State of Illinois
92nd General Assembly
Legislation

   [ Search ]   [ PDF text ]   [ Legislation ]   
[ Home ]   [ Back ]   [ Bottom ]


[ Introduced ][ House Amendment 001 ][ House Amendment 002 ]
[ House Amendment 003 ]


92_HB3136eng

 
HB3136 Engrossed                               LRB9206537LDtm

 1        AN ACT in relation to public employee benefits.

 2        Be it enacted by the People of  the  State  of  Illinois,
 3    represented in the General Assembly:

 4        Section  5.   The  Illinois  Pension  Code  is amended by
 5    changing Sections 9-121.6, 9-121.15, 9-134, 9-134.3, 9-146.1,
 6    9-163, 9-179.3, 9-185, 9-186, 9-187, 9-219, and 14-105.7  and
 7    adding Sections 9-121.14, 9-121.16, and 9-134.4 as follows:

 8        (40 ILCS 5/9-121.6) (from Ch. 108 1/2, par. 9-121.6)
 9        Sec. 9-121.6.  Alternative annuity for county officers.
10        (a)  Any county officer elected by vote of the people may
11    elect  to  establish  alternative  credits for an alternative
12    annuity by electing in writing to  make  additional  optional
13    contributions  in accordance with this Section and procedures
14    established by the board. Such  elected  county  officer  may
15    discontinue  making  the additional optional contributions by
16    notifying the Fund in writing in accordance with this Section
17    and procedures established by the board.
18        Additional optional  contributions  for  the  alternative
19    annuity shall be as follows:
20        (1)  For   service   after  the  option  is  elected,  an
21    additional contribution of 3% of salary shall be  contributed
22    to  the  Fund on the same basis and under the same conditions
23    as contributions required under Sections 9-170 and 9-176.
24        (2)  For  service  before  the  option  is  elected,   an
25    additional   contribution   of  3%  of  the  salary  for  the
26    applicable period of service, plus interest at the  effective
27    rate  from  the  date of service to the date of payment.  All
28    payments for past service must be paid in full before  credit
29    is  given.   No additional optional contributions may be made
30    for  any  period  of  service  for  which  credit  has   been
31    previously  forfeited  by  acceptance of a refund, unless the
 
HB3136 Engrossed            -2-                LRB9206537LDtm
 1    refund is repaid in full with interest at the effective  rate
 2    from the date of refund to the date of repayment.
 3        (b)  In  lieu of the retirement annuity otherwise payable
 4    under this Article, any county officer elected by vote of the
 5    people who (1) has elected to participate  in  the  Fund  and
 6    make  additional  optional  contributions  in accordance with
 7    this Section, and withdraws from service  either  (1)  before
 8    November  30,  2000  having  (2)  has attained age 60 with at
 9    least 10 years of service credit, or has attained age 65 with
10    at least 8 years  of  service  credit  or  (2)  on  or  after
11    November  30,  2000  having  attained age 55 with at least 10
12    years of service credit or age 60 with at least  8  years  of
13    service  credit,  may  elect  to  have his retirement annuity
14    computed as follows:  3% of the participant's salary  at  the
15    time  of termination of service for each of the first 8 years
16    of service credit, plus 4% of such salary  for  each  of  the
17    next  4  years  of service credit, plus 5% of such salary for
18    each year of service credit in excess of 12 years, subject to
19    a maximum of 80% of such salary.  To the extent such  elected
20    county  officer  has  made  additional optional contributions
21    with respect to only  a  portion  of  his  years  of  service
22    credit,  his  retirement  annuity will first be determined in
23    accordance with this Section to the  extent  such  additional
24    optional contributions were made, and then in accordance with
25    the remaining Sections of this Article to the extent of years
26    of  service  credit with respect to which additional optional
27    contributions were not made.
28        (c)  In lieu of the disability benefits otherwise payable
29    under this Article, any county officer elected by vote of the
30    people who (1) has elected to participate in  the  Fund,  and
31    (2)  has  become permanently disabled and as a consequence is
32    unable to perform the duties  of  his  office,  and  (3)  was
33    making optional contributions in accordance with this Section
34    at the time the disability was incurred, may elect to receive
 
HB3136 Engrossed            -3-                LRB9206537LDtm
 1    a  disability  annuity  calculated  in  accordance  with  the
 2    formula   in  subsection  (b).   For  the  purposes  of  this
 3    subsection, such elected county officer shall  be  considered
 4    permanently disabled only if:  (i) disability occurs while in
 5    service  as an elected county officer and is of such a nature
 6    as to prevent him from reasonably performing  the  duties  of
 7    his  office  at  the time; and (ii)  the board has received a
 8    written certification  by  at  least  2  licensed  physicians
 9    appointed  by  it  stating  that such officer is disabled and
10    that the disability is likely to be permanent.
11        (d)  Refunds of additional optional  contributions  shall
12    be  made  on  the same basis and under the same conditions as
13    provided under Section 9-164, 9-166 and 9-167. Interest shall
14    be credited at the effective rate on the same basis and under
15    the same conditions as for  other  contributions.    Optional
16    contributions  shall  be  accounted for in a separate Elected
17    County  Officer  Optional  Contribution  Reserve.    Optional
18    contributions  under  this  Section  shall be included in the
19    amount of employee contributions used to compute the tax levy
20    under Section 9-169.
21        (e)  The  effective  date  of  this  plan   of   optional
22    alternative  benefits  and  contributions shall be January 1,
23    1988, or the date upon which approval is  received  from  the
24    U.S.  Internal Revenue Service, whichever is later.  The plan
25    of optional alternative benefits and contributions shall  not
26    be  available  to  any  former  county  officer  or  employee
27    receiving  an  annuity from the Fund on the effective date of
28    the plan, unless he re-enters service as  an  elected  county
29    officer  and  renders  at least 3 years of additional service
30    after the date of re-entry.
31    (Source: P.A. 85-964.)

32        (40 ILCS 5/9-121.14 new)
33        Sec. 9-121.14. Benefit processors.  An employee  with  at
 
HB3136 Engrossed            -4-                LRB9206537LDtm
 1    least  5  years  of creditable service under this Article may
 2    purchase service credit for annuity  purposes  for  up  to  5
 3    years  of  time  spent  working as a benefits processor for a
 4    firm under contract with the Fund,  by  paying  to  the  Fund
 5    before  July  1,  2002  an amount equal to 8.5% of the salary
 6    received  for  that  work  or,  if   that   salary   is   not
 7    determinable,  8.5%  of  the employee's annual salary rate on
 8    the first day of service in the Fund for each year of service
 9    credit established under this Section.  The employee may  not
10    make  optional contributions under Section 9-121.6 or 9-179.3
11    for periods of credit established under this Section.

12        (40 ILCS 5/9-121.15)
13        Sec. 9-121.15. Transfer of credit from Article 14 system.
14    A current or former An employee shall be entitled to  service
15    credit  in the Fund for any creditable service transferred to
16    this Fund from the State Employees' Retirement  System  under
17    Section  14-105.7 of this Code.  Credit under this Fund shall
18    be granted upon receipt by the Fund of the  amounts  required
19    to  be  transferred  under  Section  14-105.7;  no additional
20    contribution is necessary.
21    (Source: P.A. 90-511, eff. 8-22-97.)

22        (40 ILCS 5/9-121.16 new)
23        Sec. 9-121.16.  Contractual  service  to  the  Retirement
24    Board.   A  person  who  has  rendered continuous contractual
25    services (other than legal services) to the Retirement  Board
26    for  a  period  of  at least 5 years may establish creditable
27    service in the Fund for up to 10 years of those  services  by
28    making  written  application to the Board before July 1, 2002
29    and paying to the Fund an amount  to  be  determined  by  the
30    Board,  equal  to  the employee contributions that would have
31    been required if those services  had  been  performed  as  an
32    employee.
 
HB3136 Engrossed            -5-                LRB9206537LDtm
 1        For the purposes of calculating the required payment, the
 2    Board may determine the applicable salary equivalent based on
 3    the  compensation received by the person for performing those
 4    contractual services.  The salary equivalent calculated under
 5    this Section shall not be used for determining final  average
 6    salary  under  Section  9-134 or any other provisions of this
 7    Code.
 8        A  person  may  not  make  optional  contributions  under
 9    Section 9-121.6 or 9-179.3 for periods of credit  established
10    under this Section.

11        (40 ILCS 5/9-134) (from Ch. 108 1/2, par. 9-134)
12        Sec. 9-134.  Minimum annuity - Additional provisions.
13        (a)  An  employee who withdraws after July 1, 1957 at age
14    60 or more with 20 or more years of  service,  for  whom  the
15    amount  of age and service and prior service annuity combined
16    is less than the amount stated in this Section from the  date
17    of withdrawal, instead of all annuities otherwise provided in
18    this  Article,  is entitled to receive an annuity for life of
19    an amount equal to 1 2/3% for each year of  service,  of  his
20    highest  average  annual  salary  for any 5 consecutive years
21    within the last 10 years of service immediately preceding the
22    date of withdrawal; provided that in the case of any employee
23    who withdraws on or after July 1, 1971, such employee age  60
24    or over with 20 or more years of service, or who withdraws on
25    or after January 1, 1982 and on or after attainment of age 65
26    with  10  or  more years of service, shall instead receive an
27    annuity for life equal to 1.67% for  each  of  the  first  10
28    years  of  service;  1.90%  for  each of the next 10 years of
29    service; 2.10% for each year of service in excess of  20  but
30    not  exceeding  30;  and  2.30%  for  each year of service in
31    excess of 30, based on the highest average annual salary  for
32    any  4  consecutive years within the last 10 years of service
33    immediately preceding the date of withdrawal.
 
HB3136 Engrossed            -6-                LRB9206537LDtm
 1        An employee who withdraws after July 1, 1957,  but  prior
 2    to  January 1, 1988, with 20 or more years of service, before
 3    age 60 is entitled to annuity, to begin not earlier than  age
 4    55,  if under such age at withdrawal, as computed in the last
 5    preceding paragraph, reduced 1/2 of 1% for each full month or
 6    fractional part thereof that his attained age when annuity is
 7    to begin is less than 60 to the end that the total  reduction
 8    at  age  55 shall be 30%, except that an employee retiring at
 9    age 55 or over but less than age 60, having at least 35 years
10    of service, shall not be subject  to  the  reduction  in  his
11    retirement annuity because of retirement below age 60.
12        An  employee  who  withdraws on or after January 1, 1988,
13    with 20 or more years  of  service  and  before  age  60,  is
14    entitled  to  annuity as computed above, to begin not earlier
15    than age 50 if under such age at withdrawal, reduced  1/2  of
16    1%  for  each  full month or fractional part thereof that his
17    attained age when annuity is to begin is less than 60, to the
18    end that the total reduction at age 50 shall be  60%,  except
19    that an employee retiring at age 50 or over but less than age
20    60, having at least 30 years of service, shall not be subject
21    to  the reduction in retirement annuity because of retirement
22    below age 60.
23        An employee who withdraws on or after January 1, 1992 but
24    before January 1, 1993, at age 60 or  over  with  5  or  more
25    years  of  service,  may elect, in lieu of any other employee
26    annuity provided in this Section, to receive an  annuity  for
27    life  equal  to  2.20%  for  each  of  the  first 20 years of
28    service, and 2.40% for each year of service in excess of  20,
29    based  on  the  highest  average  annual  salary  for  any  4
30    consecutive  years  within  the  last  10  years  of  service
31    immediately  preceding  the  date of withdrawal.  An employee
32    who withdraws on or after January 1, 1992, but before January
33    1, 1993,  on  or  after  attainment  of  age  55  but  before
34    attainment  of  age  60  with  5 or more years of service, is
 
HB3136 Engrossed            -7-                LRB9206537LDtm
 1    entitled to elect such annuity,  but  the  annuity  shall  be
 2    reduced  0.25% for each full month or fractional part thereof
 3    that his attained age when the annuity is to  begin  is  less
 4    than  age  60,  to the end that the total reduction at age 55
 5    shall be 15%, except that an employee retiring at age  55  or
 6    over  but  less  than  age  60,  having  at least 30 years of
 7    service, shall not be subject to the reduction in  retirement
 8    annuity  because  of  retirement  below age 60.  This annuity
 9    benefit formula shall only apply to those employees  who  are
10    age  55  or  over  prior to January 1, 1993, and who elect to
11    withdraw at age 55 or over on or after January  1,  1992  but
12    before January 1, 1993.
13        An  employee  who  withdraws on or after July 1, 1996 but
14    before August 1, 1996, at age 55 or over with 8 or more years
15    of service, may elect, in lieu of any other employee  annuity
16    provided  in  this  Section,  to  receive an annuity for life
17    equal to 2.20% for each of the first 20 years of service, and
18    2.40% for each year of service in excess of 20, based on  the
19    highest  average  annual  salary  for any 4 consecutive years
20    within the last 10 years of service immediately preceding the
21    date of withdrawal, but the annuity shall be reduced by 0.25%
22    for each full month  or  fractional  part  thereof  that  the
23    annuitant's attained age when the annuity is to begin is less
24    than  age  60,  unless the annuitant has at least 30 years of
25    service.
26        The maximum annuity under this paragraph  (a)  shall  not
27    exceed  70%  of  highest  average  annual  salary  for  any 5
28    consecutive years within the last 10 years of service in  the
29    case  of an employee who withdraws prior to July 1, 1971, and
30    75%  of  the  highest  average  annual  salary  for   any   4
31    consecutive  years  within  the  last  10  years  of  service
32    immediately  preceding  the  date of withdrawal if withdrawal
33    takes place on or after July 1, 1971 and prior to January  1,
34    1988,  and 80% of the highest average annual salary for any 4
 
HB3136 Engrossed            -8-                LRB9206537LDtm
 1    consecutive  years  within  the  last  10  years  of  service
 2    immediately preceding the date of  withdrawal  if  withdrawal
 3    takes  place  on  or  after  January 1, 1988. Fifteen hundred
 4    dollars shall be considered  the  minimum  amount  of  annual
 5    salary  for  any year, and the maximum shall be his salary as
 6    defined in this Article, except that  for  the  years  before
 7    1957  and  subsequent to 1952 the maximum annual salary to be
 8    considered shall be $6,000, and for any year before the  year
 9    1953, $4,800.
10        (b)  Any  employee who withdraws on or after July 1, 1985
11    but prior to January 1, 1988, at age 60 or over  with  10  or
12    more  years  of  service, may elect in lieu of the benefit in
13    paragraph (a) to receive an annuity for life equal  to  2.00%
14    for each year of service, based on the highest average annual
15    salary  for  any 4 consecutive years within the last 10 years
16    of service immediately preceding the date of withdrawal.   An
17    employee who withdraws on or after July 1, 1985, but prior to
18    January 1, 1988, with 10 or more years of service, but before
19    age  60,  is  entitled  to  elect  such annuity, to begin not
20    earlier than age 55, but the annuity shall  be  reduced  0.5%
21    for  each  full  month  or  fractional  part thereof that his
22    attained age when the annuity is to begin is less than 60, to
23    the end that the total reduction at  age  55  shall  be  30%;
24    except  that  an employee retiring at age 55 or over but less
25    than age 60, having at least 30 years of service,  shall  not
26    be  subject to the reduction in retirement annuity because of
27    retirement below age 60.
28        An employee who withdraws on or after January 1, 1988, at
29    age 60 or over with 10 or more years of service,  may  elect,
30    in  lieu  of  the  benefit  in  paragraph  (a), to receive an
31    annuity for life equal to 2.20% for  each  of  the  first  20
32    years of service, and 2.4% for each year of service in excess
33    of  20,  based on the highest average annual salary for any 4
34    consecutive  years  within  the  last  10  years  of  service
 
HB3136 Engrossed            -9-                LRB9206537LDtm
 1    immediately preceding the date of withdrawal. An employee who
 2    withdraws on or after January 1, 1988, with 10 or more  years
 3    of  service,  but  before  age  60, is entitled to elect such
 4    annuity, to begin not earlier than age 50,  but  the  annuity
 5    shall  be reduced 0.5% for each full month or fractional part
 6    thereof that his attained age when the annuity is to begin is
 7    less than 60, to the end that the total reduction at  age  50
 8    shall  be  60%, except that an employee retiring at age 50 or
 9    over but less than age  60,  having  at  least  30  years  of
10    service,  shall not be subject to the reduction in retirement
11    annuity because of retirement below age 60.
12        An employee who withdraws on or after June 30, 2001  with
13    10  or  more years of service may elect, in lieu of any other
14    retirement annuity provided under this Article, to receive an
15    annuity for life, beginning no earlier than  upon  attainment
16    of  age  50,  equal  to  2.40%  of his or her highest average
17    annual salary for any 4 consecutive years within the last  10
18    years  of  service immediately preceding withdrawal, for each
19    year of service.  If the employee has less than 30  years  of
20    service,  the  annuity shall be reduced by 0.5% for each full
21    month or  remaining  fraction  thereof  that  the  employee's
22    attained age when the annuity is to begin is less than 60.
23        The  maximum  annuity  under this paragraph (b) shall not
24    exceed 75% of the highest average annual  salary  for  any  4
25    consecutive  years  within  the  last  10  years  of  service
26    immediately  preceding  the  date of withdrawal if withdrawal
27    occurs prior to January  1,  1988,  or  80%  of  the  highest
28    average  annual salary for any 4 consecutive years within the
29    last 10 years of service immediately preceding  the  date  of
30    withdrawal  if  withdrawal takes place on or after January 1,
31    1988.
32        The provisions of this paragraph (b) do not apply to  any
33    former  County  employee  receiving an annuity from the fund,
34    who re-enters service as a County employee, unless he renders
 
HB3136 Engrossed            -10-               LRB9206537LDtm
 1    at least 3 years of additional  service  after  the  date  of
 2    re-entry.
 3        (c)  For  an  employee  receiving disability benefit, the
 4    salary for annuity purposes under paragraph  (a)  or  (b)  of
 5    this  Section  shall,  for  all periods of disability benefit
 6    subsequent to the year 1956,  be  the  amount  on  which  his
 7    disability benefit was based.
 8        (d)  A  county employee with 20 or more years of service,
 9    whose entire disability benefit credit period expires  before
10    attainment  of  age  50  (age  55 if expiration occurs before
11    January  1,  1988),  while  still  disabled  for  service  is
12    entitled upon withdrawal to the larger of:
13             (1)  The minimum annuity  provided  above,  assuming
14        that  he  is  then  age  50  (age 55 if expiration occurs
15        before January 1, 1988), and reducing such annuity to its
16        actuarial equivalent at his attained age on such date, or
17             (2)  the annuity provided from his age  and  service
18        and prior service annuity credits.
19        (e)  The minimum annuity provisions above do not apply to
20    any  former  county  employee  receiving  an annuity from the
21    fund, who re-enters service as a county employee,  unless  he
22    renders at least 3 years of additional service after the date
23    of re-entry.
24        (f)  Any  employee  in  service  on  July 1, 1947, or who
25    enters  service  thereafter  before  attaining  age  65   and
26    withdraws after age 65 with less than 10 years of service for
27    whom  the annuity has been fixed under the foregoing Sections
28    of this Article, shall, instead  of  the  annuity  so  fixed,
29    receive an annuity as follows:
30        Such amount as he could have received had the accumulated
31    amounts  for  annuity  been  improved  with  interest  at the
32    effective rate to the date of withdrawal, or to attainment of
33    age 70, whichever is earlier, and had the county  contributed
34    to  such  earlier date for age and service annuity the amount
 
HB3136 Engrossed            -11-               LRB9206537LDtm
 1    that it would have contributed had  he  been  under  age  65,
 2    after  the date his annuity was fixed in accordance with this
 3    Article, and assuming his annuity  were  computed  from  such
 4    accumulations  as  of  his  age on such earlier date. However
 5    those employees who before  July  1,  1953,  made  additional
 6    contributions in accordance with this Article, the annuity so
 7    computed  under  this  paragraph shall not exceed the annuity
 8    which would be payable under the  other  provisions  of  this
 9    Section  if the employee concerned was credited with 20 years
10    of service and would qualify for annuity thereunder.
11        (g)  Instead of the annuity provided in this or any other
12    Section of this Article, an employee having attained  age  65
13    with  at  least  15  years  of service may elect to receive a
14    minimum annual annuity for life equal to 1%  of  the  highest
15    average  annual salary for any 4 consecutive years within the
16    last 10 years of service immediately preceding retirement for
17    each year of service, plus the sum of $25 for  each  year  of
18    service  provided  that no such minimum annual annuity may be
19    greater than 60% of such highest average annual salary.
20        (h)  The   annuity   is   payable   in   equal    monthly
21    installments.
22        (i)  If,   by   operation   of   law,  a  function  of  a
23    governmental unit, as defined by Section 20-107 of this Code,
24    is transferred in whole or in part to  the  county  in  which
25    this  Article 9 is created as set forth in Section 9-101, and
26    employees of the governmental unit are transferred as a class
27    to such county, the earnings credits in the retirement system
28    covering the governmental  unit  which  have  been  validated
29    under  Section  20-109  of  this  Code shall be considered in
30    determining the highest average annual salary for purposes of
31    this Section 9-134.
32        (j)  The annuity being paid to an employee  annuitant  on
33    July  1, 1988, shall be increased on that date by 1% for each
34    full year that has elapsed from the date the annuity began.
 
HB3136 Engrossed            -12-               LRB9206537LDtm
 1        (k)  Notwithstanding anything to  the  contrary  in  this
 2    Article  9, Section 20-131 shall not apply to an employee who
 3    withdraws on or after January 1, 1988, but prior to attaining
 4    age 55.  Therefore, no employee shall be entitled to elect to
 5    have the alternative formula previously set forth in  Section
 6    20-122  prior  to  the  amendatory  Act  of 1975 apply to any
 7    annuity, the payment of  which  commenced  after  January  1,
 8    1988, but prior to such employee's attainment of age 55.
 9    (Source: P.A. 86-272; 87-794.)

10        (40 ILCS 5/9-134.3)
11        Sec. 9-134.3.  Early retirement incentives.
12        (a)  To  be  eligible  for  the benefits provided in this
13    Section, a person must:
14             (1)  be a current contributing member  of  the  Fund
15        established  under  this  Article who, on May 1, 1997 and
16        within 30 days prior to the date of retirement, is (i) in
17        active payroll status in a position of  employment  under
18        this  Article or (ii) receiving disability benefits under
19        Section  9-156  or  9-157;  or  else  be  eligible  under
20        subsection (g);
21             (2)  have not  previously  retired  from  the  Fund,
22        except as provided under subsection (g);
23             (3)  file  with the Board before October 1, 1997 (or
24        the date specified in subsection (g), if  applicable),  a
25        written  application  requesting the benefits provided in
26        this Section;
27             (4)  elect to retire under this Section on or  after
28        September  1, 1997 and on or before February 28, 1998 (or
29        the date established under  subsection  (d)  or  (g),  if
30        applicable);
31             (5)  have  attained  age 55 on or before the date of
32        retirement and before February 28, 1998; and
33             (6)  have at least 10 years of creditable service in
 
HB3136 Engrossed            -13-               LRB9206537LDtm
 1        the  Fund,  excluding  service  in  any  of   the   other
 2        participating   systems   under  the  Retirement  Systems
 3        Reciprocal Act, by the effective date of  the  retirement
 4        annuity or February 28, 1998, whichever occurs first.
 5        (b)  An  employee who qualifies for the benefits provided
 6    under this Section shall be entitled to the following:
 7             (1)  The   employee's   retirement    annuity,    as
 8        calculated  under  the  other provisions of this Article,
 9        shall be increased at the time of retirement by an amount
10        equal to 1% of the employee's average annual  salary  for
11        the  highest 4 consecutive years within the last 10 years
12        of service, multiplied by the employee's number of  years
13        of  service  credit  in  this  Fund up to a maximum of 10
14        years;  except  that  the   total   retirement   annuity,
15        including  any  additional benefits elected under Section
16        9-121.6 or 9-179.3, shall not exceed 80% of that  highest
17        average annual salary.
18             (2)  If   the   employee's   retirement  annuity  is
19        calculated under Section 9-134, the employee shall not be
20        subject to the reduction in retirement annuity because of
21        retirement below age 60 that is otherwise required  under
22        that Section.
23        (c)  A  person  who elects to retire under the provisions
24    of this Section thereby relinquishes his  or  her  right,  if
25    any,  to  have  the  retirement  annuity calculated under the
26    alternative formula formerly set forth in Section  20-122  of
27    the Retirement Systems Reciprocal Act.
28        (d)  In   the   case   of  an  employee  whose  immediate
29    retirement could jeopardize public safety or create  hardship
30    for  the  employer,  the  deadline for retirement provided in
31    subdivision (a)(4) of this  Section  may  be  extended  to  a
32    specified  date,  no  later  than  August  31,  1998,  by the
33    employee's  department  head,  with  the  approval   of   the
34    President  of  the  County Board.  In the case of an employee
 
HB3136 Engrossed            -14-               LRB9206537LDtm
 1    who is not employed  by  a  department  of  the  County,  the
 2    employee's  "department  head",  for  the  purposes  of  this
 3    Section, shall be a person designated by the President of the
 4    County Board.
 5        (e)  Notwithstanding  Section  9-161,  an  annuitant  who
 6    reenters   service  under  this  Article  after  receiving  a
 7    retirement annuity based  on  benefits  provided  under  this
 8    Section  thereby  forfeits  the  right to continue to receive
 9    those benefits and shall have his or her  retirement  annuity
10    recalculated without the benefits provided in this Section.
11        (f)  This  Section  also  applies to the Fund established
12    under Article 10 of this Code.
13        (g)  A person who (1) was  a  participating  employee  on
14    November  30,  1996, (2) was laid off on or after December 1,
15    1996 and before May 1, 1997 due to  the  elimination  of  the
16    employee's  job  or  position,  (3) meets the requirements of
17    items (3) through (6) of subsection (a), and (4) has not been
18    reinstated as a Cook County employee since being laid off  is
19    eligible  for  the benefits provided under this Section.  For
20    such a person, the  application  required  under  subdivision
21    (a)(3) of this Section must be filed within 60 days after the
22    effective  date  of  this  amendatory Act of the 92nd General
23    Assembly, and the date of retirement must be within  60  days
24    after the effective date of this amendatory Act.
25        In  the  case  of a person eligible under this subsection
26    (g) who began to receive  a  retirement  annuity  before  the
27    effective  date  of this amendatory Act, the annuity shall be
28    recalculated to include the increase under this Section,  and
29    that  increase shall take effect on the first annuity payment
30    date following the date of application.
31    (Source: P.A. 90-32, eff. 6-27-97.)

32        (40 ILCS 5/9-134.4 new)
33        Sec. 9-134.4.  Early retirement incentives.
 
HB3136 Engrossed            -15-               LRB9206537LDtm
 1        (a)  To be eligible for the  benefits  provided  in  this
 2    Section, a person must:
 3             (1)  be  a  current  contributing member of the Fund
 4        established under this Article who, on  January  1,  2001
 5        and  within  30  days prior to the date of retirement, is
 6        (i) in active payroll status in a position of  employment
 7        under  this Article or (ii) receiving disability benefits
 8        under Section 9-156 or 9-157;
 9             (2)  have not previously retired from the Fund;
10             (3)  file with the  Board  before  June  1,  2002  a
11        written  application  requesting the benefits provided in
12        this Section;
13             (4)  elect to retire under this Section on or  after
14        June  1,  2002 and on or before November 30, 2002 (or the
15        date established under subsection (d), if applicable);
16             (5)  have attained age 50 on or before the  date  of
17        retirement and before November 30, 2002; and
18             (6)  have at least 20 years of creditable service in
19        the   Fund,   excluding  service  in  any  of  the  other
20        participating  systems  under  the   Retirement   Systems
21        Reciprocal  Act,  by the effective date of the retirement
22        annuity or November 30, 2002, whichever occurs first.
23        (b)  An employee who qualifies for the benefits  provided
24    under this Section shall be entitled to the following:
25             (1)  The    employee's    retirement   annuity,   as
26        calculated under the other provisions  of  this  Article,
27        shall be increased at the time of retirement by an amount
28        equal  to  1% of the employee's average annual salary for
29        the highest 4 consecutive years within the last 10  years
30        of  service, multiplied by the employee's number of years
31        of service credit in this Fund up  to  a  maximum  of  10
32        years;   except   that   the  total  retirement  annuity,
33        including any additional benefits elected  under  Section
34        9-121.6  or 9-179.3, shall not exceed 80% of that highest
 
HB3136 Engrossed            -16-               LRB9206537LDtm
 1        average annual salary.
 2             (2)  If  the  employee's   retirement   annuity   is
 3        calculated under Section 9-134, the employee shall not be
 4        subject to the reduction in retirement annuity because of
 5        retirement  below age 60 that is otherwise required under
 6        that Section.
 7        (c)  A person who elects to retire under  the  provisions
 8    of  this  Section  thereby  relinquishes his or her right, if
 9    any, to have the  retirement  annuity  calculated  under  the
10    alternative  formula  formerly set forth in Section 20-122 of
11    the Retirement Systems Reciprocal Act.
12        (d)  In  the  case  of  an   employee   whose   immediate
13    retirement  could jeopardize public safety or create hardship
14    for the employer, the deadline  for  retirement  provided  in
15    subdivision  (a)(4)  of  this  Section  may  be extended to a
16    specified date, no later than May 31, 2003, by the employee's
17    department head, with the approval of the  President  of  the
18    County Board.  In the case of an employee who is not employed
19    by  a  department  of  the County, the employee's "department
20    head", for the purposes of this Section, shall  be  a  person
21    designated by the President of the County Board.
22        (e)  Notwithstanding  Section  9-161,  an  annuitant  who
23    reenters   service  under  this  Article  after  receiving  a
24    retirement annuity based  on  benefits  provided  under  this
25    Section  thereby  forfeits  the  right to continue to receive
26    those benefits and shall have his or her  retirement  annuity
27    recalculated without the benefits provided in this Section.
28        (f)  This  Section  also  applies to the Fund established
29    under Article 10 of this Code.

30        (40 ILCS 5/9-146.1) (from Ch. 108 1/2, par. 9-146.1)
31        Sec. 9-146.1. Minimum annuities for widows.  The widow of
32    an employee who retires from service or  dies  while  in  the
33    service  subsequent  to  June  11,  1965,  who  is  otherwise
 
HB3136 Engrossed            -17-               LRB9206537LDtm
 1    eligible  for widow's annuity under this Article and for whom
 2    the amount of  widow's  annuity  and  widow's  prior  service
 3    annuity  combined,  fixed  or  provided  for such widow under
 4    other provisions of this Article 9 is less  than  the  amount
 5    hereinafter  provided  in this Section, shall, from and after
 6    the date her otherwise provided annuity would begin, in  lieu
 7    of  such otherwise provided widow's and widow's prior service
 8    annuity, be entitled to the  following  indicated  amount  of
 9    annuity:
10        (a)  The  widow,  of  any  employee who dies while in the
11    service on or after the date on which he attains the  age  of
12    60  or more years with at least 20 years of service, or 10 or
13    more years of service if death occurs on or after  attainment
14    of  age 65 and on or after January 1, 1982, shall be entitled
15    to an annuity equal to one-half  of  the  amount  of  annuity
16    which  her  deceased  husband  would  have  been  entitled to
17    receive  had  he  withdrawn  from  the  service  on  the  day
18    immediately preceding the date of his death, conditional upon
19    such widow having attained the age of 60  or  more  years  on
20    such date. Such amount of widow's annuity shall not, however,
21    exceed  the  sum  of  $500 a month if death in service occurs
22    before July 1, 1985.
23        If such widow of such described employee shall not be  60
24    or  more  years  of  age  on  such  date of death, the amount
25    provided in the immediately preceding paragraph for  a  widow
26    60  or  more years of age, shall, in the case of such younger
27    widow, be reduced by 1/2 of 1 per cent for  each  month  that
28    her then attained age is less than 60 years; except that such
29    younger  widow of an employee who dies while in service on or
30    after July 1, 1985 with at least 30 years of  service,  shall
31    not be subject to the reduction in widow's annuity because of
32    her age less than 60 on the date of the employee's death.
33        (b)  The  widow,  of  any employee who dies subsequent to
34    the date of his retirement on annuity, and who so retired  on
 
HB3136 Engrossed            -18-               LRB9206537LDtm
 1    or  after the date on which he attained the age of 60 or more
 2    years with at least 20 years of service, or 10 or more  years
 3    of service if retirement occurs on or after attainment of age
 4    65  and  on or after January 1, 1982, shall be entitled to an
 5    annuity equal to one-half of the amount of annuity which  her
 6    deceased husband received as of the date of his retirement on
 7    annuity,  conditional upon such widow having attained the age
 8    of 60 or more years on the date of her  husband's  retirement
 9    on  annuity.  Such  amount  of  widow's  annuity  shall  not,
10    however,  exceed  the sum of $500 a month if the death occurs
11    before the effective date of this amendatory Act of 1991.
12        If such widow of such described employee shall  not  have
13    attained  such  age  of  60 or more years on such date of her
14    husband's retirement on annuity, the amount provided  in  the
15    immediately  preceding paragraph for a widow 60 or more years
16    of age on the date of her husband's  retirement  on  annuity,
17    shall,  in the case of such then younger widow, be reduced by
18    1/2 of 1 per cent for each month that her then  attained  age
19    was  less than 60 years; except that such younger widow of an
20    employee retiring on or after July 1, 1985 with at  least  30
21    years  of  service,  shall not be subject to the reduction in
22    widow's annuity because of her age less than 60 on  the  date
23    of the employee's retirement.
24        (c)  The   foregoing   provisions   relating  to  minimum
25    annuities for widows shall not apply  to  the  widow  of  any
26    former  county employee receiving an annuity from the Fund on
27    June 11, 1965, who re-enters service as  a  county  employee,
28    unless  such  employee renders at least 3 years of additional
29    service after the date of re-entry.
30        (d)  An annuity being  paid  to  a  surviving  spouse  on
31    January   1,  1984  shall  be  increased  by  10%  and  shall
32    thereafter  be  paid  at  the  increased   rate   until   the
33    termination  of  the  annuity  by  death or other cause.  The
34    annuity for a qualifying widow  shall  not  exceed  $500  per
 
HB3136 Engrossed            -19-               LRB9206537LDtm
 1    month.
 2        (e)  The  widow of any employee who dies while in service
 3    on or after July 1, 1985 but prior to January  1,  1988,  and
 4    the widow of an employee who retires on or after July 1, 1985
 5    but  prior  to  January  1,  1988  with  at least 10 years of
 6    service, and the widow of an employee who retires on or after
 7    January 1, 1984 but prior to July 1, 1985 with  at  least  30
 8    years  of  service,  shall be entitled to an annuity equal to
 9    one-half of the amount of annuity which her deceased  husband
10    would  have  received had he retired immediately prior to his
11    death or  one-half  the  amount  of  the  originally  granted
12    retirement  annuity,  whichever  is applicable.  Such widow's
13    annuity will be reduced 0.5% for each month that the  widow's
14    attained  age  is  less  than  age  60  on  the  date  of the
15    employee's death in service or retirement if  the  employee's
16    death  in  service  or  retirement is before January 1, 1988;
17    except that such younger widow of an employee with  at  least
18    30  years of service shall not be subject to the reduction in
19    widow's annuity because of her age less than 60 on  the  date
20    of the employee's death in service or retirement.
21        The  widow of an employee who dies in service on or after
22    January 1, 1988, or retires on or after January 1, 1988  with
23    at least 10 years of service, shall be entitled to an annuity
24    equal  to  1/2  of  the  amount of annuity which her deceased
25    husband would have received had he retired immediately  prior
26    to  his  death  or 1/2 of the amount of the annuity which her
27    deceased husband received  as  of  the  date  of  his  death,
28    whichever  is  applicable.   Such  widow's  annuity  shall be
29    reduced 0.5% for each month that the widow's attained age  is
30    less  than  age  60  on  the  date of the employee's death if
31    employee's death in service or retirement is after January 1,
32    1988; except that such younger widow of an employee  with  at
33    least  30  years  of  service  shall  not  be  subject to the
34    reduction in widow's annuity because of her age on  the  date
 
HB3136 Engrossed            -20-               LRB9206537LDtm
 1    of the employee's death.
 2        In  lieu  of  any other annuity provided by this Article,
 3    the widow of an employee who dies  in  service  on  or  after
 4    January  1, 1992, or retires on or after January 1, 1992 with
 5    at least 10 years of service, shall be entitled to an annuity
 6    equal to 1/2 of the amount  of  annuity  which  her  deceased
 7    husband  would have received had he retired immediately prior
 8    to his death or 1/2 of the amount of the  annuity  which  her
 9    deceased  husband  received  as  of  the  date  of his death,
10    whichever is  applicable.   Such  widow's  annuity  shall  be
11    reduced  0.5% for each month that the widow's attained age is
12    less than age 55 on the date of the employee's death;  except
13    that such younger widow of an employee with at least 30 years
14    of  service  shall not be subject to the reduction in widow's
15    annuity because of her age on  the  date  of  the  employee's
16    death.
17        In  lieu  of  any other annuity provided by this Article,
18    the widow of an employee who dies  in  service  or  withdraws
19    from  service  on or after January 1, 1992 but before January
20    1, 1993 at age 55 or over with at least 5 but  less  than  10
21    years  of  service,  shall be entitled to an annuity equal to
22    half of the amount of  annuity  which  her  deceased  husband
23    would  have  received had he retired immediately prior to his
24    death or half of the amount of the annuity which her deceased
25    husband received as of the date of his  death,  whichever  is
26    applicable.   This  widow's annuity shall be reduced 0.5% for
27    each month that the widow's attained age is less than  60  on
28    the date of the employee's death.
29        However, in the case of an employee dying in service, the
30    amount  of  widow's annuity shall not be less than 10% of the
31    highest average annual salary for  any  4  consecutive  years
32    within the last 10 years of service immediately preceding the
33    date of withdrawal.  The maximum amount of annuity under this
34    paragraph  shall  not  be  limited  to a dollar maximum.  The
 
HB3136 Engrossed            -21-               LRB9206537LDtm
 1    provisions of this paragraph shall not apply to the widow  of
 2    any former County employee receiving an annuity from the fund
 3    who  re-enters  service  as  a  County  employee, unless such
 4    employee renders at least 3 years of additional service after
 5    the date of re-entry.
 6        (f)  An annuity being paid to a surviving spouse on  July
 7    1,  1988, shall be increased on that date by 1% for each full
 8    year that has elapsed from the date the annuity began.
 9        (g)  In lieu of any other  annuity  provided  under  this
10    Article,  if the deceased employee was receiving a retirement
11    annuity at the time of his death and that death occurs on  or
12    after  January  1,  1993, the widow's annuity shall be 50% of
13    the deceased employee's retirement annuity  at  the  time  of
14    death, reduced by 0.5% for each month that the widow's age on
15    the  date of death is less than 55, except that the reduction
16    does not apply if the deceased employee had at least 30 years
17    of service.
18        (h)  In lieu of any other  annuity  provided  under  this
19    Article,  the  widow of an employee who dies in service on or
20    after January 1, 2002 or has at least 10 years of service and
21    dies on or after January 1, 2002 while receiving  an  annuity
22    shall  be  entitled  to a widow's annuity equal to 65% of the
23    amount of annuity  which  her  deceased  husband  would  have
24    received had he retired immediately prior to his death or 65%
25    of  the  amount  of  the  annuity  which her deceased husband
26    received  as  of  the  date  of  his  death,   whichever   is
27    applicable.   This  widow's  annuity shall be reduced by 0.5%
28    for each month that the  widow's  age  on  the  date  of  the
29    employee's death is less than 55, unless the deceased husband
30    had at least 30 years of service.
31    (Source: P.A. 86-273; 87-794; 87-1265.)

32        (40 ILCS 5/9-163) (from Ch. 108 1/2, par. 9-163)
33        Sec.  9-163.  Restoration of rights.  An employee who has
 
HB3136 Engrossed            -22-               LRB9206537LDtm
 1    withdrawn as  a  refund  the  amounts  credited  for  annuity
 2    purposes,  and  who  re-enters service and serves for periods
 3    comprising at least 2 years after the date of the last refund
 4    paid to him, may have his annuity rights restored  by  making
 5    application  to  the  board  in  writing for the privilege of
 6    reinstating such rights and by compliance with the  following
 7    provisions:
 8             (a)  The  employee  shall  repay in full to the fund
 9        while in service  all  refunds  received,  together  with
10        interest  at the effective rate from the application date
11        of such refund or refunds to the date of repayment.
12             (b)  If payment is not made in  a  single  sum,  the
13        repayment  may be made in installments by deductions from
14        salary or otherwise in such amounts as the  employee  may
15        elect  to  pay,  with  interest  at  the  effective  rate
16        accruing on unpaid balances.
17             (c)  If  the employee withdraws from service or dies
18        in service before full repayment is made, or  during  the
19        required return to service, the amounts repaid, including
20        interest  repaid  but  without further interest, shall be
21        refunded in accordance with the refund provisions of this
22        Article.
23        For an employee who applies  to  the  Fund  to  reinstate
24    credit  and  repay a refund between January 1, 1993 and March
25    1, 1993, the 2 year  minimum  period  of  subsequent  service
26    required  under  item  (a)  shall  be  instead  a period of 6
27    months.
28        A person who establishes  service  credit  under  Section
29    9-121.16 may, at the same time, reinstate credit in this Fund
30    and   repay   a   refund   without   a   return  to  service,
31    notwithstanding the other provisions of this Section.
32    (Source: P.A. 87-1265.)

33        (40 ILCS 5/9-179.3) (from Ch. 108 1/2, par. 9-179.3)
 
HB3136 Engrossed            -23-               LRB9206537LDtm
 1        Sec. 9-179.3.  Optional plan of additional  benefits  and
 2    contributions.
 3        (a)  While  this  plan  is  in  effect,  an  employee may
 4    establish additional optional credit for additional  optional
 5    benefits   by  electing  in  writing  at  any  time  to  make
 6    additional  optional   contributions.    The   employee   may
 7    discontinue  making  the additional optional contributions at
 8    any time by notifying the fund in writing.
 9        (b)  Additional optional contributions for the additional
10    optional benefits shall be as follows:
11             (1)  For service after the  option  is  elected,  an
12        additional   contribution   of  3%  of  salary  shall  be
13        contributed to the fund on the same basis and  under  the
14        same  conditions as contributions required under Sections
15        9-170 and 9-176.
16             (2)  For service before the option  is  elected,  an
17        additional  contribution  of  3%  of  the  salary for the
18        applicable  period  of  service,  plus  interest  at  the
19        effective rate from the date of service to  the  date  of
20        payment.   All  payments for past service must be paid in
21        full before  credit  is  given.  No  additional  optional
22        contributions  may  be made for any period of service for
23        which credit has been previously forfeited by  acceptance
24        of  a  refund,  unless  the refund is repaid in full with
25        interest at the effective rate from the date of refund to
26        the date of repayment.
27        (c)  Additional optional benefits shall  accrue  for  all
28    periods    of   eligible   service   for   which   additional
29    contributions are paid in full.  The additional benefit shall
30    consist of an additional 1% for  each  year  of  service  for
31    which  optional  contributions  have  been paid, based on the
32    highest average annual salary for  any  4  consecutive  years
33    within the last 10 years of service immediately preceding the
34    date  of  withdrawal,  to be added to the employee retirement
 
HB3136 Engrossed            -24-               LRB9206537LDtm
 1    annuity benefits as otherwise computed  under  this  Article.
 2    The calculation of these additional benefits shall be subject
 3    to  the  same  terms  and  conditions  as  are  used  in  the
 4    calculation  of  retirement annuity under Section 9-134.  The
 5    additional benefit shall be included in  the  calculation  of
 6    the   automatic  annual  increase  in  annuity,  and  in  the
 7    calculation of widow's annuity, where applicable.  However no
 8    additional benefits will be granted  which  produce  a  total
 9    annuity  greater  than the applicable maximum established for
10    that type of annuity in this Article, and additional benefits
11    shall  not  apply  to  any  benefit  computed  under  Section
12    9-128.1.
13        (d)  Refunds of additional optional  contributions  shall
14    be  made  on  the same basis and under the same conditions as
15    provided under Sections 9-164,  9-166  and  9-167.   Interest
16    shall be credited at the effective rate on the same basis and
17    under the same conditions as for other contributions.
18        (e)  Optional  contributions  shall be accounted for in a
19    separate Optional Contribution Reserve.
20        (f)  The tax levy, computed under Section 9-169, shall be
21    based on  employee  contributions  including  the  amount  of
22    optional additional employee contributions.
23        (g)  Service eligible under this Section may include only
24    service  as  an  employee of the County as defined in Section
25    9-108, and subject to Sections 9-219 and 9-220.   No  service
26    granted  under  Section  9-121.1, 9-121.4 or 9-179.2 shall be
27    eligible for optional service credit.   No  optional  service
28    credit  may  be  established for any military service, or for
29    any service under any other Article of this  Code.   Optional
30    service   credit   may  be  established  for  any  period  of
31    disability  paid  from  this  fund,  if  the  employee  makes
32    additional  optional  contributions  for  such   periods   of
33    disability.
34        (h)  This  plan  of  optional  benefits and contributions
 
HB3136 Engrossed            -25-               LRB9206537LDtm
 1    shall not apply to any former county  employee  receiving  an
 2    annuity  from  the  fund,  who  re-enters service as a County
 3    employee, unless he renders at least 3  years  of  additional
 4    service after the date of re-entry.
 5        (i)  The   effective   date   of  the  optional  plan  of
 6    additional benefits and contributions shall be July 1,  1985,
 7    or the date upon which approval is received from the Internal
 8    Revenue Service, whichever is later.
 9        (j)  This  plan  of additional benefits and contributions
10    shall expire July 1, 2005 2002.  No additional  contributions
11    may  be made after that date, and no additional benefits will
12    accrue after that date.
13    (Source: P.A. 90-32, eff. 6-27-97; 90-460, eff. 8-17-97.)

14        (40 ILCS 5/9-185) (from Ch. 108 1/2, par. 9-185)
15        Sec. 9-185.  Board created.
16        (a)  A board of 9 7 members shall constitute the board of
17    trustees authorized to  carry  out  the  provisions  of  this
18    Article.  The  board  of  trustees  shall  be  known  as "The
19    Retirement Board of the County Employees' Annuity and Benefit
20    Fund of .... County". The board shall consist  of  2  members
21    appointed and 7 5 members elected as hereinafter prescribed.
22        (b)  The appointed members shall be appointed as follows:
23    One  member  shall  be  appointed  by the comptroller of such
24    county, who may be the comptroller or some person  chosen  by
25    him from among employees of the county, who are versed in the
26    affairs  of the comptroller's office; and one member shall be
27    appointed by the treasurer of such county,  who  may  be  the
28    treasurer  or  some person chosen by him from among employees
29    of  the  County  who  are  versed  in  the  affairs  of   the
30    treasurer's office.
31        The member appointed by the comptroller shall hold office
32    for a term ending on December 1st of the first year following
33    the  year of appointment.  The member appointed by the county
 
HB3136 Engrossed            -26-               LRB9206537LDtm
 1    treasurer shall hold office for a term ending on December 1st
 2    of the second year following the year of appointment.
 3        Thereafter, each appointed member shall be  appointed  by
 4    the  officer  that  appointed his predecessor for a term of 2
 5    years.
 6        (c)  Three county employee members of the board shall  be
 7    elected  as  follows:  within 30 days from and after the date
 8    upon which this Article comes into effect in the county,  the
 9    clerk  of  the county shall arrange for and hold an election.
10    One employee shall be elected for a term ending on the  first
11    day in the month of December of the first year next following
12    the  effective date; one for a term ending on December 1st of
13    the following year; and one for a term ending December 1st of
14    the second following year.
15        (d)  Beginning  December  1,  1988,  and  every  3  years
16    thereafter, an annuitant member of the board shall be elected
17    as follows:  the board shall arrange for and hold an election
18    in which only those participants who are currently  receiving
19    retirement or disability benefits under this Article shall be
20    eligible  to  vote and be elected.  Each such member shall be
21    elected to a term ending on the first day  in  the  month  of
22    December of the third following year.
23        (d-1)  Beginning  December  1,  2001,  and  every 3 years
24    thereafter, an annuitant member of the board shall be elected
25    as follows:  the board shall arrange for and hold an election
26    in which only those participants who are currently  receiving
27    retirement  benefits  under this Article shall be eligible to
28    vote and be elected.  Each such member shall be elected to  a
29    term  ending on the first day in the month of December of the
30    third following year.  Until December 1, 2001,  the  position
31    created  under  this  subsection  (d-1)  may be filled by the
32    board as in the case of a vacancy.
33        (e)  Beginning December 1, 1988,  if  a  Forest  Preserve
34    District  Employees'  Annuity  and  Benefit  Fund shall be in
 
HB3136 Engrossed            -27-               LRB9206537LDtm
 1    force in such county and the board of this  fund  is  charged
 2    with  administering  the  affairs of such annuity and benefit
 3    fund for employees of such forest preserve district, a forest
 4    preserve district member of the board shall be elected as  of
 5    December  1,  1988,  and every 3 years thereafter as follows:
 6    the board shall arrange for and hold  an  election  in  which
 7    only those employees of such forest preserve district who are
 8    contributors to the annuity and benefit fund for employees of
 9    such  forest  preserve district shall be eligible to vote and
10    be elected.  Each such member shall  be  elected  to  a  term
11    ending on the first day in the month of December of the third
12    following year.
13        (f)  Beginning  December  1,  2001,  and  every  3  years
14    thereafter,  if a Forest Preserve District Employees' Annuity
15    and Benefit Fund is in force in the county and the  board  of
16    this  Fund  is charged with administering the affairs of that
17    annuity and benefit fund for employees of the forest preserve
18    district, a forest preserve district annuitant member of  the
19    board  shall  be elected as follows:  the board shall arrange
20    for and hold an election in which only those participants who
21    are currently receiving retirement benefits under Article  10
22    shall  be  eligible to vote and be elected.  Each such member
23    shall be elected to a term ending on the  first  day  in  the
24    month  of  December  of  the  third  following  year.   Until
25    December  1, 2001, the position created under this subsection
26    (f) may be filled by the board as in the case of a vacancy.
27    (Source: P.A. 85-964; 86-1488.)

28        (40 ILCS 5/9-186) (from Ch. 108 1/2, par. 9-186)
29        Sec. 9-186.  Board elections.  In each  year,  the  board
30    shall  conduct a regular election, under rules adopted by it,
31    at least 30 days prior to the expiration of the term of  each
32    elected employee or annuitant member.
33        To  be  eligible to be a county employee member, a person
 
HB3136 Engrossed            -28-               LRB9206537LDtm
 1    must be an employee of the county and must have  at  least  5
 2    years of service credit in that capacity by December 1 of the
 3    year  of  election.   To  be eligible to be a forest preserve
 4    district member, a person must be an employee of  the  forest
 5    preserve  district  and must have at least 5 years of service
 6    credit in  that  capacity  by  December  1  of  the  year  of
 7    election.
 8        Only  those persons who are employees of the county shall
 9    be eligible to vote for the 3 county employee  members,  only
10    those  persons  who  are  employees  of  the  forest preserve
11    district shall be eligible to vote for  the  forest  preserve
12    district  member,  and  only  those persons who are currently
13    receiving  retirement  or  disability  benefits  under   this
14    Article  shall  be eligible to vote for the annuitant members
15    elected under subsections (d) and (d-1) of Section 9-185, and
16    only those persons who  are  currently  receiving  retirement
17    benefits  under  Article 10 shall be eligible to vote for the
18    forest  preserve  district  annuitant  member  elected  under
19    subsection (f) of Section 9-185.   The  ballot  shall  be  of
20    secret character.
21        Except  as  otherwise  provided  in  Section  9-187, each
22    member of the board shall hold office until his successor  is
23    chosen and has qualified.
24        Any  person  elected  or  appointed a member of the board
25    shall qualify for the office by taking an oath of  office  to
26    be administered by the county clerk or a person designated by
27    him.   A  copy  thereof  shall  be  kept in the office of the
28    county clerk.  Any appointment or notice of election shall be
29    in writing and the written instrument shall be filed with the
30    oath.
31    (Source: P.A. 85-964; 86-1488.)

32        (40 ILCS 5/9-187) (from Ch. 108 1/2, par. 9-187)
33        Sec. 9-187. Board vacancy.
 
HB3136 Engrossed            -29-               LRB9206537LDtm
 1        (a)  A vacancy in the membership of the  board  shall  be
 2    filled as follows:
 3        If  the  vacancy  is  that  of  an appointive member, the
 4    official who appointed him shall appoint a  person  to  serve
 5    for the unexpired term.
 6        If  the  vacancy is that of a county employee member, the
 7    remaining members of the board shall appoint a successor from
 8    among the employees of the county, who shall serve during the
 9    remainder of the unexpired term.
10        If the vacancy is that  of  a  forest  preserve  district
11    member,  the  remaining  members of the board shall appoint a
12    successor from among the employees  of  the  forest  preserve
13    district,  who  shall  serve  during  the  remainder  of  the
14    unexpired term.
15        If  the vacancy is that of an annuitant member other than
16    a forest preserve district annuitant  member,  the  remaining
17    members  of  the  board  shall appoint a successor from among
18    those persons  who  are  currently  receiving  retirement  or
19    disability benefits under this Article.
20        If  the  vacancy  is  that  of a forest preserve district
21    annuitant member, the remaining members of  the  board  shall
22    appoint   a  successor  from  among  those  persons  who  are
23    currently receiving retirement benefits under Article 10.
24        (b)  Any county or forest preserve  district  member  who
25    withdraws  from  service  shall  automatically  cease to be a
26    member of the board.   Any  annuitant  member  other  than  a
27    forest preserve district annuitant member whose retirement or
28    disability  benefits cease under this Article, and any forest
29    preserve district annuitant member whose retirement  benefits
30    cease  under Article 10, shall also automatically cease to be
31    a member of the Board.
32    (Source: P.A. 85-964; 86-1488.)

33        (40 ILCS 5/9-219) (from Ch. 108 1/2, par. 9-219)
 
HB3136 Engrossed            -30-               LRB9206537LDtm
 1        Sec. 9-219. Computation of service.
 2        (1)  In computing the term  of  service  of  an  employee
 3    prior  to  the effective date, the entire period beginning on
 4    the date he was first appointed and ending on the day  before
 5    the  effective  date,  except  any  intervening period during
 6    which he was separated by withdrawal from service,  shall  be
 7    counted for all purposes of this Article.
 8        (2)  In  computing the term of service of any employee on
 9    or after the effective date, the following  periods  of  time
10    shall  be  counted as periods of service for age and service,
11    widow's and child's annuity purposes:
12             (a)  The time during which he performed  the  duties
13        of his position.
14             (b)  Vacations, leaves of absence with whole or part
15        pay, and leaves of absence without pay not longer than 90
16        days.
17             (c)  For  an  employee  who  is a member of a county
18        police department or  a  correctional  officer  with  the
19        county  department  of  corrections,  approved  leaves of
20        absence without pay during which the employee serves as a
21        full-time  officer  or  employee  head  of  an   employee
22        association,  the  membership  of which consists of other
23        participants in the Fund police officers,  provided  that
24        the  employee contributes to the Fund (1) the amount that
25        he would have  contributed  had  he  remained  an  active
26        employee  member  of  the county police department in the
27        position he occupied at the time the leave of absence was
28        granted,  (2)  an  amount   calculated   by   the   Board
29        representing  employer  contributions,  and  (3)  regular
30        interest  thereon from the date of service to the date of
31        payment.   However,  if  the  employee's  application  to
32        establish credit under this subsection is received by the
33        Fund on or after January 1, 2002 and before July 1, 2002,
34        the amount representing employer contributions  specified
 
HB3136 Engrossed            -31-               LRB9206537LDtm
 1        in item (2) shall be waived.
 2             For  a  former  member of a county police department
 3        who has received a refund under  Section  9-164,  periods
 4        during  which  the employee serves as head of an employee
 5        association, the membership of which  consists  of  other
 6        police  officers,  provided that the employee contributes
 7        to the Fund (1) the amount that he would have contributed
 8        had he remained an active member  of  the  county  police
 9        department  in  the  position  he occupied at the time he
10        left service, (2)  an  amount  calculated  by  the  Board
11        representing  employer  contributions,  and  (3)  regular
12        interest  thereon from the date of service to the date of
13        payment.  However, if the former  member  of  the  county
14        police department retires on or after January 1, 1993 but
15        no  later  than  March  1,  1993, the amount representing
16        employer contributions specified in  item  (2)  shall  be
17        waived.
18             (d)  Any  period of disability for which he received
19        disability benefit or whole or part pay.
20             (e)  Accumulated vacation or other time for which an
21        employee  who  retires  on  or  after  November  1,  1990
22        receives a lump sum payment at the  time  of  retirement,
23        provided  that contributions were made to the fund at the
24        time such lump sum payment  was  received.   The  service
25        granted  for  the  lump  sum payment shall not change the
26        employee's date of withdrawal for computing the effective
27        date of the annuity.
28             (f)  An employee  may  receive  service  credit  for
29        annuity  purposes  for  accumulated  sick leave as of the
30        date of the employee's withdrawal from  service,  not  to
31        exceed  a  total of 180 days, provided that the amount of
32        such accumulated sick leave is certified  by  the  County
33        Comptroller  to the Board and the employee pays an amount
34        equal to 8.5%  (9%  for  members  of  the  County  Police
 
HB3136 Engrossed            -32-               LRB9206537LDtm
 1        Department  who  are eligible to receive an annuity under
 2        Section 9-128.1) of the amount that would have been  paid
 3        had   such  accumulated  sick  leave  been  paid  at  the
 4        employee's final rate of salary.  Such payment  shall  be
 5        made  within  30  days  after  the date of withdrawal and
 6        prior to receipt of the first annuity check.  The service
 7        credit granted for such accumulated sick leave shall  not
 8        change  the employee's date of withdrawal for the purpose
 9        of computing the effective date of the annuity.
10        (3)  In computing the term of service of an  employee  on
11    or  after  the effective date for ordinary disability benefit
12    purposes, the following periods of time shall be  counted  as
13    periods of service:
14             (a)  Unless  otherwise  specified  in Section 9-157,
15        the time during which he  performed  the  duties  of  his
16        position.
17             (b)  Paid vacations and leaves of absence with whole
18        or part pay.
19             (c)  Any   period   for   which   he  received  duty
20        disability benefit.
21             (d)  Any period of disability for which he  received
22        whole or part pay.
23        (4)  For   an  employee  who  on  January  1,  1958,  was
24    transferred by Act of the  70th  General  Assembly  from  his
25    position  in  a  department of welfare of any city located in
26    the county in which this Article is in force and effect to  a
27    similar  position  in  a  department  of such county, service
28    shall also be credited for ordinary  disability  benefit  and
29    child's  annuity  for  such  period  of department of welfare
30    service during  which  period  he  was  a  contributor  to  a
31    statutory annuity and benefit fund in such city and for which
32    purposes  service  credit  would otherwise not be credited by
33    virtue of such involuntary transfer.
34        (5)  An employee described in subsection (e)  of  Section
 
HB3136 Engrossed            -33-               LRB9206537LDtm
 1    9-108  shall  receive credit for child's annuity and ordinary
 2    disability benefit for the period of time for  which  he  was
 3    credited   with  service  in  the  fund  from  which  he  was
 4    involuntarily separated  through  class  or  group  transfer;
 5    provided,  that no such credit shall be allowed to the extent
 6    that it results in a duplication of credits or benefits,  and
 7    neither  shall  such  credit be allowed to the extent that it
 8    was or may be forfeited by the application for and acceptance
 9    of a refund  from  the  fund  from  which  the  employee  was
10    transferred.
11        (6)  Overtime  or  extra service shall not be included in
12    computing service.  Not more than 1 year of service shall  be
13    allowed for service rendered during any calendar year.
14    (Source: P.A. 86-1488; 87-794; 87-1265.)

15        (40 ILCS 5/14-105.7)
16        Sec. 14-105.7. Transfer to Article 9 fund.
17        (a)  Until  July  1,  2002  1998,  any active or inactive
18    member of the System who has established  creditable  service
19    under   paragraph   (i)   of   Section  14-104  (relating  to
20    contractual service to the General Assembly) and is an active
21    or former contributor to the pension fund  established  under
22    Article 9 of this Code may apply to the Board for transfer of
23    all  of  his or her creditable service accumulated under this
24    System to the Article 9 fund.  The creditable  service  shall
25    be  transferred  forthwith.   Payment  by  this System to the
26    Article 9 fund shall be made  at  the  same  time  and  shall
27    consist of:
28             (1)  the  amounts  accumulated  to the credit of the
29        applicant for that service, including  regular  interest,
30        on the books of the System on the date of transfer; plus
31             (2)  employer  contributions  in  an amount equal to
32        the amount determined under item (1).
33    Participation in this System as to  the  credits  transferred
 
HB3136 Engrossed            -34-               LRB9206537LDtm
 1    under this Section terminates on the date of transfer.
 2        (b)  Any  person  transferring  credit under this Section
 3    may reinstate credits and creditable service terminated  upon
 4    receipt  of a refund, by paying to the System, before July 1,
 5    2002 1998, the amount of the  refund  plus  regular  interest
 6    from the date of refund to the date of payment.
 7        (c)  The  changes  to  this  Section and Section 9-121.15
 8    made by this amendatory Act  of  the  92nd  General  Assembly
 9    apply  without  regard  to  whether  the  person is in active
10    service, under this System or the Article 9 Fund, on or after
11    the effective date of this amendatory Act.
12    (Source: P.A. 90-511, eff. 8-22-97.)

13        Section 90.  The State Mandates Act is amended by  adding
14    Section 8.25 as follows:

15        (30 ILCS 805/8.25 new)
16        Sec.  8.25.  Exempt  mandate.  Notwithstanding Sections 6
17    and 8 of this Act, no reimbursement by the State is  required
18    for  the  implementation  of  any  mandate  created  by  this
19    amendatory Act of the 92nd General Assembly.

20        Section  99.  Effective date.  This Act takes effect upon
21    becoming law.

[ Top ]