State of Illinois
92nd General Assembly
Legislation

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92_SB0478

 
                                               LRB9207605EGfg

 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 Section 11-145.1 as follows:

 6        (40 ILCS 5/11-145.1) (from Ch. 108 1/2, par. 11-145.1)
 7        Sec. 11-145.1.  Minimum annuities for widows.
 8        The  widow  otherwise  eligible for widow's annuity under
 9    other Sections of this Article 11, of an employee hereinafter
10    described, who retires from service  or  dies  while  in  the
11    service  subsequent  to the effective date of this amendatory
12    provision, and for which widow the amount of widow's  annuity
13    and widow's prior service annuity combined, fixed or provided
14    for  such  widow under other provisions of said Article 11 is
15    less than the amount hereinafter provided  in  this  section,
16    shall, from and after the date her otherwise provided annuity
17    would  begin,  in lieu of such otherwise provided widow's and
18    widow's prior service annuity, be entitled to  the  following
19    indicated amount of annuity:
20        (a)  The  widow of any employee who dies while in service
21    on or after the date on which he attains age 60 if the  death
22    occurs  before July 1, 1990, or on or after the date on which
23    he attains age 55 if the death occurs on  or  after  July  1,
24    1990,  with  at least 20 years of service, or on or after the
25    date on which he attains age 50 if the  death  occurs  on  or
26    after  the effective date of this amendatory Act of 1997 with
27    at least 30 years of service, shall be entitled to an annuity
28    equal to one-half of the amount of annuity which her deceased
29    husband would have been entitled to receive had he  withdrawn
30    from the service on the day immediately preceding the date of
31    his death, conditional upon such widow having attained age 60
 
                            -2-                LRB9207605EGfg
 1    on  or  before  such  date if the death occurs before July 1,
 2    1990, or age 55 if the death occurs on or after July 1, 1990,
 3    or age 50 if the death occurs on or after January 1, 1998 and
 4    the employee is age 50 or over with  at  least  30  years  of
 5    service  or age 55 or over with at least 25 years of service.
 6    Except as provided in subsection  (j),  the  widow's  annuity
 7    shall  not,  however,  exceed  the sum of $500 a month if the
 8    employee's death in service occurs before January  23,  1987.
 9    The  widow's annuity shall not be limited to a maximum dollar
10    amount if the employee's death in service occurs on or  after
11    January 23, 1987.
12        If  the employee dies in service before July 1, 1990, and
13    if such widow of such described employee shall not be  60  or
14    more  years of age on such date of death, the amount provided
15    in the immediately preceding paragraph for a widow 60 or more
16    years of age, shall, in the case of such  younger  widow,  be
17    reduced by 0.25% for each month that her then attained age is
18    less than 60 years if the employee was born before January 1,
19    1936, or dies in service on or after January 1, 1988, or 0.5%
20    for  each  month  that  her then attained age is less than 60
21    years if the employee was born on or after  January  1,  1936
22    and dies in service before January 1, 1988.
23        If the employee dies in service on or after July 1, 1990,
24    and  if  the widow of the employee has not attained age 55 on
25    or before the employee's date of death, the amount  otherwise
26    provided in this subsection (a) shall be reduced by 0.25% for
27    each  month that her then attained age is less than 55 years;
28    except that if the employee  dies  in  service  on  or  after
29    January  1,  1998 at age 50 or over with at least 30 years of
30    service or at age 55 or  over  with  at  least  25  years  of
31    service,  there  shall be no reduction due to the widow's age
32    if she has attained age 50 on or before the  employee's  date
33    of  death,  and  if  the  widow has not attained age 50 on or
34    before the employee's date  of  death  the  amount  otherwise
 
                            -3-                LRB9207605EGfg
 1    provided in this subsection (a) shall be reduced by 0.25% for
 2    each month that her then attained age is less than 50 years.
 3        (b)  The widow of any employee who dies subsequent to the
 4    date  of  his retirement on annuity, and who so retired on or
 5    after the date on which he  attained  age  60  if  retirement
 6    occurs  before July 1, 1990, or on or after the date on which
 7    he attained age 55 if retirement occurs on or after  July  1,
 8    1990,  with  at least 20 years of service, or on or after the
 9    date on which he attained age 50 if the retirement occurs  on
10    or  after  the  effective date of this amendatory Act of 1997
11    with at least 30 years of service, shall be  entitled  to  an
12    annuity  equal to one-half of the amount of annuity which her
13    deceased husband received as of the date of his retirement on
14    annuity, conditional upon such widow having attained  age  60
15    on  or before the date of her husband's retirement on annuity
16    if retirement occurs before  July  1,  1990,  or  age  55  if
17    retirement  occurs on or after July 1, 1990, or age 50 if the
18    retirement on annuity occurs on or after January 1, 1998  and
19    the  employee  is  age  50  or over with at least 30 years of
20    service or age 55 or over with at least 25 years of service.
21    Except as provided in subsection (j),  this  widow's  annuity
22    shall  not,  however,  exceed  the sum of $500 a month if the
23    employee's death occurs before January 23, 1987.  The widow's
24    annuity shall not be limited to a maximum  dollar  amount  if
25    the  employee's  death  occurs  on or after January 23, 1987,
26    regardless of the  date  of  retirement;  provided  that,  if
27    retirement  was  before  January  23,  1987,  the employee or
28    eligible spouse repays the excess spouse refund with interest
29    at the effective rate from the date of refund to the date  of
30    repayment.
31        If  the  date  of the employee's retirement on annuity is
32    before July 1, 1990, and if  such  widow  of  such  described
33    employee shall not have attained such age of 60 or more years
34    on  such  date  of  her  husband's retirement on annuity, the
 
                            -4-                LRB9207605EGfg
 1    amount provided in the immediately preceding paragraph for  a
 2    widow  60  or  more years of age on the date of her husband's
 3    retirement on annuity,  shall,  in  the  case  of  such  then
 4    younger  widow,  be  reduced by 0.25% for each month that her
 5    then attained age was less than 60 years if the employee  was
 6    born  before January 1, 1936, or withdraws from service on or
 7    after January 1, 1988, or 0.5% for each month that  her  then
 8    attained  age was less than 60 years if the employee was born
 9    on or after January 1, 1936 and withdraws from service before
10    January 1, 1988.
11        If the date of the employee's retirement on annuity is on
12    or after July 1, 1990, and if the widow of the  employee  has
13    not  attained age 55 by the date of the employee's retirement
14    on annuity, the amount otherwise provided in this  subsection
15    (b)  shall  be  reduced by 0.25% for each month that her then
16    attained age is less  than  55  years;  except  that  if  the
17    employee  retires  on  annuity on or after January 1, 1998 at
18    age 50 or over with at least 30 years of service or at age 55
19    or over with at least 25 years of service, there shall be  no
20    reduction  due  to the widow's age if she has attained age 50
21    on or before the employee's date of death, and if  the  widow
22    has  not  attained age 50 on or before the employee's date of
23    death the amount otherwise provided in  this  subsection  (b)
24    shall  be  reduced  by  0.25%  for  each  month that her then
25    attained age is less than 50 years.
26        (c)  The  foregoing  provisions   relating   to   minimum
27    annuities  for  widows  shall  not  apply to the widow of any
28    former employee receiving an annuity from the fund on  August
29    2,   1965  or  on  the  effective  date  of  this  amendatory
30    provision, who re-enters service as a former employee, unless
31    such employee renders at least 3 years of additional  service
32    after the date of re-entry.
33        (d)  (Blank).
34        (e)  (Blank).
 
                            -5-                LRB9207605EGfg
 1        (f)  The  amendments  to  this Section by this amendatory
 2    Act of 1985, relating to changing the discount because of age
 3    from 1/2 of 1% to 0.25% per month  for  widows  of  employees
 4    born  before  January 1, 1936, shall apply only to qualifying
 5    widows whose husbands die while in the service  on  or  after
 6    August  16, 1985 or withdraw and enter on annuity on or after
 7    August 16, 1985.
 8        (g)  Beginning on January 1, 1999, the minimum amount  of
 9    widow's  annuity  shall  be  $800  per month for life for the
10    following classes of widows, without regard to the fact  that
11    the  death  of  the  employee occurred prior to the effective
12    date of this amendatory Act of 1998:
13             (1)  any widow annuitant alive and receiving a  term
14        annuity  on  the effective date of this amendatory Act of
15        1998, except a reciprocal annuity;
16             (2)  any widow annuitant alive and receiving a  life
17        annuity  on  the effective date of this amendatory Act of
18        1998, except a reciprocal annuity;
19             (3)  any  widow  annuitant  alive  and  receiving  a
20        reciprocal  annuity  on  the  effective  date   of   this
21        amendatory  Act  of 1998, whose employee spouse's service
22        in this fund was at least 5 years;
23             (4)  the widow of an employee with at least 10 years
24        of service in this fund who dies after retirement, if the
25        retirement occurred prior to the effective date  of  this
26        amendatory Act of 1998;
27             (5)  the widow of an employee with at least 10 years
28        of  service  in  this  fund who dies after retirement, if
29        withdrawal occurs on or after the effective date of  this
30        amendatory Act of 1998;
31             (6)  the  widow  of  an employee who dies in service
32        with at least 5 years of service in  this  fund,  if  the
33        death in service occurs on or after the effective date of
34        this amendatory Act of 1998.
 
                            -6-                LRB9207605EGfg
 1        The  increases  granted under items (1), (2), (3) and (4)
 2    of this subsection (g) shall not  be  limited  by  any  other
 3    Section of this Act.
 4        (h)  The  widow  of  an  employee  who retired or died in
 5    service on or after January 1, 1985 and before July 1,  1990,
 6    at  age  55  or  older, and with at least 35 years of service
 7    credit,  shall  be  entitled  to  have  her  widow's  annuity
 8    increased, effective January 1, 1991, to an amount  equal  to
 9    50%  of  the  retirement  annuity  that the deceased employee
10    received on the  date  of  retirement,  or  would  have  been
11    eligible  to  receive  if he had retired on the day preceding
12    the date of his death in service, provided that if the  widow
13    had  not  attained  age  60  by  the  date  of the employee's
14    retirement or death in service, the  amount  of  the  annuity
15    shall  be  reduced  by  0.25%  for  each  month that her then
16    attained  age  was  less  than  age  60  if  the   employee's
17    retirement  or  death in service occurred on or after January
18    1, 1988, or by 0.5%  for each month that her attained age  is
19    less  than  age  60  if the employee's retirement or death in
20    service occurred prior to January 1, 1988.  However, in cases
21    where a refund of excess contributions  for  widow's  annuity
22    has  been  paid by the Fund, the increase in benefit provided
23    by this subsection (h) shall be contingent upon repayment  of
24    the  refund  to  the Fund with interest at the effective rate
25    from the date of refund to the date of payment.
26        (i)  If a deceased employee  is  receiving  a  retirement
27    annuity  at  the  time  of  death and that death occurs on or
28    after June 27, 1997, the widow may elect to receive, in  lieu
29    of  any other annuity provided under this Article, 50% of the
30    deceased employee's retirement annuity at the time  of  death
31    reduced  by  0.25% for each month that the widow's age on the
32    date of death is less than 55; except that  if  the  employee
33    dies on or after January 1, 1998 and withdrew from service on
34    or  after  June  27,  1997 at age 50 or over with at least 30
 
                            -7-                LRB9207605EGfg
 1    years of service or at age 55 or over with at least 25  years
 2    of  service,  there  shall be no reduction due to the widow's
 3    age if she has attained age 50 on or  before  the  employee's
 4    date of death, and if the widow has not attained age 50 on or
 5    before  the  employee's  date  of  death the amount otherwise
 6    provided in this subsection (i) shall be reduced by 0.25% for
 7    each month that her age on the date of death is less than  50
 8    years.    However,   in   cases  where  a  refund  of  excess
 9    contributions for widow's annuity has been paid by the  Fund,
10    the  benefit  provided  by  this subsection (i) is contingent
11    upon repayment of the refund to the Fund with interest at the
12    effective rate from  the  date  of  refund  to  the  date  of
13    payment.
14        (j)  For  widows of employees who died before January 23,
15    1987 after retirement on annuity or in service,  the  maximum
16    dollar  amount  limitation  on widow's annuity shall cease to
17    apply, beginning with the first  annuity  payment  after  the
18    effective date of this amendatory Act of 1997; except that if
19    a refund of excess contributions for widow's annuity has been
20    paid by the Fund, the increase resulting from this subsection
21    (j)  shall not begin before the refund has been repaid to the
22    Fund, together with interest at the effective rate  from  the
23    date of the refund to the date of repayment.
24        (k)  In  lieu  of  any  other  annuity  provided  in this
25    Article, an eligible spouse  of  any  employee  who  dies  in
26    service  at  least  60  days after the effective date of this
27    amendatory Act of the 92nd General Assembly with at least  10
28    years of Laborers' service shall be entitled to an annuity of
29    60%  of the minimum formula annuity earned and accrued to the
30    credit of the employee at the date of death, plus 1% for each
31    year of total Laborers' service, to a maximum of  85%.    For
32    the  purposes of this subsection, the minimum formula annuity
33    earned and accrued to the credit of the employee is equal  to
34    2.40%  for each year of service of the highest average annual
 
                            -8-                LRB9207605EGfg
 1    salary for any 4 consecutive years within the last  10  years
 2    of  service  immediately  preceding  the  date of death, to a
 3    maximum of 80% of the highest average  annual  salary.   This
 4    annuity  shall  not be reduced due to the age of the employee
 5    or spouse.
 6        In lieu of any other annuity provided in this Article, an
 7    eligible spouse of any  employee  annuitant  who  dies  after
 8    retirement  at least 60 days after the effective date of this
 9    amendatory Act of the 92nd General Assembly with at least  10
10    years of Laborers' service shall be entitled to an annuity of
11    60%,  plus  1%  for each year of total Laborers' service to a
12    maximum of 85%, of the deceased employee's retirement annuity
13    at the time of death reduced by 0.25% for each month that the
14    widow's age on the date of death is less than 55; except that
15    if the employee withdrew from service on or  after  June  27,
16    1997  at  age 50 or over with at least 30 years of service or
17    at age 55 or over with at least 25 years  of  service,  there
18    shall  be  no  reduction  due  to  the widow's age if she has
19    attained age 50 on or before the employee's  date  of  death,
20    and  if  the  widow  has not attained age 50 on or before the
21    employee's date of death the  amount  otherwise  provided  in
22    this  subsection (k) shall be reduced by 0.25% for each month
23    that her than attained age is less than 50  years.   However,
24    in  cases  where a refund of excess contributions for widow's
25    annuity has been paid by the Fund, the  benefit  provided  by
26    this  subsection  (k)  is  contingent  upon  repayment of the
27    refund to the Fund with interest at the effective  rate  from
28    the date of refund to the date of payment.
29        In  addition  to any other eligibility requirements under
30    this Article, the spouse is eligible for this annuity only if
31    the marriage was in effect for 10 full years or more  at  the
32    date of retirement or death in service.
33    (Source:  P.A.  90-32,  eff.  6-27-97;  90-511, eff. 8-22-97;
34    90-766, eff. 8-14-98.)
 
                            -9-                LRB9207605EGfg
 1        Section 90.  The State Mandates Act is amended by  adding
 2    Section 8.25 as follows:

 3        (30 ILCS 805/8.25 new)
 4        Sec.  8.25.  Exempt  mandate.  Notwithstanding Sections 6
 5    and 8 of this Act, no reimbursement by the State is  required
 6    for  the  implementation  of  any  mandate  created  by  this
 7    amendatory Act of the 92nd General Assembly.

 8        Section  99.  Effective date.  This Act takes effect upon
 9    becoming law.

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