 25.0%for the past year. With their more than 40%combined weight in the benchmark,these three sectors were also the only ones to outpace the Russell 1000 Index’s return of 23.9%.Despite solid positive performance,utilities (up 9.1%), consumer staples (8.4%),materials (8.1%),consumer staples (8.4%),and real estate (4.9%)were all relative detractors for the year with their single- digit returns. Nine of the 11 small-cap economic sectors lost value during the quarter. Consumer staples (up 1.7%),and utilities (0.2%)were the only two sectors to post gains for the quarter.Materials was the worst-performing sector posting a loss of -8.1%for the quarter.While not always the case, small-cap stocks generally have greater dependence on liquidity and access to capital which can lead to lagging performance relative to large- cap stocks during periods of restrictive monetary policy. Similar to large-cap sector performance,eight of the 11 small-cap sectors were positive over the trailing one-year period.Energy posted the strongest sector performance with a return of 21.4%,followed closely by the financials sector return of 19.1%.Consumer staples (up 17.1%), information technology (13.6%),and industrials (11.9%)each produced double-digit results for the period.Three sectors (communication services, health care,and utilities)posted negative results during the period. 9.1% 4.9% 8.1% 39.7% 16.7% 11.2% 25.8% 16.5% 8.4% 13.6% 43.0% 5.1% -1.6% -5.6% 11.9% -3.3% -1.2% -1.7% -2.1% 1.3% 0.0% 9.0% -10.0%0.0%10.0%20.0%30.0%40.0% Utilities (2.3%) Real Estate (2.5%) Materials (2.3%) Info Technology (29.7%) Industrials (9.1%) Health Care (12.1%) Financials (13.1%) Energy (4.0%) Consumer Staples (5.8%) Consumer Disc (10.4%) Comm Services (8.9%) Russell 1000 Quarter 1-Year -8.2% 5.0% 6.9% 13.6% 11.9% -0.9% 19.1% 21.4% 17.1% 9.7% -3.5% 0.2% -3.1% -8.1% -4.3% -1.8% -4.3% -1.0% -2.6% 1.7% -6.1% -4.9% -10.0%0.0%10.0%20.0% Utilities (2.6%) Real Estate (6.6%) Materials (4.9%) Info Technology (17.1%) Industrials (16.0%) Health Care (15.1%) Financials (14.1%) Energy (7.2%) Consumer Staples (4.1%) Consumer Disc (10.2%) Comm Services (1.8%) Russell 2000 Quarter 1-Year Page 5 12 The Market Environment Top 10 Index Weights & Quarterly Performance for the Russell 1000 & 2000 As of June 30, 2024 Source: Morningstar Direct Top 10 Weighted StocksTop 10 Weighted Stocks Sector1-Year Return 1-Qtr ReturnWeightRussell 2000Sector1-Year Return 1-Qtr ReturnWeightRussell 1000 Information Technology228.7%-18.9%1.6% Super Micro Computer IncInformation Technology32.3%6.4%6.7%Microsoft Corp Information Technology302.3%-19.2%0.8%MicroStrategy Inc Class AInformation Technology9.2%23.0%6.2%Apple Inc Consumer Discretionary396.6%46.4%0.5% Carvana Co Class AInformation Technology192.1%36.7%5.9%NVIDIA Corp Consumer Staples84.5%7.5%0.4%e.l.f. Beauty IncConsumer Discretionary48.2%7.1%3.5%Amazon.com Inc Industrials86.0%-4.2%0.4% Comfort Systems USA IncCommunication Services76.1%3.9%2.2%Meta Platforms Inc Class A Information Technology88.5%21.3%0.4%Onto Innovation IncCommunication Services52.3%20.8%2.2%Alphabet Inc Class A Industrials234.2%54.0%0.4% FTAI Aviation LtdCommunication Services51.8%20.6%1.9%Alphabet Inc Class C Consumer Discretionary52.5%2.7%0.4%Light & Wonder Inc Ordinary SharesHealth Care94.5%16.6%1.5%Eli Lilly and Co Health Care217.5%147.0%0.4% Insmed IncFinancials88.4%21.5%1.5%Berkshire Hathaway Inc Class B Information Technology88.5%29.5%0.4%FabrinetInformation Technology19.3%-3.3%1.4%Broadcom Inc Top 10 Performing Stocks (by Quarter)Top 10 Performing Stocks (by Quarter) Sector1-Year Return 1-Qtr ReturnWeightRussell 2000Sector1-Year Return 1-Qtr ReturnWeightRussell 1000 Communication Services147.0%300.3%0.1% AST SpaceMobile Inc Ordinary SharesConsumer Discretionary1.8%97.2%0.0%GameStop Corp Class A Health Care-7.2%169.6%0.0%Emergent BioSolutions IncConsumer Discretionary-57.5%65.8%0.0%Petco Health and Wellness Co Health Care70.4%164.9%0.1% Novavax IncHealth Care27.9%62.6%0.1%Alnylam Pharmaceuticals Inc Consumer Discretionary-55.6%154.3%0.0%Rent the Runway Inc Class AHealth Care44.3%38.7%0.0%United Therapeutics Corp Health Care217.5%147.0%0.4% Insmed IncInformation Technology57.6%37.9%0.0%Cirrus Logic Inc Industrials30.9%124.7%0.0%Innodata IncFinancialsN/A36.8%0.0%NCR Atleos Corp Industrials71.9%120.2%0.0% NuScale Power Corp Class AInformation Technology192.1%36.7%5.9%NVIDIA Corp Health Care79.4%103.7%0.2%TransMedics Group IncCommunication Services-87.2%33.9%0.0%AMC Entertainment Consumer Staples290.1%101.2%0.1% Vital Farms Inc Ordinary SharesInformation Technology18.6%33.6%0.0%First Solar Inc Information Technology41.9%97.8%0.0%Matterport Inc Ordinary SharesConsumer Discretionary126.5%32.4%0.0%Cava Group Inc Bottom 10 Performing Stocks (by Quarter)Bottom 10 Performing Stocks (by Quarter) Sector1-Year Return 1-Qtr ReturnWeightRussell 2000Sector1-Year Return 1-Qtr ReturnWeightRussell 1000 Health Care-90.3%-94.4%0.0%Aerovate Therapeutics IncMaterials-82.0%-71.2%0.0%Ginkgo Bioworks Holdings Inc Health Care-89.2%-87.1%0.0%Marinus Pharmaceuticals IncIndustrials-80.8%-54.9%0.0%Hertz Global Holdings Inc Information Technology-90.3%-82.0%0.0%Cerence Inc Ordinary SharesHealth Care-65.2%-48.2%0.0%10x Genomics Inc Industrials-95.6%-79.2%0.0%Velo3D IncInformation Technology-50.0%-44.6%0.0%DoubleVerify Holdings Inc Information Technology-95.9%-77.7%0.0%Akoustis Technologies IncInformation Technology-23.5%-44.1%0.0%UiPath Inc Class A Health Care-68.3%-76.0%0.0%Gritstone Bio IncConsumer Staples-54.6%-43.5%0.0%Walgreens Boots Alliance Inc Health Care-76.5%-74.8%0.0%Ovid Therapeutics IncHealth Care-31.4%-41.9%0.0%Fortrea Holdings Inc Information Technology-97.0%-74.4%0.0%Maxeon Solar Technologies LtdConsumer Discretionary-44.6%-39.9%0.0%Five Below Inc Health Care-85.5%-74.0%0.0%Zentalis Pharmaceuticals IncConsumer Discretionary-58.8%-39.9%0.0%Leggett & Platt Inc Industrials-80.2%-73.8%0.0%Nikola CorpInformation Technology-62.6%-39.1%0.0%Unity Software Inc Ordinary Shares Page 6 13 Source: MSCI Global Index Monitor (Returns are Net) The Market Environment International and Regional Market Index Performance (Country Count) As of June 30, 2024 Results among the broad international equity indexes were mixed during the quarter,echoing the performance of major domestic indexes.The strengthening USD relative to many major currencies during the quarter was a detractor to the USD performance of regional benchmark returns across most regions.The developed-market MSCI EAFE Index returned a muted 1.0%in LCL terms but fell -0.4%in USD terms.The MSCI Emerging Markets Index was the best-performing broad index and rose by 5.0%in USD and 6.2%in LCL terms for the quarter. Latin America continued to struggle during the quarter in both USD and LCL terms.The cyclical demand for commodity exports in the region has resulted in greater volatility due to ongoing uncertainty over central bank policies and future global demand. The heaviest-weighted country in the emerging market index (China) rebounded 7.1%during the quarter.The Chinese economy grew at a rate of 5.2%in 2023,lower than its pre-pandemic rate of 6.0%and has been a headwind for performance.Troubles in the commercial property and banking sectors have also created challenges for growth in the region.Despite the additive performance in the region,the Chinese banking sector underwent heavy consolidation during the second quarter amid regional bank failures across the country. Much like domestic markets,trailing one-year results for international developed and emerging markets benchmarks were strong.Higher LCL versus USD returns for most international benchmarks demonstrate the USD’s strength over the trailing one-year period. Most broad and regional indexes were positive for the trailing 12 months in both USD and LCL terms.The sole exception was EM Latin America,where USD strength turned the region’s positive LCL performance negative in USD terms.In LCL terms,the MSCI Pacific Index led the way with a return of 19.3%for the trailing year.USD returns for the region were still strong but returned a more muted 11.0%.The EM Asia regional index posted the strongest relative USD performance,returning 15.1%over the trailing 12 months. -4.1% 8.2% 0.9% 6.2% 1.4% 0.8% 1.0% 0.8% 2.3% -12.2% 7.4% 1.6% 5.0% -2.2% 0.5% -0.4% -0.6% 1.0% -15.0%-10.0%-5.0%0.0%5.0%10.0% EM Latin Amer (6) EM Asia (9) EM EMEA (11) Emerging Mkt (26) Pacific (5) Europe & ME (16) EAFE (21) WORLD x US (22) AC World x US (48) Quarter Performance USD LOCAL 5.4% 17.5% 10.2% 15.5% 19.3% 13.0% 15.1% 14.8% 15.0% -5.6% 15.1% 9.3% 12.5% 11.0% 11.8% 11.5% 11.2% 11.6% -10.0%0.0%10.0%20.0% EM Latin Amer (6) EM Asia (9) EM EMEA (11) Emerging Mkt (26) Pacific (5) Europe & ME (16) EAFE (21) WORLD x US (22) AC World x US (48) 1-Year Performance USD Local Currency Page 7 14 The Market Environment US Dollar International Index Attribution & Country Detail As of June 30, 2024 Source: Morningstar Direct, MSCI Global Index Monitor (Returns are Net in USD) As a result of the GICS classification changes on 9/28/2018 and certain associated reporting limitations, sector performance represents backward looking performance for the prior year of each sector’s current constituency, post creation of the Communication Services sector. 1-Year ReturnQuarter ReturnSector WeightMSCI -EAFE 10.1%0.5%4.1%Communication Services 0.1%-9.0%11.5%Consumer Discretionary -6.8%-1.6%8.5%Consumer Staples 15.9%1.3%4.1%Energy 24.2%3.3%20.0%Financials 11.5%4.7%13.5%Health Care 15.0%-0.8%16.9%Industrials 24.1%0.2%9.5%Information Technology 8.5%-3.2%6.7%Materials 7.6%-6.7%2.0%Real Estate -0.6%0.8%3.1%Utilities 11.5%-0.4%100.0%Total 1-Year ReturnQuarter ReturnSector WeightMSCI -ACWIxUS 5.7%4.0%5.3%Communication Services 1.9%-4.8%11.1%Consumer Discretionary -5.9%-1.7%7.2%Consumer Staples 18.9%1.3%5.5%Energy 18.7%2.6%21.7%Financials 10.0%3.8%9.5%Health Care 13.1%-0.5%13.7%Industrials 28.3%5.2%14.0%Information Technology 5.1%-1.9%7.1%Materials 4.5%-4.7%1.8%Real Estate 3.7%2.2%3.1%Utilities 11.6%1.0%100.0%Total 1-Year ReturnQuarter ReturnSector WeightMSCI -Emerging Mkt 2.7%8.2%8.9%Communication Services 6.3%5.1%12.3%Consumer Discretionary -5.7%-3.0%5.2%Consumer Staples 25.2%3.3%5.2%Energy 12.6%3.5%21.9%Financials -2.8%-4.3%3.2%Health Care 6.9%4.0%6.9%Industrials 34.2%11.3%25.1%Information Technology -3.1%-1.8%6.9%Materials -4.1%2.8%1.5%Real Estate 20.3%6.2%3.0%Utilities 12.5%5.0%100.0%Total 1-YearQuarterMSCI-ACWIxUSMSCI-EAFE ReturnReturnWeightWeightCountry 13.2%-4.3%14.4%22.7%Japan 12.5%3.7%9.5%14.9%United Kingdom 0.5%-7.5%7.1%11.2%France 6.1%3.1%6.2%9.7%Switzerland 10.1%-1.4%5.5%8.7%Germany 14.1%1.6%4.8%7.5%Australia 25.6%5.0%3.4%5.4%Netherlands 42.1%7.5%2.5%4.0%Denmark 18.2%2.2%2.1%3.2%Sweden 21.3%-3.4%1.7%2.7%Italy 15.0%-1.6%1.7%2.7%Spain -18.0%1.0%1.1%1.8%Hong Kong 13.5%8.9%0.9%1.4%Singapore 1.7%3.0%0.6%1.0%Finland 9.0%0.9%0.6%1.0%Belgium 23.6%-4.2%0.5%0.7%Israel 14.2%6.6%0.4%0.6%Norway 12.5%-0.8%0.2%0.3%Ireland -6.4%8.5%0.1%0.2%Portugal 17.9%7.1%0.1%0.2%Austria 3.7%3.2%0.1%0.2%New Zealand 11.5%-0.4%63.6%100.0%Total EAFE Countries 8.6%-2.1%7.4%Canada 11.2%-0.6%71.0%Total Developed Countries -1.6%7.1%7.3%China 40.7%15.1%5.6%Taiwan 34.4%10.2%5.6%India 8.1%-1.2%3.5%Korea -7.7%-12.2%1.2%Brazil 0.9%-7.4%1.1%Saudi Arabia 12.3%12.3%0.9%South Africa -6.5%-16.1%0.6%Mexico -11.8%-12.4%0.5%Indonesia 17.5%4.4%0.4%Malaysia -13.3%-4.8%0.4%Thailand 0.8%-2.3%0.3%United Arab Emirates 32.4%6.1%0.3%Poland 62.1%21.4%0.2%Turkey 0.7%-0.3%0.2%Qatar 2.2%-2.8%0.2%Kuwait -3.1%-10.7%0.1%Philippines 9.6%-1.2%0.1%Greece -9.3%-1.3%0.1%Chile 40.0%2.0%0.1%Peru 29.0%9.2%0.1%Hungary 3.5%6.3%0.0%Czech Republic 26.7%-4.6%0.0%Colombia -4.8%-4.2%0.0%Egypt 12.5%5.0%29.0%Total Emerging Countries 11.6%1.0%100.0%Total ACWIxUS Countries Page 8 15 Source: Bloomberg The Market Environment Domestic Bond Sector & Broad/Global Bond Market Performance (Duration) As of June 30, 2024 Fixed-income markets fell in a relativity tight range for the quarter with many domestic sectors returning less than 0.5%.Yields remained at elevated levels as the Federal Reserve maintained its restrictive policy stance.If market expectations hold and the Fed begins to cut rates in 2024,to the extent any cuts lower yields across the curve,it will provide a jolt to bondholder performance since bond prices move in the opposite direction of yields. The Bloomberg US Aggregate Bond Index had a mixed quarter of performance made up of a large drawdown in April follow by smaller recoveries in May and June that combined for an index return of 0.1%. Performance across the investment-grade index’s segments for the quarter was similarly muted with the Bloomberg US Corporate Investment Grade Index returning -0.1%and the US Mortgage Index gaining 0.1%. Outside of the Aggregate index's sub-components,high-yield bonds continued to rise,posting a return of 1.1%,boosted by the higher coupon income,and US TIPS climbed 0.8%for the quarter.The Bloomberg Global Aggregate ex-US Index returned -2.1%for the quarter with USD strength exerting downward pressure on performance.This global performance lagged domestic fixed-income indexes as well as the multiverse benchmark’s return of -1.0%. Over the trailing one-year period,the Bloomberg US Aggregate Bond Index managed a 2.6%return.The benchmark's sub-components also posted positive performance over the trailing 12 months with the Bloomberg US Corporate Investment Grade Index rising 4.6%and the US Mortgage Index posting a more modest 2.1%return.US TIPS and high-yield corporate bonds,which are excluded from the aggregate index,each posted gains in the trailing year with returns of 2.7%and 10.4%,respectively.In addition to their higher coupons,high-yield bonds benefited from generally shorter duration than investment-grade corporate debt.This lower duration acted as a tailwind for high-yield bonds as interest rates rose during the trailing year. Among credit qualities,lower-quality bonds (both investment grade and non- investment grade)have outperformed higher-quality bonds due to both their higher yields,which contribute to higher interest payments,and narrowing credit spreads over the last year. Performance for non-US bonds was negative for the trailing year with the Bloomberg Global Aggregate ex-US Index falling -0.7%.With foreign central banks largely tracking the Fed’s tight monetary stance,the negative performance of global bonds is largely attributable to USD strength over the last year. -1.0% -2.1% 0.5% 0.1% 0.0% -0.1% 0.1% 0.5% 0.8% 1.1% -0.1% 0.1% 0.1% -2.5%-1.5%-0.5%0.5%1.5% Multiverse (6.4) Global Agg x US (7.0) Intermediate Agg (4.5) Aggregate (6.1) Baa (6.8) A (6.9) AA (6.0) AAA (4.3) U.S. TIPS (4.9) U.S. High Yield (3.1) U.S. Corporate IG (6.9) U.S. Mortgage (6.1) U.S. Treasury (5.9) Quarter Performance 1.3% -0.7% 3.5% 2.6% 5.5% 4.0% 2.1% 3.2% 2.7% 10.4% 4.6% 2.1% 1.5% -1.8%0.2%2.2%4.2%6.2%8.2%10.2% Multiverse (6.4) Global Agg x US (7.0) Intermediate Agg (4.5) Aggregate (6.1) Baa (6.8) A (6.9) AA (6.0) AAA (4.3) U.S. TIPS (4.9) U.S. High Yield (3.1) U.S. Corporate IG (6.9) U.S. Mortgage (6.1) U.S. Treasury (5.9) 1-Year Performance Page 9 16 Source: US Department of Treasury, FRED (Federal Reserve of St. Louis) The Market Environment Market Rate & Yield Curve Comparison As of June 30, 2024 The gray band across the graph illustrates the current fed funds target rate range over the last 12 months.During the second quarter,the Federal Open Market Committee (FOMC)continued to hold fed funds rates steady in the 5.25%-5.50%target range.The last rate increase in the current cycle occurred at the FOMC’s July 2023 meeting.While the FOMC’s press releases have continued to push economic data-dependent outcomes,the language used to describe economic conditions in these releases has also softened, resulting in market expectations that the next rate action by the FOMC will likely be a cut.The CME FedWatch tool,which forecasts rates based on Fed Fund futures pricing,currently shows a greater than 90%probability of a 0.25%rate decrease at the FOMC September meeting.Fed officials and market participants continue to express concern that leaving rates at their current levels for an extended period could tip the US economy into a recession.However,inflation remains above the FOMC’s long-term 2.0% target level.Additionally,the FOMC continues to remove liquidity from the market by allowing bonds held on its balance sheet to mature without reinvesting principal payments. The yield on the US 10-year Treasury (blue line of the top chart)remained stable,opening the quarter at 4.33%and finishing June at a yield of 4.36%. The stability of the benchmark rate reflects the stability of the Federal Reserve’s policy stance and the persistently high level of inflation throughout the economy.The 10-year Treasury benchmark's rate peaked in October 2023,cresting at a yield of just under 5.00%before pulling back in the remainder of the year. The red line in the top chart shows the Option Adjusted Spread (OAS)for BAA-rated corporate bonds.This measure quantifies the additional yield premium that investors require to purchase and hold non-US Treasury issues with the lowest investment grade rating.During the quarter,the yield spread was relatively unchanged,beginning the quarter at 1.18%and finishing June at 1.17%.The spread measure narrowed over the trailing 12-month period after concerns about the regional banking sector during March 2023 caused credit spreads to spike.High-yield OAS spreads (represented by the orange line in the top chart)have also remained relatively unchanged,rising by just 0.07%.The spread measures’stability results from steady economic growth, stable monetary policy,and falling inflation readings. The lower graph provides a snapshot of the US Treasury yield curve at the end of each of the last four quarters.The yield curve has been inverted for each of the last four quarter-end readings on the graph and for most of last two years.Historically,a persistent yield curve inversion has been a precursor of an economic recession within six to 24 months. 0.00 1.00 2.00 3.00 4.00 5.00 6.00 7.00 8.00 9.00 10.00 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 1-Year Trailing Market Rates Fed Funds Rate BAA OAS 10yr Treasury High Yield OAS 2.50 3.00 3.50 4.00 4.50 5.00 5.50 6.00 6.50 7.00 1 mo 3 mo 6 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr 20 yr 30 yr Treasury Yield Curve 9/30/2023 12/31/2023 3/31/2024 6/30/2024 Page 10 17 The Market Environment References As of June 30, 2024 CME FedWatch Tool -CME Group Effective Federal Funds Rate -FEDERAL RESERVE BANK of NEW YORK (newyorkfed.org) ICE BofA US High Yield Index Option-Adjusted Spread (BAMLH0A0HYM2) | FRED | St. Louis Fed (stlouisfed.org) When will the Federal Reserve start cutting interest rates? | J.P. Morgan Asset Management (jpmorgan.com) Resource Center | U.S. Department of the Treasury China’s Economy Limps Into 2024 –WSJ Support Site -Global Index Lens: Index Returns –MSCI Federal Reserve issues FOMC statement Transcript of Chair Powell's Press Conference --June 12, 2024 (federalreserve.gov) U.S. Treasurys: investors look to inflation data due in week ahead (cnbc.com) Yen drops to 38-year low, U.S. dollar slumps after weak data (cnbc.com) Jobs report June 2024: (cnbc.com) The Fed -June 12, 2024: FOMC Projections materials, accessible version (federalreserve.gov) The Federal Reserve’s latest dot plot, explained –and what it says about interest rates | Bankrate Top 25 Stocks in the S&P 500 By Index Weight for July 2024 (investopedia.com) Will Small-Cap Stocks Ever Catch Up? | Morningstar Why Chinese banks are now vanishing (economist.com) Page 11 18 Executive Summary Policy Target In Policy Outside Policy 0.0%8.0%16.0%24.0%32.0%40.0%48.0%56.0%64.0%72.0% Receipt & Disbursement $2,036,822.3 (2.7%) Direct Real Estate $4,867,430.3 (6.5%) Non-Core Fixed Income $4,465,646.4 (5.9%) Broad Mkt Fixed Income $11,859,222.6 (15.7%) Foreign Equity Securities $11,187,280.6 (14.8%) Domestic Equity Securities $40,941,264.3 (54.3%) Asset Allocation Compliance Asset Allocation $ Current Allocation (%) Minimum Allocation (%) Maximum Allocation (%) Target Allocation (%) Total Fund Portfolio 75,357,666 100.0 N/A N/A 100.0 Domestic Equity Securities 40,941,264 54.3 45.0 55.0 50.0 Foreign Equity Securities 11,187,281 14.8 10.0 20.0 15.0 Broad Mkt Fixed Income 11,859,223 15.7 10.0 30.0 15.0 Non-Core Fixed Income 4,465,646 5.9 0.0 20.0 10.0 Direct Real Estate 4,867,430 6.5 0.0 15.0 10.0 Receipt & Disbursement 2,036,822 2.7 0.0 5.0 0.0 Asset Allocation Compliance Total Fund Portfolio As of June 30, 2024 Page 12 19 Asset Allocation By Segment as of March 31, 2024 : $74,672,978 Asset Allocation By Segment as of June 30, 2024 : $75,357,666 Allocation Segments Market Value Allocation Domestic Equity 39,794,142 53.3¢ Foreign Equity 11,133,005 14.9¢ Broad Mkt Fixed Income 9,659,745 12.9¢ Non-Core Fixed Income 4,532,546 6.1¢ Real Estate 4,882,285 6.5¢ Cash Equivalent 4,671,256 6.3¢ Allocation Segments Market Value Allocation Domestic Equity 40,941,264 54.3¢ Foreign Equity 11,187,281 14.8¢ Broad Mkt Fixed Income 11,859,223 15.7¢ Non-Core Fixed Income 4,465,646 5.9¢ Real Estate 4,809,001 6.4¢ Cash Equivalent 2,095,252 2.8¢ Asset Allocation Summary Total Fund As of June 30, 2024 NONE Page 13 20 Asset Allocation By Manager as of Mar-2024 : $74,672,978 Asset Allocation By Manager as of Jun-2024 : $75,357,666 Allocation Market Value Allocation Vanguard Total Stock Market (VITSX)39,794,142 53.3¢ RBC Global (Voyageur)11,733,005 15.7¢ Galliard Core Fixed Income 9,659,745 12.9¢ Receipt & Disbursement 4,063,546 5.4¢ Intercontinental 3,861,767 5.2¢ PIMCO Diversified Income Fund Instl (PDIIX)1,899,696 2.5¢ Vanguard Inflation-Protected Secs (VAIPX)1,351,416 1.8¢ ARA Core Property Fund 1,028,227 1.4¢ Crescent Direct Lending II Fund 821,092 1.1¢ Vanguard Short Term Bond Index (VSCSX)336,687 0.5¢ Crescent Direct Lending Fund 123,655 0.2¢ Allocation Market Value Allocation Vanguard Total Stock Market (VITSX)40,941,264 54.3¢ Galliard Core Fixed Income 11,859,223 15.7¢ RBC Global (Voyageur)11,187,281 14.8¢ Intercontinental 3,851,566 5.1¢ Receipt & Disbursement 2,036,822 2.7¢ PIMCO Diversified Income Fund Instl (PDIIX)1,910,491 2.5¢ Vanguard Inflation-Protected Secs (VAIPX)1,348,660 1.8¢ ARA Core Property Fund 1,015,864 1.3¢ Crescent Direct Lending II Fund 824,897 1.1¢ Vanguard Short Term Bond Index (VSCSX)339,987 0.5¢ Crescent Direct Lending Fund 41,611 0.1¢ Asset Allocation Summary Total Fund As of June 30, 2024 NONE Page 14 21 Historical Asset Allocation by Segment Domestic Equity Foreign Equity Broad Mkt Fixed Income Global Fixed Income Non-Core Fixed Income Real Estate Cash Equivalent 0.0 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0 90.0 100.0 Allocation (%)9/07 6/08 3/09 12/09 9/10 6/11 3/12 12/12 9/13 6/14 3/15 12/15 9/16 6/17 3/18 12/18 9/19 6/20 3/21 12/21 9/22 6/23 6/24 Historical Asset Allocation by Segment Total Fund October 1, 2007 To June 30, 2024 Page 15 22 -12.0 -4.0 4.0 12.0 20.0 28.0 36.0 44.0 52.0 60.0 68.0 76.0 Allocation (%)US Equity Global ex-US Equity Global Fixed Income US Fixed Alternatives Total Real Estate Cash & Equivalents Total Fund Portfolio 54.33 (15)14.85 (46)2.54 (76)17.98 (78)1.15 (96)6.46 (57)2.70 (30)z 5th Percentile 59.39 23.91 31.65 63.67 39.36 12.42 11.17 1st Quartile 50.13 17.41 7.89 32.82 19.86 9.30 3.08 Median 41.80 14.46 4.52 23.85 9.95 7.09 1.42 3rd Quartile 30.57 11.03 2.54 18.51 4.79 4.63 0.71 95th Percentile 13.96 6.13 0.79 10.68 1.36 2.15 0.13 Plan Sponsor TF Asset Allocation Total Fund Portfolio Vs. All Public Plans-Total Fund As of June 30, 2024 Page 16 23 Historical Asset Allocation by Portfolio Jun-2024 Mar-2024 Dec-2023 Sep-2023 Jun-2023 ($)%($)%($)%($)%($)% Total Equity 52,128,545 69.17 51,527,147 69.00 50,180,055 70.20 44,746,051 67.95 46,124,932 67.59 Domestic Equity Securities 40,941,264 54.33 39,794,142 53.29 38,902,253 54.43 34,681,685 52.67 35,861,380 52.55 Vanguard Total Stock Market (VITSX)40,941,264 54.33 39,794,142 53.29 38,902,253 54.43 34,681,685 52.67 35,861,380 52.55 Foreign Equity Securities 11,187,281 14.85 11,733,005 15.71 11,277,803 15.78 10,064,366 15.28 10,263,553 15.04 RBC Global (Voyageur)11,187,281 14.85 11,733,005 15.71 11,277,803 15.78 10,064,366 15.28 10,263,553 15.04 Total Fixed Income 16,324,869 21.66 14,192,290 19.01 15,636,590 21.88 14,923,771 22.66 15,529,814 22.76 Galliard Core Fixed Income 11,859,223 15.74 9,659,745 12.94 9,627,095 13.47 9,180,473 13.94 9,268,068 13.58 Vanguard Short Term Bond Index (VSCSX)339,987 0.45 336,687 0.45 1,834,546 2.57 1,757,321 2.67 2,253,092 3.30 Vanguard Inflation-Protected Secs (VAIPX)1,348,660 1.79 1,351,416 1.81 1,355,536 1.90 1,282,112 1.95 1,317,009 1.93 PIMCO Diversified Income Fund Instl (PDIIX)1,910,491 2.54 1,899,696 2.54 1,874,665 2.62 1,738,815 2.64 1,757,665 2.58 Crescent Direct Lending Fund 41,611 0.06 123,655 0.17 123,655 0.17 148,157 0.22 142,435 0.21 Crescent Direct Lending II Fund 824,897 1.09 821,092 1.10 821,092 1.15 816,893 1.24 791,544 1.16 Direct Real Estate 4,867,430 6.46 4,889,994 6.55 5,080,917 7.11 5,405,574 8.21 5,484,625 8.04 ARA Core Property Fund 1,015,864 1.35 1,028,227 1.38 1,062,920 1.49 1,142,280 1.73 1,180,238 1.73 Intercontinental 3,851,566 5.11 3,861,767 5.17 4,017,997 5.62 4,263,294 6.47 4,304,387 6.31 Receipt & Disbursement 2,036,822 2.70 4,063,546 5.44 579,866 0.81 774,609 1.18 1,104,087 1.62 Total Fund Portfolio 75,357,666 100.00 74,672,978 100.00 71,477,428 100.00 65,850,005 100.00 68,243,459 100.00 Asset Allocation Asset Allocation History By Portfolio As of June 30, 2024 Page 17 24 Historical Asset Allocation by Portfolio Domestic Equity Foreign Equity Broad Mkt Fixed Income Non-Core Fixed Income Real Estate Cash Equivalent Total Fund ($)%($)%($)%($)%($)%($)%($)% Total Equity 40,941,264 78.54 11,187,281 21.46 --------52,128,545 69.17 Domestic Equity Securities 40,941,264 100.00 ----------40,941,264 54.33 Vanguard Total Stock Market (VITSX)40,941,264 100.00 ----------40,941,264 54.33 Foreign Equity Securities --11,187,281 100.00 --------11,187,281 14.85 RBC Global (Voyageur)--11,187,281 100.00 --------11,187,281 14.85 Total Fixed Income ----11,859,223 72.65 4,465,646 27.35 ----16,324,869 21.66 Galliard Core Fixed Income ----11,859,223 100.00 ------11,859,223 15.74 Vanguard Short Term Bond Index (VSCSX)------339,987 100.00 ----339,987 0.45 Vanguard Inflation-Protected Secs (VAIPX)------1,348,660 100.00 ----1,348,660 1.79 PIMCO Diversified Income Fund Instl (PDIIX)------1,910,491 100.00 ----1,910,491 2.54 Crescent Direct Lending Fund ------41,611 100.00 ----41,611 0.06 Crescent Direct Lending II Fund ------824,897 100.00 ----824,897 1.09 Direct Real Estate --------4,809,001 98.80 58,430 1.20 4,867,430 6.46 ARA Core Property Fund --------957,435 94.25 58,430 5.75 1,015,864 1.35 Intercontinental --------3,851,566 100.00 --3,851,566 5.11 Receipt & Disbursement ----------2,036,822 100.00 2,036,822 2.70 Total Fund Portfolio 40,941,264 54.33 11,187,281 14.85 11,859,223 15.74 4,465,646 5.93 4,809,001 6.38 2,095,252 2.78 75,357,666 100.00 Asset Allocation Asset Allocation History By Portfolio As of June 30, 2024 Page 18 25 Schedule of Investable Assets Total Fund Portfolio Net Cash Flow $0.0 $8,000,000.0 $16,000,000.0 $24,000,000.0 $32,000,000.0 $40,000,000.0 $48,000,000.0 $56,000,000.0 $64,000,000.0 $72,000,000.0 $80,000,000.0 $88,000,000.0 $96,000,000.0 -$8,000,000.0Market Value7/07 4/08 1/09 10/09 7/10 4/11 1/12 10/12 7/13 4/14 1/15 10/15 7/16 4/17 1/18 10/18 7/19 4/20 1/21 10/21 7/22 4/23 6/24 $1 5 ,5 7 4 ,1 8 7 .7 $75,357,666.4 Schedule of Investable Assets Periods Ending Beginning Market Value $ Net Cash Flow $ Gain/Loss $ Ending Market Value $ Aug-2007 To Jun-2024 16,259,673 -685,485 59,783,479 75,357,666 Schedule of Investable Assets Total Fund Portfolio August 1, 2007 To June 30, 2024 Page 19 26 Comparative Performance Trailling Returns QTR FYTD 1 YR 3 YR 5 YR 7 YR 10 YR Inception Inception Date Total Fund (Net)1.86 (7)17.54 (8)14.82 (3)4.60 (12)9.37 (6)9.15 (5)8.40 (3)6.80 (21)11/01/2000 Total Fund Policy 1.92 (7)16.35 (18)13.40 (14)4.56 (13)8.96 (9)8.79 (7)8.10 (7)6.47 (43) Difference -0.06 1.19 1.42 0.04 0.41 0.36 0.30 0.33 All Public Plans-Total Fund Median 1.15 14.03 10.84 3.10 7.45 7.40 6.77 6.34 Total Fund (Gross)1.88 17.73 15.03 4.88 9.66 9.46 8.71 7.34 11/01/2000 Total Fund Policy 1.92 16.35 13.40 4.56 8.96 8.79 8.10 6.47 Difference -0.04 1.38 1.63 0.32 0.70 0.67 0.61 0.87 Total Equity 2.37 24.77 21.05 6.90 13.07 12.25 10.91 8.26 01/01/2001 Total Equity Policy 2.71 24.62 20.43 6.34 12.12 11.55 10.29 7.16 Difference -0.34 0.15 0.62 0.56 0.95 0.70 0.62 1.10 Domestic Equity Securities 2.88 (57)26.97 (60)22.79 (62)8.01 (67)15.02 (36)14.15 (41)12.62 (49)8.79 (40)11/01/2000 Domestic Equity Securities Policy 3.22 (53)27.27 (58)23.12 (59)8.05 (66)14.14 (58)13.48 (54)12.15 (62)7.64 (93) Difference -0.34 -0.30 -0.33 -0.04 0.88 0.67 0.47 1.15 IM U.S. Large Cap Core Equity (SA+CF) Median 3.32 28.69 24.59 9.39 14.45 13.72 12.55 8.60 Foreign Equity Securities 0.52 (46)17.23 (14)14.98 (21)3.05 (58)6.51 (61)6.09 (50)5.46 (28)6.41 (63)11/01/2000 Foreign Equity Securities Policy 0.96 (39)16.00 (25)11.62 (42)0.46 (85)5.31 (86)5.06 (75)4.02 (80)4.65 (100) Difference -0.44 1.23 3.36 2.59 1.20 1.03 1.44 1.76 IM International Large Cap Value Equity (SA+CF) Median 0.39 13.59 10.66 3.89 7.25 6.07 4.88 6.66 Total Fixed Income 1.03 6.71 5.98 0.18 2.04 2.98 2.92 4.41 11/01/2000 Total Fixed Policy 0.71 6.15 5.01 -0.47 1.43 1.91 1.94 3.89 Difference 0.32 0.56 0.97 0.65 0.61 1.07 0.98 0.52 Broad Mkt Fixed Income 0.86 (13)6.26 (22)5.32 (15)-0.84 (31)1.15 (26)1.80 (20)1.86 (23)3.88 (33)11/01/2000 Broad Mkt Fixed Income Policy 0.46 (82)5.54 (47)3.55 (83)-1.77 (89)0.22 (90)1.05 (88)1.33 (85)3.62 (58) Difference 0.40 0.72 1.77 0.93 0.93 0.75 0.53 0.26 IM U.S. Intermediate Duration (SA+CF) Median 0.65 5.48 4.39 -1.09 0.85 1.47 1.61 3.74 Non-Core Fixed Income 1.42 7.66 7.22 1.43 2.62 5.60 N/A 7.17 10/01/2014 Non-Core Fixed Policy 1.08 7.05 7.21 1.48 3.03 3.43 N/A 3.46 Difference 0.34 0.61 0.01 -0.05 -0.41 2.17 N/A 3.71 Direct Real Estate -0.11 (24)-9.80 (86)-10.80 (66)0.84 (60)3.09 (57)4.77 (44)7.00 (46)5.32 (25)10/01/2007 NCREIF Fund Index-OEDC (EW)-0.64 (38)-7.88 (55)-9.66 (57)1.95 (34)3.41 (39)4.64 (63)6.67 (57)4.72 (53) Difference 0.53 -1.92 -1.14 -1.11 -0.32 0.13 0.33 0.60 IM U.S. Open End Private Real Estate (SA+CF) Median -0.72 -5.10 -9.03 0.99 3.21 4.70 6.94 4.75 Comparative Performance Trailing Returns Total Fund As of June 30, 2024 Returns for periods greater than one year are annualized. Returns are expressed as percentages. Total Fund Policy represents new policy beginning 9/1/2020. Old policy geometrically linked to new policy. See benchmark history for details. Parenthesized number represents pertinent peer group ranking: 1-100, best to worst. Page 20 27 Comparative Performance Trailing Returns Total Fund As of June 30, 2024 QTR FYTD 1 YR 3 YR 5 YR 7 YR 10 YR Inception Inception Date Domestic Equity Securities 2.88 26.97 22.79 8.01 15.02 14.15 12.62 8.79 11/01/2000 Domestic Equity Securities Policy 3.22 27.27 23.12 8.05 14.14 13.48 12.15 7.64 Difference -0.34 -0.30 -0.33 -0.04 0.88 0.67 0.47 1.15 Vanguard Total Stock Market (VITSX)2.88 (36)26.95 (39)22.77 (39)7.79 (39)13.99 (30)13.38 (21)12.07 (16)13.46 (18)02/01/2013 Vanguard Total Stock Market Index Hybrid 3.25 (27)27.37 (34)23.17 (35)7.91 (36)14.07 (27)13.44 (19)12.11 (14)13.51 (15) Difference -0.37 -0.42 -0.40 -0.12 -0.08 -0.06 -0.04 -0.05 IM U.S. Multi-Cap Core Equity (MF) Median 1.69 25.12 20.68 6.79 12.72 11.91 10.34 11.90 Foreign Equity Securities 0.52 17.23 14.98 3.05 6.51 6.09 5.46 6.41 11/01/2000 Foreign Equity Securities Policy 0.96 16.00 11.62 0.46 5.31 5.06 4.02 4.65 Difference -0.44 1.23 3.36 2.59 1.20 1.03 1.44 1.76 RBC Global (Voyageur)0.52 (46)17.23 (14)14.98 (21)3.05 (58)6.51 (61)6.09 (50)5.46 (28)4.92 (25)11/01/2007 MSCI EAFE (Net) Index -0.42 (68)16.32 (23)11.54 (42)2.89 (65)6.46 (62)5.73 (58)4.33 (76)2.63 (83) Difference 0.94 0.91 3.44 0.16 0.05 0.36 1.13 2.29 MSCI EAFE Value Index (Net)0.01 (60)13.08 (60)13.75 (28)5.55 (25)6.07 (67)4.60 (83)3.02 (95)1.63 (98) Difference 0.51 4.15 1.23 -2.50 0.44 1.49 2.44 3.29 IM International Large Cap Value Equity (SA+CF) Median 0.39 13.59 10.66 3.89 7.25 6.07 4.88 3.73 Returns for periods greater than one year are annualized. Returns are expressed as percentages. Total Fund Policy represents new policy beginning 9/1/2020. Old policy geometrically linked to new policy. See benchmark history for details. Parenthesized number represents pertinent peer group ranking: 1-100, best to worst. Page 21 28 Comparative Performance Trailing Returns Total Fund As of June 30, 2024 QTR FYTD 1 YR 3 YR 5 YR 7 YR 10 YR Inception Inception Date Total Fixed Income 1.03 6.71 5.98 0.18 2.04 2.98 2.92 4.41 11/01/2000 Total Fixed Policy 0.71 6.15 5.01 -0.47 1.43 1.91 1.94 3.89 Difference 0.32 0.56 0.97 0.65 0.61 1.07 0.98 0.52 Galliard Core Fixed Income 0.79 (32)6.19 (30)5.25 (25)-0.83 (47)1.12 (52)1.82 (42)1.98 (39)3.07 (64)10/01/2007 Bloomberg Intermed Aggregate Index 0.46 (89)5.54 (60)3.55 (95)-1.77 (97)0.22 (98)1.05 (99)1.33 (100)2.67 (94) Difference 0.33 0.65 1.70 0.94 0.90 0.77 0.65 0.40 IM U.S. Intermediate Duration (SA+CF) Median 0.74 5.73 4.69 -0.85 1.12 1.74 1.87 3.19 Vanguard Inflation-Protected Secs (VAIPX)-0.20 (97)5.19 (51)2.40 (69)-1.50 (54)1.72 (67)2.16 (61)N/A 2.14 (59)01/01/2017 Bloomberg U.S. TIPS Index 0.79 (62)5.45 (33)2.71 (55)-1.33 (47)2.07 (44)2.47 (36)1.91 (18)2.42 (33) Difference -0.99 -0.26 -0.31 -0.17 -0.35 -0.31 N/A -0.28 IM U.S. TIPS (MF) Median 0.88 5.20 3.00 -1.39 2.00 2.29 1.60 2.21 Vanguard Short Term Bond Index (VSCSX)0.98 (41)5.65 (31)5.80 (41)0.26 (35)1.63 (29)2.01 (23)N/A 2.06 (22)01/01/2015 Blmbg. U.S. Corporate 1-5 Year Index 0.96 (45)5.74 (25)6.01 (31)0.40 (27)1.75 (22)2.16 (14)2.14 (6)2.22 (10) Difference 0.02 -0.09 -0.21 -0.14 -0.12 -0.15 N/A -0.16 IM U.S. Intermediate Investment Grade (MF) Median 0.92 5.18 5.43 -0.14 1.16 1.50 1.45 1.53 PIMCO Diversified Income Fund Instl (PDIIX)0.57 (11)9.87 (3)8.69 (3)-0.94 (20)1.32 (13)N/A N/A 2.52 (6)04/01/2018 Blmbg. Global Credit (Hedged)0.32 (24)8.09 (9)6.66 (15)-1.68 (28)1.00 (19)2.13 (12)2.66 (9)2.18 (10) Difference 0.25 1.78 2.03 0.74 0.32 N/A N/A 0.34 IM Global Fixed Income (MF) Median -0.30 5.96 4.07 -2.79 -0.32 0.74 0.68 0.48 Direct Real Estate -0.11 -9.80 -10.80 0.84 3.09 4.77 7.00 5.32 10/01/2007 NCREIF Fund Index-Open End Diversified Core (EW)-0.64 -7.88 -9.66 1.95 3.41 4.64 6.67 4.72 Difference 0.53 -1.92 -1.14 -1.11 -0.32 0.13 0.33 0.60 American Core Realty Fund -0.18 (28)-8.24 (57)-10.28 (62)2.16 (32)3.39 (40)4.65 (54)6.42 (65)4.66 (56)10/01/2007 American Core Realty Policy -0.64 (38)-7.88 (55)-9.66 (57)1.95 (34)3.41 (39)4.64 (63)6.67 (57)6.04 (15) Difference 0.46 -0.36 -0.62 0.21 -0.02 0.01 -0.25 -1.38 IM U.S. Open End Private Real Estate (SA+CF) Median -0.72 -5.10 -9.03 0.99 3.21 4.70 6.94 4.75 Intercontinental -0.09 (23)-10.21 (89)-10.93 (67)0.49 (80)3.15 (53)5.03 (32)7.50 (22)9.57 (29)10/01/2010 NCREIF Fund Index-OEDC (EW)-0.64 (38)-7.88 (55)-9.66 (57)1.95 (34)3.41 (39)4.64 (63)6.67 (57)8.51 (70) Difference 0.55 -2.33 -1.27 -1.46 -0.26 0.39 0.83 1.06 IM U.S. Open End Private Real Estate (SA+CF) Median -0.72 -5.10 -9.03 0.99 3.21 4.70 6.94 9.08 Returns for periods greater than one year are annualized. Returns are expressed as percentages. Total Fund Policy represents new policy beginning 9/1/2020. Old policy geometrically linked to new policy. See benchmark history for details. Parenthesized number represents pertinent peer group ranking: 1-100, best to worst. Page 22 29 Comparative Performance - IRR QTR 1 YR 3 YR 5 YR 7 YR Inception Inception Date Crescent Direct Lending Fund 9.85 15.97 4.91 4.62 6.36 6.98 10/14/2014 Crescent Direct Lending II Fund 5.47 12.95 11.03 8.78 N/A 9.21 03/13/2018 Comparative Performance - IRR As of June 30, 2024 Page 23 30 Financial Reconciliation Quarter to Date Market Value 04/01/2024 Net Transfers Contributions Distributions Management Fees Other Expenses Income Apprec./ Deprec. Market Value 06/30/2024 Total Equity 51,527,147 -600,000 ----2,116 146,505 1,057,009 52,128,545 Domestic Equity Securities 39,794,142 ------1,147,122 40,941,264 Vanguard Total Stock Market (VITSX)39,794,142 ------1,147,122 40,941,264 Foreign Equity Securities 11,733,005 -600,000 ----2,116 146,505 -90,113 11,187,281 RBC Global (Voyageur)11,733,005 -600,000 ----2,116 146,505 -90,113 11,187,281 Total Fixed Income 14,192,290 1,969,507 ---6,037 -29,851 139,258 16,324,869 Galliard Core Fixed Income 9,659,745 2,100,000 ---6,037 --105,515 11,859,223 Vanguard Short Term Bond Index (VSCSX)336,687 -----3,288 12 339,987 Vanguard Inflation-Protected Secs (VAIPX)1,351,416 -----1,960 -4,716 1,348,660 PIMCO Diversified Income Fund Instl (PDIIX)1,899,696 -----24,604 -13,808 1,910,491 Crescent Direct Lending Fund 123,655 -90,786 -----8,742 41,611 Crescent Direct Lending II Fund 821,092 -39,707 -----43,512 824,897 Direct Real Estate 4,889,994 -7,710 ---9,392 -32,815 -38,277 4,867,430 ARA Core Property Fund 1,028,227 -7,710 ---2,801 -10,205 -12,057 1,015,864 Intercontinental 3,861,767 ----6,591 -22,610 -26,220 3,851,566 Receipt & Disbursement 4,063,546 -1,361,797 505,912 -1,190,266 --8,282 27,709 -2,036,822 Total Fund Portfolio 74,672,978 -505,912 -1,190,266 -15,430 -10,398 236,880 1,157,989 75,357,666 Financial Reconciliation Quarter to Date Total Fund 1 Quarter Ending June 30, 2024 Page 24 31 Financial Reconciliation Fiscal Year to Date Market Value 10/01/2023 Net Transfers Contributions Distributions Management Fees Other Expenses Income Apprec./ Deprec. Market Value 06/30/2024 Total Equity 44,746,051 -3,481,212 ---118,788 -6,567 599,629 10,389,432 52,128,545 Domestic Equity Securities 34,681,685 -3,000,000 ----312,847 8,946,733 40,941,264 Vanguard Total Stock Market (VITSX)34,681,685 -3,000,000 ----312,847 8,946,733 40,941,264 Foreign Equity Securities 10,064,366 -481,212 ---118,788 -6,567 286,782 1,442,699 11,187,281 RBC Global (Voyageur)10,064,366 -481,212 ---118,788 -6,567 286,782 1,442,699 11,187,281 Total Fixed Income 14,923,771 413,604 ---17,792 -137,152 868,134 16,324,869 Galliard Core Fixed Income 9,180,473 2,100,000 ---17,792 --596,542 11,859,223 Vanguard Short Term Bond Index (VSCSX)1,757,321 -1,500,000 ----26,076 56,590 339,987 Vanguard Inflation-Protected Secs (VAIPX)1,282,112 -----41,344 25,204 1,348,660 PIMCO Diversified Income Fund Instl (PDIIX)1,738,815 -----69,733 101,944 1,910,491 Crescent Direct Lending Fund 148,157 -119,860 -----13,314 41,611 Crescent Direct Lending II Fund 816,893 -66,536 -----74,540 824,897 Direct Real Estate 5,405,574 -24,680 --16,312 -106,547 -636,324 4,867,430 ARA Core Property Fund 1,142,280 -24,680 ---8,568 -32,087 -125,256 1,015,864 Intercontinental 4,263,294 ---24,880 -74,460 -511,068 3,851,566 Receipt & Disbursement 774,609 3,092,288 1,857,377 -3,652,337 --78,493 43,374 5 2,036,822 Total Fund Portfolio 65,850,005 -1,857,377 -3,652,337 -120,268 -85,061 886,703 10,621,247 75,357,666 Financial Reconciliation Fiscal Year to Date Total Fund October 1, 2023 To June 30, 2024 Page 25 32 Comparative Performance Fiscal Year Returns Oct-2022 To Sep-2023 Oct-2021 To Sep-2022 Oct-2020 To Sep-2021 Oct-2019 To Sep-2020 Oct-2018 To Sep-2019 Oct-2017 To Sep-2018 Oct-2016 To Sep-2017 Oct-2015 To Sep-2016 Oct-2014 To Sep-2015 Oct-2013 To Sep-2014 Total Fund (Net)12.98 (15)-14.02 (55)26.26 (5)7.92 (42)2.78 (85)11.28 (3)14.16 (11)11.15 (12)0.33 (23)11.85 (10) Total Fund Policy 12.76 (18)-13.16 (46)21.33 (41)10.06 (15)4.31 (51)9.85 (11)12.90 (31)10.79 (19)0.59 (18)11.39 (15) Difference 0.22 -0.86 4.93 -2.14 -1.53 1.43 1.26 0.36 -0.26 0.46 All Public Plans-Total Fund Median 10.60 -13.52 20.70 7.38 4.31 7.53 12.14 9.80 -0.79 9.92 Total Fund (Gross)13.22 -13.66 26.48 8.16 3.16 11.63 14.52 11.51 0.63 12.21 Total Fund Policy 12.76 -13.16 21.33 10.06 4.31 9.85 12.90 10.79 0.59 11.39 Difference 0.46 -0.50 5.15 -1.90 -1.15 1.78 1.62 0.72 0.04 0.82 Total Equity 21.83 -19.30 37.06 9.65 0.85 15.01 19.50 14.20 -1.52 15.46 Total Equity Policy 20.58 -19.37 30.05 11.69 2.09 14.18 19.00 13.13 -2.28 14.65 Difference 1.25 0.07 7.01 -2.04 -1.24 0.83 0.50 1.07 0.76 0.81 Domestic Equity Securities 20.41 (55)-17.47 (77)36.79 (15)15.35 (37)2.89 (53)17.88 (44)18.64 (57)15.21 (25)-0.59 (65)17.58 (72) Domestic Equity Securities Policy 20.46 (55)-17.63 (80)31.88 (40)15.00 (41)2.92 (52)17.58 (49)18.71 (56)14.96 (30)-0.49 (62)17.76 (70) Difference -0.05 0.16 4.91 0.35 -0.03 0.30 -0.07 0.25 -0.10 -0.18 IM U.S. Large Cap Core Equity (SA+CF) Median 20.80 -14.92 30.77 13.39 3.15 17.46 19.04 13.19 0.11 19.36 Foreign Equity Securities 27.57 (57)-25.79 (74)39.45 (15)-9.19 (87)-5.36 (72)6.76 (4)22.69 (36)10.74 (28)-4.36 (20)10.08 (7) Foreign Equity Securities Policy 20.39 (87)-25.17 (72)23.92 (78)1.03 (27)-0.82 (29)3.25 (24)19.65 (56)7.06 (63)-8.27 (41)4.70 (62) Difference 7.18 -0.62 15.53 -10.22 -4.54 3.51 3.04 3.68 3.91 5.38 IM International Large Cap Value Equity (SA+CF) Median 28.82 -22.72 31.08 -5.34 -3.22 1.33 20.95 8.41 -9.22 5.84 Total Fixed Income 3.71 -9.92 3.66 5.44 8.69 2.41 3.59 4.93 1.40 3.23 Total Fixed Policy 3.58 -10.72 2.04 5.71 8.08 -0.93 0.25 3.57 2.95 2.74 Difference 0.13 0.80 1.62 -0.27 0.61 3.34 3.34 1.36 -1.55 0.49 Broad Mkt Fixed Income 2.50 (35)-10.50 (61)-0.30 (71)7.53 (8)7.81 (45)-0.21 (27)0.61 (43)4.21 (24)2.31 (51)2.61 (49) Broad Mkt Fixed Income Policy 1.42 (79)-11.49 (83)-0.38 (73)5.66 (68)8.08 (26)-0.93 (79)0.25 (65)3.57 (53)2.95 (14)2.74 (43) Difference 1.08 0.99 0.08 1.87 -0.27 0.72 0.36 0.64 -0.64 -0.13 IM U.S. Intermediate Duration (SA+CF) Median 2.22 -10.38 0.04 6.13 7.74 -0.62 0.45 3.62 2.32 2.59 Non-Core Fixed Income 5.17 -9.42 7.18 0.92 10.83 14.15 13.06 13.88 8.65 N/A Non-Core Fixed Policy 6.89 -9.59 5.75 4.45 6.91 2.69 4.05 5.34 1.34 N/A Difference -1.72 0.17 1.43 -3.53 3.92 11.46 9.01 8.54 7.31 N/A Direct Real Estate -14.98 (78)26.35 (15)13.82 (72)3.40 (16)7.75 (28)10.25 (24)10.01 (16)11.44 (45)14.27 (57)13.47 (40) NCREIF Fund Index-OEDC (EW)-12.40 (43)22.76 (40)15.75 (54)1.74 (43)6.17 (70)8.82 (56)7.81 (50)10.62 (66)14.71 (55)12.39 (70) Difference -2.58 3.59 -1.93 1.66 1.58 1.43 2.20 0.82 -0.44 1.08 IM U.S. Open End Private Real Estate (SA+CF) Median -12.68 20.33 16.09 1.58 6.80 8.93 7.78 11.16 15.08 12.94 Comparative Performance Fiscal Year Returns Total Fund As of June 30, 2024 Returns for periods greater than one year are annualized. Returns are expressed as percentages. Total Fund Policy represents new policy beginning 9/1/2020. Old policy geometrically linked to new policy. See benchmark history for details. Parenthesized number represents pertinent peer group ranking: 1-100, best to worst. Page 26 33 Comparative Performance Fiscal Year Returns Total Fund As of June 30, 2024 Oct-2022 To Sep-2023 Oct-2021 To Sep-2022 Oct-2020 To Sep-2021 Oct-2019 To Sep-2020 Oct-2018 To Sep-2019 Oct-2017 To Sep-2018 Oct-2016 To Sep-2017 Oct-2015 To Sep-2016 Oct-2014 To Sep-2015 Oct-2013 To Sep-2014 Domestic Equity Securities 20.41 -17.47 36.79 15.35 2.89 17.88 18.64 15.21 -0.59 17.58 Lateef Asset Mgmt.Equity N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Russell 1000 Growth Index 27.72 (40)-22.59 (40)27.32 (50)37.53 (31)3.71 (52)26.30 (39)21.94 (39)13.76 (21)3.17 (58)19.15 (39) Difference N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A IM U.S. Large Cap Growth Equity (SA+CF) Median 25.72 -24.90 27.25 33.78 3.81 24.83 21.06 11.84 3.88 18.13 Vanguard Total Stock Market (VITSX)20.38 (33)-18.01 (60)32.10 (35)15.01 (24)2.89 (37)17.62 (21)18.64 (43)15.00 (11)-0.59 (39)17.77 (30) Vanguard Total Stock Market Index Hybrid 20.37 (34)-17.98 (59)32.11 (35)14.99 (25)2.92 (36)17.62 (22)18.64 (42)14.99 (11)-0.55 (37)17.77 (30) Difference 0.01 -0.03 -0.01 0.02 -0.03 0.00 0.00 0.01 -0.04 0.00 IM U.S. Multi-Cap Core Equity (MF) Median 18.77 -17.28 30.69 11.14 1.48 15.61 18.24 11.19 -1.56 16.32 Brandywine GLBL Dynamic (LMBGX)N/A N/A 41.75 (15)N/A N/A N/A N/A N/A N/A N/A Russell 1000 Value Index 14.44 (57)-11.36 (67)35.01 (41)-5.03 (72)4.00 (41)9.45 (70)15.12 (80)16.19 (20)-4.42 (48)18.89 (15) Difference N/A N/A 6.74 N/A N/A N/A N/A N/A N/A N/A IM U.S. Large Cap Value Equity (MF) Median 15.11 -9.58 33.01 -2.87 3.14 11.93 17.34 13.33 -4.54 17.04 Vanguard Value Index Fund (VIVIX)N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A CRSP U.S. Large Cap Value TR Index 14.85 (53)-6.59 (15)32.53 (55)-3.34 (55)3.57 (46)13.59 (26)17.76 (43)16.33 (18)-2.94 (24)19.19 (12) Difference N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A IM U.S. Large Cap Value Equity (MF) Median 15.11 -9.58 33.01 -2.87 3.14 11.93 17.34 13.33 -4.54 17.04 Foreign Equity Securities 27.57 -25.79 39.45 -9.19 -5.36 6.76 22.69 10.74 -4.36 10.08 RBC Global (Voyageur)27.57 (57)-25.79 (74)39.45 (15)-9.19 (87)-5.36 (72)6.76 (4)22.69 (36)10.74 (28)-4.36 (20)10.08 (7) MSCI EAFE (Net) Index 25.65 (69)-25.13 (72)25.73 (74)0.49 (28)-1.34 (31)2.74 (30)19.10 (58)6.52 (70)-8.66 (45)4.25 (70) Difference 1.92 -0.66 13.72 -9.68 -4.02 4.02 3.59 4.22 4.30 5.83 MSCI EAFE Value Index (Net)31.51 (34)-20.16 (24)30.66 (52)-11.93 (94)-4.92 (67)-0.36 (77)22.55 (37)3.52 (89)-12.60 (80)5.65 (52) Difference -3.94 -5.63 8.79 2.74 -0.44 7.12 0.14 7.22 8.24 4.43 IM International Large Cap Value Equity (SA+CF) Median 28.82 -22.72 31.08 -5.34 -3.22 1.33 20.95 8.41 -9.22 5.84 Returns for periods greater than one year are annualized. Returns are expressed as percentages. Total Fund Policy represents new policy beginning 9/1/2020. Old policy geometrically linked to new policy. See benchmark history for details. Parenthesized number represents pertinent peer group ranking: 1-100, best to worst. Page 27 34 Comparative Performance Fiscal Year Returns Total Fund As of June 30, 2024 Oct-2022 To Sep-2023 Oct-2021 To Sep-2022 Oct-2020 To Sep-2021 Oct-2019 To Sep-2020 Oct-2018 To Sep-2019 Oct-2017 To Sep-2018 Oct-2016 To Sep-2017 Oct-2015 To Sep-2016 Oct-2014 To Sep-2015 Oct-2013 To Sep-2014 Total Fixed Income 3.71 -9.92 3.66 5.44 8.69 2.41 3.59 4.93 1.40 3.23 Galliard Core Fixed Income 2.62 (45)-10.50 (71)-0.02 (70)6.85 (29)8.50 (17)-0.43 (59)0.44 (71)4.36 (26)3.04 (25)3.15 (38) Bloomberg Intermed Aggregate Index 1.42 (89)-11.49 (89)-0.38 (88)5.66 (78)8.08 (47)-0.93 (95)0.25 (86)3.57 (72)2.95 (30)2.74 (58) Difference 1.20 0.99 0.36 1.19 0.42 0.50 0.19 0.79 0.09 0.41 IM U.S. Intermediate Duration (SA+CF) Median 2.53 -10.04 0.28 6.44 8.04 -0.36 0.71 3.90 2.66 2.89 Galliard TIPS N/A N/A N/A 7.46 5.76 0.39 -0.23 4.75 -0.38 0.59 Blmbg. U.S. TIPS 1-10 Year 2.11 -7.44 5.75 7.75 5.75 0.33 -0.14 4.83 -0.82 0.61 Difference N/A N/A N/A -0.29 0.01 0.06 -0.09 -0.08 0.44 -0.02 Templeton Global Bond Fund (FBNRX)N/A N/A N/A N/A N/A N/A N/A 0.83 -7.63 6.33 FTSE World Government Bond Index 1.04 -22.14 -3.33 6.77 8.13 -1.54 -2.69 9.71 -3.83 -0.07 Difference N/A N/A N/A N/A N/A N/A N/A -8.88 -3.80 6.40 PIMCO Diversified Income Fund Instl (PDIIX)7.23 (7)-17.61 (50)4.87 (6)3.63 (73)9.52 (20)N/A N/A N/A N/A N/A Blmbg. Global Credit (Hedged)5.27 (13)-16.53 (49)2.72 (22)5.26 (53)10.83 (12)0.39 (16)3.04 (29)9.19 (25)0.86 (19)6.83 (10) Difference 1.96 -1.08 2.15 -1.63 -1.31 N/A N/A N/A N/A N/A IM Global Fixed Income (MF) Median 2.65 -17.63 0.90 5.39 7.65 -1.33 1.10 7.40 -3.88 3.35 Vanguard Inflation-Protected Secs (VAIPX)1.81 (42)-13.12 (92)5.09 (58)9.84 (27)7.03 (13)0.23 (54)N/A N/A N/A N/A Bloomberg U.S. TIPS Index 1.25 (54)-11.57 (46)5.19 (55)10.08 (20)7.13 (9)0.41 (39)-0.73 (61)6.58 (26)-0.83 (6)1.59 (19) Difference 0.56 -1.55 -0.10 -0.24 -0.10 -0.18 N/A N/A N/A N/A IM U.S. TIPS (MF) Median 1.40 -11.72 5.33 8.50 5.70 0.29 -0.43 5.77 -1.91 0.95 Vanguard Short Term Bond Index (VSCSX)3.78 (34)-8.13 (49)1.37 (22)4.91 (49)6.71 (14)-0.14 (39)1.55 (27)3.40 (20)N/A N/A Blmbg. U.S. Corporate 1-5 Year Index 4.00 (24)-8.06 (44)1.35 (23)5.21 (39)6.78 (12)0.11 (27)1.82 (19)3.33 (22)1.98 (10)2.46 (26) Difference -0.22 -0.07 0.02 -0.30 -0.07 -0.25 -0.27 0.07 N/A N/A IM U.S. Intermediate Investment Grade (MF) Median 3.14 -8.15 0.54 4.86 5.46 -0.39 0.82 2.54 1.22 1.64 Direct Real Estate -14.98 26.35 13.82 3.40 7.75 10.25 10.01 11.44 14.27 13.47 ARA Core Property Fund -12.54 (49)25.79 (18)13.51 (75)1.62 (49)6.81 (50)8.50 (61)7.52 (53)9.04 (90)13.98 (58)12.49 (68) American Core Realty Policy -12.40 (43)22.76 (40)15.75 (54)1.74 (43)6.17 (70)8.82 (56)7.81 (50)10.62 (66)14.71 (55)12.39 (70) Difference -0.14 3.03 -2.24 -0.12 0.64 -0.32 -0.29 -1.58 -0.73 0.10 IM U.S. Open End Private Real Estate (SA+CF) Median -12.68 20.33 16.09 1.58 6.80 8.93 7.78 11.16 15.08 12.94 Intercontinental -15.63 (84)26.50 (13)13.87 (70)4.41 (11)8.32 (19)11.40 (9)11.82 (6)13.30 (19)13.96 (58)14.10 (30) NCREIF Fund Index-OEDC (EW)-12.40 (43)22.76 (40)15.75 (54)1.74 (43)6.17 (70)8.82 (56)7.81 (50)10.62 (66)14.71 (55)12.39 (70) Difference -3.23 3.74 -1.88 2.67 2.15 2.58 4.01 2.68 -0.75 1.71 IM U.S. Open End Private Real Estate (SA+CF) Median -12.68 20.33 16.09 1.58 6.80 8.93 7.78 11.16 15.08 12.94 Returns for periods greater than one year are annualized. Returns are expressed as percentages. Total Fund Policy represents new policy beginning 9/1/2020. Old policy geometrically linked to new policy. See benchmark history for details. Parenthesized number represents pertinent peer group ranking: 1-100, best to worst. Page 28 35 Plan Sponsor Peer Group Analysis - All Public Plans-Total Fund Comparative Performance -4.00 -1.00 2.00 5.00 8.00 11.00 14.00 17.00 20.00 23.00 ReturnQTR FYTD 1 YR 2 YR 3 YR 4 YR 5 YR Total Fund Portfolio 1.86 (9)17.54 (12)14.82 (8)12.58 (12)4.60 (6)11.16 (3)9.37 (4)z Total Fund Policy 1.92 (7)16.35 (23)13.40 (17)12.07 (16)4.56 (6)9.95 (10)8.96 (7)z Median 1.04 14.93 11.40 10.35 2.85 8.43 7.30 -28.00 -20.00 -12.00 -4.00 4.00 12.00 20.00 28.00 36.00 ReturnOct-2022 To Sep-2023 Oct-2021 To Sep-2022 Oct-2020 To Sep-2021 Oct-2019 To Sep-2020 Oct-2018 To Sep-2019 Oct-2017 To Sep-2018 Total Fund Portfolio 12.98 (13)-14.02 (42)26.26 (4)7.92 (52)2.78 (81)11.28 (5)z Total Fund Policy 12.76 (15)-13.16 (33)21.33 (32)10.06 (29)4.31 (39)9.85 (15)z Median 10.77 -14.90 20.02 8.09 3.99 7.84 1 Qtr Ending Mar-2024 1 Qtr Ending Dec-2023 1 Qtr Ending Sep-2023 1 Qtr Ending Jun-2023 1 Qtr Ending Mar-2023 1 Qtr Ending Dec-2022 Total Fund Portfolio 5.82 (18)9.04 (33)-2.31 (27)4.01 (15)5.17 (13)5.72 (53) Total Fund Policy 5.51 (26)8.20 (50)-2.54 (34)4.25 (10)4.93 (20)5.77 (51) All Public Plans-Total Fund Median 4.88 8.20 -2.98 3.29 4.37 5.80 As of June 30, 2024 Performance Review (Net) Total Fund Portfolio NONE Page 29 36 Peer Group Scattergram - 3 Years 3 Yr Rolling Under/Over Performance - 5 Years Peer Group Scattergram - 5 Years 3 Yr Rolling Percentile Ranking - 5 Years Historical Statistics - 3 Years Historical Statistics - 5 Years Over Performance Under Performance Earliest Date Latest Date -10.0 0.0 10.0 20.0 30.0 Total Fund Portfolio (%)-10.0 0.0 10.0 20.0 30.0 Total Fund Policy (%) Over Performance Under Performance 0.0 25.0 50.0 75.0 100.0Return Percentile Rank9/19 3/20 9/20 3/21 9/21 3/22 9/22 3/23 9/23 6/24 Total Period 5-25 Count 25-Median Count Median-75 Count 75-95 Count Total Fund Portfolio 20 16 (80%)4 (20%)0 (0%)0 (0%)z Total Fund Policy 20 20 (100%)0 (0%)0 (0%)0 (0%)z 2.32 2.90 3.48 4.06 4.64 5.22 Return (%)11.40 11.60 11.80 12.00 12.20 12.40 Risk (Standard Deviation %) Return Standard Deviation Total Fund Portfolio 4.60 12.17z Total Fund Policy 4.56 11.93z Median 2.85 11.67¾ 6.80 7.48 8.16 8.84 9.52 10.20 Return (%)11.7 12.0 12.3 12.6 12.9 13.2 13.5 Risk (Standard Deviation %) Return Standard Deviation Total Fund Portfolio 9.37 13.05z Total Fund Policy 8.96 12.12z Median 7.30 11.94¾ Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk Total Fund Portfolio 1.03 101.40 101.46 -0.02 0.06 0.19 1.02 8.04 Total Fund Policy 0.00 100.00 100.00 0.00 N/A 0.19 1.00 7.90 90 Day U.S. Treasury Bill 11.83 9.15 -7.23 2.98 -0.19 N/A 0.01 0.00 Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk Total Fund Portfolio 1.83 105.96 106.38 -0.14 0.27 0.59 1.07 8.43 Total Fund Policy 0.00 100.00 100.00 0.00 N/A 0.59 1.00 7.74 90 Day U.S. Treasury Bill 12.17 5.87 -6.39 2.19 -0.59 N/A 0.00 0.00 As of June 30, 2024 Performance Review (Net) Total Fund Portfolio NONE Page 30 37 Peer Group Analysis - IM U.S. Multi-Cap Core Equity (MF) Comparative Performance -16.00 -10.00 -4.00 2.00 8.00 14.00 20.00 26.00 32.00 38.00 44.00 ReturnQTR FYTD 1 YR 2 YR 3 YR 4 YR 5 YR VG Total Stk Mkt (VITSX)2.88 (36)26.95 (39)22.77 (39)20.84 (35)7.79 (39)15.95 (34)13.99 (30)z VG Total Stk Mkt IDX 3.25 (27)27.37 (34)23.17 (35)21.04 (32)7.91 (36)16.05 (32)14.07 (27)z Median 1.69 25.12 20.68 18.83 6.79 14.81 12.72 -55.00 -40.00 -25.00 -10.00 5.00 20.00 35.00 50.00 65.00 ReturnOct-2022 To Sep-2023 Oct-2021 To Sep-2022 Oct-2020 To Sep-2021 Oct-2019 To Sep-2020 Oct-2018 To Sep-2019 Oct-2017 To Sep-2018 VG Total Stk Mkt (VITSX)20.38 (33)-18.01 (60)32.10 (35)15.01 (24)2.89 (37)17.62 (21)z VG Total Stk Mkt IDX 20.37 (34)-17.98 (59)32.11 (35)14.99 (25)2.92 (36)17.62 (22)z Median 18.77 -17.28 30.69 11.14 1.48 15.61 1 Qtr Ending Mar-2024 1 Qtr Ending Dec-2023 1 Qtr Ending Sep-2023 1 Qtr Ending Jun-2023 1 Qtr Ending Mar-2023 1 Qtr Ending Dec-2022 VG Total Stk Mkt (VITSX)10.00 (50)12.17 (34)-3.29 (46)8.41 (23)7.15 (29)7.16 (63) Vanguard Total Stock Market Index Hybrid 10.01 (50)12.14 (36)-3.30 (46)8.41 (23)7.15 (29)7.15 (64) IM U.S. Multi-Cap Core Equity (MF) Median 10.00 11.80 -3.40 7.16 6.16 8.04 Performance Review As of June 30, 2024 VG Total Stk Mkt (VITSX) NONE Page 31 38 Peer Group Scattergram - 3 Years 3 Yr Rolling Under/Over Performance - 5 Years Peer Group Scattergram - 5 Years 3 Yr Rolling Percentile Ranking - 5 Years Historical Statistics - 3 Years Historical Statistics - 5 Years Over Performance Under Performance Earliest Date Latest Date -10.0 0.0 10.0 20.0 30.0 VG Total Stk Mkt (VITSX) (%)-10.0 0.0 10.0 20.0 30.0 Vanguard Total Stock Market Index Hybrid (%) Over Performance Under Performance 0.0 25.0 50.0 75.0 100.0Return Percentile Rank9/19 3/20 9/20 3/21 9/21 3/22 9/22 3/23 9/23 6/24 Total Period 5-25 Count 25-Median Count Median-75 Count 75-95 Count VG Total Stk Mkt (VITSX)20 11 (55%)9 (45%)0 (0%)0 (0%)z VG Total Stk Mkt IDX 20 11 (55%)9 (45%)0 (0%)0 (0%)z 6.29 6.66 7.03 7.40 7.77 8.14 Return (%)17.64 17.68 17.72 17.76 17.80 17.84 17.88 17.92 Risk (Standard Deviation %) Return Standard Deviation VG Total Stk Mkt (VITSX)7.79 17.84z VG Total Stk Mkt IDX 7.91 17.85z Median 6.79 17.68¾ 12.15 12.60 13.05 13.50 13.95 14.40 Return (%)18.36 18.39 18.42 18.45 18.48 18.51 18.54 Risk (Standard Deviation %) Return Standard Deviation VG Total Stk Mkt (VITSX)13.99 18.50z VG Total Stk Mkt IDX 14.07 18.50z Median 12.72 18.38¾ Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk VG Total Stk Mkt (VITSX)0.21 99.62 100.00 -0.11 -0.58 0.35 1.00 11.68 VG Total Stk Mkt IDX 0.00 100.00 100.00 0.00 N/A 0.35 1.00 11.68 90 Day U.S. Treasury Bill 17.73 6.29 -4.48 2.96 -0.35 N/A 0.01 0.00 Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk VG Total Stk Mkt (VITSX)0.16 99.78 99.99 -0.07 -0.45 0.69 1.00 11.72 VG Total Stk Mkt IDX 0.00 100.00 100.00 0.00 N/A 0.69 1.00 11.73 90 Day U.S. Treasury Bill 18.54 3.99 -3.93 2.18 -0.69 N/A 0.00 0.00 Performance Review As of June 30, 2024 VG Total Stk Mkt (VITSX) NONE Page 32 39 Peer Group Analysis - IM International Large Cap Value Equity (SA+CF) Comparative Performance -8.00 -4.00 0.00 4.00 8.00 12.00 16.00 20.00 24.00 28.00 ReturnQTR FYTD 1 YR 2 YR 3 YR 4 YR 5 YR RBC Global 0.52 (46)17.23 (15)14.98 (21)15.31 (42)3.05 (58)12.48 (37)6.51 (61)z MSCI EAFE (Net)-0.42 (68)16.32 (24)11.54 (42)15.10 (45)2.89 (65)9.58 (76)6.46 (62)z Median 0.39 13.59 10.66 14.20 3.74 11.51 7.25 -55.00 -40.00 -25.00 -10.00 5.00 20.00 35.00 50.00 65.00 80.00 ReturnOct-2022 To Sep-2023 Oct-2021 To Sep-2022 Oct-2020 To Sep-2021 Oct-2019 To Sep-2020 Oct-2018 To Sep-2019 Oct-2017 To Sep-2018 RBC Global 27.57 (57)-25.79 (74)39.45 (15)-9.19 (87)-5.36 (72)6.76 (4)z MSCI EAFE (Net)25.65 (69)-25.13 (72)25.73 (74)0.49 (28)-1.34 (31)2.74 (30)z Median 28.82 -22.72 31.08 -5.34 -3.22 1.33 1 Qtr Ending Mar-2024 1 Qtr Ending Dec-2023 1 Qtr Ending Sep-2023 1 Qtr Ending Jun-2023 1 Qtr Ending Mar-2023 1 Qtr Ending Dec-2022 RBC Global 4.06 (46)12.08 (5)-1.92 (44)1.96 (86)9.31 (39)16.72 (63) MSCI EAFE (Net) Index 5.78 (24)10.42 (19)-4.11 (75)2.95 (58)8.47 (52)17.34 (58) IM International Large Cap Value Equity (SA+CF) Median 3.90 8.85 -2.25 3.16 8.70 18.07 Performance Review As of June 30, 2024 RBC Global NONE Page 33 40 Peer Group Scattergram - 3 Years 3 Yr Rolling Under/Over Performance - 5 Years Peer Group Scattergram - 5 Years 3 Yr Rolling Percentile Ranking - 5 Years Historical Statistics - 3 Years Historical Statistics - 5 Years Over Performance Under Performance Earliest Date Latest Date -16.0 -8.0 0.0 8.0 16.0 24.0 RBC Global (%)-16.0 -8.0 0.0 8.0 16.0 24.0 MSCI EAFE (Net) Index (%) Over Performance Under Performance 0.0 25.0 50.0 75.0 100.0Return Percentile Rank9/19 3/20 9/20 3/21 9/21 3/22 9/22 3/23 9/23 6/24 Total Period 5-25 Count 25-Median Count Median-75 Count 75-95 Count RBC Global 20 2 (10%)6 (30%)10 (50%)2 (10%)z MSCI EAFE (Net)20 2 (10%)9 (45%)6 (30%)3 (15%)z 2.52 2.80 3.08 3.36 3.64 3.92 Return (%)16.60 16.80 17.00 17.20 17.40 Risk (Standard Deviation %) Return Standard Deviation RBC Global 3.05 17.22z MSCI EAFE (Net)2.89 16.70z Median 3.74 16.72¾ 6.24 6.50 6.76 7.02 7.28 7.54 Return (%)16.20 17.10 18.00 18.90 19.80 20.70 21.60 22.50 Risk (Standard Deviation %) Return Standard Deviation RBC Global 6.51 21.49z MSCI EAFE (Net)6.46 17.56z Median 7.25 18.57¾ Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk RBC Global 4.23 93.31 90.90 0.25 0.06 0.09 1.00 11.36 MSCI EAFE (Net)0.00 100.00 100.00 0.00 N/A 0.08 1.00 11.09 90 Day U.S. Treasury Bill 16.55 7.13 -5.14 2.99 -0.08 N/A 0.01 0.00 Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk RBC Global 6.71 110.41 110.30 -0.54 0.13 0.30 1.18 14.36 MSCI EAFE (Net)0.00 100.00 100.00 0.00 N/A 0.32 1.00 11.54 90 Day U.S. Treasury Bill 17.57 4.45 -4.24 2.16 -0.32 N/A 0.00 0.00 Performance Review As of June 30, 2024 RBC Global NONE Page 34 41 Peer Group Analysis - IM U.S. Intermediate Duration (SA+CF) Comparative Performance -4.00 -2.00 0.00 2.00 4.00 6.00 8.00 10.00 ReturnQTR FYTD 1 YR 2 YR 3 YR 4 YR 5 YR Galliard Core FX Inc 0.79 (32)6.19 (30)5.25 (25)2.75 (37)-0.83 (47)-0.36 (53)1.12 (52)z Barclays Int Agg 0.46 (89)5.54 (60)3.55 (95)1.45 (96)-1.77 (97)-1.32 (98)0.22 (98)z Median 0.74 5.73 4.69 2.55 -0.85 -0.34 1.12 -20.00 -16.00 -12.00 -8.00 -4.00 0.00 4.00 8.00 12.00 16.00 ReturnOct-2022 To Sep-2023 Oct-2021 To Sep-2022 Oct-2020 To Sep-2021 Oct-2019 To Sep-2020 Oct-2018 To Sep-2019 Oct-2017 To Sep-2018 Galliard Core FX Inc 2.62 (45)-10.50 (71)-0.02 (70)6.85 (29)8.50 (17)-0.43 (59)z Barclays Int Agg 1.42 (89)-11.49 (89)-0.38 (88)5.66 (78)8.08 (47)-0.93 (95)z Median 2.53 -10.04 0.28 6.44 8.04 -0.36 1 Qtr Ending Mar-2024 1 Qtr Ending Dec-2023 1 Qtr Ending Sep-2023 1 Qtr Ending Jun-2023 1 Qtr Ending Mar-2023 1 Qtr Ending Dec-2022 Galliard Core FX Inc 0.40 (24)4.93 (39)-0.88 (56)-0.46 (45)2.41 (47)1.56 (52) Barclays Int Agg Index -0.42 (95)5.50 (25)-1.89 (87)-0.75 (81)2.39 (51)1.72 (36) IM U.S. Intermediate Duration (SA+CF) Median 0.13 4.72 -0.83 -0.49 2.39 1.58 Performance Review As of June 30, 2024 Galliard Core FX Inc NONE Page 35 42 Peer Group Scattergram - 3 Years 3 Yr Rolling Under/Over Performance - 5 Years Peer Group Scattergram - 5 Years 3 Yr Rolling Percentile Ranking - 5 Years Historical Statistics - 3 Years Historical Statistics - 5 Years Over Performance Under Performance Earliest Date Latest Date -6.0 -3.0 0.0 3.0 6.0 9.0 Galliard Core FX Inc (%)-6.0 -3.0 0.0 3.0 6.0 9.0 Barclays Int Agg Index (%) Over Performance Under Performance 0.0 25.0 50.0 75.0 100.0Return Percentile Rank9/19 3/20 9/20 3/21 9/21 3/22 9/22 3/23 9/23 6/24 Total Period 5-25 Count 25-Median Count Median-75 Count 75-95 Count Galliard Core FX Inc 20 2 (10%)10 (50%)8 (40%)0 (0%)z Barclays Int Agg 20 0 (0%)1 (5%)1 (5%)18 (90%)z -2.00 -1.60 -1.20 -0.80 -0.40 0.00 Return (%)4.75 4.94 5.13 5.32 5.51 5.70 5.89 Risk (Standard Deviation %) Return Standard Deviation Galliard Core FX Inc -0.83 4.97z Barclays Int Agg -1.77 5.74z Median -0.85 4.78¾ 0.00 0.50 1.00 1.50 Return (%)4.10 4.20 4.30 4.40 4.50 4.60 4.70 4.80 Risk (Standard Deviation %) Return Standard Deviation Galliard Core FX Inc 1.12 4.35z Barclays Int Agg 0.22 4.67z Median 1.12 4.18¾ Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk Galliard Core FX Inc 1.01 91.71 82.82 0.69 0.90 -0.77 0.86 3.48 Barclays Int Agg 0.00 100.00 100.00 0.00 N/A -0.82 1.00 4.11 90 Day U.S. Treasury Bill 5.60 21.43 -16.71 3.09 0.82 N/A 0.03 0.00 Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk Galliard Core FX Inc 1.29 106.54 91.50 0.92 0.68 -0.22 0.90 2.88 Barclays Int Agg 0.00 100.00 100.00 0.00 N/A -0.39 1.00 3.22 90 Day U.S. Treasury Bill 4.61 18.77 -17.68 2.15 0.39 N/A 0.02 0.00 Performance Review As of June 30, 2024 Galliard Core FX Inc NONE Page 36 43 Peer Group Analysis - IM U.S. Intermediate Investment Grade (MF) Comparative Performance -4.00 -2.00 0.00 2.00 4.00 6.00 8.00 10.00 ReturnQTR FYTD 1 YR 2 YR 3 YR 4 YR 5 YR VG ST Bond Index (VSCSX)0.98 (41)5.65 (31)5.80 (41)3.67 (40)0.26 (35)0.75 (39)1.63 (29)z Barclays US Corp 1-5 Yr 0.96 (45)5.74 (25)6.01 (31)3.84 (32)0.40 (27)0.84 (34)1.75 (22)z Median 0.92 5.18 5.43 3.39 -0.14 0.45 1.16 -16.00 -13.00 -10.00 -7.00 -4.00 -1.00 2.00 5.00 8.00 11.00 14.00 ReturnOct-2022 To Sep-2023 Oct-2021 To Sep-2022 Oct-2020 To Sep-2021 Oct-2019 To Sep-2020 Oct-2018 To Sep-2019 Oct-2017 To Sep-2018 VG ST Bond Index (VSCSX)3.78 (34)-8.13 (49)1.37 (22)4.91 (49)6.71 (14)-0.14 (39)z Barclays US Corp 1-5 Yr 4.00 (24)-8.06 (44)1.35 (23)5.21 (39)6.78 (12)0.11 (27)z Median 3.14 -8.15 0.54 4.86 5.46 -0.39 1 Qtr Ending Mar-2024 1 Qtr Ending Dec-2023 1 Qtr Ending Sep-2023 1 Qtr Ending Jun-2023 1 Qtr Ending Mar-2023 1 Qtr Ending Dec-2022 VG ST Bond Index (VSCSX)0.22 (70)4.39 (21)0.15 (61)0.06 (30)1.47 (81)2.06 (5) Barclays US Corp 1-5 Yr Index 0.60 (49)4.12 (32)0.25 (49)0.07 (29)1.68 (70)1.95 (7) IM U.S. Intermediate Investment Grade (MF) Median 0.58 3.56 0.23 -0.16 1.85 1.32 Performance Review As of June 30, 2024 VG ST Bond Index (VSCSX) NONE Page 37 44 Peer Group Scattergram - 3 Years 3 Yr Rolling Under/Over Performance - 5 Years Peer Group Scattergram - 5 Years 3 Yr Rolling Percentile Ranking - 5 Years Historical Statistics - 3 Years Historical Statistics - 5 Years Over Performance Under Performance Earliest Date Latest Date -4.0 -2.0 0.0 2.0 4.0 6.0 VG ST Bond Index (VSCSX) (%)-4.0 -2.0 0.0 2.0 4.0 6.0 Barclays US Corp 1-5 Yr Index (%) Over Performance Under Performance 0.0 25.0 50.0 75.0 100.0Return Percentile Rank9/19 3/20 9/20 3/21 9/21 3/22 9/22 3/23 9/23 6/24 Total Period 5-25 Count 25-Median Count Median-75 Count 75-95 Count VG ST Bond Index (VSCSX)20 7 (35%)13 (65%)0 (0%)0 (0%)z Barclays US Corp 1-5 Yr 20 12 (60%)8 (40%)0 (0%)0 (0%)z -0.40 -0.20 0.00 0.20 0.40 0.60 Return (%)3.45 3.50 3.55 3.60 3.65 3.70 3.75 3.80 Risk (Standard Deviation %) Return Standard Deviation VG ST Bond Index (VSCSX)0.26 3.76z Barclays US Corp 1-5 Yr 0.40 3.74z Median -0.14 3.53¾ 1.00 1.20 1.40 1.60 1.80 2.00 Return (%)3.74 3.76 3.78 3.80 3.82 3.84 3.86 3.88 Risk (Standard Deviation %) Return Standard Deviation VG ST Bond Index (VSCSX)1.63 3.85z Barclays US Corp 1-5 Yr 1.75 3.79z Median 1.16 3.76¾ Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk VG ST Bond Index (VSCSX)0.24 97.94 100.54 -0.14 -0.59 -0.75 1.00 2.49 Barclays US Corp 1-5 Yr 0.00 100.00 100.00 0.00 N/A -0.71 1.00 2.48 90 Day U.S. Treasury Bill 3.54 33.24 -24.10 3.00 0.71 N/A 0.07 0.00 Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk VG ST Bond Index (VSCSX)0.25 98.87 101.48 -0.15 -0.48 -0.12 1.02 2.65 Barclays US Corp 1-5 Yr 0.00 100.00 100.00 0.00 N/A -0.09 1.00 2.56 90 Day U.S. Treasury Bill 3.77 23.83 -20.06 2.13 0.09 N/A 0.02 0.00 Performance Review As of June 30, 2024 VG ST Bond Index (VSCSX) NONE Page 38 45 Peer Group Analysis - IM U.S. TIPS (MF) Comparative Performance -6.00 -4.00 -2.00 0.00 2.00 4.00 6.00 8.00 10.00 ReturnQTR FYTD 1 YR 2 YR 3 YR 4 YR 5 YR Vanguard Infl-Prot Secs -0.20 (97)5.19 (51)2.40 (69)1.04 (45)-1.50 (54)0.18 (67)1.72 (67)z Bloomberg U.S. TIPS Index 0.79 (62)5.45 (33)2.71 (55)0.63 (55)-1.33 (47)0.58 (52)2.07 (44)z Median 0.88 5.20 3.00 0.84 -1.39 0.62 2.00 -20.00 -15.00 -10.00 -5.00 0.00 5.00 10.00 15.00 20.00 ReturnOct-2022 To Sep-2023 Oct-2021 To Sep-2022 Oct-2020 To Sep-2021 Oct-2019 To Sep-2020 Oct-2018 To Sep-2019 Oct-2017 To Sep-2018 Vanguard Infl-Prot Secs 1.81 (42)-13.12 (92)5.09 (58)9.84 (27)7.03 (13)0.23 (54)z Bloomberg U.S. TIPS Index 1.25 (54)-11.57 (46)5.19 (55)10.08 (20)7.13 (9)0.41 (39)z Median 1.40 -11.72 5.33 8.50 5.70 0.29 1 Qtr Ending Mar-2024 1 Qtr Ending Dec-2023 1 Qtr Ending Sep-2023 1 Qtr Ending Jun-2023 1 Qtr Ending Mar-2023 1 Qtr Ending Dec-2022 Vanguard Infl-Prot Secs -0.30 (82)5.73 (5)-2.65 (71)-2.24 (83)3.20 (40)3.67 (5) Bloomberg U.S. TIPS Index -0.08 (64)4.71 (25)-2.60 (68)-1.42 (43)3.34 (33)2.04 (39) IM U.S. TIPS (MF) Median 0.03 4.21 -2.21 -1.47 3.05 1.96 Performance Review As of June 30, 2024 Vanguard Infl-Prot Secs NONE Page 39 46 Peer Group Scattergram - 3 Years 3 Yr Rolling Under/Over Performance - 5 Years Peer Group Scattergram - 5 Years 3 Yr Rolling Percentile Ranking - 5 Years Historical Statistics - 3 Years Historical Statistics - 5 Years Under Performance Earliest Date Latest Date -8.0 -4.0 0.0 4.0 8.0 12.0 Vanguard Infl-Prot Secs (%)-8.0 -4.0 0.0 4.0 8.0 12.0 Bloomberg U.S. TIPS Index (%) Over Performance Under Performance 0.0 25.0 50.0 75.0 100.0Return Percentile Rank9/19 3/20 9/20 3/21 9/21 3/22 9/22 3/23 9/23 6/24 Total Period 5-25 Count 25-Median Count Median-75 Count 75-95 Count Vanguard Infl-Prot Secs 19 7 (37%)4 (21%)6 (32%)2 (11%)z Bloomberg U.S. TIPS Index 20 11 (55%)8 (40%)1 (5%)0 (0%)z -1.54 -1.47 -1.40 -1.33 -1.26 -1.19 Return (%)6.46 6.84 7.22 7.60 7.98 8.36 8.74 9.12 9.50 Risk (Standard Deviation %) Return Standard Deviation Vanguard Infl-Prot Secs -1.50 8.97z Bloomberg U.S. TIPS Index -1.33 7.11z Median -1.39 7.06¾ 1.60 1.80 2.00 2.20 Return (%)6.00 6.24 6.48 6.72 6.96 7.20 7.44 7.68 Risk (Standard Deviation %) Return Standard Deviation Vanguard Infl-Prot Secs 1.72 7.45z Bloomberg U.S. TIPS Index 2.07 6.20z Median 2.00 6.22¾ Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk Vanguard Infl-Prot Secs 2.94 116.75 115.16 0.21 -0.01 -0.46 1.21 6.78 Bloomberg U.S. TIPS Index 0.00 100.00 100.00 0.00 N/A -0.58 1.00 5.40 90 Day U.S. Treasury Bill 7.07 17.29 -14.10 3.04 0.58 N/A 0.01 0.00 Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk Vanguard Infl-Prot Secs 2.34 105.48 110.67 -0.59 -0.11 -0.02 1.15 5.37 Bloomberg U.S. TIPS Index 0.00 100.00 100.00 0.00 N/A 0.02 1.00 4.37 90 Day U.S. Treasury Bill 6.26 12.41 -13.18 2.17 -0.02 N/A -0.01 0.00 Performance Review As of June 30, 2024 Vanguard Infl-Prot Secs NONE Page 40 47 Peer Group Analysis - IM Global Fixed Income (MF) Comparative Performance -13.00 -10.00 -7.00 -4.00 -1.00 2.00 5.00 8.00 11.00 14.00 ReturnQTR FYTD 1 YR 2 YR 3 YR 4 YR 5 YR PIMCO Div Inc Fd Instl 0.57 (11)9.87 (3)8.69 (3)7.15 (4)-0.94 (20)1.13 (10)1.32 (13)z Blmbg. Global Credit Hed 0.32 (24)8.09 (9)6.66 (15)4.61 (13)-1.68 (28)-0.13 (28)1.00 (19)z Median -0.30 5.96 4.07 2.48 -2.79 -1.58 -0.32 -34.00 -28.00 -22.00 -16.00 -10.00 -4.00 2.00 8.00 14.00 20.00 ReturnOct-2022 To Sep-2023 Oct-2021 To Sep-2022 Oct-2020 To Sep-2021 Oct-2019 To Sep-2020 Oct-2018 To Sep-2019 Oct-2017 To Sep-2018 PIMCO Div Inc Fd Instl 7.23 (7)-17.61 (50)4.87 (6)3.63 (73)9.52 (20)N/Az Blmbg. Global Credit Hed 5.27 (13)-16.53 (49)2.72 (22)5.26 (53)10.83 (12)0.39 (16)z Median 2.65 -17.63 0.90 5.39 7.65 -1.33 1 Qtr Ending Mar-2024 1 Qtr Ending Dec-2023 1 Qtr Ending Sep-2023 1 Qtr Ending Jun-2023 1 Qtr Ending Mar-2023 1 Qtr Ending Dec-2022 PIMCO Div Inc Fd Instl 1.34 (7)7.81 (41)-1.07 (23)0.88 (8)2.61 (62)4.71 (32) Blmbg. Global Credit (Hedged)0.40 (25)7.32 (51)-1.32 (29)0.28 (16)2.97 (35)3.31 (53) IM Global Fixed Income (MF) Median -0.35 7.37 -2.42 -0.58 2.76 3.53 Performance Review As of June 30, 2024 PIMCO Div Inc Fd Instl NONE Page 41 48 Peer Group Scattergram - 3 Years 3 Yr Rolling Under/Over Performance - 5 Years Peer Group Scattergram - 5 Years 3 Yr Rolling Percentile Ranking - 5 Years Historical Statistics - 3 Years Historical Statistics - 5 Years Over Performance Under Performance Earliest Date Latest Date -8.0 -4.0 0.0 4.0 8.0 12.0 PIMCO Div Inc Fd Instl (%)-8.0 -4.0 0.0 4.0 8.0 12.0 Blmbg. Global Credit (Hedged) (%) Over Performance Under Performance 0.0 25.0 50.0 75.0 100.0Return Percentile Rank9/19 3/20 9/20 3/21 9/21 3/22 9/22 3/23 9/23 6/24 Total Period 5-25 Count 25-Median Count Median-75 Count 75-95 Count PIMCO Div Inc Fd Instl 14 10 (71%)3 (21%)1 (7%)0 (0%)z Blmbg. Global Credit Hed 20 11 (55%)9 (45%)0 (0%)0 (0%)z -3.20 -2.40 -1.60 -0.80 0.00 0.80 Return (%)7.20 7.40 7.60 7.80 8.00 8.20 8.40 8.60 Risk (Standard Deviation %) Return Standard Deviation PIMCO Div Inc Fd Instl -0.94 8.42z Blmbg. Global Credit Hed -1.68 7.39z Median -2.79 7.65¾ -0.60 0.00 0.60 1.20 1.80 Return (%)6.93 7.14 7.35 7.56 7.77 7.98 8.19 8.40 Risk (Standard Deviation %) Return Standard Deviation PIMCO Div Inc Fd Instl 1.32 8.22z Blmbg. Global Credit Hed 1.00 7.22z Median -0.32 7.12¾ Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk PIMCO Div Inc Fd Instl 2.00 116.19 106.11 0.99 0.41 -0.44 1.11 5.94 Blmbg. Global Credit Hed 0.00 100.00 100.00 0.00 N/A -0.61 1.00 5.22 90 Day U.S. Treasury Bill 7.19 17.02 -13.88 3.08 0.61 N/A 0.03 0.00 Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk PIMCO Div Inc Fd Instl 2.14 109.97 106.81 0.26 0.18 -0.06 1.10 6.09 Blmbg. Global Credit Hed 0.00 100.00 100.00 0.00 N/A -0.12 1.00 5.20 90 Day U.S. Treasury Bill 7.20 12.02 -11.56 2.15 0.12 N/A 0.01 0.00 Performance Review As of June 30, 2024 PIMCO Div Inc Fd Instl NONE Page 42 49 Peer Group Analysis - IM U.S. Open End Private Real Estate (SA+CF) Comparative Performance -25.00 -20.00 -15.00 -10.00 -5.00 0.00 5.00 10.00 15.00 20.00 ReturnQTR FYTD 1 YR 2 YR 3 YR 4 YR 5 YR American Core RE -0.18 (28)-8.24 (57)-10.28 (62)-9.67 (56)2.16 (32)3.43 (47)3.39 (40)z American Core RE Policy -0.64 (38)-7.88 (55)-9.66 (57)-9.74 (58)1.95 (34)3.63 (44)3.41 (39)z Median -0.72 -5.10 -9.03 -9.25 0.99 3.34 3.21 -36.00 -28.00 -20.00 -12.00 -4.00 4.00 12.00 20.00 28.00 36.00 44.00 ReturnOct-2022 To Sep-2023 Oct-2021 To Sep-2022 Oct-2020 To Sep-2021 Oct-2019 To Sep-2020 Oct-2018 To Sep-2019 Oct-2017 To Sep-2018 American Core RE -12.54 (49)25.79 (18)13.51 (75)1.62 (49)6.81 (50)8.50 (61)z American Core RE Policy -12.40 (43)22.76 (40)15.75 (54)1.74 (43)6.17 (70)8.82 (56)z Median -12.68 20.33 16.09 1.58 6.80 8.93 1 Qtr Ending Mar-2024 1 Qtr Ending Dec-2023 1 Qtr Ending Sep-2023 1 Qtr Ending Jun-2023 1 Qtr Ending Mar-2023 1 Qtr Ending Dec-2022 American Core RE -2.22 (60)-5.99 (81)-2.22 (42)-2.22 (65)-3.28 (65)-5.42 (64) American Core RE Policy -2.19 (55)-5.22 (69)-1.93 (37)-2.86 (70)-3.31 (65)-4.90 (48) IM U.S. Open End Private Real Estate (SA+CF) Median -2.10 -4.10 -2.66 -1.98 -2.91 -4.97 Performance Review As of June 30, 2024 American Core RE NONE Page 43 50 Peer Group Scattergram - 3 Years 3 Yr Rolling Under/Over Performance - 5 Years Peer Group Scattergram - 5 Years 3 Yr Rolling Percentile Ranking - 5 Years Historical Statistics - 3 Years Historical Statistics - 5 Years Over Performance Under Performance Earliest Date Latest Date 0.0 4.0 8.0 12.0 16.0 American Core RE (%)0.0 4.0 8.0 12.0 16.0 American Core RE Policy (%) Over Performance Under Performance 0.0 25.0 50.0 75.0 100.0Return Percentile Rank9/19 3/20 9/20 3/21 9/21 3/22 9/22 3/23 9/23 6/24 Total Period 5-25 Count 25-Median Count Median-75 Count 75-95 Count American Core RE 20 1 (5%)9 (45%)10 (50%)0 (0%)z American Core RE Policy 20 0 (0%)12 (60%)8 (40%)0 (0%)z 0.80 1.20 1.60 2.00 2.40 Return (%)9.45 9.54 9.63 9.72 9.81 9.90 9.99 Risk (Standard Deviation %) Return Standard Deviation American Core RE 2.16 9.88z American Core RE Policy 1.95 9.46z Median 0.99 9.82¾ 3.15 3.22 3.29 3.36 3.43 3.50 Return (%)7.52 7.60 7.68 7.76 7.84 7.92 8.00 8.08 Risk (Standard Deviation %) Return Standard Deviation American Core RE 3.39 7.89z American Core RE Policy 3.41 7.60z Median 3.21 7.97¾ Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk American Core RE 1.34 104.38 102.31 0.16 0.19 -0.04 1.04 5.50 American Core RE Policy 0.00 100.00 100.00 0.00 N/A -0.06 1.00 5.14 90 Day U.S. Treasury Bill 9.88 21.12 -14.40 3.13 0.06 N/A -0.04 0.00 Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk American Core RE 1.15 101.03 101.97 -0.10 0.00 0.18 1.03 4.30 American Core RE Policy 0.00 100.00 100.00 0.00 N/A 0.19 1.00 4.02 90 Day U.S. Treasury Bill 8.05 18.83 -13.64 2.29 -0.19 N/A -0.04 0.00 Performance Review As of June 30, 2024 American Core RE NONE Page 44 51 Peer Group Analysis - IM U.S. Open End Private Real Estate (SA+CF) Comparative Performance -25.00 -20.00 -15.00 -10.00 -5.00 0.00 5.00 10.00 15.00 20.00 ReturnQTR FYTD 1 YR 2 YR 3 YR 4 YR 5 YR Intercontinental -0.09 (23)-10.21 (89)-10.93 (67)-12.26 (89)0.49 (80)2.44 (86)3.15 (53)z NCREIF Fund-OEDC-EW -0.64 (38)-7.88 (55)-9.66 (57)-9.74 (58)1.95 (34)3.63 (44)3.41 (39)z Median -0.72 -5.10 -9.03 -9.25 0.99 3.34 3.21 -36.00 -28.00 -20.00 -12.00 -4.00 4.00 12.00 20.00 28.00 36.00 44.00 ReturnOct-2022 To Sep-2023 Oct-2021 To Sep-2022 Oct-2020 To Sep-2021 Oct-2019 To Sep-2020 Oct-2018 To Sep-2019 Oct-2017 To Sep-2018 Intercontinental -15.63 (84)26.50 (13)13.87 (70)4.41 (11)8.32 (19)11.40 (9)z NCREIF Fund-OEDC-EW -12.40 (43)22.76 (40)15.75 (54)1.74 (43)6.17 (70)8.82 (56)z Median -12.68 20.33 16.09 1.58 6.80 8.93 1 Qtr Ending Mar-2024 1 Qtr Ending Dec-2023 1 Qtr Ending Sep-2023 1 Qtr Ending Jun-2023 1 Qtr Ending Mar-2023 1 Qtr Ending Dec-2022 Intercontinental -3.73 (89)-6.65 (84)-0.81 (13)-6.11 (97)-3.61 (71)-6.01 (78) NCREIF Fund Index-OEDC (EW)-2.19 (55)-5.22 (69)-1.93 (37)-2.86 (70)-3.31 (65)-4.90 (48) IM U.S. Open End Private Real Estate (SA+CF) Median -2.10 -4.10 -2.66 -1.98 -2.91 -4.97 Performance Review As of June 30, 2024 Intercontinental NONE Page 45 52 Peer Group Scattergram - 3 Years 3 Yr Rolling Under/Over Performance - 5 Years Peer Group Scattergram - 5 Years 3 Yr Rolling Percentile Ranking - 5 Years Historical Statistics - 3 Years Historical Statistics - 5 Years Over Performance Under Performance Earliest Date Latest Date -5.0 0.0 5.0 10.0 15.0 20.0 Intercontinental (%)-5.0 0.0 5.0 10.0 15.0 20.0 NCREIF Fund Index-OEDC (EW) (%) Over Performance Under Performance 0.0 25.0 50.0 75.0 100.0Return Percentile Rank9/19 3/20 9/20 3/21 9/21 3/22 9/22 3/23 9/23 6/24 Total Period 5-25 Count 25-Median Count Median-75 Count 75-95 Count Intercontinental 20 14 (70%)1 (5%)4 (20%)1 (5%)z NCREIF Fund-OEDC-EW 20 0 (0%)12 (60%)8 (40%)0 (0%)z 0.00 0.60 1.20 1.80 2.40 Return (%)9.28 9.60 9.92 10.24 10.56 10.88 11.20 11.52 Risk (Standard Deviation %) Return Standard Deviation Intercontinental 0.49 10.99z NCREIF Fund-OEDC-EW 1.95 9.46z Median 0.99 9.82¾ 3.10 3.20 3.30 3.40 3.50 Return (%)7.25 7.50 7.75 8.00 8.25 8.50 8.75 9.00 9.25 Risk (Standard Deviation %) Return Standard Deviation Intercontinental 3.15 8.85z NCREIF Fund-OEDC-EW 3.41 7.60z Median 3.21 7.97¾ Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk Intercontinental 3.40 107.44 128.32 -1.54 -0.38 -0.16 1.11 6.96 NCREIF Fund-OEDC-EW 0.00 100.00 100.00 0.00 N/A -0.06 1.00 5.14 90 Day U.S. Treasury Bill 10.46 2.24 -39.83 3.29 0.06 N/A -0.11 0.00 Tracking Error Up Market Capture Down Market Capture Alpha Information Ratio Sharpe Ratio Beta Downside Risk Intercontinental 2.93 109.73 121.08 -0.53 -0.05 0.14 1.10 5.39 NCREIF Fund-OEDC-EW 0.00 100.00 100.00 0.00 N/A 0.18 1.00 4.02 90 Day U.S. Treasury Bill 8.44 5.72 -37.66 2.56 -0.18 N/A -0.11 0.00 Performance Review As of June 30, 2024 Intercontinental NONE Page 46 53 Private Equity Summary of Partnership Partnerships Valuation Date Vintage Year Investment Strategy Capital Commitment $ Drawn Down $ Market Value $ Distributed $ IRR (%) TVPI Multiple ICM/PME Crescent Direct Lending Fund 06/30/2024 2014 Other 2,000,000 3,055,050 41,611 3,613,488 7.0 1.2 1.9 Crescent Direct Lending II Fund 06/30/2024 2017 Other 2,000,000 2,110,851 824,897 1,850,954 9.2 1.3 1.9 Private Equity Summary of Partnership Crescent Direct Lending Fund As of June 30, 2024 Page 47 54 Comparative Performance - IRR 1 Quarter Ending Mar-2024 1 Year Ending Mar-2024 2 Years Ending Mar-2024 3 Years Ending Mar-2024 4 Years Ending Mar-2024 5 Years Ending Mar-2024 Since Inception Ending Mar-2024 Inception Date Crescent Direct Lending Fund 0.00 11.53 2.74 4.07 5.95 4.70 6.92 10/14/2014 ICM/PME (Bloomberg Intermed Aggregate Index)-0.42 2.75 -2.62 -3.50 -1.11 1.64 1.95 Crescent Direct Lending II Fund 0.00 9.54 8.72 10.52 10.47 8.46 8.87 03/13/2018 ICM/PME (Bloomberg Intermed Aggregate Index)-0.42 2.19 -0.81 -2.01 -0.32 1.42 1.92 Winter Springs General Employees General Plan and Trust Comparative Performance - IRR As of June 30, 2024 Page 48 55 Fund Information Type of Fund:Direct Vintage Year:2014 Strategy Type:Other Management Fee:1.35% of invested equity capital Size of Fund:-Preferred Return:7.00% Inception:09/05/2014 General Partner:CDL Levered General Partner, Ltd. Final Close:9/5/2015 expected Number of Funds: Investment Strategy:High Current income while focusing on preservation of capital through investment primarily in senior secured loans of private U.S. lower-middle-market companies. The Fund will seek to enhance returns on its investments through the use of leverage. Fund size is $250 million/ $500 million with leverage. Cash Flow Summary Capital Committed:$2,000,000 Capital Invested:$3,055,050 Management Fees:$70,322 Expenses:$203,423 Interest:- Total Contributions:$3,055,050 Remaining Capital Commitment:$182,930 Total Distributions:$3,613,488 Market Value:$41,611 Inception Date:10/14/2014 Inception IRR:7.0 TVPI:1.2 Cash Flow Analysis Net Asset Value Distribution Contributions $0.0 $1,000,000.0 $2,000,000.0 $3,000,000.0 $4,000,000.0 $5,000,000.0 -$1,000,000.0 10/14 7/15 4/16 1/17 10/17 7/18 4/19 1/20 10/20 7/21 4/22 1/23 10/23 6/24 Private Equity Fund Overview Crescent Direct Lending Fund As of June 30, 2024 Page 49 56 Fund Information Type of Fund:Direct Vintage Year:2017 Strategy Type:Other Management Fee:.75% Size of Fund:1,500,000,000 Preferred Return:7.00% Inception:09/27/2017 General Partner:Crescent Direct Lending II GP, LLC Final Close:Number of Funds: Investment Strategy:Crescent Direct Lending Levered Fund II intends to invest in directly originated senior secured loans (including primarily first lien and unitranche loans and to a lesser extent second lien loans) of private U.S. lower-middle-market companies, primarily in conjunction with private equity investment firms. Cash Flow Summary Capital Committed:$2,000,000 Capital Invested:$2,110,851 Management Fees:$16,605 Expenses:$19,342 Interest:- Total Contributions:$2,110,851 Remaining Capital Commitment:$1,160,843 Total Distributions:$1,850,954 Market Value:$824,897 Inception Date:03/13/2018 Inception IRR:9.2 TVPI:1.3 Cash Flow Analysis Net Asset Value Distribution Contributions $0.0 $600,000.0 $1,200,000.0 $1,800,000.0 $2,400,000.0 $3,000,000.0 -$600,000.0 3/18 9/18 3/19 9/19 3/20 9/20 3/21 9/21 3/22 9/22 3/23 9/23 6/24 Private Equity Fund Overview Crescent Direct Lending II Fund As of June 30, 2024 Page 50 57 Total Fund Policy Allocation Mandate Weight (%) Jan-1976 S&P 500 Index 65.00 Blmbg. U.S. Aggregate Index 30.00 MSCI EAFE Index 5.00 Oct-2003 S&P 500 Index 60.00 Blmbg. U.S. Aggregate Index 30.00 MSCI EAFE Index 10.00 Sep-2006 S&P 500 Index 60.00 Bloomberg Intermed Aggregate Index 40.00 Oct-2009 Russell 3000 Index 50.00 Bloomberg Intermed Aggregate Index 25.00 MSCI EAFE Index 15.00 Bloomberg U.S. TIPS Index 5.00 NCREIF Property Index 5.00 Oct-2010 Russell 3000 Index 50.00 Bloomberg Intermed Aggregate Index 20.00 MSCI EAFE Index 15.00 Bloomberg U.S. TIPS Index 5.00 NCREIF Fund Index-Open End Diversified Core (EW)10.00 Sep-2020 Russell 3000 Index 50.00 MSCI AC World ex USA (Net)15.00 Bloomberg Intermed Aggregate Index 15.00 Credit Suisse Leveraged Loan Index 4.00 Blmbg. U.S. TIPS 1-5 Year 3.00 Blmbg. Global Credit (Hedged)3.00 NCREIF Fund Index-Open End Diversified Core (EW)10.00 American Core Realty Policy Allocation Mandate Weight (%) Oct-2007 NCREIF Property Index 100.00 Oct-2010 NCREIF Fund Index-Open End Diversified Core (EW)100.00 Vanguard Total Stock Market Policy Allocation Mandate Weight (%) Jun-2003 MSCI US Broad Market Index 100.00 Feb-2013 CRSP U.S. Total Market TR Index 100.00 Benchmark History Investment Policy Benchmarks As of June 30, 2024 Page 51 58 Total Equity Policy Allocation Mandate Weight (%) Jan-1970 S&P 500 Index 90.00 MSCI EAFE Index 10.00 Oct-2003 S&P 500 Index 85.00 MSCI EAFE Index 15.00 Sep-2006 S&P 500 Index 100.00 Oct-2009 Russell 3000 Index 77.00 MSCI EAFE Index 23.00 Sep-2020 Russell 3000 Index 77.00 MSCI AC World ex USA (Net)23.00 Domestic Equity Securities Policy Allocation Mandate Weight (%) Jan-1926 S&P 500 Index 100.00 Oct-2009 Russell 3000 Index 100.00 Foreign Equity Policy Allocation Mandate Weight (%) Nov-2000 MSCI EAFE Index 100.00 Sep-2020 MSCI AC World ex USA (Net)100.00 Benchmark History Investment Policy Benchmarks As of June 30, 2024 Page 52 59 Total Fixed Policy Allocation Mandate Weight (%) Nov-2000 Blmbg. U.S. Aggregate Index 100.00 Sep-2006 Bloomberg Intermed Aggregate Index 100.00 Sep-2020 Bloomberg Intermed Aggregate Index 60.00 Credit Suisse Leveraged Loan Index 16.00 Bloomberg U.S. TIPS Index 12.00 Blmbg. Global Credit (Hedged)12.00 Broad Mkt Fixed Income Allocation Mandate Weight (%) Nov-2000 Blmbg. U.S. Aggregate Index 100.00 Sep-2006 Bloomberg Intermed Aggregate Index 100.00 Non-Core Fixed Policy Allocation Mandate Weight (%) Oct-2014 Credit Suisse Leveraged Loan Index 100.00 Dec-2016 Credit Suisse Leveraged Loan Index 50.00 Bloomberg U.S. TIPS Index 50.00 Mar-2018 Credit Suisse Leveraged Loan Index 41.00 Bloomberg U.S. TIPS Index 20.00 Blmbg. Global Credit (Hedged)39.00 Sep-2020 Credit Suisse Leveraged Loan Index 40.00 Bloomberg U.S. TIPS Index 30.00 Blmbg. Global Credit (Hedged)30.00 Benchmark History Investment Policy Benchmarks As of June 30, 2024 Page 53 60 Compliance Checklist Total Fund As of June 30, 2024Winter Springs GE Total Fund Compliance:Yes No N/A 1. The Total Plan return equaled or exceeded the 7% actuarial earnings assumption over the trailing three and five year periods. ** 2. The Total Plan return equaled or exceeded the total plan benchmark over the trailing three and five year periods. 3. The Total Plan return ranked within the top 40th percentile of its peer group over the trailing three and five year periods. ** ROR reduced to 7% from 7.5%. Equity Compliance:Yes No N/A 1. Total domestic equity returns meet or exceed the benchmark over the trailing three and five year periods. 2. Total foreign equity returns meet or exceed the benchmark over the trailing three and five year periods. 3. Total domestic equity returns ranked within the top 40th percentile of its peer group over the trailing three year period. 4. Total domestic equity returns ranked within the top 40th percentile of its peer group over the trailing five year period. 5. The total equity allocation was less than 75% of the total plan assets at market. 6. Total foreign equity was less than 25% of the total plan assets at market. Fixed Income Compliance:Yes No N/A 1. Total fixed income returns meet or exceed the benchmark over the trailing three and five year periods. 2. Total fixed income returns ranked within the top 40th percentile of its peer group over the trailing three and five year periods. 3. All separately managed fixed income investments have a minimum rating of investment grade or higher. Yes No N/A Yes No N/A Yes No N/A Yes No N/A Yes No N/A 1. Manager outperformed the index over the trailing three year period. 2. Manager outperformed the index over the trailing five year period. 3. Manager ranked within the top 40th percentile over the trailing three year period. 4. Manager ranked within the top 40th percentile over the trailing five year period. 5. Less than four consecutive quarters of under performance relative to the benchmark. 6. Three and five year down-market capture ratio less than the index. Yes No N/A Yes No N/A Yes No N/A Yes No N/A Yes No N/A 1. Manager outperformed the index over the trailing three year period. 2. Manager outperformed the index over the trailing five year period. 3. Manager ranked within the top 40th percentile over the trailing three year period. 4. Manager ranked within the top 40th percentile over the trailing five year period. 5. Less than four consecutive quarters of under performance relative to the benchmark. 6. Three and five year down-market capture ratio less than the index. Manager Compliance:Vanguard Total Galliard VG S-T Bond Vanguard TIPsRBC Global Cresecent IIAmerican RE IntercontinentalManager Compliance:Crescent PIMCO Page 54 61 Estimated Annual Fee (%) Market Value ($) Estimated Annual Fee ($) Fee Schedule Vanguard Total Stock Market (VITSX)0.03 40,941,264 12,282 0.03 % of Assets Domestic Equity Securities 0.03 40,941,264 12,282 RBC Global (Voyageur)0.95 11,187,281 106,279 0.95 % of Assets Foreign Equity Securities 0.95 11,187,281 106,279 Galliard Core Fixed Income 0.25 11,859,223 29,648 0.25 % of Assets Vanguard Inflation-Protected Secs (VAIPX)0.10 1,348,660 1,349 0.10 % of Assets Vanguard Short Term Bond Index (VSCSX)0.07 339,987 238 0.07 % of Assets PIMCO Diversified Income Fund Instl (PDIIX)0.79 1,910,491 15,093 0.79 % of Assets Crescent Direct Lending Fund 1.35 41,611 562 1.35 % of Assets Crescent Direct Lending II Fund 0.75 824,897 6,187 0.75 % of Assets Total Fixed Income 0.33 16,324,869 53,076 Intercontinental 1.10 3,851,566 42,367 1.10 % of Assets ARA Core Property Fund 1.10 1,015,864 11,175 1.10 % of Assets Direct Real Estate 1.10 4,867,430 53,542 Receipt & Disbursement 2,036,822 - Total Fund 0.30 75,357,666 225,179 Winter Springs General Employees General Plan and Trust Fee Analysis As of June 30, 2024 Fee information on this page is an illustrative estimate of management fees based on current reported portfolio values. Fee estimates do not reflect actual calculation methodologies or applicable carried interest. Page 55 62 Disclosures Neither Mariner Institutional (formerly AndCo), nor any covered associates have made political contributions to any official associated with the Winter Springs General Employees General Plan and Trust, in excess of the permitted amount. Disclosures Total Fund As of June 30, 2024 Page 56 63 Report Statistics Definitions and Descriptions Active Return - Arithmetic difference between the manager’s performance and the designated benchmark return over a specified time period. Alpha - A measure of the difference between a portfolio's actual performance and its expected return based on its level of risk as determined by beta. It determines the portfolio's non-systemic return, or its historical performance not explained by movements of the market. Beta - A measure of the sensitivity of a portfolio to the movements in the market. It is a measure of the portfolio's systematic risk. Consistency - The percentage of quarters that a product achieved a rate of return higher than that of its benchmark. Higher consistency indicates the manager has contributed more to the product’s performance. Distributed to Paid In (DPI) - The ratio of money distributed to Limited Partners by the fund, relative to contributions. It is calculated by dividing cumulative distributions by paid in capital. This multiple shows the investor how much money they got back. It is a good measure for evaluating a fund later in its life because there are more distributions to measure against. Down Market Capture - The ratio of average portfolio performance over the designated benchmark during periods of negative returns. A lower value indicates better product performance Downside Risk - A measure similar to standard deviation that utilizes only the negative movements of the return series. It is calculated by taking the standard deviation of the negative quarterly set of returns. A higher factor is indicative of a riskier product. Excess Return - Arithmetic difference between the manager’s performance and the risk-free return over a specified time period. Excess Risk - A measure of the standard deviation of a portfolio's performance relative to the risk free return. Information Ratio - This calculates the value-added contribution of the manager and is derived by dividing the active rate of return of the portfolio by the tracking error. The higher the Information Ratio, the more the manager has added value to the portfolio. Public Market Equivalent (PME) - Designs a set of analyses used in the Private Equity Industry to evaluate the performance of a Private Equity Fund against a public benchmark or index. R-Squared - The percentage of a portfolio's performance that can be explained by the behavior of the appropriate benchmark. A high R-Squared means the portfolio's performance has historically moved in the same direction as the appropriate benchmark. Return - Compounded rate of return for the period. Sharpe Ratio - Represents the excess rate of return over the risk free return divided by the standard deviation of the excess return. The result is an absolute rate of return per unit of risk. A higher value demonstrates better historical risk-adjusted performance. Standard Deviation - A statistical measure of the range of a portfolio's performance. It represents the variability of returns around the average return over a specified time period. Total Value to Paid In (TVPI) - The ratio of the current value of remaining investments within a fund, plus the total value of all distributions to date, relative to the total amount of capital paid into the fund to date. It is a good measure of performance before the end of a fund’s life Tracking Error - This is a measure of the standard deviation of a portfolio's returns in relation to the performance of its designated market benchmark. Treynor Ratio - Similar to Sharpe ratio but utilizes beta rather than excess risk as determined by standard deviation. It is calculated by taking the excess rate of return above the risk free rate divided by beta to derive the absolute rate of return per unit of risk. A higher value indicates a product has achieved better historical risk-adjusted performance. Up Market Capture - The ratio of average portfolio performance over the designated benchmark during periods of positive returns. A higher value indicates better product performance. Page 57 64 Disclosures Mariner Institutional compiled this report for the sole use of the client for which it was prepared. Mariner Institutional is responsible for evaluating the performance results of the Total Fund along with the investment advisors by comparing their performance with indices and other related peer universe data that is deemed appropriate. Mariner Institutional uses the results from this evaluation to make observations and recommendations to the client. Mariner Institutional uses time-weighted calculations which are founded on standards recommended by the CFA Institute. The calculations and values shown are based on information that is received from custodians. Mariner Institutional analyzes transactions as indicated on the custodian statements and reviews the custodial market values of the portfolio. As a result, this provides Mariner Institutional with a reasonable basis that the investment information presented is free from material misstatement. This methodology of evaluating and measuring performance provides Mariner Institutional with a practical foundation for our observations and recommendations. Nothing came to our attention that would cause Mariner Institutional to believe that the information presented is significantly misstated. This performance report is based on data obtained by the client’s custodian(s), investment fund administrator, or other sources believed to be reliable. While these sources are believed to be reliable, the data providers are responsible for the accuracy and completeness of their statements. Clients are encouraged to compare the records of their custodian(s) to ensure this report fairly and accurately reflects their various asset positions. The strategies listed may not be suitable for all investors. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. Past performance is not an indication of future performance. Any information contained in this report is for informational purposes only and should not be construed to be an offer to buy or sell any securities, investment consulting, or investment management services. Additional information included in this document may contain data provided by index databases, public economic sources, and the managers themselves. This document may contain data provided by Bloomberg. This document may contain data provided by Standard and Poor’s. Nothing contained within any document, advertisement or presentation from S&P Indices constitutes an offer of services in jurisdictions where S&P Indices does not have the necessary licenses. All information provided by S&P Indices is impersonal and is not tailored to the needs of any person, entity or group of persons. Any returns or performance provided within any document is provided for illustrative purposes only and does not demonstrate actual performance. Past performance is not a guarantee of future investment results. This document may contain data provided by MSCI, Inc. Copyright MSCI, 2017. Unpublished. All Rights Reserved. This information may only be used for your internal use, may not be reproduced or disseminated in any form and may not be used to create any financial instruments or products or any indices. This information is provided on an “as is” basis and the user of this information assumes the entire risk of any use it may make or permit to be made of this information. Neither MSCI, any of its affiliates or any other person involved in or related to compiling, computing or creating this information makes any express or implied warranties or representations with respect to such information or the results to be obtained by the use thereof, and MSCI, its affiliates and each such other person hereby expressly disclaim all warranties (including, without limitation, all warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any other person involved in or related to compiling, computing or creating this information have any liability for any direct, indirect, special, incidental, punitive, consequential or any other damages (including, without limitation, lost profits) even if notified of, or if it might otherwise have anticipated, the possibility of such damages. This document may contain data provided by Russell Investment Group. Russell Investment Group is the source owner of the data contained or reflected in this material and all trademarks and copyrights related thereto. The material may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a user presentation of the data. Russell Investment Group is not responsible for the formatting or configuration of this material or for any inaccuracy in presentation thereof. This document may contain data provided by Morningstar. All rights reserved. Use of this content requires expert knowledge. It is to be used by specialist institutions only. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied, adapted or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information, except where such damages or losses cannot be limited or excluded by law in your jurisdiction. Past financial performance is not guarantee of future results. *IMPORTANT DISCLOSURE INFORMATION RE GREENWICH QUALITY LEADER AWARD These ratings are not indicative of Mariner Institutional’s future performance. These awards or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if they invest with Mariner Institutional, nor should it be construed as a current or past endorsement by any of our clients. Mariner Institutional did not pay a fee to participate in this award survey. Methodology for this Award: For the 2022 Greenwich Quality Award for Overall U.S. Investment Consulting – Midsize Consultants – Between February and November 2022, Coalition Greenwich conducted interviews with 727 individuals from 590 of the largest tax-exempt funds in the United States. These U.S.-based institutional investors are corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Page 58 65 Access to a wealth of knowledge and solutions. 66 May 16, 2024 Ms. Kimberly Aviles Senior HR Generalist City of Winter Springs 1126 East State Road 434 Winter Springs, Florida 32708 Re: City of Winter Springs Defined Benefit Plan October 1, 2023 Actuarial Valuation Dear Kim: As requested, we are pleased to enclose eleven (11) copies of the October 1, 2023 Actuarial Valuation Report for the City of Winter Springs Defined Benefit Plan. We appreciate the opportunity to partner with you on this important project and look forward to presenting the key financial results of our Report at an upcoming Board Meeting. Please let us know the date and time. Upon Board approval of the Actuarial Valuation Report, we will upload an electronic copy of the Actuarial Valuation Report along with the required disclosure information to the State portal as required by the State. If you should have any questions concerning the above, please do not hesitate to contact us. Sincerest regards, Gabriel, Roeder, Smith & Company Shelly L. Jones, A.S.A. Consultant and Actuary Enclosures 67 City Of Winter Springs Defined Benefit Plan ACTUARIAL VALUATION AS OF OCTOBER 1, 2023 This Valuation Determines the Annual Contribution for the Plan Year October 1, 2024 through September 30, 2025 to be Paid in Plan Year October 1, 2024 to September 30, 2025 May 16, 2024 68 69 City of Winter Springs Defined Benefit Plan TABLE OF CONTENTS Page Transmittal Letter 1 Executive Summary 4 Risks Associated with Measuring the Accrued Liability and Actuarially Determined Contribution 7 Low-Default-Risk Obligation Measure 10 I. Summary of Retirement Plan Costs ......................................................................... 11 II. Comparison of Cost Data of Current and Prior Valuations ..................................... 13 III. Characteristics of Participants in Actuarial Valuation ............................................. 14 IV. Statement of Assets ................................................................................................. 15 V. Reconciliation of Plan Assets ................................................................................... 16 VI. Actuarial Gain / (Loss) .............................................................................................. 18 VII. Amortization of Unfunded Actuarial Accrued Liability ............................................ 19 VIII. Accounting Disclosure Exhibit ................................................................................. 20 IX. Outline of Principal Provisions of the Retirement Plan ........................................... 29 X. Actuarial Assumptions and Actuarial Cost Methods Used ...................................... 32 XI. Distribution of Plan Participants by Attained Age Groups and Service Groups ...... 38 XII. Statistics for Participants Entitled to Deferred Benefits and Participants Receiving Benefits ................................................................................................... 42 XIII. Reconciliation of Employee Data ............................................................................. 43 XIV. Projected Retirement Benefits ................................................................................ 44 XV. Recent Plan Experience ........................................................................................... 45 XVI. Schedule of Funded Progress .................................................................................. 47 XVII. State Required Exhibit ............................................................................................. 51 XVIII. Glossary ................................................................................................................... 55 70 May 16, 2024 City Council City of Winter Springs Defined Benefit Plan c/o Ms. Kimberly Aviles Senior HR Generalist 1126 East State Road 434 Winter Springs, Florida 32708 Dear Council Members: We are pleased to present our October 1, 2023 Actuarial Valuation for the City of Winter Springs Defined Benefit Plan (Plan). The purpose of this report is to indicate appropriate contribution levels, comment on the actuarial stability of the Plan and to satisfy State requirements. The City has retained Gabriel, Roeder, Smith and Company (GRS) to prepare an annual actuarial valuation under Section 3.02 of the Plan. This report consists of this cover letter, executive summary, risk assessment and Low-Default-Risk Obligation Measure followed by detailed Tables I through XVI, the State Required Exhibit on Table XVII and Glossary on Table XVIII. The Tables contain basic Plan cost figures plus significant details on the benefits, liabilities and experience of the Plan. We suggest you thoroughly review the report at your convenience and contact us with any questions that may arise. The findings in this report are based on data or asset information through September 30, 2023. The valuation was based upon information furnished by the City concerning Plan benefit, plan provision and active members, terminated members, retirees and beneficiaries. We received financial information concerning Plan assets as of September 30, 2023 from the City. We do not audit the Member census data and asset information that is provided to us; however, we perform certain reasonableness checks. The City is responsible for the accuracy of the data. In our opinion the benefits provided for under the current Plan will be sufficiently funded through the payment of the amount as indicated in this and future Actuarial Valuation reports. This valuation assumed the continuing ability of the plan sponsor to make the contributions necessary to fund this plan. A determination regarding whether or not the plan sponsor is actually able to do so is outside our scope of expertise and was not performed. We will continue to update you on the future payment requirements for the Plan through our actuarial reports. These reports will also continue to monitor the future experience of the Plan. The actuarial assumptions used in this Actuarial Valuation are as adopted by the Plan. The economic and demographic actuarial assumptions are based upon the results of an Experience Study for the 71 Council Members May 16, 2024 Page Two period October 1, 2016 – September 30, 2022. The mortality assumptions are as prescribed by statute. Each assumption represents an estimate of future Plan experience. All actuarial assumptions used in this report are reasonable for the purposes of this valuation. The combined effect of the assumptions is expected to have no significant bias (i.e. not significantly optimistic or pessimistic). All actuarial assumptions and methods used in the valuation follow the guidance in the applicable Actuarial Standards of Practice. If all actuarial assumptions are met and if all future minimum required contributions are paid, Plan assets will be sufficient to pay all Plan benefits, future contributions are expected to remain relatively stable or decrease as a percent of payroll and the funded status is expected to improve. Plan minimum required contributions are determined in compliance with the requirements of the Florida Protection of Public Employee Retirement Benefits Act with normal cost determined as a level percent of covered payroll and a level dollar amortization payment using an initial closed amortization period of 25 years for newly created bases effective October 1, 2023. The Unfunded Actuarial Accrued Liability (UAAL) may not be appropriate for assessing the sufficiency of Plan assets to meet the estimated cost of settling benefit obligations but may be appropriate for assessing the need for or the amount of future contributions. The UAAL would be different if it reflected the market value of assets rather than the smoothed value of assets. The GASB Net Pension Liability and Plan Fiduciary Net Position as a Percentage of Total Pension Liability may not be appropriate for assessing the sufficiency of Plan assets to meet the estimated cost of settling benefit obligations but may be appropriate for assessing the need for or the amount of future contributions. The Funded Ratio shown in Table II and Table XVI is for informational purposes and may not be appropriate for assessing the sufficiency of Plan assets to meet the estimated cost of settling benefit obligations but may be appropriate for assessing the need for or the amount of future contributions. This report should not be relied on for any purpose other than the purpose described in the primary communication. Determinations of the financial results associated with the benefits described in this report in a manner other than the intended purpose may produce significantly different results. This report was prepared using ProVal’s valuation model, a software product of Winklevoss Technologies. We are relying on the ProVal model. We performed tests of the ProVal model with this assignment and made a reasonable attempt to understand the developer’s intended purpose of, general operation of, major sensitivities and dependencies within, and key strengths and limitations of the ProVal model. In our professional judgment, the ProVal valuation model has the capability to provide results that are consistent with the purposes of the valuation and has no material limitations or known weaknesses. 72 Council Members May 16, 2024 Page Three This report has been prepared by actuaries who have substantial experience valuing public employee retirement plans. To the best of our knowledge the information contained in this report is accurate and fairly presents the actuarial position of the Plan as of the valuation date. All calculations have been made in conformity with generally accepted actuarial principles and practices, with the Actuarial Standards of Practice issued by the Actuarial Standards Board and with applicable statutes. This report was prepared at the request of the City and is intended for use by the City and those designated or approved by the City. This report may be provided to parties other than the City only in its entirety and only with the permission of the City. GRS is not responsible for unauthorized use of this report. The signing actuaries are independent of the Plan sponsor. The undersigned are Members of the American Academy of Actuaries and meet the qualification standards of the American Academy of Actuaries to render the actuarial opinions contained in this report. We are available to respond to any questions with regards to matters covered in this report. Sincerely, Gabriel, Roeder, Smith & Company Shelly L. Jones, A.S.A., E.A. Consultant and Actuary Jennifer M. Borregard, E.A. Consultant and Actuary 73 City of Winter Springs Defined Benefit Plan 4 EXECUTIVE SUMMARY Retirement Plan Costs Our Actuarial Valuation develops the required minimum Plan payment for the Plan Year October 1, 2024 – September 30, 2025 under the Florida Protection of Public Employee Retirement Benefits Act. The minimum payment consists of payment of annual normal costs including amortization of the components of the unfunded actuarial accrued liability over various periods as prescribed by law. The minimum payment is $1,295,041 (31.7%). The figure in parentheses is the Plan cost expressed as a percentage of projected covered annual payroll for fiscal year October 1, 2024 – September 30, 2025 ($4,085,303). This total cost is to be met by member and City contributions. We anticipate member contributions will be $204,265 (5.0% of projected covered payroll for fiscal year ending September 30, 2025). The resulting minimum required City contribution is $1,090,776 (26.7%). We recommend the City continue to contribute not less than the dollar amount of minimum required contribution due to the closing of the Plan to future general employees. Changes in Actuarial Assumptions, Methods and Plan Provisions The Plan provisions remain unchanged from our October 1, 2022 Actuarial Valuation. The Plan provisions are outlined on Table IX. The investment return assumption has been updated to 6.75% from 7.00%. The salary increase factors, retirement rates, withdrawal rates and amortization period have been updated based upon the recent Experience Study for the six-year period ended September 30, 2022. The remaining actuarial assumptions and methods are unchanged from our October 1, 2022 Actuarial Valuation. The actuarial assumptions and methods are outlined on Table X. Comparison of October 1, 2022 and October 1, 2023 Valuation Results Table II of our report provides information of a comparative nature. The left columns of the Table indicate the costs as calculated for October 1, 2022. The center columns indicate the costs as calculated for October 1, 2023 prior to the update in actuarial assumptions. The right columns indicate the costs as calculated for October 1, 2023 after the update in actuarial assumptions. Comparing the left and center columns of Table II shows the effect of Plan experience during the year. The number of active participants decreased by approximately 5% while covered payroll decreased by approximately 3%. Total Plan membership remained level. Total normal cost decreased both as a dollar amount and as a percentage of covered payroll. The unfunded actuarial accrued liability increased both as a dollar amount and as a percentage of covered payroll. The net City minimum funding requirement decreased both as a dollar amount and as a percentage of covered payroll. 74 City of Winter Springs Defined Benefit Plan 5 Comparing the center and right columns of Table II shows the effect of the update of the actuarial assumptions. Total normal cost, the unfunded actuarial accrued liability and the net City minimum funding requirement all increased both as a dollar amount and as a percentage of covered payroll. The value of vested accrued benefits exceed Plan assets this year, resulting in a Vested Benefit Security Ratio (VBSR) of 90.0% (92.8% prior to update in actuarial assumptions) which is an increase from 88.0% as of the October 1, 2022 Actuarial Valuation. The VBSR is measured on a market value of assets basis. Plan Experience The Plan experienced an actuarial loss in the amount of $1,888,131 this year. This indicates actual overall Plan experience was less favorable than expected. Table XV (salary, turnover and investment yield) provides figures on recent Plan experience. Salary experience indicates actual salary increases averaged approximately 7.4% for General and Forensic Employees and 6.6% for Police Officers for Plan Year ended September 30, 2023 when compared to the assumed salary increase of 3.2% and 3.6% (prior assumptions), respectively. Salary increases were generally a source of actuarial loss for General and Forensic Employees and for Police Officers. The three, five and ten-year average annual salary increases are 8.0%, 8.1% and 5.7% for General and Forensic Employees, respectively – 7.9%, 6.5% and 5.3% for Firefighters and Police Officers, respectively. Employee turnover this year was approximately 250% of the assumed turnover for General and Forensic Employees and 160% of the assumed turnover for Police Officers (prior assumption). Employee turnover was an offsetting source of actuarial gain for General and Forensic Employees and for Police Officers. The three, five and ten-year average annual turnover is 200%, 240% and 210%, respectively for General and Forensic Employees - 140%, 130% and 200%, respectively for Firefighters and Police Officers. The smoothed value investment return of 5.19% was below the investment return assumption of 7.00% (prior assumption). Smoothed value investment return was an additional source of actuarial loss during the year. The three, five and ten-year average annual smoothed value investment returns are 7.77%, 7.92% and 8.9%, respectively. The one, three, five and ten-year average annual market value returns are 10.95%, 6.73%, 6.12% and 7.7%, respectively. Funded Ratio The smoothed value funded ratio is 88.3% (91.4% prior assumptions) as of October 1, 2023 compared to 91.3% as of October 1, 2022. The smoothed value funded ratio is equal to the actuarial value of assets divided by the actuarial accrued liability. If the market value of assets had been used instead, the funded ratio would have been 85.1% (88.1% prior assumptions) as of October 1, 2023 and 83.7% as of October 1, 2022. 75 City of Winter Springs Defined Benefit Plan 6 Conclusion and Recommendations The Market Value of Assets is less than the Actuarial Value of Assets by $2,480,665 as of the valuation date. This difference will be gradually recognized in the absence of future offsetting gains. In turn, the actuarially determined contribution rate will increase. The remainder of this Report includes detailed actuarial valuation results, information relating to the pension fund, financial accounting information, miscellaneous employee data and a summary of plan provisions and actuarial assumptions and methods. 76 City of Winter Springs Defined Benefit Plan 7 RISKS ASSOCIATED WITH MEASURING THE ACCRUED LIABILITY AND ACTUARIALLY DETERMINED CONTRIBUTION The determination of the accrued liability and the actuarially determined contribution requires the use of assumptions regarding future economic and demographic experience. Risk measures, as illustrated in this report, are intended to aid in the understanding of the effects of future experience differing from the assumptions used in the course of the actuarial valuation. Risk measures may also help with illustrating the potential volatility in the accrued liability and the actuarially determined contribution that result from the differences between actual experience and the actuarial assumptions. Future actuarial measurements may differ significantly from the current measurements presented in this report due to such factors as the following: Plan experience differing from that anticipated by the economic or demographic assumptions; changes in economic or demographic assumptions due to changing conditions; increases or decreases expected as part of the natural operation of the methodology used for these measurements (such as the end of an amortization period, or additional cost or contribution requirements based on the Plan’s funded status); and changes in Plan provisions or applicable law. The scope of an actuarial valuation does not include an analysis of the potential range of such future measurements. Examples of risk that may reasonably be anticipated to significantly affect the Plan’s future financial condition include: 1. Investment risk – actual investment returns may differ from expected returns; 2. Asset / Liability mismatch – changes in asset values may not match changes in liabilities, thereby altering the gap between the accrued liability and assets and consequently altering the funded status and the actuarially determined contribution requirements; 3. Contribution risk – actual contributions may differ from expected future contributions. For example, actual contributions may not be made in accordance with the Plan’s funding policy or material changes may occur in the anticipated number of covered employees, covered payroll or other relevant contribution base; 4. Salary and Payroll risk – actual salaries and total payroll may differ from expected, resulting in actual future accrued liability and the actuarially determined contributions differing from expected; 5. Longevity risk – members may live longer or shorter than expected and receive pensions for a period of time other than assumed; 6. Other demographic risks – members may terminate, retire or become disabled at times or with benefits other than assumed resulting in actual future accrued liability and the actuarially determined contributions differing from expected. The effects of certain trends in experience can generally be anticipated. For example if the investment return since the most recent actuarial valuation is less (or more) than the assumed rate, the actuarially determined contribution can be expected to increase (or decrease). Likewise if 77 City of Winter Springs Defined Benefit Plan 8 longevity is improving (or worsening), increases (or decreases) in the actuarially determined contribution can be anticipated. The actuarially determined contribution rate shown on page four of the report may be considered as a minimum contribution rate that complies with the Plan’s funding policy. The timely receipt of the actuarially determined contributions is critical to support the financial health of the Plan. Users of this report should be aware that contributions made at the actuarially determined rate do not necessarily guarantee benefit security. Plan Maturity Measures Risks facing a pension plan evolve over time. A young plan with virtually no investments and paying few benefits may experience little investment risk. An older plan with a large number of members in pay status and a significant trust fund may be much more exposed to investment risk. Generally accepted plan maturity measures include the following: 2022 2023 Ratio of market value of assets to payroll 15.07 16.65 Ratio of actuarial accrued liability to payroll 18.01 19.56 Ratio of actives to retirees and beneficiaries 0.42 0.39 Ratio of net cash flow to market value of assets -2.1% -3.4% Duration of the actuarial accrued liability 11.44 11.47 Ratio of Market Value of Assets to Payroll The relationship between assets and payroll is a useful indicator of the potential volatility of the actuarially determined contribution. For example, if the market value of assets is 2.0 times the payroll, a return on assets 5% different than assumed would equal 10% of payroll. A higher (lower) or increasing (decreasing) level of this maturity measure generally indicates higher (lower) or increasing (decreasing) volatility in the actuarially determined contribution as a percentage of payroll. Ratio of Actuarial Accrued Liability to Payroll The relationship between actuarial accrued liability and payroll is a useful indicator of the potential volatility of the actuarially determined contributions for a fully funded plan. A funding policy targeting a funded ratio of 100% is expected to result in the ratio of assets to payroll and the ratio of liability to payroll converging over time. The ratio of actuarial accrued liability to payroll may also be used as a measure of sensitivity of the liability itself. For example, if the actuarial accrued liability is 2.5 times payroll, a change in actuarial accrued liability 2% other than assumed would equal 5% of payroll. A higher (lower) or increasing (decreasing) level of this maturity measure generally indicates a higher (lower) or increasing (decreasing) volatility in actuarial accrued liability (and also the actuarially determined contribution) as a percentage of payroll. 78 City of Winter Springs Defined Benefit Plan 9 Ratio of Actives to Retirees and Beneficiaries A young plan with many active members and few retirees will have a high ratio of active to retirees. A mature open plan may have close to the same number of actives to retirees resulting in a ratio near 1.0. A super-mature or closed plan may have significantly more retirees than actives resulting in a ratio below 1.0. Ratio of Net Cash Flow to Market Value of Assets A positive net cash flow means contributions exceed benefits and expenses. A negative cash flow means existing funds are being used to make payments. A certain amount of negative net cash flow is generally expected to occur when benefits are prefunded through a qualified trust. Large negative net cash flows as a percent of assets may indicate a super-mature plan or a need for additional contributions. Duration of Actuarial Accrued Liability The duration of the actuarial accrued liability may be used to approximate the sensitivity to a 1% change in the assumed rate of return. For example, a duration of 10 indicates the actuarial accrued liability would increase approximately 10% if the assumed rate of return were lowered 1%. Additional Risk Assessment Additional risk assessment is outside the scope of the annual actuarial valuation. Additional assessment may include scenario tests, sensitivity tests, stochastic modeling, stress tests and a comparison of the present value of accrued benefits at low-risk discount rates with the actuarial accrued liability. 79 City of Winter Springs Defined Benefit Plan 10 LOW-DEFAULT-RISK OBLIGATION MEASURE Actuarial Standards of Practice No. 4 (ASOP No. 4) was revised and reissued in December 2021 by the Actuarial Standards Board (ASB). It includes a new calculation called a low-default-risk obligation measure (LDROM) to be prepared and issued annually for defined benefit pension plans. The transmittal memorandum for ASOP No. 4 includes the following explanation: “The ASB believes that the calculation and disclosure of this measure provides appropriate, useful information for the intended user regarding the funded status of a pension plan. The calculation and disclosure of this additional measure is not intended to suggest that this is the “right” liability measure for a pension plan. However, the ASB does believe that this additional disclosure provides a more complete assessment of a plan’s funded status and provides additional information regarding the security of benefits that members have earned as of the measurement date.” The following information has been prepared in compliance with this new requirement. Unless otherwise noted, the measurement date, actuarial cost methods, and assumptions used are the same as for the funding valuation covered in this actuarial valuation report. A. Low-default-risk Obligation Measure of benefits earned as of the measurement date: $99,122,947 B. Discount rate used to calculate the LDROM: 4.63% based on Fidelity’s “20-Year Municipal GO AA Index” as of September 29, 2023 C. Other significant assumptions that differ from those used for the funding valuation: None D. Actuarial cost method used to calculate the LDROM: Entry Age Normal E. Valuation procedures to value any significant plan provisions that are difficult to measure using traditional valuation procedures, and that differ from the procedures used in the funding valuation: None F. Commentary to help the intended user understand the significance of the LDROM with respect to the funded status of the plan, plan contributions, and the security of participant benefits: The LDROM is a market-based measurement of the pension obligation. It estimates the amount the plan would need to invest in low default risk securities. This measure may not be appropriate for assessing the need for or amount of future contributions. This measure may not be appropriate for assessing the sufficiency of plan assets to cover the estimated cost of settling the plan’s benefit obligation. The difference between the two measures (Valuation and LDROM) is one illustration of the savings the sponsor anticipates by taking on the risk in a diversified portfolio. 80 Table I Cost % of Cost % of Data Payroll Data Payroll A. Participant Data Summary (Table III) 1. Active Employees 61 N/A 61 N/A  2. Terminated Vested 158 N/A 158 N/A  3. Receiving Benefits 158 N/A 158 N/A  4. Total Annual Payroll of Active Employees 3,986,205$           100.0% 3,986,205$           100.0%    ‐ Police Officers and Forensic Professionals 3,303,255$           82.9% 3,303,255$           82.9%    ‐ General Employees 682,950$              17.1% 682,950$              17.1% B. Total Normal Costs 1. Age Retirement Benefits 265,386$              6.7% 267,554$              6.7% 2. Termination Benefits 120,212                3.0% 171,436                4.3% 3. Death Benefits 6,266                     0.2% 5,353                     0.1% 4. Disability Benefits 3,368                     0.1% 2,884                     0.1% 5. Estimated Expenses 34,871                   0.9% 34,871                   0.9% 6. Total Annual Normal Costs 430,103$              10.8% 482,098$              12.1% C. Total Actuarial Accrued Liability 1.Age Retirement and Termination Benefits Active Employees 11,204,699$         281.1% 12,373,195$         310.4% 2. Death Benefits Active Employees 180,481                4.5% 152,680                3.8% 3. Disability Benefits Active Employees 91,323                   2.3% 80,310                   2.0% 4. Retired or Terminated Vested Participants Receiving Benefits 51,080,429           1281.4% 52,198,197           1309.5% 5. Terminated Vested Participants Entitled to Future Benefits 9,947,534             249.5% 10,317,649           258.8% 6. Deceased Participants Whose Beneficiaries are Receiving Benefits (includes DROs) 2,572,054             64.5% 2,623,379             65.8% 7. Disabled Participants Receiving Benefits 0                             0.0% 0                             0.0% 8. Miscellaneous Liability (Refunds in Process) 214,726                5.4% 214,726                5.4% 9. Total Actuarial Accrued Liability 75,291,246$         1888.8% 77,960,136$         1955.7% D. Assets (Table V) 1. Smoothed Value of Assets 68,848,494$         1727.2% 68,848,494$         1727.2% 2. Market Value of Assets 66,367,829$         1664.9% 66,367,829$         1664.9% E. Unfunded Actuarial Accrued Liability (C.9. ‐ D.1.) 6,442,752$           161.6% 9,111,642$           228.6% Current Assumptions Summary of Retirement Plan Costs as of October 1, 2023 Prior Assumptions City of Winter Springs Defined Benefit Plan    1181 Table I (Cont'd) Cost % of Cost % of Data Payroll Data Payroll F. Minimum Required Contribution 1. Total Normal Cost (including expenses) 430,103$              10.8% 482,098$              12.1% 2. Amortization of Unfunded Liability 534,181                13.4% 733,567                18.4% 3. Interest Adjustment 39,367                   1.0% 48,338                   1.2% 4. Total Payment 1,003,651$           25.2% 1,264,003$           31.7% G. Expected Payroll of Active Employees for FYE 2025 ($3,303,255 x 1.030 + $682,950 x 1.000) 4,085,303$           102.5% 4,085,303$           102.5% H. Contribution Sources (percent of expected 2025 payroll) 1. City 825,231$              20.2% 1,090,776$           26.7% 2. Member 204,265                5.0% 204,265                5.0% 3. Total Required Contribution 1,029,496$           25.2% 1,295,041$           31.7% I. Actuarial Gain / (Loss) (1,888,131)$          (47.4%) (1,888,131)$          (47.4%) J. Actuarial Present Value of Vested Accrued Benefits 1. Retired, Terminated Vested, Beneficiaries and Disabled Receiving Benefits 53,652,483$         1346.0% 54,821,576$         1375.3% 2. Terminated Vested Participants Entitled to Future Benefits and Miscellaneous 10,162,260           254.9% 10,532,375           264.2% 3. Active Participants Entitled to Future Benefits 7,711,782             193.5% 8,386,407             210.4% 4. Total Actuarial Present Value of Vested Accrued Benefits 71,526,525$         1794.4% 73,740,358$         1849.9% K. Unfunded Actuarial Present Value of Vested Accrued Benefits (J.4. ‐ D.2., not less than zero) 5,158,696$           129.4% 7,372,529$           185.0% L. Vested Benefit Security Ratio (D.2. ÷ J.4.) 92.8% N/A 90.0% N/A  Summary of Retirement Plan Costs as of October 1, 2023 Current AssumptionsPrior Assumptions City of Winter Springs Defined Benefit Plan    1282 Table IICost % of Cost % of Cost % of Data Compensation Data Compensation Data CompensationA. Participants1. Active Employees 64 N/A 61 N/A 61 N/A 2. Terminated Vested 162 N/A 158 N/A 158 N/A 3. Receiving Benefits 151 N/A 158 N/A 158 N/A 4. Total Annual Payroll of Active Employees 4,102,020$             100.0% 3,986,205$             100.0% 3,986,205$             100.0%B. Total Normal Costs 477,295$                 11.6% 430,103$                 10.8% 482,098$                 12.1%C. Actuarial Accrued Liability 73,890,227$           1801.3% 75,291,246$           1888.8% 77,960,136$           1955.7%D. Present Value of Future Benefits 76,930,560$           1875.4% 78,304,660$           1964.4% 80,867,784$           2028.7%E. Smoothed Value of Assets 67,494,398$           1645.4% 68,848,494$           1727.2% 68,848,494$           1727.2%F. Market Value of Assets 61,810,677$           1506.8% 66,367,829$           1664.9% 66,367,829$           1664.9%G. Unfunded Actuarial Accrued Liability(C. ‐ E.) 6,395,829$             155.9% 6,442,752$             161.6% 9,111,642$             228.6%H. City Minimum Funding Payment 846,797$                 20.6%1825,231$                 20.2%21,090,776$             26.7%2I. Ratios1. Vested Benefit Security Ratio 88.0% N/A 92.8% N/A 90.0% N/A2. Funded Ratio (Market Basis) (F. / C.) 83.7% N/A 88.1% N/A 85.1% N/A3. Funded Ratio (Smoothed Basis) (E. / C.) 91.3% N/A 91.4% N/A 88.3% N/A1Percent of projected 2023 ‐ 2024 covered payroll ($4,102,020)2Percent of projected 2024 ‐ 2025 covered payroll ($4,085,303)October 1, 2023Prior AssumptionsComparison of Cost Data of October 1, 2022 and October 1, 2023 ValuationsCurrent AssumptionsOctober 1, 2022 October 1, 2023City of Winter Springs Defined Benefit Plan    1383 Table III A. Active Plan Participants Summary 1. Active participants fully vested 30 2. Active participants partially vested 0 3. Active participants non‐vested 31 4. Total active participants 61 5. Annual rate of pay of active participants 3,986,205$            B. Retired and Terminated Vested Participant Summary 1. Retired or terminated vested participants receiving benefits 141 2. Terminated vested participants entitled to future benefits 158 3. Deceased participants whose beneficiaries are receiving benefits (includes DROs) 17 4. Disabled participants receiving benefits 0 C. Projected Annual Retirement Benefits 1. Retired or terminated vested receiving benefits 4,627,552$            2. Terminated vested entitled to future benefits 1,465,472$            3. Beneficiaries of deceased participants (includes DROs) 270,188$                4. Disabled participants 0$                            Actuarial Valuation as of October 1, 2023 Characteristics of Participants in City of Winter Springs Defined Benefit Plan    1484 Table IV Assets Market Value A. Cash and Cash Equivalents 771,627$                   B. General Investments 1. Common Stock 44,746,050$              2. Bonds 13,958,721                3. Real Estate 5,396,946                  4. Other 1,000,650                  C. Receivables 1. Accrued Interest 0$                                2. Employee Contribution Receivable 7,389                          3. City Contributions Receivable 486,446                      4. Accounts Receivable 0 D. Payables 1. Accounts Payable 0$                                2. Due to Broker 0                                  E. Plan Assets (A + B + C ‐ D) 66,367,829$              Statement of Assets as of October 1, 2023 City of Winter Springs Defined Benefit Plan    1585 Table V A. Market Value of Assets as of October 1, 2022 61,810,677$          Adjustment to Market Value of Assets as of October 1, 2022 (11,598)                   Total Market Value of Assets as of October 1, 2022 61,799,079$          B. Receipts During Period 1. Contributions a. Member 206,423$                   b. City 2,492,912                 c. Total 2,699,335$               2. Investment Income a. Interest and dividends 835,315$                   b. Realized / unrealized gains (losses) 6,083,198                 c. Investment expenses (253,734)                   d. Net investment income 6,664,779$               3. Total receipts during period 9,364,114$            C. Disbursements During Period 1. Pension payments and contribution refunds 4,760,493$               2. Administrative expenses 34,871                       3. Total disbursements during period 4,795,364$            D. Market Value of Assets as of September 30, 2023 66,367,829$          Reconciliation of Plan Assets City of Winter Springs Defined Benefit Plan    1686 Table V(Cont'd)202220232024202520262027A. Preliminary total smoothed value from prior year 64,718,452$     67,494,398$     68,848,494$     B. Market value beginning of year 72,453,381       61,810,677       66,367,829       C. Market value end of year 61,810,677       66,367,829       D. Non‐investment net cash flow (1,547,594)        (2,096,029)        E. Investment return1. Total market value return: C. ‐ B. ‐ D. (9,095,110)        6,653,181         2. Amount for immediate recognition (7.40% / 7.00%) 5,304,289         4,253,386         3. Amount for phased‐in recognition: E.1. ‐ E.2. (14,399,399)      2,399,795         F. Phased‐in recognition of investment return:1. Current year (2,879,880)        479,959             2. First prior year 2,102,937         (2,879,880)        479,959             3. Second prior year 33,265               2,102,937         (2,879,880)        479,959           4. Third prior year (539,542)           33,265               2,102,937         (2,879,880)      479,959           5. Fourth prior year 302,471             (539,542)           33,264               2,102,937        (2,879,879)      479,959           6. Total phased‐in recognition of investment return (980,749)           (803,261)           (263,720)           (296,984)          (2,399,920)      479,959           G. Total smoothed value end of year1. Preliminary total smoothed value end of year 67,494,398       68,848,494       A. + D. + E.2. + F.6.2. Upper corridor limit: 120% of C. 74,172,812       79,641,395       3. Lower corridor limit: 80% of C. 49,448,542       53,094,263       4. Total smoothed value end of year: G.1., not more than G.2., nor less than G.3. 67,494,398       68,848,494       H. Difference between total market value and total smoothed value (5,683,721)        (2,480,665)        I. Smoothed value rate of return 6.76% 5.19%J. Market value rate of return (12.69%) 10.95%Development of Smoothed Value of Assets as of September 30City of Winter Springs Defined Benefit Plan    1787 Table VI A. Derivation of Actuarial Gain / (Loss) 1. City net normal cost previous valuation 272,194$                 2. Unfunded actuarial accrued liability previous valuation 6,395,829                3. City contributions previous year 2,492,912                4. Interest on: (a) City net normal cost 19,054$                   (b) Unfunded actuarial accrued liability 447,708                   (c) City contributions 87,252                     (d) Net total: (a) + (b) ‐ (c) 379,510$                 5. Increase / (decrease) in unfunded actuarial accrued liability due to assumption changes 2,668,890$             6. Expected unfunded actuarial accrued liability current year: (1. + 2. ‐ 3. + 4. + 5.) 7,223,511$             7. Actual unfunded actuarial accrued liability current year 9,111,642                8. Actuarial gain / (loss): (6. ‐ 7.) (1,888,131)$            B. Approximate Portion of Gain / (Loss) due to Investments 1. Smoothed value of assets previous year 67,494,398$           2. Contributions during period 2,699,335                3. Benefits and administrative expenses during period 4,795,364                4. Expected appreciation for period 4,651,247                5. Expected smoothed value of assets current year:  (1. + 2. ‐ 3. + 4.) 70,049,616$           6. Actual smoothed value of assets current year 68,848,494$           7. Approximate investment gain / (loss) due to investments: (6. ‐ 5.) (1,201,122)$            C. Approximate Portion of Gain / (Loss) due to Liabilities:  A.8. ‐ B.7.(687,009)$               Actuarial Gain / (Loss) for Plan Year Ended September 30, 2023 City of Winter Springs Defined Benefit Plan    1888 Table VII A. Unfunded Actuarial Accrued Liability Unfunded Amortization Date Liability Payment October 1, 2023 9,111,642$            733,567$             October 1, 2024 8,943,595$            733,567$             October 1, 2025 8,764,205$            733,567$             October 1, 2026 8,572,706$            733,567$             October 1, 2027 8,368,281$            733,567$             … … October 1, 2052 0$                           0$                         B. Covered Payroll History Covered Annual Date Payroll Increase October 1, 2023 3,986,205$            (2.8%)       October 1, 2022 4,102,020$            0.5%       October 1, 2021 4,081,949$            (3.6%)       October 1, 2020 4,236,443$            (2.1%)       October 1, 2019 4,325,321$            (14.2%)       October 1, 2018 5,042,067$            (8.9%)       October 1, 2017 5,537,207$            (6.4%)       October 1, 2016 5,916,189$            (13.9%)       October 1, 2015 6,868,214$            (3.2%)       October 1, 2014 7,093,513$            (4.5%)       October 1, 2013 7,431,031$            N/A Ten‐Year Average Annual Increase (6.0%)       Amortization of Unfunded Actuarial Accrued Liability City of Winter Springs Defined Benefit Plan    1989 Table VIII Prior Current Assumptions Assumptions 10/01/2022 10/01/2023 10/01/2023 I. Number of Plan Members a. Retirees and beneficiaries receiving benefits 151 158 158 b. Terminated plan members entitled to but not yet receiving benefits 162 158 158 c. Active plan members 64 61 61 d. Total 377 377 377 II.Financial Accounting Standards Board Allocation as of October 1, 2023 A. Statement of Accumulated Plan Benefits 1. Actuarial present value of accumulated vested plan benefits a. Participants currently receiving benefits 51,484,891$           53,652,483$      54,821,576$            b. Other participants 18,752,799             17,874,042        18,918,782              c. Total 70,237,690$           71,526,525$      73,740,358$            2. Actuarial present value of accumulated  non‐vested plan benefits 181,228$                 267,054$            265,942$                  3. Total actuarial present value of accumulated plan benefits 70,418,918$           71,793,579$      74,006,300$            B. Statement of Change in Accumulated Plan Benefits 1. Actuarial present value of accumulated plan benefits as of October 1, 2022 70,418,918$            2. Increase (decrease) during year attributable to: a. Plan amendment 0$                              b. Change in actuarial assumptions 2,212,721 c. Benefits paid including refunds (4,760,493)               d. Other, including benefits accumulated, increase for interest due to decrease in the discount period 6,135,154                 e. Net increase 3,587,382$              3. Actuarial present value of accumulated plan benefits      as of October 1, 2023 74,006,300$            C. Significant Matters Affecting Calculations 1. Assumed rate of return used in determining actuarial present values 6.75% 2. Change in Plan provisions None. 3. Change in actuarial assumptions See Table X, Item N. Accounting Disclosure Exhibit City of Winter Springs Defined Benefit Plan    2090 Table VIII(Cont'd)III. Net Pension Liability and Related Ratios (GASB No. 67 & No. 68)ProjectedMeasurement date 9/30/2014 9/30/2015 9/30/2016 9/30/2017 9/30/2018 9/30/2019 9/30/2020 9/30/2021 9/30/2022 9/30/2023 9/30/2024 *A. Total Pension Liability (TPL)Service Cost 886,819$            834,402$            808,281$            697,459$            502,667$            472,736$            401,950$            390,407$            370,884$            405,604$            447,227$            Interest 3,666,120           3,851,130           4,059,813           4,229,901           4,452,760           4,693,091           4,736,276           4,858,742           4,948,720           5,034,091           5,120,537           Benefit Changes 0                          0                          0                          0                          0                          0                          0                          0                          0                          0                          0                          Difference Between Actual and Expected Experience (581,481)             (107,513)             275,994              (592,087)             124,345              1,281,355           569,125              661,000              258,774              1,300,852           721,817              Assumption Changes 0                          8,107                  0                          526,115              2,531,601           0                          479,182              691,291              0                          2,978,730           2,668,890           Benefit Payments, including Refunds of Member Contributions (1,974,208)         (2,202,769)         (2,450,972)         (2,679,408)         (2,935,206)         (3,276,412)         (3,821,626)         (4,119,650)         (4,425,331)         (4,760,493)         (5,095,104)         Net Change in Total Pension Liability 1,997,250$        2,383,357$        2,693,116$        2,181,980$        4,676,167$        3,170,770$        2,364,907$        2,481,790$        1,153,047$        4,958,784$        3,863,367$        Total Pension Liability (TPL) ‐ (beginning of year) 46,508,261        48,505,511        50,888,868        53,581,984        55,763,964        60,440,131        63,610,901        65,975,808        68,457,598        69,610,645        74,569,429        Total Pension Liability (TPL) ‐ (end of year) 48,505,511$      50,888,868$      53,581,984$      55,763,964$      60,440,131$      63,610,901$      65,975,808$      68,457,598$      69,610,645$      74,569,429$      78,432,796$      B. Plan Fiduciary Net PositionContributions ‐ City 2,527,508$        2,392,948$        2,586,936$        2,605,753$        2,635,968$        2,924,706$        3,213,927$        3,052,914$        2,734,292$        2,492,912$        846,797$            Contributions ‐ Member 369,500              358,106              479,257              342,209              460,745              265,688              217,975              208,098              215,136              206,423              199,310              Net Investment Income 3,885,344           5,160                  4,077,452           5,851,493           5,243,193           1,437,224           4,254,000           14,813,524        (9,095,110)         6,664,779           4,341,998           Benefit Payments, including Refunds of Member Contributions (1,974,208)         (2,202,769)         (2,450,972)         (2,679,408)         (2,935,206)         (3,276,412)         (3,821,626)         (4,119,650)         (4,425,331)         (4,760,493)         (5,095,104)         Administrative Expenses (159,424)             (11,937)               (28,208)               (55,697)               (64,770)               (69,023)               (32,984)               (46,494)               (71,691)               (34,871)               (34,871)               Other 0                          0                          0                          0                          0                          0                          0                          0                          0                          (11,598)               0                          Net Change in Plan Fiduciary Net Position 4,648,720$        541,508$            4,664,465$        6,064,350$        5,339,930$        1,282,183$        3,831,292$        13,908,392$      (10,642,704)$     4,557,152$        258,130              Plan Fiduciary Net Position ‐ (beginning of year) 32,172,541        36,821,261        37,362,769        42,027,234        48,091,584        53,431,514        54,713,697        58,544,989        72,453,381        61,810,677        66,367,829        Plan Fiduciary Net Position ‐ (end of year) 36,821,261$      37,362,769$      42,027,234$      48,091,584$      53,431,514$      54,713,697$      58,544,989$      72,453,381$      61,810,677$      66,367,829$      66,625,959$      C. Net Pension Liability (NPL) ‐ (end of year): (A) ‐ (B) 11,684,250$      13,526,099$      11,554,750$      7,672,380$        7,008,617$        8,897,204$        7,430,819$        (3,995,783)$       7,799,968$        8,201,600$        11,806,837$      D. Plan Fiduciary Net Position as a Percentage of TPL: (B) / (A)75.91 % 73.42 % 78.44 % 86.24 % 88.40 % 86.01 % 88.74 % 105.84 % 88.79 % 89.00 % 84.95 %E. Covered Employee Payroll **7,369,943$        7,070,355$        6,671,503$        5,846,435$        5,342,971$        4,800,755$        4,334,163$        4,335,802$        4,346,257$        4,279,689$        3,986,205$        F. NPL as a Percentage of Covered Employee Payroll: (C) / (E) 158.54 % 191.31 % 173.20 % 131.23 % 131.17 % 185.33 % 171.45 % (92.16)% 179.46 % 191.64 % 296.19 %G. Notes to Schedule:Valuation Date 10/1/2013 10/1/2014 10/1/2015 10/1/2016 10/1/2017 10/1/2018 10/1/2019 10/1/2020 10/1/2021 10/1/2022 10/1/2023Reporting Date (GASB No. 68) 9/30/2014 9/30/2015 9/30/2016 9/30/2017 9/30/2018 9/30/2019 9/30/2020 9/30/2021 9/30/2022 9/30/2023 9/30/2024Update procedures were used to roll forward the TPL to the measurement date.See Table VIII, Item V. for a history of benefit changes and assumption changes.  For measurement date September 30, 2024 ‐ investment return, salary increase factors, retirement rates and withdrawal rates updated.* Projected ‐ actual amounts will be available after fiscal year end.** Reported payroll on which contributions to the Plan are based as provided under GASB No. 82.Accounting Disclosure ExhibitCity of Winter Springs Defined Benefit Plan    2191 Table VIII (Cont'd) IV. Schedule of Employer Contributions (GASB No. 67 & No. 68) Actuarially Contribution Actual Contribution Fiscal Year Determined Actual Deficiency / Covered as a % of End 9/30 Contribution Contribution (Excess)Payroll 1 Covered Payroll 2014 2,474,578$           2,527,508$           (52,930)$                7,369,943$           34.29% 2015 2,230,908              2,392,948              (162,040)                7,070,355              33.84% 2016 2,067,445              2,586,936              (519,491)                6,671,503              38.78% 2017 1,831,495              2,605,753              (774,258)                5,846,435              44.57% 2018 1,613,548              2,635,968              (1,022,420)            5,342,971              49.34% 2019 1,484,498              2,924,706              (1,440,208)            4,800,755              60.92% 2020 1,389,125              3,213,927              (1,824,802)            4,334,163              74.15% 2021 1,251,632              3,052,914              (1,801,282)            4,335,802              70.41% 2022 1,055,047              2,734,292              (1,679,245)            4,346,257              62.91% 2023 669,772                 2,492,912              (1,823,140)            4,279,689              58.25%   2024 2 846,797                 846,797                 0                              3,986,205              21.24% 1 2 Projected ‐ actual amounts will be available after fiscal year end Accounting Disclosure Exhibit Reported payroll on which contributions to the Plan are based as provided under GASB No. 82 City of Winter Springs Defined Benefit Plan    2292 Table VIII (Cont'd) V. Notes to Schedule of Contributions (GASB No. 67 & No. 68) Valuation Date: Methods and Assumptions Used to Determine Contribution Rates for Fiscal Year Ending September 30, 2024: Actuarial Cost Method Amortization Method Amortization Period Asset Valuation Method Inflation Salary Increases Investment Rate of Return 7.00% Retirement Age Mortality Accounting Disclosure Exhibit Actuarially determined contributions are calculated as of October 1st ‐two years prior the fiscal year end in which contributions are reported. Entry Age Normal Level dollar, closed For disabled General Employee participants, PUB‐2010 Headcount Weighted General Disabled Retiree Mortality Table, separate rates for males and females, both set forward 3 years, without projected mortality improvements. 5‐year smoothed market 2.75% 3.0% ‐ 4.5% Experience‐based table of rates that are specific to the type of eligibility condition For healthy General Employee participants during employment, PUB‐2010 Headcount Weighted General Below Median Employee Mortality Table, separate rates for males and females, set back 1 year for male, with fully generational mortality improvements projected to each future decrement date with Scale MP‐2018. For healthy Firefighter, Police Officer and Forensic Professional participants during employment, PUB‐2010 Headcount Weighted Safety Employee Female Mortality Table and Safety Below Median Employee Male Mortality Table, both set forward 1 year, with fully generational mortality improvements projected to each future decrement date with Scale MP‐2018. For healthy General Employee participants post employment, PUB‐2010 Headcount Weighted General Below Median Healthy Retiree Mortality Table, separate rates for males and females, set back 1 year for male, with fully generational mortality improvements projected to each future decrement date with Scale MP‐2018. For healthy Firefighter, Police Officer and Forensic Professional participants post employment, PUB‐2010 Headcount Weighted Safety Healthy Retiree Female Mortality Table and Safety Below Median Healthy Retiree Male Mortality Table, both set forward 1 year, with fully generational mortality improvements projected to each future decrement date with Scale MP‐2018. For disabled Firefighter, Police Officer and Forensic Professional participants, 80% PUB‐ 2010 Headcount Weighted General Disabled Retiree Mortality Table / 20% PUB‐2010 Headcount Weighted Safety Disabled Retiree Mortality Table, separate rates for males and females, without projected mortality improvements. 30 years City of Winter Springs Defined Benefit Plan    2393 Table VIII (Cont'd) V. Notes to Schedule of Contributions (GASB No. 67 & No. 68) (cont'd) Other Information: Benefit Changes Assumption Changes VI. Discount Rate (GASB No. 67 & No. 68) VII. Sensitivity of the NPL to the Discount Rate Assumption (GASB No. 67 & No. 68) Current 1% Decrease Discount Rate 1% Increase Discount Rate 6.00% 7.00% 8.00% NPL 16,578,130$        8,201,600$          1,179,981$           Current 1% Decrease Discount Rate 1% Increase Discount Rate 5.75% 6.75% 7.75% NPL 20,653,045$        11,806,837$        4,395,731$           * Projected ‐ actual amounts will be available after fiscal year end Accounting Disclosure Exhibit Discount rates of 7.00% and 6.75% were used to measure the September 30, 2023 and September 30, 2024 TPL, respectively. These discount rates were based on the expected rates of return on Plan investments of 7.00% and 6.75%, respectively. The projection of cash flows used to determine these discount rates assumed member contributions will be made at the current member contribution rate and City contributions will be made at rates equal to the difference between actuarially determined contribution rates and the member contribution rate. Based upon these assumptions, the Plan's fiduciary net position was projected to be available to make all projected future expected benefit payments of current Plan members. Therefore, the long‐term expected rate of return on Plan investments was applied to all periods of projected benefit payments to determine the TPL. Measurement date: September 30, 2024 * Measurement date: September 30, 2023 2022: Investment return updated. 2020: Investment return and mortality rates for disableds updated. 2019: Investment return, mortality rates and disability rates updated. 2017: Investment return, salary increase, withdrawal and retirement rates updated.  2016: Mortality rates updated.  2014:  Disability rates updated.   None. City of Winter Springs Defined Benefit Plan    2494 Table VIII (Cont'd) VIII. Pension Expense for Fiscal Year Ending September 30, 2023 4,599,724$           Deferred Outflows  of Resources   Deferred Inflows  of Resources  487,819$                0$                         Changes of assumptions or other inputs 1,117,024               0                            2,470,738               0                            Total 4,075,581$             0$                         Year Ending 30‐Sep Amount 2024 1,866,081$              2025 294,502                   2026 2,397,438                2027 (482,440)                  2028 0                               Thereafter 0                               Pension Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to  Pensions ‐ Reporting Date (GASB No. 68) Summary of Outstanding Deferred Inflows and Outflows of Resources as of September 30, 2023 Differences between actual and expected experience on  liabilities Net difference between projected and actual earnings on  pension Plan investments Summary of Deferred Outflows and Inflows of Resources that to Be Recognized in Pension Expense in  Future Years.  Accounting Disclosure Exhibit City of Winter Springs Defined Benefit Plan    2595 Table VIII(Cont'd)The following information is not required to be disclosed but is provided for informational purposes.IX.Components of Pension Expense (GASB No. 68)ProjectedMeasurement Date 9/30/2014 9/30/2015 9/30/2016 9/30/2017 9/30/2018 9/30/2019 9/30/2020 9/30/2021 9/30/2022 9/30/2023 9/30/2024 *Service Cost 886,819$        834,402$        808,281$        697,459$        502,667$        472,736$        401,950$        390,407$        370,884$        405,604$        447,227$        Interest on Total Pension Liability 3,666,120       3,851,130       4,059,813       4,229,901       4,452,760       4,693,091       4,736,276       4,858,742       4,948,720       5,034,091       5,120,537       Current‐Period Benefit Changes 0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      0                      (369,500)         (358,106)         (479,257)         (342,209)         (460,745)         (265,688)         (217,975)         (208,098)         (215,136)         (206,423)         (199,310)         Projected Earnings on Plan Investments (2,604,338)      (2,967,155)      (3,012,502)      (3,370,693)      (3,730,846)      (4,134,934)      (4,087,676)      (4,298,839)      (5,304,289)      (4,252,575)      (4,341,998)      Administrative Expenses 159,424          11,937            28,208            55,697            64,770            69,023            32,984            46,494            71,691            34,871            34,871            Other Changes in Plan Fiduciary Net Position 0                      0                      0                      0                      0                      0                      0                      0                      0                      11,598            0                      (126,409)         (149,527)         (78,759)           (99,375)           1,158,437       1,917,785       1,460,935       1,182,929       762,752          2,771,779       4,687,304       (256,201)         336,198          123,208          (372,952)         (675,422)         120,322          (505,342)         (2,395,289)      980,749          800,779          261,238          Total Pension Expense 1,355,915$     1,558,879$     1,448,992$     797,828$        1,311,621$     2,872,335$     1,821,152$     (423,654)$       1,615,371$     4,599,724$     6,009,869$     * Projected ‐ actual amounts will be available after measurement dateContributions ‐ MemberRecognition of Beginning Deferred Outflows / (Inflows) due to LiabilitiesRecognition of Beginning Deferred Outflows / (Inflows) due to AssetsAccounting Disclosure ExhibitCity of Winter Springs Defined Benefit Plan    2696 Table VIII (Cont'd) The following information is not required to be disclosed but is provided for informational purposes. X.Recognition of Deferred Outflows and (Inflows) due to Liabilities ‐ Measurement Date (GASB No. 68) Recognition of Deferred Outflows due to Differences Between Actual and Expected Experience on Liabilities Established Initial Balance Initial  Recognition  Period Remaining  Recognition  Period as of  9/30/2023 Recognition  Amount for  2022 / 2023 Balance as of  9/30/2023 2021 / 2022 258,774$            1.6 0.0 97,040$              0$                                   2022 / 2023 1,300,852$        1.6 0.6 813,033$           487,819$                       TOTAL 910,073$           487,819$                       Recognition of Deferred (Inflows) due to Differences Between Actual and Expected Experience on Liabilities Established Initial Balance Initial  Recognition  Period Remaining  Recognition  Period as of  9/30/2023 Recognition  Amount for  2022 / 2023 Balance as of  9/30/2023 2021 / 2022 0$                        1.6 0.0 0$                        0$                                   2022 / 2023 0$                        1.6 0.6 0$                        0$                                   TOTAL 0$                        0$                                   Recognition of Deferred Outflows due to Changes of Assumptions or Other Inputs Established Initial Balance Initial  Recognition  Period Remaining  Recognition  Period as of  9/30/2023 Recognition  Amount for  2022 / 2023 Balance as of  9/30/2023 2021 / 2022 0$                        1.6 0.0 0$                        0$                                   2022 / 2023 2,978,730$        1.6 0.6 1,861,706$        1,117,024$                   TOTAL 1,861,706$        1,117,024$                   Accounting Disclosure Exhibit City of Winter Springs Defined Benefit Plan    2797 Table VIII (Cont'd) The following information is not required to be disclosed but is provided for informational purposes. X.Recognition of Deferred Outflows and (Inflows) due to Liabilities ‐ Measurement Date (GASB No. 68) (cont'd) Recognition of Deferred (Inflows) due to Changes of Assumptions or Other Inputs Established Initial Balance Initial  Recognition  Period Remaining  Recognition  Period as of  9/30/2023 Recognition  Amount for  2022 / 2023 Balance as of  9/30/2023 2021 / 2022 0$                       1.6 0.0 0$                      0$                                2022 / 2023 0$                       1.6 0.6 0$                      0$                                TOTAL 0$                      0$                                XI.Recognition of Deferred Outflows and (Inflows) due to Assets ‐ Measurement Date (GASB No. 68) Established Initial Balance Initial  Recognition  Period Remaining  Recognition  Period as of  9/30/2023 Recognition  Amount for  2022 / 2023 Balance as of  9/30/2023 2018 / 2019 2,697,710$       5 0 539,542$         0$                                2019 / 2020 (166,324)$         5 1 (33,265)$          (33,264)$                     2020 / 2021 (10,514,685)$    5 2 (2,102,937)$     (4,205,874)$               2021 / 2022 14,399,399$     5 3 2,879,880$      8,639,639$                2022 / 2023 (2,412,204)$      5 4 (482,441)$        (1,929,763)$               TOTAL 800,779$         2,470,738$                Recognition of Deferred Outflows / (Inflows) due to Difference Between Projected and Actual Earnings on  Pension Plan Investments Accounting Disclosure Exhibit City of Winter Springs Defined Benefit Plan    2898 Table IX A. Effective Date B. Eligibility Requirements C. Accrual Service D. Compensation E. Final Average Compensation F. Normal Retirement 1. Eligibility: (a) Attainment of age 65; or (b) Completion of 30 years of service and determined to be disabled under the City's long term disability insurance policy. Years of Accrual Service are any Plan Years during which an Employee completes at least 1,000 hours of service, including years of service completed prior to participation in the Plan. Average earnings during the best five (5) consecutive Plan Years out of the last ten (10) Plan Years preceding termination or retirement, but not less than the three (3) highest consecutive compensation periods during employment with the City as of September 30, 2011. Outline of Principal Provisions of the Retirement Plan Plan adopted as a Money Purchase Floor Offset plan on October 1, 1997. Plan amended and restated as a Defined Benefit Plan effective October 1, 2000. Plan most recently amended by Resolution 2017‐10 adopted November 13, 2017. General Employees hired prior to October 1, 2011, Police Officers and Forensic Professionals working 30 or more hours per week are eligible to join the Plan on the first day of the month following completion of six (6) months of service. Electing transferring Firefighters as of October 2, 2008 under the Agreement with the County.  Wages, salaries and other amounts received (whether or not paid in cash) for personal services actually rendered in the course of employment. Effective October 10, 2011 Compensation shall exclude commissions, bonuses, overtime pay in excess of one hundred fifty (150) hours per Plan year and payments for accrued leave in excess of the dollar amount of an Employee's accrued leave balance on July 1, 2011. City of Winter Springs Defined Benefit Plan    2999 Table IX (Cont'd) 2. Benefit: G. Early Retirement 1. Eligibility: (a) Attainment of age 55 and completion of 15 years of service; or (b) 2. Benefit: H. Late Retirement 1. Eligibility: Continued employment beyond Normal Retirement Date. 2. Benefit: (a) (b) I. Disability Retirement 1. Eligibility: 2. Benefit: Accrued benefit calculated as for Normal Retirement based upon service and pay at Disability Retirement Date. Greater of (a) and (b): Accrued benefit calculated as for Normal Retirement based upon service and pay at Late Retirement Date. Actuarially increased benefit as of Late Retirement Date. Completion of 30 years of service and determined to be disabled under the City's long term disability insurance policy. Completion of 25 years of service. Benefit accrued to date of early retirement, actuarially reduced for each year early retirement benefit commencement precedes age 55. A participant as of September 30, 2011 who attains age 55 and completes 10 or more years of service but less than 15 years of service may receive the accrued benefit as of September 30, 2011 payable without actuarial reduction plus the accrued benefit earned after September 30, 2011 payable with actuarial reduction from normal retirement date. Outline of Principal Provisions of the Retirement Plan For Firefighters, Police Officers and Forensic Professionals, 3.00% times Final Average Compensation multiplied by Accrual Service, up to a maximum of 30 years. For General Employees, 3.00% times Accrual Service earned through September 30, 2011 times Final Average Compensation plus 2.50% times Accrual Service earned after September 30, 2011 times Final Average Compensation, up to a maximum of 30 years of Accrual Service.  City of Winter Springs Defined Benefit Plan    30100 Table IX (Cont'd) J. Death Benefit K. Participant Contributions L. Vested Benefit Upon Termination Years of Service Vested Percentage Less Than 70% 7 or More 100% M. Normal Form of Payment of Retirement Income Other Options N. Changes Since Previous Valuation Outline of Principal Provisions of the Retirement Plan 100% vested in required participant contributions. Participant contributions made after October 1, 2000 are included in the deferred vested benefit payable at normal or early retirement date.   Upon termination of service prior to normal or early retirement date a participant shall be entitled to a benefit payable at normal or early retirement date calculated as for normal retirement. Based upon pay and service at date of termination multiplied by a percentage from the following table. None. Five percent (5%) of compensation. Monthly benefit payable for life. Actuarially equivalent joint and survivor at 50%, 75%, 100%; or ten (10) years certain and life. Beneficiary entitled to a monthly benefit supported by the present value of the non‐forfeitable accrued benefit at the time of the participant's death. If death occurs after actual retirement, the beneficiary receives whatever is payable under the form of benefit option elected. City of Winter Springs Defined Benefit Plan    31101 Table X A. Mortality Firefighter, Police Officer and Forensic Professional participants: Sample Ages (2023) Men Women Men Women 55 30.70 34.54 27.87 31.44 60 25.74 29.47 23.27 26.64 62 23.80 27.46 21.53 24.79 Sample Ages (2043) Men Women Men Women 55 32.33 36.03 29.77 33.27 60 27.31 30.92 25.06 28.39 62 25.35 28.88 23.27 26.50 General Employee participants: Pre‐retirement Expectancy (Years) Future Life Pre‐retirement Expectancy (Years) Expectancy (Years) Future Life For healthy participants post employment, PUB‐2010 Headcount Weighted General Below Median Healthy Retiree Mortality Table, separate rates for males and females, set back 1 year for male, with fully generational mortality improvements projected to each future decrement date with Scale MP‐2018. For healthy participants during employment, PUB‐2010 Headcount Weighted General Below Median Employee Mortality Table, separate rates for males and females, set back 1 year for male, with fully generational mortality improvements projected to each future decrement date with Scale MP‐2018. For healthy participants post employment, PUB‐2010 Headcount Weighted Safety Healthy Retiree Female Mortality Table and Safety Below Median Healthy Retiree Male Mortality Table, both set forward 1 year, with fully generational mortality improvements projected to each future decrement date with Scale MP‐ 2018. For healthy participants during employment, PUB‐2010 Headcount Weighted Safety Employee Female Mortality Table and Safety Below Median Employee Male Mortality Table, both set forward 1 year, with fully generational mortality improvements projected to each future decrement date with Scale MP‐2018. Used in the Valuation Actuarial Assumptions and Actuarial Cost Methods Post‐retirement Expectancy (Years) Future Life Post‐retirement For disabled participants, 80% PUB‐2010 Headcount Weighted General Disabled Retiree Mortality Table / 20% PUB‐2010 Headcount Weighted Safety Disabled Retiree Mortality Table, separate rates for males and females, without projected mortality improvements. Future Life City of Winter Springs Defined Benefit Plan    32102 Table X (Cont'd) A. Mortality (cont'd) Sample Ages (2023) Male Female Male Female 55 32.83 35.24 28.93 32.64 60 27.97 30.21 24.82 28.08 62 26.07 28.23 23.19 26.25 Sample Ages (2043) Male Female Male Female 55 34.46 36.72 30.95 34.41 60 29.53 31.65 26.68 29.76 62 27.60 29.64 24.99 27.88 B. Investment Return C. Allowances for Expenses or Contingencies D. Salary Increase Factors General Age Employees Under 30 7.00% 30 ‐ 39 7.00% 40 ‐ 49 4.75% 50 ‐ 54 4.75% 55 & older 4.00% 3.75% 3.75% Police Officers Forensic 6.25% 4.75% 4.75% Professionals and Actuarial Assumptions and Actuarial Cost Methods Used in the Valuation Expectancy (Years) Future Life Post‐retirement Expectancy (Years) Future Life Pre‐retirement Prior year's actual administrative expenses are included in normal cost. Current salary is assumed to increase at a rate based on the table below per year until retirement ‐includes assumed wage inflation of 3.0%.   For disabled participants, PUB‐2010 Headcount Weighted General Disabled Retiree Mortality Table, separate rates for males and females, both set forward 3 years, without projected mortality improvements. Expectancy (Years) Future Life Pre‐retirement Expectancy (Years) Future Life Post‐retirement 6.75%, compounded annually, net of investment expenses ‐ includes assumed inflation of 2.75%. City of Winter Springs Defined Benefit Plan    33103 Table X (Cont'd) E. Employee Withdrawal Rates Service Male Female Male Female Less than 5 years 15.0% 10.0%20.0% 15.0% 5 ‐ 9 years 15.0% 10.0%10.0% 15.0% 10 ‐ 14 years 15.0% 10.0%5.0% 4.0% 15+ years 7.5% 10.0% 5.0%4.0% F. Disability Rates 1. General All Other Age Employees Employees < 40 0.001%0.005% 45 0.001% 0.050% 50 0.002% 0.050% 55 0.005% 0.090% 60 0.006% 0.090% 65 0.001% 0.090% 2. General All Other Age Employees Employees 20 0.00% 0.02% 25 0.01% 0.02% 30 0.01% 0.04% 35 0.01% 0.04% 40 0.02% 0.04% 45 0.04% 0.04% 50 0.08% 0.07% 55 0.16% 0.07% 60 0.21% 0.07% 65 0.04% 0.07% Non‐duty disability rates for General Employees, Forensic Professionals and Police Officers were used in accordance with the following illustrative example. The disability assumptions are the disability assumptions used in the July 1, 2021 FRS Actuarial Valuation. Actuarial Assumptions and Actuarial Cost Methods Used in the Valuation Line‐of‐duty disability rates for General Employees, Forensic Professionals and Police Officers were used in accordance with the following illustrative example. General  Employees Forensic Professionals and Police Officers Withdrawal rates were used in accordance with the following illustrative example. City of Winter Springs Defined Benefit Plan    34104 Table X (Cont'd) G. Assumed Retirement Age Retirement rates were used in accordance with the following tables. 1.For Forensic Professionals and Police Officers: Age 0 ‐ 9 10 ‐ 14 15 ‐ 19 20 ‐ 24 25 ‐ 29 30 or more Under 55 0.0% 0.0% 0.0% 0.0% 6.0% 35.0% 55 0.0% 5.0% 12.5% 12.5% 70.0% 90.0% 56 ‐ 64 0.0% 2.5% 12.5% 40.0% 7.5% 10.0% 65 and above 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 2.For General Employees: Age 0 ‐ 14 15 ‐ 24 25  or more Under 55 0% 0% 10% 55 ‐ 64 4% 20% 25% 65 ‐ 66 65% 80% 100% 67 and above 100% 100% 100% H. Assumed Rate of Increase in Covered Payroll to Contribution Year I. Marital Assumptions 1. 2. J. Interest on Future Participant Contributions 3.75%, compounded annually. K. Asset Valuation Method The method used for determining the smoothed value of assets phases in the deviation between the expected and actual return on assets at the rate of 20% per year. The smoothed value of assets will be further adjusted to the extent necessary to fall within the corridor whose lower limit is 80% of the fair market value of Plan assets and whose upper limit is 120% of the fair market value of Plan assets ‐adjusted for equation of balance October 1, 2010. 100% of active members are assumed to be married. Females are assumed to be three (3) years younger than their male spouses. Years of Service Actuarial Assumptions and Actuarial Cost Methods Used in the Valuation Years of Service 3.0% per annum for Forensic Professionals and Police Officers and 0.0% for General Employees. City of Winter Springs Defined Benefit Plan    35105 Table X (Cont'd) L. Cost Method M. Disclosure of Assumptions N. Changes Since Previous Valuation 1. Investment Return was: 7.00%, compounded annually, net of investment expenses ‐ includes assumed inflation of 2.75%. 2. Salary Increase Factors were: General Service Employees Police Officers Less than 5 years 4.50% 4.50% 5 ‐ 14 years 3.25% 3.25% 15 ‐ 20 years 3.00% 3.25% 20+ years 3.00% 3.00% Normal Retirement, Termination, Disability, and Death Benefits: Entry Age Normal Cost  Vested Normal Retirement, Termination, Disability, and Death Benefits: Unit Credit Cost  Under this method the normal cost for each active employee is the amount which is calculated to be a level percentage of pay that would be required annually from his entry age to his assumed retirement age to fund his estimated benefits, assuming the Plan had always been in effect. The normal cost for the Plan is the sum of such amounts for all employees. The actuarial accrued liability as of any valuation date for each active employee or inactive employee who is eligible to receive benefits under the Plan is the excess of the actuarial present value of estimated future benefits over the actuarial present value of current and future normal costs. The unfunded actuarial accrued liability as of any valuation date is the excess of the actuarial accrued liability over the assets of the Plan.  Under this method, the actuarial present value of vested accrued benefits is an amount calculated to be the sum of the present values of each individual's vested accrued or earned benefit under the Plan as of the valuation date.  Each individual's calculation is based on pay and service as of the valuation date. The investment return, salary increases, withdrawal and retirement rates were updated based on the most recent experience study performed for the six years ending September 30, 2022. The mortality rates are based upon the July 1, 2023 FRS Actuarial Valuation, as required under F.S., Chapter 2015‐157. Actuarial Assumptions and Actuarial Cost Methods Used in the Valuation Forensic Professionals and City of Winter Springs Defined Benefit Plan    36106 Table X (Cont'd) Actuarial Assumptions and Actuarial Cost Methods Used in the Valuation N. Changes Since Previous Valuation (cont'd) 3. Employee withdrawal rates were: Service Male Female Male Female Less than 5 years 20.5% 15.5%13.5% 4.0% 5 ‐ 9 years 8.0% 12.0%9.0% 4.0% 10+ years 4.5% 5.0% 4.5%4.0% 4. Retirement rates were: For Forensic Professionals and Police Officers: Age 0 ‐ 9 10 ‐ 14 15 ‐ 24 25 ‐ 29 30 or more Under 55 0.0% 0.0% 0.0% 3.5% 40.0% 55 0.0% 5.0% 25.0% 70.0% 80.0% 56 ‐ 64 0.0% 5.0% 7.5% 7.5% 10.0% 65 and above 100.0% 100.0% 100.0% 100.0% 100.0% For General Employees: Age 0 ‐ 14 15 ‐ 24 25  or  more Under 55 0% 0% 0% 55 ‐ 64 4% 18% 12% 65 and above 100% 100% 100% 5. Amortization period was 30 years for newly created bases. Years of Service Forensic Professionals and Police Officers Years of Service General  Employees City of Winter Springs Defined Benefit Plan    37107 Table XI(Cont'd)AttainedAge Group0 ‐ 45 ‐ 910 ‐ 1415 ‐ 1920 ‐ 2425 ‐ 29 30 & OverTotalUnder 25‐‐‐‐‐‐‐025 ‐ 29‐‐‐‐‐‐‐030 ‐ 34‐‐‐‐‐‐‐035 ‐ 39‐‐1‐‐‐‐140 ‐ 44‐‐‐‐1‐‐145 ‐ 49‐‐‐122‐550 ‐ 54‐‐‐‐‐‐‐055 ‐ 59‐‐‐‐‐‐‐060 ‐ 64‐‐111‐1465 & Over‐‐‐‐‐‐‐0TOTAL 0 0 2 2 4 2 1 1110/01/2022 10/01/2023Average Attained Age 50.92 years 51.28 yearsAverage Hire Age 30.85 years 29.55 yearsAverage Pay 69,794$        62,086$     Percent Female 21.4% 18.2%‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐COMPLETED YEARS OF SERVICE‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐Distribution by Attained Age Groupsand Service Groups as of October 1, 2023General EmployeesCity of Winter Springs Defined Benefit Plan    38108 Table XI(Cont'd)AttainedAge Group0 ‐ 45 ‐ 910 ‐ 1415 ‐ 1920 ‐ 2425 ‐ 29 30 & OverTotalUnder 25 3‐‐ ‐‐‐‐325 ‐ 29 9 1‐‐‐‐‐1030 ‐ 34 7 2‐‐‐‐‐935 ‐ 39 5‐31‐‐‐940 ‐ 44 1 1‐21‐‐545 ‐ 49‐‐1131‐650 ‐ 54 1‐‐ ‐‐21455 ‐ 59‐‐‐‐1‐‐160 ‐ 64‐‐1‐‐‐‐165 & Over‐‐‐‐‐‐‐0TOTAL 26 4 5 4 5 3 1 4810/01/2022 10/01/2023Average Attained Age 37.48 years 37.25 yearsAverage Hire Age 28.17 years 28.27 yearsAverage Pay 63,287$        66,870$     Percent Female 20.8% 16.7%and Service Groups as of October 1, 2023‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐COMPLETED YEARS OF SERVICE‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐Distribution by Attained Age GroupsPolice OfficersCity of Winter Springs Defined Benefit Plan    39109 Table XI(Cont'd)AttainedAge Group0 ‐ 45 ‐ 910 ‐ 1415 ‐ 1920 ‐ 2425 ‐ 29 30 & OverTotalUnder 25‐‐‐‐‐‐‐025 ‐ 29‐‐‐‐‐‐‐030 ‐ 34‐‐‐‐‐‐‐035 ‐ 39 1‐‐ ‐‐‐‐140 ‐ 44‐‐‐‐‐‐‐045 ‐ 49‐‐‐‐‐‐‐050 ‐ 54‐‐‐‐‐‐‐055 ‐ 59‐‐‐‐‐‐‐060 ‐ 64 1‐‐ ‐‐‐‐165 & Over‐‐‐‐‐‐‐0TOTAL 2 0 0 0 0 0 0 210/01/2022 10/01/2023Average Attained Age 48.02 years 49.02 yearsAverage Hire Age 47.02 years 47.02 yearsAverage Pay 43,756$        46,756$     Percent Female 100.0% 100.0%‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐COMPLETED YEARS OF SERVICE‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐Distribution by Attained Age Groupsand Service Groups as of October 1, 2023Forensic ProfessionalsCity of Winter Springs Defined Benefit Plan    40110 Table XI(Cont'd)AttainedAge Group0 ‐ 45 ‐ 910 ‐ 1415 ‐ 1920 ‐ 2425 ‐ 29 30 & OverTotalUnder 25 3‐‐ ‐‐‐‐325 ‐ 29 9 1‐‐‐‐‐1030 ‐ 34 7 2‐‐‐‐‐935 ‐ 39 6‐41‐‐‐1140 ‐ 44 1 1‐22‐‐645 ‐ 49‐‐1253‐1150 ‐ 54 1‐‐ ‐‐21455 ‐ 59‐‐‐‐1‐‐160 ‐ 64 1‐211‐1665 & Over‐‐‐‐‐‐‐0TOTAL 28 4 7 6 9 5 2 6110/01/2022 10/01/2023Average Attained Age 40.75 years 40.17 yearsAverage Hire Age 29.35 years 29.12 yearsAverage Pay 64,094$        65,348$     Percent Female 23.4% 19.7%and Service Groups as of October 1, 2023‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐COMPLETED YEARS OF SERVICE‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐Distribution by Attained Age GroupsAll MembersCity of Winter Springs Defined Benefit Plan    41111 Table XII A. Entitled to Deferred Benefits Current Age Total Average Group Count Annual Benefit Annual Benefit Less than 40 13 119,312$                      9,178$                      40 ‐ 44 23 172,305                        7,492                         45 ‐ 49 29 338,914                        11,687                      50 ‐ 54 43 577,114                        13,421                      55 ‐ 59 17 84,709                          4,983                         60 ‐ 64 22 135,195                        6,145                         65 ‐ 69 5 21,342                          4,268                         70 ‐ 74 2 11,116                          5,558                         75 & Over 4 5,465                            1,366                         TOTAL 158 1,465,472$                  9,275$                      B. Receiving Benefits Current Age Total Average Group Count Annual Benefit Annual Benefit Less than 50 1 16,380$                        16,380$                    50 ‐ 54 7 170,704                        24,386                      55 ‐ 59 26 1,136,593                     43,715                      60 ‐ 64 33 1,174,463                     35,590                      65 ‐ 69 36 1,301,266                     36,146                      70 ‐ 74 28 578,313                        20,654                      75 ‐ 79 13 221,802                        17,062                      80 ‐ 84 12 284,701                        23,725                      85 & Over 2 13,518                          6,759                         TOTAL 158 4,897,740$                  30,998$                    Statistics for Participants Entitled to Deferred Benefits and Participants Receiving Benefits City of Winter Springs Defined Benefit Plan    42112 Table XIII A. Active Participants 1. Active participants previous year 64 2. Retired during year (4) 3. Died during year 0 4. Disabled during year 0 5. Terminated non‐vested during year (6) 6. Terminated vested during year (1) 7. New active participants 7 8. Out on military leave 0 9. Rehired during year 1 10. Transferred to DC Plan 0 11. Active participants current year 61 B. Participants Receiving Benefits 1. Participants receiving benefits previous year 151 2. New retired participants 4 3. New DRO recipient 0 4. New terminated vested receiving benefits 4 5. New beneficiaries receiving benefits 2 6. Died or ceased payment during year (3) 7. Retired or terminated vested receiving benefits current year 158 C. Terminated Vested Participants Entitled to Future Benefits 1. Terminated vested entitled previous year 162 2. Died during year (1) 3. Commenced receiving benefits during year (4) 4. New terminated vested 1 5. Terminated vested refunded employee contributions 0 6. Rehired 0 7. Terminated vested entitled current year 158 Reconciliation of Employee Data City of Winter Springs Defined Benefit Plan    43113 Table XIV Projected Total Fiscal Year Ending Annual Payout 2024 5,095,104$                  2025 5,233,220$                  2026 5,398,039$                  2027 5,595,421$                  2028 5,716,830$                  2029 5,868,645$                  2030 5,887,813$                  2031 5,936,581$                  2032 6,018,882$                  2033 6,140,635$                  Projected Retirement Benefits The above projected payout of Plan benefits during the next ten years is based on assumptions involving all decrements. Actual payouts may differ from the above estimates depending upon the death, salary and retirement experience of the Plan. However, since the projected payment is recomputed each valuation date, there is an automatic correction to the extent that actual experience varies from expected experience. City of Winter Springs Defined Benefit Plan    44114 Table XVYear Benefits Administrative Employee City / County SmoothedEndingPaid 2Expenses ContributionsContributions 3Value09/30/2023 4,760,493$            34,871$              206,423$           2,492,912$        68,848,494$         09/30/2022 4,425,331              71,691                215,136 2,734,292 67,494,398            09/30/2021 4,119,650              46,494                208,098 3,052,914 64,718,452            09/30/2020 3,821,626              32,984                217,975 3,213,927 58,929,456            09/30/2019 3,276,412              69,023                265,688 2,924,706 54,759,146            09/30/2018 2,935,206              64,770                460,745 2,635,968 50,899,575            09/30/2017 2,679,408              55,697                342,209 2,605,753 46,396,570            09/30/2016 2,450,972              28,208                479,257 2,586,936 42,001,072            09/30/2015 2,202,769              11,937                358,106 2,392,948 37,570,287            09/30/2014 1,974,208              159,424              369,500 2,527,508 33,841,977            09/30/2013 1,732,845              177,541              396,374 2,258,798 29,908,683            09/30/2012 1,606,752              309,874              418,635 1,824,431 26,852,721            09/30/2011 1,165,350              196,423              287,090 2,616,924 25,932,292            09/30/2010 886,521                 178,530              284,866 2,311,058 23,887,446            09/30/2009 617,274                 116,982              306,420 1,781,197 20,788,655            09/30/2008 384,482                 70,423                365,288 1,663,951 18,746,975            09/30/2007 233,953                 123,197              N/A 1,843,147 15,526,572            09/30/2006 171,697                 84,340                N/A 1,505,020 11,951,383            09/30/2005 N/A N/A N/A 1,260,627          9,716,089              09/30/2004 140,509                 62,225                N/A 1,013,379          8,134,588              1  Information prior to September 30, 2008 as reported by prior actuary.2  Includes refunds.3  Values prior to September 30, 2008 include Employee Contributions.Summary of Transaction Information 1City of Winter Springs Defined Benefit Plan    45115 Table XV(Cont'd)General & Forensic Police & FireValuationNet Market Net Smoothed Assumed RateDate Actual Assumed Actual Assumed Value Yield Value Yield of Return10/01/2023 7.4% 3.2% 6.6% 3.6% 2.5 1.6 10.95% 5.19% 7.00%10/01/2022 11.9% 3.0% 14.1% 3.7% 0.0 2.0 (12.69%) 6.76% 7.40%10/01/2021 4.9% 3.1% 3.4% 3.5% 6.9 0.8 25.50% 11.45% 7.40%10/01/2020 7.8% 3.1% 4.1% 3.4% 2.6 1.2 7.81% 8.42% 7.50%10/01/2019 8.5% 3.2% 4.5% 3.3% 3.9 0.9 2.69% 7.90% 7.75%10/01/2018 4.7% 3.1% 5.9% 3.2% 2.6 2.0 10.89% 9.49% 7.75%10/01/2017 3.9% 4.0% 4.0% 4.6% 1.7 6.6 13.9% 9.9% 8.0%10/01/2016 2.4% 4.2% 5.6% 4.8% 1.8 5.5 10.8% 10.2% 8.0%10/01/2015 3.2% 4.4% 3.8% 4.8% 1.9 1.4 0.0% 9.4% 8.0%10/01/2014 2.5% 4.7% 1.8% 4.9% 1.2 2.3 11.9% 10.5% 8.0%Last 3 Years 8.0% 3.1% 7.9% 3.6% 2.0 1.4 6.73% 7.77% 7.27%Last 5 Years 8.1% 3.1% 6.5% 3.5% 2.4 1.3 6.12% 7.92% 7.41%Last 10 Years 5.7% 3.6% 5.3% 4.0% 2.1 2.0 7.7% 8.9% 7.7%% Increase / (Decrease)Police & Fireto ExpectedRatio of ActualTerminationGeneral & ForensicRecent Compensation, Termination and Investment Return ExperienceInvestment ReturnCompensationCity of Winter Springs Defined Benefit Plan    46116 Table XVI Actuarial Actuarial Accrued Unfunded Actuarial Value of Assets Liability (EAN) AAL Funded Assumed Valuation (AVA) (AAL) (UAAL) Ratio Rate of Date (a)(b)(a) ‐ (b)(a/b)Return 10/01/2011 25,932$               41,567$               (15,635)$             62.4% 8.00% 10/01/2012 26,853$               43,759$               (16,907)$             61.4% 8.00% 10/01/2013 29,909$               45,927$               (16,018)$             65.1% 8.00% 10/01/2014 1 33,842$               48,398$               (14,556)$             69.9% 8.00% 10/01/2014 2 33,842$               48,406$               (14,564)$             69.9% 8.00% 10/01/2015 37,570$               51,165$               (13,595)$             73.4% 8.00% 10/01/2016 1 42,001$               52,990$               (10,989)$             79.3% 8.00% 10/01/2016 2 42,001$               53,516$               (11,515)$             78.5% 8.00% 10/01/2017 1 46,397$               55,888$               (9,492)$               83.0% 8.00% 10/01/2017 2 46,397$               58,420$               (12,023)$             79.4% 7.75% 10/01/2018 50,900$               61,721$               (10,822)$             82.5% 7.75% 10/01/2019 1 54,759$               64,180$               (9,421)$               85.3% 7.75% 10/01/2019 2 54,759$               64,659$               (9,900)$               84.7% 7.50% 10/01/2020 1 58,929$               66,637$               (7,707)$               88.4% 7.50% 10/01/2020 2 58,929$               67,328$               (8,399)$               87.5% 7.40% 10/01/2021 64,718$               68,716$               (3,998)$               94.2% 7.40% 10/01/2022 1 67,494$               70,911$               (3,417)$               95.2% 7.40% 10/01/2022 2 67,494$               73,890$               (6,396)$               91.3% 7.00% 10/01/2023 1 68,848$               75,291$               (6,443)$               91.4% 7.00% 10/01/2023 2 68,848$               77,960$               (9,112)$               88.3% 6.75% 1 Prior to assumption or benefit changes 2 Reflecting assumption updates Schedule of Funded Progress Actuarial Value of Assets Basis (Dollar Amount in Thousands) City of Winter Springs Defined Benefit Plan    47117 Table XVI(Cont'd)10/1/2014 – remained at 69.9% despite change in disability rates10/1/2016 – decreased from 79.3% to 78.5% primarily due to change in mortality assumption10/1/2017 – decreased from 83.0% to 79.4% primarily due to reduction in investment return assumption from 8.00% to 7.75% and experience study results10/1/2019 – decreased from 85.3% to 84.7% primarily due to reduction in investment return assumption from 7.75% to 7.50% and change in mortality and disability rates 10/1/2020 – decreased from 88.4% to 87.5% primarily due to reduction in investment return assumption from 7.50% to 7.40% and change in mortality10/1/2022 – decreased from 95.2% to 91.3% primarily due to reduction in investment return assumption from 7.40% to 7.00%10/1/2023 – decreased from 91.4% to 88.3% primarily due to reduction in investment return assumption from 7.00% to 6.75% and experience study results62.4%61.4%65.1%69.9%69.9%73.4%79.3%78.5%83.0%79.4%82.5%85.3%84.7%88.4%87.5%94.2%95.2%91.3%91.4%88.3%60.0%64.0%68.0%72.0%76.0%80.0%84.0%88.0%92.0%96.0%100.0%Funded RatioValuation DateHistory of Funded Ratio(Actuarial Value of Assets / Actuarial Accrued Liability)X‐preliminary ratio   O‐final ratioCity of Winter Springs Defined Benefit Plan    48118 Table XVI (Cont'd) Market Actuarial Accrued Unfunded Actuarial Value of Assets Liability (EAN) AAL Funded Assumed Valuation (MVA) (AAL) (UAAL) Ratio Rate of Date (a)(b)(a) ‐ (b)(a/b)Return 10/01/2011 22,336$               41,567$               (19,231)$             53.7% 8.00% 10/01/2012 27,040$               43,759$               (16,720)$             61.8% 8.00% 10/01/2013 32,173$               45,927$               (13,754)$             70.1% 8.00% 10/01/2014 1 36,821$               48,398$               (11,577)$             76.1% 8.00% 10/01/2014 2 36,821$               48,406$               (11,585)$             76.1% 8.00% 10/01/2015 37,363$               51,165$               (13,802)$             73.0% 8.00% 10/01/2016 1 42,027$               52,990$               (10,963)$             79.3% 8.00% 10/01/2016 2 42,027$               53,516$               (11,489)$             78.5% 8.00% 10/01/2017 1 48,092$               55,888$               (7,797)$               86.0% 8.00% 10/01/2017 2 48,092$               58,420$               (10,328)$             82.3% 7.75% 10/01/2018 53,432$               61,721$               (8,290)$               86.6% 7.75% 10/01/2019 1 54,714$               64,180$               (9,466)$               85.3% 7.75% 10/01/2019 2 54,714$               64,659$               (9,946)$               84.6% 7.50% 10/01/2020 1 58,545$               66,637$               (8,092)$               87.9% 7.50% 10/01/2020 2 58,545$               67,328$               (8,783)$               87.0% 7.40% 10/01/2021 72,453$               68,716$               3,737$                 105.4% 7.40% 10/01/2022 1 61,811$               70,911$               (9,101)$               87.2% 7.40% 10/01/2022 2 61,811$               73,890$               (12,080)$             83.7% 7.00% 10/01/2023 1 66,368$               75,291$               (8,923)$               88.1% 7.00% 10/01/2023 2 66,368$               77,960$               (11,592)$             85.1% 6.75% 1 Prior to assumption or benefit changes 2 Reflecting assumption updates Schedule of Funded Progress Market Value of Assets Basis (Dollar Amount in Thousands) City of Winter Springs Defined Benefit Plan    49119 Table XVI(Cont'd)10/1/2014 – remained at 76.1% despite change in disability rates10/1/2016 – decreased from 79.3% to 78.5% primarily due to change in mortality assumption10/1/2017 – decreased from 86.0% to 82.3% primarily due to reduction in investment return assumption from 8.00% to 7.75% and experience study results10/1/2019 – decreased from 85.3% to 84.6% primarily due to reduction in investment return assumption from 7.75% to 7.50% and change in mortality and disability rates10/1/2020 – decreased from 87.9% to 87.0% primarily due to reduction in investment return assumption from 7.50% to 7.40% and change in mortality10/1/2022 – decreased from 87.2% to 83.7% primarily due to reduction in investment return assumption from 7.40% to 7.00%10/1/2023 – decreased from 88.1% to 85.1% primarily due to reduction in investment return assumption from 7.00% to 6.75% and experience study results53.7%61.8%70.1%76.1%76.1%73.0%79.3%78.5%86.0%82.3%86.6%85.3%84.6%87.9%87.0%105.4%87.2%83.7%88.1%85.1%50.0%54.0%58.0%62.0%66.0%70.0%74.0%78.0%82.0%86.0%90.0%94.0%98.0%102.0%106.0%110.0%Funded RatioValuation DateHistory of Funded Ratio(Market Value of Assets / Actuarial Accrued Liability)X‐preliminary ratio   O‐final ratioCity of Winter Springs Defined Benefit Plan    50120 Table XVII Prior Current Assumptions Assumptions 10/01/2022 10/01/2023 10/01/2023 A. Participant Data 1. Active participants 64 61 61 2. Retired participants and beneficiaries receiving benefits 151 158 158 3. Disabled participants receiving benefits 0 0 0 4. Terminated vested participants 162 158 158 5. Annual payroll of active participants 4,102,020$             3,986,205$        3,986,205$              6. Annual benefits payable to those currently receiving benefits 4,681,236$             4,897,740$        4,897,740$              B. Value of Assets 1. Smoothed Value 67,494,398$           68,848,494$      68,848,494$            2. Market Value 61,810,677$           66,367,829$      66,367,829$            C. Liabilities 1. Actuarial present value of future expected benefit payments for active members a. Retirement benefits 13,462,171$           12,661,286$      13,516,158$            b. Vesting benefits 1,486,752               1,481,939          1,710,069                c. Death benefits 243,058                   228,279              187,485                    d. Disability benefits 124,237                   118,413              100,121                    e. Total 15,316,218$           14,489,917$      15,513,833$            2. Actuarial present value of future expected benefit payments for terminated vested members 9,954,941$             9,947,534$        10,317,649$            3. Actuarial present value of future expected benefit payments for members currently receiving benefits a. Service retired 49,530,130$           51,080,429$      52,198,197$            b. Disability retired 0                               0                          0                                c. Beneficiaries 1,954,761               2,572,054          2,623,379                d. Miscellaneous (Refunds in Process) 174,510                   214,726              214,726                    e. Total 51,659,401$           53,867,209$      55,036,302$            State Required Exhibit Actuarial Valuation as of October 1, 2023 City of Winter Springs Defined Benefit Plan    51121 Table XVII (Cont'd) Prior Current Assumptions Assumptions 10/01/2022 10/01/2023 10/01/2023 4. Total actuarial present value of future expected benefit payments 76,930,560$           78,304,660$      80,867,784$            5. Actuarial accrued liabilities 73,890,227$           75,291,246$      77,960,136$            6. Unfunded actuarial accrued liabilities 6,395,829$              6,442,752$         9,111,642$               D. Statement of Accumulated Plan Benefits 1. Actuarial present value of accumulated vested benefits a. Participants currently receiving benefits 51,484,891$           53,652,483$      54,821,576$            b. Other participants 18,752,799              17,874,042         18,918,782               c. Total 70,237,690$           71,526,525$      73,740,358$            2. Actuarial present value of accumulated non‐ vested plan benefits 181,228                   267,054              265,942                    3. Total actuarial present value of accumulated plan benefits 70,418,918$           71,793,579$      74,006,300$            E. Pension Cost 1. Total normal cost 477,295$                 430,103$            482,098$                  2. Payment required to amortize unfunded liability 533,270                   534,181              733,567                    3. Interest adjustment 41,333                      39,367                48,338                       4. Total required contribution 1,051,898$              1,003,651$         1,264,003$               5. Item 4 as a percentage of payroll 25.6% 25.2% 31.7% 6. Estimated employee contributions 205,101$                 204,265$            204,265$                  7. Item 6 as a percentage of projected payroll 5.0% 1 5.0%2 5.0%2 8. Net amount payable by City 846,797$                 825,231$            1,090,776$               9. Item 8 as a percentage of projected payroll 20.6% 1 20.2%2 26.7%2 1 Percent of projected 2023 ‐ 2024 covered payroll ($4,102,020) 2 Percent of projected 2024 ‐ 2025 covered payroll ($4,085,303) Actuarial Valuation as of October 1, 2023 State Required Exhibit City of Winter Springs Defined Benefit Plan    52122 Table XVII (Cont'd) Prior Current Assumptions Assumptions 10/01/2022 10/01/2023 10/01/2023 F. Past Contributions 1. Total contribution required (previous valuation) 876,195$                1,051,898$        1,051,898$              2. Actual contributions made: a. Members 206,423$                N/A N/A b. City 2,492,912               N/A N/A c. Total 2,699,335$             N/A N/A G. Disclosure of Following Items: 1. Actuarial present value of future salaries ‐ attained age 31,352,271$           30,592,696$      27,048,064$            2. Actuarial present value of future employee contributions ‐ attained age 1,567,614$             1,529,635$        1,352,404$              3. Actuarial present value of future contributions from other sources N/A N/A N/A  4. Amount of active members' accumulated contributions 1,665,103$             1,596,012$        1,596,012$              5. Actuarial present value of future salaries and future benefits at entry age N/A N/A N/A  6. Actuarial present value of future employee contributions at entry age N/A N/A N/A  State Required Exhibit Actuarial Valuation as of October 1, 2023 City of Winter Springs Defined Benefit Plan    53123 Table XVII (Cont'd) Prior Current Current Assumptions Assumptions Remaining Unfunded Amortization Amortization Funding Unfunded Actuarial Accrued Liabilities Liabilities Payment Payment Period 10/01/2000 Initial 22,441$                  3,892$             3,867$                  7 years 10/01/2002 Assumption Change (791)                         (113)                 (113)                      9 years 10/01/2003 Plan Amendment 6,788                       903                  895                        10 years 10/01/2004 Plan Amendment 13,113                     1,634               1,618                    11 years 10/01/2005 Plan Amendment 33,042                     3,888               3,845                    12 years 10/01/2006 Plan Amendment 44,674                     4,996               4,937                    13 years 10/01/2007 Plan Amendment 52,363                     5,596               5,525                    14 years 10/01/2008 Plan Amendment and Assumption Change 263,835                  27,073             26,709                  15 years 10/01/2008 Method Change 589,714                  60,512             59,699                  15 years 10/01/2009 Actuarial Loss / (Gain) 278,490                  27,552             27,160                  16 years 10/01/2010 Actuarial Loss / (Gain) (56,124)                   (5,372)              (5,292)                   17 years 10/01/2010 Plan Amendment (325,385)                 (31,147)            (30,682)                 17 years 10/01/2011 Actuarial Loss / (Gain) 383,782                  35,657             35,098                  18 years 10/01/2012 Actuarial Loss / (Gain) 138,478                  12,522             12,317                  19 years 10/01/2013 Actuarial Loss / (Gain) (114,454)                 (10,097)            (9,925)                   20 years 10/01/2014 Actuarial Loss / (Gain) (128,439)                 (11,078)            (10,882)                 21 years 10/01/2014 Assumption Change 1,203                       104                  102                        21 years 10/01/2015 Actuarial Loss / (Gain) (54,048)                   (4,567)              (4,483)                   22 years 10/01/2016 Actuarial Loss / (Gain) (270,370)                 (22,416)            (21,991)                 23 years 10/01/2016 Assumption Change 93,715                     7,770               7,623                    23 years 10/01/2017 Actuarial Loss / (Gain) (141,092)                 (11,497)            (11,272)                 24 years 10/01/2017 Assumption Change 511,247                  41,659             40,844                  24 years 10/01/2018 Actuarial Loss / (Gain) 69,332                     5,560               5,448                    25 years 10/01/2019 Actuarial Loss / (Gain) 133,611                  10,559             10,341                  26 years 10/01/2019 Assumption Change 130,452                  10,309             10,096                  26 years 10/01/2020 Actuarial Loss / (Gain) 42,561                     3,318               3,248                    27 years 10/01/2020 Assumption Change 234,582                  18,290             17,902                  27 years 10/01/2021 Actuarial Loss / (Gain) (914,062)                 (70,384)            (68,855)                 28 years 10/01/2022 Actuarial Loss / (Gain) 1,291,645               98,320             96,135                  29 years 10/01/2022 Assumption Change 2,224,318               169,316           165,551                29 years 10/01/2023 Actuarial Loss / (Gain) 1,888,131               151,422           148,374                25 years 10/01/2023 Assumption Change 2,668,890               N/A 209,728                25 years TOTAL 9,111,642$             534,181$         733,567$               Shelly L. Jones, A.S.A., E.A. Jennifer M. Borregard, E.A. Enrollment Number: 23‐08646 Enrollment Number: 23‐07624 Dated:          May 16, 2024 State Required Exhibit This Actuarial Valuation and/or cost determination was prepared and completed by us or under our direct supervision, and we acknowledge responsibility for the results. To the best of our knowledge, the results are complete and accurate, and in our opinion, the techniques and assumptions used are reasonable and meet the requirements and intent of Part VII, Chapter 112, Florida Statutes. There is no benefit or expense to be provided by the Plan and/or paid from the Plan's assets for which liabilities or current costs have not been established or other wise provided for in the valuation. All known events or trends which may require material increase in Plan costs or required contribution rates have been taken into account in the valuation. Amortization balances are written down in proportion to amortization payments. City of Winter Springs Defined Benefit Plan    54124 Table XVIII Glossary Actuarial Accrued Liability. The difference between the Actuarial Present Value of Future Benefits, and the Actuarial Present Value of Future Normal Costs.   Actuarial Assumptions.Assumptions about future plan experience that affect costs or liabilities, such as: mortality, withdrawal, disablement, and retirement; future increases in salary; future rates of investment earnings; future investment and administrative expenses; characteristics of members not specified in the data, such as marital status; characteristics of future members; future elections made by members and other items. Actuarial Cost Method. A procedure for allocating the Actuarial Present Value of Future Benefits between the Actuarial Present Value of Future Normal Costs and the Actuarial Accrued Liability. Actuarial Equivalent. Of equal Actuarial Present Value, determined as of a given date and based on a given set of Actuarial Assumptions. Actuarial Present Value of Future Benefits. The Actuarial Present Value of amounts which are expected to be paid at various future times to active members, retired members, beneficiaries receiving benefits and inactive, non‐retired members entitled to either a refund or a future retirement benefit. Expressed another way, it is the value that would have to be invested on the valuation date so that the amount invested plus investment earnings would provide sufficient assets to pay all projected benefits and expenses when due. Actuarial Valuation. The determination, as of a valuation date, of the Normal Cost, Actuarial Accrued Liability, Actuarial Value of Assets, and related Actuarial Present Values for a plan. An Actuarial Valuation for a governmental retirement system typically also includes calculations of items needed for compliance with GASB No. 67. Actuarial Value of Assets. The value of the assets as of a given date, used by the actuary for valuation purposes. This may be the market or fair value of plan assets or a smoothed value in order to reduce the year‐to‐year volatility of calculated results, such as the funded ratio and the actuarially required contribution. Amortization Method. A method for determining the Amortization Payment. The most common methods used are level dollar and level percentage of payroll. Under the Level Dollar method, the Amortization Payment is one of a stream of payments, all equal, whose Actuarial Present Value is equal to the UAAL. Under the Level Percentage of Pay method, the Amortization Payment is one of a stream of increasing payments, whose Actuarial Present Value is equal to the UAAL. Under the Level Percentage of Pay method, the stream of payments increases at the rate at which total covered payroll of all active members is assumed to increase. City of Winter Springs Defined Benefit Plan    55125 Table XVIII (Cont'd) Glossary Amortization Payment. That portion of the plan contribution which is designed to pay interest on and to amortize the Unfunded Actuarial Accrued Liability. Amortization Period.  The period used in calculating the Amortization Payment. Annual Required Contribution . The employer’s periodic required contributions, expressed as a dollar amount or a percentage of covered plan compensation. The annual required contribution consists of the Employer Normal Cost and Amortization Payment plus interest adjustment. Closed Amortization Period.A specific number of years that is reduced by one each year, and declines to zero with the passage of time. For example if the amortization period is initially set at 25 years, it is 24 years at the end of one year, 23 years at the end of two years, etc.  Employer Normal Cost.The portion of the Normal Cost to be paid by the employer. This is equal to the Normal Cost less expected member contributions. Equivalent Single Amortization Period.For plans that do not establish separate amortization bases (separate components of the UAAL), this is the same as the Amortization Period. For plans that do establish separate amortization bases, this is the period over which the UAAL would be amortized if all amortization bases were combined upon the current UAAL payment. Experience Gain/Loss.A measure of the difference between actual experience and that expected based upon a set of Actuarial Assumptions, during the period between two actuarial valuations. To the extent that actual experience differs from that assumed, Unfunded Actuarial Accrued Liabilities emerge which may be larger or smaller than projected. Gains are due to favorable experience, e.g., the assets earn more than projected, salaries do not increase as fast as assumed, members retire later than assumed, etc. Favorable experience means actual results produce actuarial liabilities not as large as projected by the actuarial assumptions. Losses are the result of unfavorable experience, i.e., actual results that produce Unfunded Actuarial Accrued Liabilities which are larger than projected. Funded Ratio.  The ratio of the Actuarial Value of Assets to the Actuarial Accrued Liability. GASB.  Governmental Accounting Standards Board. City of Winter Springs Defined Benefit Plan    56126 Table XVIII (Cont'd) Glossary GASB No. 67 and GASB No. 68. These are the governmental accounting standards that set the accounting rules for public retirement plans and the employers that sponsor or contribute to them. Statement No. 67 sets the accounting rules for the plans themselves, while Statement No. 68 sets the accounting rules for the employers that sponsor or contribute to public retirement plans. Normal Cost.  The annual cost assigned, under the Actuarial Cost Method, to the current plan year. Open Amortization Period.An open amortization period is one which is used to determine the Amortization Payment but which does not change over time. In other words, if the initial period is set as 25 years, the same 25‐year period is used in determining the Amortization Period each year. In theory, if an Open Amortization Period is used to amortize the Unfunded Actuarial Accrued Liability, the UAAL will never completely disappear, but will become smaller each year, either as a dollar amount or in relation to covered payroll. Unfunded Actuarial Accrued Liability. The difference between the Actuarial Accrued Liability and Actuarial Value of Assets.   Valuation Date.The date as of which the Actuarial Present Value of Future Benefits are determined. The benefits expected to be paid in the future are discounted to this date. Vested Benefit Security Ratio.The ratio of the Market Value of Assets to the Actuarial Present Value of Vested Accrued Benefits. City of Winter Springs Defined Benefit Plan    57127 REGULAR AGENDA ITEM 502 BOARD OF TRUSTEES AGENDA | AUGUST 22, 2024 REGULAR MEETING TITLE Section 2.01 of City of Winter Springs Retirement Plan SUMMARY Recently City staff became aware of a discrepancy regarding the date in which an employee becomes a member of the plan for employees hired after 12/1/2017. The City's actuary, GRS, had a plan document which stated: 2.01 Eligibility. Each Employee (other than an Excluded Employee) becomes a Member of the Plan on the first day of the month (if employed on that date) immediately following the date 6 months after his Employment Commencement Date. "Employment Commencement Date" means the date on which the Employee first performs Service for the City. Notwithstanding any other provision of this Plan any Employee other than a sworn police officer or forensic professional hired or rehired on or after October 1, 2011 shall not be eligible to participate in this Plan. Any Employee other than a sworn police officer or forensic professional hired or rehired on or after October 1, 2011 shall participate in the defined contribution plan established pursuant to Resolution 2011-59 if eligible to participate in the defined contribution plan. Except as provided under Section 2.04, Employees hired or rehired as sworn police officers or forensic professionals on or after October 1, 2011 shall participate in this Plan The City's Pension Attorney Glenn Thomas provided the following update to City Staff: The following is based on my review of emails, notes and documents: In 2017, the City requested that I draft a plan amendment changing the definition of “service” to align service time with contributions, because there was a “6 month disparity between calculating service earned and contributions.” I made the following change in the Plan: 1.23 “Service” means any period of time, after the employee becomes an eligible Participant in the Plan in accordance with Section 2.01 the Employee is in the employ of the Employer including any period the Employee is on an unpaid leave of absence authorized by the Employer under a uniform, nondiscriminatory policy applicable to all Employees. Effective [DATE], “Service” means any period of time the Employee is in the employ of the Employer after the employee becomes an eligible Participant in the Plan in accordance with Section 2.01. “Separation from Service” means a separation from Service with the Employer maintaining the Plan. 128 I was asked to draft a plan restatement, making numerous changes to the Plan, including the change above to the definition of service. Also, section 2.01 in the final version of the 2017 restatement was amended to read as follows: 2.01 Eligibility. Each Employee (other than an Excluded Employee) becomes a Member of the Plan on the first day of the month (if employed on that date) immediately following the date 6 months after Employment Commencement Date. Effective 12/1/2017, each Employee (other than an Excluded Employee) becomes a Member of the Plan the first of the month following 30 days from Employment Commencement Date, unless they have opted out of this pension plan. "Employment Commencement Date" means the date on which the Employee first performs Service for the City…. In 2018 I was asked to revise the summary plan description to reflect the 2017 plan restatement. My update included the following change: (7) Eligibility to Participate. You do not have to complete any form for entry into the Plan. Unless you are excluded, you will become a Participant on the first day of the month immediately following 30 days from the date 6 months after your first day of employment. Employees hired after October 1, 2011 who are not employed as a police officer or forensic professional are excluded from participation in the Plan. Those employees will participate in the City’s defined contribution plan. Based on my records, beginning on 12/1/17 eligible employees would become members of the plan 30 days after their date of employment. Agenda Item 301 from the November 13th, 2017 City Commission Meeting that was approved on Consent by the City Commission contained an attachment of the plan restatement however section 2.01 did not contain any of the changes that Mr. Thomas was asked to draft that would allow for enrollment on the 1st of the month following 30 days of employment. City staff can find no record from either a Board of Trustee meeting or City Commission Meeting after November 13th, 2017 formally approving a plan restatement to allow for the enrollment on the 1st of the month following 30 days of employment. City records indicate that eligible employees hired after 12/1/2017 have been enrolled on the 1st of the month following 30 days of employment. This practice is consistent with all other benefits (Health, Dental, Defined Contribution plan, etc.) offered to eligible employees. FUNDING SOURCE RECOMMENDATION City Staff is requesting the Board of Trustees recommend staff prepare a resolution for approval by the City Commission to restate the plan with changes to section 2.01 to 129 read as follows: 2.01 Eligibility. Each Employee (other than an Excluded Employee) becomes a Member of the Plan on the first day of the month (if employed on that date) immediately following the date 6 months after Employment Commencement Date. Effective 12/1/2017, each Employee (other than an Excluded Employee) becomes a Member of the Plan the first of the month following 30 days from Employment Commencement Date, unless they have opted out of this pension plan. "Employment Commencement Date" means the date on which the Employee first performs Service for the City. 130