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HomeMy WebLinkAboutIR 078 INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 22-078 To the Mayor and Members of the City Council June 7, 2022 Page 1 of 1 xA. SUBJECT: FORT WORTH EMPLOYEES' RETIREMENT FUND INVESTMENT VA PROGRAM EXPENSE INFORMATION During the May 24, 2022,joint meeting between the Fort Worth Employees' Retirement Fund Board of Trustees and the City of Fort Worth City Council, District 7 Councilmember Leonard Firestone requested further discussion regarding the investment expenses of the Fort Worth Employees' Retirement Fund ("Retirement Fund"). In response to Councilmember Firestone's request, please find attached a memo from Retirement Fund Chief Investment Officer, Derek Dagnan, that provides some additional information and context to the Retirement Fund's investment program expenses. Additionally, please find attached a copy of the Retirement Fund's Annual Comprehensive Financial Report for the fiscal years ending September 30, 2020 and 2021 . If you have any questions or if you require any additional information, please contact Derrick Dagnan, at (817) 632-8919 or by email at Derrick.Dagnan(5-fwretirement.org. You may also contact Interim Assistant City Manager and Chief Financial Officer, Reginald Zeno, at (817) 392-8500, or by email at Reginald.Zeno(a)fortworthtexas.gov. David Cooke City Manager ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS eFORT WORTH EMPLOYEES' � RETIREMENT FUND TO: David Cooke, City Manager Reginald Zeno, CFO and Interim Assistant City Manager CC: Fort Worth Employees' Retirement Fund Trustees FROM: Derrick Dagnan, CIO DATE: May 27, 2022 RE: Response to Inquiry- Investment Program Expenses During the May 24, 2022,Joint Meeting with the Fort Worth Employees' Retirement Fund Board of Trustees and the City of Fort Worth City Council, District 7 Councilmember Leonard Firestone requested further discussion regarding the investment expenses of the Fund. This memo provides additional information and context. As always, staff welcomes the opportunity to provide further information or discussion about the Fund. The link below provides access to the Annual Financial Reports for the Fund for the last several years. https://fortworthretirementtx-investments.documents-on- demand.com/?1=f936075f2541e5119795001fbc00ed84 The annual report for the fiscal year end September 30, 2021, includes expense information on pages 50, 51, 53, 64, and 65. With respect to investment program expenses, the staff and Board utilizes three main categories to evaluate expenses: 1) administrative expenses, 2) investment fees paid from the Trust, and 3) investment fees netted against returns. At fiscal year end, the Fund produced an investment return of 22.4% and had a market value of approximately $2.8 billion. The table below from page 50 of the annual report provides details for the Total Administrative Expenses. This figure includes investment expenses related to salaries and benefits, legal, diligence, monitoring, technology, consultants, and other vendors. For 2021, the Fund's operating costs totaled just under $6.0 million, which represents 0.21% of the market value of the Fund. For comparison purposes, the Total Administrative Expenses in fiscal year 2020 represented 0.22% of the ending market value of the Fund. 1 Schedule of Administrative Expenses Years Ended September 30,2021 and 2020 2021 2020 Administrative Office Staff and Benefits $ 2,442,855 $ 1,763,596 Contributions to Retirement Fund 490,449 355,759 Due Diligence - 2,725 Medical Reviews 16,423 5,065 Insurance 152,394 148,634 Office Expense 108,502 128,925 Building Expenses 243,096 237,770 Conferences and Training 10,534 16,803 Pension Administration Hosting 284,248 173,176 Pension Administration Programming 386,056 367,692 Equipment and Supplies 100,189 56,622 Total Administrative Office 4,234,746 3,256,767 Professional Services Actuarial Services 103,934 132,286 Accounting and Auditing 56,900 55,300 Consulting 1,335,271 1,387,731 Legal Services 174,100 178,717 Other Consulting 94,688 204,590 Total Professional Services 1,764,893 1,958,624 Total Administrative Expenses $ 5,999,639 $ 5,215,391 The table below from page 64 of the annual report provides details on the investment fees paid by the Fund and the investment fees netted against returns. The table fulfills compliance with specified fee reporting requirements of the Texas State Pension Review Board (PRB), which is collected and monitored for all public pensions in Texas. This table is broken down by asset class and the type of fee. For 2021, the Total Direct and Indirect Fees were $40.6 million, or 1.44% of the year end market value. This includes approximately $5.9 million in fees paid from the Fund and $34.8 million in fees netted against returns. For comparison purposes, the Total Direct and Indirect Fees represented 0.95% of the ending market value in fiscal year 2020. 2 Investment Manager Fees For the Fiscal Year Ended September 30, 2021 Fees Paid from the Pension Trust Fund Fees Netted Against Returns Fair Value Assets Performance Total Fees Under Management Performance Management Fees/Carried Direct and Asset Class Management Fees Fees Brokers Fees Fees Interest Indirect Fixed Income $ 540,575,694 $ 1,539,028 $ 207,031 $ 260 $ 327,700 $ $ 2,074,019 Public Equity 1,210,793,304 2,901,672 - 201,069 253,661 3,356,402 Real Assets 82,880,794 1,157,085 13,495 2,831,648 6,403,077 10,405,305 Alternative Assets* 940,778,466 47,867 - 319 6,998,395 17,737,257 24,783,838 Cash Equlvelents 48,904,287 Totals $ 2,823,932,545 $ 5,645,652 $ 207,031 $ 215,143 $ 10,411,404 $ 24,140,334 $40,619,564 Total Investment Expenses Total Direct and Indirect Fees 40,619,564 Reconciling Items to Statement of Net Position Investment Services Accrued Income $ (5,699,733) Custodial 536,881 Broker Receivables (155,072,129) Research - Broker Payables 177,845,110 Investment Consulting 1,335,271 Securities Lending Collateral 174,422,862 Legal 77,305 Total Investments Total Investment Statement of Net Position $ 3,015,428,655 Expenses 42,569,021 It is important to note that approximately$25.0 million of the Total Direct and Indirect Fees relate to profit sharing or performance fees that accrue to managers that produce returns that exceed preset performance targets. The performance fees are volatile depending on the trailing performance, investment terms, and timing of transactions for each investment manager. For example, performance fees totaled $6.6 million in fiscal year 2020. Staff evaluates investment fees excluding this profit sharing, and for 2021 this would total approximately $15.6 million, or 0.55% of the ending market value. In comparison, Total Investment Expense less performance fees represented 0.67% of the ending market value in fiscal year 2020. In addition, it is important to note that the Total Investment Expenses line in the table above includes items that are also included in the professional services fees of the Schedule of Administrative Expenses. Evaluating this line and the Schedule of Administrative Expenses would double count certain expenses. 3 Fort WorthRetirement Fund Annual Comprehensive Re Financial ort For fiscal years ending September 30, 2020 and 2021 mllllllllllw or-on I IP R fl 1 B aziong / A pension trust d of.the City of Fort Worth, Texas ( FORT WORTH EMPLOYEES' rRRETIREMENT FUND Annual Comprehensive Financial Report A Pension Trust Fund of the City of Fort Worth, Texas For Fiscal Years Ended September 30, 2021 and 2020 Benita Falls Harper Executive Director Fort Worth Employees' Retirement Fund 3801 Hulen Street, Suite 101, Fort Worth, Texas, 76107 www.fwretirement.org 817-632-8900 Prepared by the Staff of the Fort Worth Employees' Retirement Fund ON THE COVER: Trinity Park has great trails for walkers, runners, and cyclists to enjoy...and explore. 2021 At-A-Glance Investment Rate of Return Fund Net Position 2144% $2 .84 Billion Contributions (+) Distributions (-) N $200 N $300 zo $180 zo $160 . . $25o Refunds: $5.2 $140 $120 $200 $100 $80 $150 $60 $128.5 ' $40 $100 $20 $- — $50 In Millions From Employer ■From Members $ In Millions Membership Table of Contents INTRODUCTORY SECTION Letterof Transmittal................................................................................................................................................................i Certificateof Achievement....................................................................................................................................................v Awardfor Administration...................................................................................................................................................vi Boardof Trustees..................................................................................................................................................................vii AdministrativeOrganization...........................................................................................................................................viii Professional Service Providers.......................................................................................................................................viii City Plan: Summary of Key Provisions...........................................................................................................................ix Staff Plan: Summary of Key Provisions .......................................................................................................................xiii FINANCIAL SECTION IndependentAuditor's Report........................................................................................................................................... 1 Management's Discussion and Analysis (Unaudited)..............................................................................................4 Combined Statements of Fiduciary Net Position........................................................................................................9 Combined Statements of Changes in Fiduciary Net Position..............................................................................10 Notes to Combined Financial Statements....................................................................................................................11 REQUIRED SUPPLEMENTARY INFORMATION...........................................................................39 Schedule of Changes in Net Pension Liability- City(Unaudited).....................................................................40 Schedule of Changes in Net Pension Liability- Staff(Unaudited)....................................................................42 Schedule of Net Pension Liability (Unaudited).........................................................................................................44 Schedule of Actuarially Determined Employer Contributions (Unaudited).................................................45 Schedule of Combined Money-Weighted Investment Returns (Unaudited).................................................46 Notes to Required Supplementary Information.......................................................................................................47 OTHER SUPPLEMENTARY INFORMATION..................................................................................49 Schedule of Administrative Expenses...........................................................................................................................50 Schedule of Investment Management Fees.................................................................................................................51 Schedule of Professional Services...................................................................................................................................53 INVESTMENT SECTION Market Overview of Fiscal Year.......................................................................................................................................55 InvestmentSummary...........................................................................................................................................................57 Schedule of Asset Allocations and Returns.................................................................................................................58 InvestmentManagers..........................................................................................................................................................59 Investment Policies Statement Summary....................................................................................................................60 Schedule of Top Ten Investments...................................................................................................................................63 Schedule of Investment Management,Performance,and Brokers'Fees by Asset Class..........................64 Scheduleof Brokers'Fees..................................................................................................................................................65 ACTUARIAL SECTION Actuary's Certification Letter ..........................................................................................................................................67 ExecutiveSummary..............................................................................................................................................................72 Actuarial Assumptions and Methods: City Plan........................................................................................................73 Actuarial Assumptions and Methods: Staff Plan.......................................................................................................79 Scheduleof Funding Progress..........................................................................................................................................84 Development of Actuarial Value of Assets: City Plan..............................................................................................85 Development of Actuarial Value of Assets: Staff Plan.............................................................................................86 ActuarialGain or Loss..........................................................................................................................................................87 Analysis of Normal Cost by Component.......................................................................................................................88 Retirees, Beneficiaries, and Disabled Participants Added to and Removed from Rolls...........................89 SolvencyTest...........................................................................................................................................................................90 Distribution of Active Members by Age and Years of Service - City Plan......................................................91 Historical Active Participant Data..................................................................................................................................92 STATISTICAL SECTION Statistical Information Overview....................................................................................................................................94 Schedule of Changes in Plan Net Position: City Plan...............................................................................................95 Schedule of Changes in Plan Net Position: Staff Plan..............................................................................................96 Schedule of Revenue by Source.......................................................................................................................................97 MembershipPopulation.....................................................................................................................................................98 Distribution of Active Participants by Age..................................................................................................................99 Distribution of Active Participants by Service...........................................................................................................99 Distribution of Retired Members by Type of Benefits........................................................................................100 Schedule of Average Benefit Payments by Years of Service and Final Average Salary: City...............101 Schedule of Average Benefit Payments by Years of Service and Final Average Salary: Staff.............103 Scheduleof Benefits by Type.........................................................................................................................................104 Schedule of Average Benefit Payment Amounts....................................................................................................105 Independent Auditor's Report On Internal Control Over Financial Reporting and on Compliance and Other Matters Based on Audit of Financial Statements Performed in Accordance with Governmental Auditing Standards..............................................................................................................106 INTRODUCTORY SECTION �M do it k a "Our paths are not mapped; they're made. " Author Priya Andis FUND_At' FORT WORTH EMPLOYEES' RETIREMENT Letter of Transmittal March 7,2022 Board of Trustees Fort Worth Employees'Retirement Fund 3801 Hulen Street,Suite 101 Fort Worth,Texas 76107 Dear Board Members and Plan Participants: It is my pleasure to submit to you the Annual Comprehensive Financial Report (Annual Report) of the Fort Worth Employees' Retirement Fund(the Fund) for the fiscal years ended September 30,2021 and 2020.Our mission is to provide retirement benefits and exceptional services while sustaining our members' trust. Responsibility for both the accuracy of the data and the completeness and fairness of its presentation rests with me and the staff of the Fund.To the best of my knowledge and belief,the enclosed data is accurate in all material respects and is reported in a manner designed to present fairly the financial position and results of operations of the Fund.I trust that you and the members of the Fund will find the Annual Report helpful in understanding your retirement plan. Accounting and Internal Controls The financial statements have been prepared in accordance with Generally Accepted Accounting Principles (GAAP) as prescribed by the Governmental Accounting Standards Board (GASB) rules. The accompanying financial statements are prepared using the accrual basis of accounting.Member and employer contributions are recognized when due,pursuant to formal commitments as well as statutory or contractual requirements. Expenses are recorded when the corresponding liabilities are incurred,regardless of when payment is made. The Fund's independent auditors have audited the financial statements and issued unmodified opinions as of and for the years ended September 30,2021 and 2020.The purpose of the audit is to give reasonable assurance to users of those financial statements, the Board, and participants of the Fund, that the financial statements present fairly,in all material respects,information regarding the Fund's Fiduciary Net Position in conformity with GAAP. A significant responsibility of the staff is to ensure that the Fund has in place an adequate system of internal control.A system of internal control is defined as systematic measures instituted by an organization to achieve the following objectives: 1. Conduct its business in an efficient manner; 2. Safeguard its assets and resources; 3. Deter and detect errors,fraud,and theft; 4. Ensure accuracy and completeness of its accounting data; S. Produce reliable and timely financial and management information;and 6. Promote adherence to management's policies and procedures. i These controls include design of business systems, appropriate segregation of duties and responsibilities, sound practices,and capable personnel.There are limits to internal control,such as the cost to mitigate some risks may outweigh the risk itself,internal controls may be overridden, or collusion may foil control design.I believe the Fund's internal controls are adequate and are working as designed. Financial Information An overview of the fiscal operations of the Fund is presented in the Management's Discussion and Analysis (MD&A) preceding the financial statements in the Financial Section. It provides a narrative introduction, overview,and analysis of the basic financial statements.The MD&A compliments this letter of transmittal and should be read in conjunction with it. Fund Overview The Fund is a multiple employer agent defined benefit pension plan.The Fund covers employees of the City of Fort Worth (City Plan) and the employees of the Fund (Staff Plan). The City Plan was established by City Ordinance in 1945 and the Staff Plan was established through Administrative Rules in 2007.The Fund provides retirement,disability,and death benefits to its members.All employees of the City of Fort Worth and the Fund are members except elected officers and non-salaried appointed members of administrative boards and commissions, part-time, temporary and contract employees, and employees paid in part by another governmental agency.The two plans are comingled for investment purposes and are both administered by the 13-member Retirement Fund Board of Trustees.Each plan has a separate actuarial valuation completed each year and its own funded status based on current and projected assets and liabilities. The Retirement Fund Board of Trustees (the Board) is comprised of four active members of the Fund,three retired members of the Fund,and six Trustees appointed by the City Council of Fort Worth,Texas.All Board members serve a two-year term commencing on September 1st;there are no term limits.The Board selects a chairperson and a vice-chairperson annually,in September. Investments The Fund's primary investment objective is to establish a stable,diversified investment portfolio that in the long- term,will meet or exceed the Board approved assumed actuarial rate of return in order to maintain or improve the funded status of the Fund and provide sufficient liquidity to timely pay benefits. The Trustees adopted the following key investment objectives. • The Board's investment objective is to achieve an average long-term total rate of return which satisfies the actuarial assumed rate of return. The target actuarial rate of return is set at 7.00%including an assumed inflation rate of 2.50%and a target actuarial real rate of return of 4.50%. • The Fund shall prudently manage overall risk through diversification,by establishing and updating a strategic asset allocation using an asset allocation model that balances return expectations and risk exposures related to institutionally investible geographies,asset classes,and investment strategies. • The Fund shall periodically rebalance the total assets to manage active risk relative to the strategic asset allocation and various benchmarks,as well as liquidity.Rebalancing activities shall consider both the impact on the Fund and transaction cost of the activity. • The investment activities of the Fund shall be executed in a cost-effective manner. The Fund ended the fiscal year with a $2.8 billion fund balance and an annualized net return of 22.44%. Additionally,the Fund outperformed the actuarial assumed rate of 7.0%. For the three-year,five-year,and ten- year periods the Fund has returned 9.77%,9.58%,8.65 annualized,respectively. ii Actuarial Funding Status Pursuant to the provisions of the Fund, the Board engages an independent actuarial firm to perform annual actuarial valuations. The Fund's funding objective is to ensure contributions, when combined with present assets and future investment returns,will be sufficient to meet the financial obligations to present and future retirees and beneficiaries. Annual actuarial valuations measure the progress toward these goals, as well as the adequacy of the contribution rate.The Fund's actuary assumes that the Fund's investments will return 7.0%over the long-term. The differences between the assumed and the actual investment return are phased in (smoothed) over five years yielding an actuarial value of assets. The Actuarial Value of Assets (AVA),Actuarial Accrued Liability(AAL),and the Funded Ratio of the City and Staff Plans,based on the actuarial valuation,as of December 31,2020,are as follows: AVA,AAL and Funded Ratio - December 31, 2020 Funded Plan Assets (AVA) Liabilities (AAL) (Ratio) City $ 2,522,727,631 $ 4,745,801,026 53.2% Staff $ 6,592,997 $ 9,327,374 70.7% A schedule of funding progress is included in the actuarial section.The funded status of the Fund is reviewed annually. Experience studies are conducted every three to five years with the most recent being completed December 31,2018. The Fund will complete another experience study within the five-year window. Major Initiatives 2021 was a year of change and significant progress for the Fund.In October, the Fund hired a new Chief Investment Officer(CIO).Following the appointment of the CIO,the Fund issued a Request for Proposals(RFP) from consulting firms.In August,the Fund hired two firms to provide this service,Verus and Aksia. After the new consultants were successfully onboarded, the Fund followed best practices by conducting an asset liability study.The information from this study will help the staff and Board better understand the unique aspects of the plan as they review our asset allocation.During 2022,the Board will set a new asset allocation, and staff will rebalance existing accounts and make new investments to achieve the new allocation. Another major initiative for the Fund is the transition to a new Pension Administration System(PAS).The new system, Neospin,will allow Fund staff to handle many of our administrative processes in-house and further enable staff to access key information in a more timely manner.The system also has an enhanced web portal to serve our members better. The new PAS is well into the pilot stage, and implementation is scheduled for December 2022. Certificate of Achievement The Government Finance Officers Association(GFOA)of the United States and Canada awarded a Certificate of Achievement for Excellence in Financial Reporting to the Fund for its Annual Report for the fiscal year ended September 30,2020.This was the eleventh year that the Fund has earned this prestigious award.In order to be awarded a Certificate of Achievement, a government must publish an easily readable and efficiently iii organized Annual Report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only.We believe that our current Annual Report continues to meet the Certificate of Achievement Program's requirements,and we are submitting it to the GFOA to determine its eligibility for another certificate. Public Pension Standards Award For 2021, the Fund earned the Public Pension Coordinating Council Recognition Award for Funding and Administration.This is the seventh year that the Fund has received this award.This award is in recognition of meeting professional standards for plan administration as set forth by the Council.The standards serve as a benchmark by which to measure public defined benefit plans. Acknowledgments The preparation of the Annual Report in a timely manner is made possible by the dedicated teamwork of the Fund's staff, under the leadership, dedication,and support of the Board. I am sincerely grateful to the Board and staff,as well as to all our professional service providers,who perform so diligently to ensure the successful operation and financial soundness of the Fund. Respectfully submitted, Benita Falls Harper,Executive Director iv Certificate of Achievement 2012 2017 i. r. V � i GOVERNMENT FINANCE OFFICERS ASSOCIATION 2013 2018 k Certificate of Achievement , for Excellence � - in Financial Reporting 4 2014 2019 - Presented to Fort Worth 2013 Employees' Retirement Fund 2020 Texas ; 2016 a The Government Finance Officers Association(GFOA) of the United States and Canada awarded a Certificate of Achievement for Excellence in Financial Reporting to the Fort Worth Employees' Retirement Fund for its Annual Report for the fiscal year ended September 30,2020. v Award for Administration P C Public Pension Coordinating Council Public Pension Standards Award For Funding and Administration 2021 Presented to Fort Worth Employees- Retirement Fund In recognition of meeting professional standards for plan funding and administration as set forth in the Public Pension Standards. Presented by the Public Pension Coordinating Council,a confederation of National Association of State Retirement Administrators (NASRA) National Conference on Public Employee Retirement Systems (NCPERS) National Council on Teacher Retirement(NCTR) d'&'4 W-Ova Alan H.Winkle Program Administrator Vi Board of Trustees As of September 30,2021 Todd Cox, Kevin Foster, Board Chair Board Vice-Chair Active Employee Retired Employee Fire Department Police Department Elected to Place 2 Elected to Place 6 Lloyd Cook Loraine Coleman Andrea Wright Liz Active Employee Active Employee Active Employee Police Department General Employees General Employees Elected to Place 1 `-' Group C Group D Elected to Place 3 Elected to Place 4 t Tom Lewis Marsha Anderson Jesus Payan Retired Employee Retired Employee Appointed Trustee Fire Department 41, General Employees Place 8 Elected to Place 5 Elected to Place 7 t0% I VACANT Steve Litke Bryan Barrett Appointed Trustee Appointed Trustee Appointed Trustee Place 9 Place 10 Place 11 F' Jim Lacamp Reginald Zeno Appointed Trustee CFO, Place 12 City of Fort Worth Standing Seat Place 13 vii Administrative Organization Benita Falls Harper Derrick Dagnan Robert Hulme Eleza Abdul Executive Director Chief Investment Officer Director of Operations Acting Benefits Manager Mary Chang Christina Wu Karen Epp Carla Perez General Counsel Investment Officer Accounting Manager Member Services Specialist Annette Connor Branden George Christian Wetshi Mary Braddock Executive/Legal Investment Analyst Senior Accountant Member Services Specialist Assistant Charles Henry Brad Duckworth IT Systems Administrator Member Services Specialist Vacant Victoria Valles-Miller Communications Spclst. Member Services Assistant Rebecca Earley Joanna White Operations Assistant Member Services Assistant Desiree Trevino Mary Beth Lane Administrative Assistant Pension Administration System Analyst Professional Service Providers Actuary Custodian Investment Consultants Gabriel,Roeder,Smith&Company Northern Trust Aksia,LLC Verus Advisory,Inc. Auditors Legal Counsel Eide Bailly,LLP DLA Piper,LLP Jackson Walker,LLP Ice Miller,LLP A complete list of Investment Management Fees can be found on page 51, Investment Managers on page 59, Investment Management, Performance, and Brokers' Fees by Asset Class on page 64, and the Schedule of Brokers'Fees on page 65. viii City Plan: Summary of Key Provisions Membership An employee becomes a member upon regular employment with the City and contributes to the Fund. Definitions Key Terms: • Final Average Compensation (FAC): average annual earnings over the member's highest three or five calendar years of service. • Credited Service: length of time employed by the City of Fort Worth and making contributions to the Fund or purchased service. • Group I-General employees hired prior to July 1,2011. • Group II-General employees hired on or after July 1,2011. • Group III-Police Officers hired prior to January 1,2013. • Group IV-Police Officers hired on or after January 1,2013. • Group V-Firefighters hired prior to January 10,2015. • Group VI-Firefighters hired on or after January 10,2015. Contributions Employer(Ci!y • Contributes 24.24% for Group I General employees and Group V Firefighters on regular retirement eligible earnings,overtime,vacation sellback,and wellness. • Contributes 24.24%for Group II General employees and Group VI Firefighters on regular retirement eligible earnings only. • Contributes 24.96% for Group III Police Officers on regular retirement eligible earnings,overtime,vacation sellback,and wellness. • Contributes 24.96% for Group IV Police Officers on regular retirement eligible earnings only. Member(Regular City Employee . On or after July 19,2019: • A Group I General employee contributes 9.35% on regular retirement eligible earnings,vacation sellback, overtime, and wellness. In addition, for the length of time the employee has service prior to October 1, 2013, they contribute an additional 0.7%on the same earnings. • A Group II General employee contributes 9.35% on regular retirement eligible earnings and overtime. • A Group III Police Officer contributes 10.53% on regular retirement eligible earnings,vacation sellback,overtime,and wellness. • A Group IV Police Officer contributes 10.53% on regular retirement eligible earnings and overtime. • A Group V Firefighter contributes 10.05%on regular retirement eligible earnings, built-in overtime,regular overtime,vacation sellback,and wellness. • A Group VI Firefighter contributes 10.05%on regular retirement eligible earnings, built-in overtime and regular overtime. ix On or after January 1,2020: • A Group I General employee contributes 9.35% on regular retirement eligible earnings,vacation sellback, overtime, and wellness. In addition,for the length of time the employee has service prior to October 1, 2013, they contribute an additional 0.7%on the same earnings. • A Group II General employee contributes 9.35% on regular retirement eligible earnings and overtime. • A Group III Police Officer contributes 12.53% on regular retirement eligible earnings,vacation sellback,overtime,and wellness. • A Group IV Police Officer contributes 12.53% on regular retirement eligible earnings and overtime. • A Group V Firefighter contributes 12.05%on regular retirement eligible earnings, built-in overtime,regular overtime,vacation sellback,and wellness. • A Group VI Firefighter contributes 12.05%on regular retirement eligible earnings, built-in overtime and regular overtime. On or after January 1,2021: • A Group I General employee contributes 9.35% on regular retirement eligible earnings,vacation sellback, overtime, and wellness. In addition, for the length of time the employee has service prior to October 1, 2013, they contribute an additional 0.7%on the same earnings. • A Group II General employee contributes 9.35% on regular retirement eligible earnings and overtime. • A Group III Police Officer contributes 13.13% on regular retirement eligible earnings,vacation sellback,overtime,and wellness. • A Group IV Police Officer contributes 13.13% on regular retirement eligible earnings and overtime. • A Group V Firefighter contributes 12.05%on regular retirement eligible earnings, built-in overtime,regular overtime,vacation sellback,and wellness. • A Group VI Firefighter contributes 12.05%on regular retirement eligible earnings, built-in overtime and regular overtime Vesting Vesting occurs following five years of credited service. Retirement Eli b ility: Pension • Normal Retirement - A member's age and years of service equal 80 points. For Group II members,the minimum retirement age is 55. • Attainment of age 65 with five or more years of service. • Early Retirement- Groups I, III, IV, V, and VI may elect an early retirement and receive a reduced pension at age 50 with five or more years of service.For Group II members,the minimum retirement age is 55 for early retirement. • Special Retirement- Groups III and IV members may retire after completing 25 years of service regardless of age or points. X Benefit Calculation: • Groups I and III-Benefits are calculated using a multiplier of 3%of the high three FAC earnings multiplied by total credited years of service prior to October 1,2013. From October 1,2013 forward,benefits are calculated using a multiplier of 2.5% of the high five FAC multiplied by total credited years of service on or after October 1,2013. • Group V- Benefits are calculated using a multiplier of 3% of the high three FAC earnings multiplied by total credited years of service prior to January 10, 2015. From January 10,2015 forward,benefits are calculated using a multiplier of 2.5% of the high five FAC multiplied by total credited years of service on or after January 10,2015. • Groups II,IV,and VI-Benefits are calculated using a multiplier of 2.5%of the high five FAC multiplied by total credited years of service. • For members in Groups I, III,and V that were not hired or vested by October 23, 2007,the high three FAC is capped by using their fourth highest year and limiting each higher year to 12%above the preceding amount. Payment Options: • Under normal or special retirement,a member may elect to receive between 5% and 25% of the actuarial value of their retirement benefit in a lump sum and receive a reduced monthly pension benefit. Deferred A member who has attained the normal retirement date may elect to remain in active Retirement service with the City and defer retirement by participating in the Deferred Retirement Option Program(DROP). • DROP allows a member to accrue a monthly amount in their DROP account equal to what they would have received if they had retired(Retirement Pension). • The member will receive the balance of that account at actual separation from active City employment. • If a member remains in DROP for more than 72 months, there will no longer be accruals made to their DROP account. Disability When a member is injured on or off the job, they have the option to apply for the Retirement disability benefit. Disability benefits are subject to Board approval.For Disability,the Pension multiplier used for Groups I and III on credited service prior to October 1, 2013 and Group V on credited service prior to January 10, 2015 is 2.75%, and on or after the respective dates the multiplier on credited service is 2.25%.For Groups II, IV,and VI, the multiplier is 2.25%on credited service. If the disability was in the line of duty,the years of service are projected to normal or special retirement. Early A vested member may elect to retire early after meeting the age requirements (see Retirement Eligibility). The multiplier for Groups I and III prior to October 1, 2013 and Group V Pension prior to January 15, 2015 is 2.75%. On or after the respective dates the multiplier is 2.25%.For Groups II, IV,and VI,the multiplier is 2.25%.There is a penalty of 5%per year for electing this option prior to normal retirement eligibility. xi Vested A member with at least five years of credited service (vested) who separates from Termination service may choose to leave their contributions with the Fund and receive a vested Pension termination pension benefit at a later date. Members who take a vested termination pension are not eligible to take an actuarial equivalent lump sum. Death Benefits Death Before Retirement: • If a member dies in the line of duty, the surviving spouse will receive a monthly pension of 75% of the member's accrued pension benefit projected to normal retirement. • If the death is not in the line of duty, but occurs after a member is vested, the surviving spouse will receive a monthly pension of 75%of the member's accrued unreduced pension based on actual years of credited service. • If the death is not in the line of duty and occurs before the member is vested,the surviving spouse or designated beneficiary will receive a refund of the member's contributions plus interest. Death After Retirement: • If a Group I, III, or V member dies after retiring, provided that member and the surviving spouse have been married for at least one year prior to member's retirement date, the surviving spouse will receive 75% of the member's current pension. • A Group II,IV,or VI member does not have any automatic survivor benefits.They may elect to take an actuarially reduced pension at retirement to provide survivor benefits to a designated beneficiary. • All members may elect to take an actuarially reduced pension to provide survivor benefits to a designated beneficiary, if they are unmarried at the time of retirement. Cost of Living Unon Retirement: Adjustments Groups I and III for service prior to October 1, 2013 and Group V for service prior to (COLA) January 10, 2015,who retire or enter DROP by January 1, 2021,by election have one of the following two options: • Simple 2% COLA-An annual 2% fixed increase is awarded January 1st of every year.The 2%is calculated on the original base pension and will not change. • Ad-Hoc COLA-The annual increase is awarded on January 1st and may vary each year from 0%to 4%.The COLA amount is based on the funding status of the plan and is compounded. Groups I and III for service on or after October 1,2013 through July 19,2019 and Group V on or after January 10,2015 through July 19,2019have the Simple 2%COLA,if they retire or enter DROP by January 1,2021. Groups I,III and V for all service prior to July 19,2019,who are not retired or enrolled in DROP on or before January 1, 2021 have a Variable COLA or 13th check subject to actuarial conditions and approval of the Fund Board of Trustees and City Council.There is no COLA for service after July 19,2019. Groups II,IV,and VI are not eligible for any COLA. xii Staff Plan: Summary of Key Provisions Membership An employee becomes a member upon regular employment with the Fort Worth Employees'Retirement Fund(the Fund)and contributes to the Fund. Definitions Key Terms: • Final Average Salary: average annual salary over the member's highest three calendar years of service. • Credited Service: length of time employed by the Fund and making contributions to the Fund or purchased service. Contributions Employer and Member: • The Fund contributes the actuarially determined amount each year. • Members shall contribute 10.50%of their annual salary each year. Vesting Vesting occurs following five years of credited service. Retirement Eligibility: Pension • Normal Retirement_A member's age and years of service equal 80 points. • Attainment of age 65 with five or more years of service. • Early Retirement-Attainment of age 50 with five or more years of service may elect an early retirement and receive a reduced pension. Benefit Calculation: Benefits are calculated using a multiplier of 3%of the three-year highest average salary multiplied by total credited years of service. Payment Options: Under normal retirement, a member may elect to receive between 5% and 25% of the actuarial value of their retirement benefit in a lump sum and receive a reduced monthly pension benefit. Deferred A member who has attained the normal retirement date may elect to remain in active Retirement service with the Fund and defer retirement by participating in DROP. • DROP allows a member to accrue a monthly amount in their DROP account equal to what they would have received if they had retired. • The member will receive the balance of that account at actual separation from service date. • If a member remains in DROP for more than 60 months, there will no longer be accruals made to their DROP account. Disability When a member is injured on or off the job,they have the option to apply for the disability Retirement benefit Disability benefits are subject to Board approval and use a 2.75% multiplier in Pension the benefit calculation. xiii Early Retirement A vested member may elect to retire early after meeting the age requirements. Early Pension retirement benefits are subject to Board approval.The multiplier is 2.75%and there is a penalty of 5%per year for electing this option prior to normal retirement eligibility. Vested A member with at least five years of credited service(vested)who separates from service Termination may choose to leave their contributions with the Fund and receive a vested termination Pension pension benefit at a later date.Members who take a vested termination pension are not eligible to take an actuarial equivalent lump sum. Death Benefits Death Before Retirement: • If a member dies in the line of duty, the surviving spouse will receive a monthly pension of 75% of the member's accrued pension benefit projected to normal retirement. • If the death is not in the line of duty,but occurs after a member is vested,the surviving spouse will receive a monthly pension of 75% of the member's accrued unreduced pension based on actual years of credited service. • If the death is not in the line of duty and occurs before the member is vested, the surviving spouse or designated beneficiary will receive a refund of the member's contributions plus interest. Death After Retirement: • If a member, who retired on or before September 30, 2019, dies after retiring, provided that member and the surviving spouse have been married for at least one year prior to member's retirement date,the surviving spouse will receive 75%of the member's current pension. • If a member,who retired on or after October 1,2019,dies after retiring,provided that member and the surviving spouse have been married for at least one year prior to member's retirement date, the surviving spouse will receive 50% of the member's current pension. • A member who retires after October 1,2019 may elect to take an actuarially reduced pension at retirement to increase the surviving spouse benefit. Cost of Living Unon Retirement: Adjustments As of October 1, 2019, all active employees and new hires will receive the 1% COLA (COLA) beginning at age 60.Members who retired prior to October 1,2019 receive the 2%COLA unless they were terminated prior to February 24, 2016. Terminated Vested members prior to February 24,2016 will receive the Ad-Hoc COLA. • Simple 2%COLA-An annual 2%fixed increase is awarded January 1st of every year. The 2%is calculated on the original base pension and will not change. • Simple 1%COLA-An annual 1%fixed increase is awarded January 1st of every year after the retired member reaches age 60. The 1%is calculated on the original base pension and will not change. • Ad-Hoc COLA - The annual increase is awarded on January 1st and may vary each year from 0%to 4%.The COLA amount is based on the funding status of the plan and is compounded. xiv � Qayly' 4- � .?= _ •1'�� + ��_ !l�,S .+ter: `T �`,411 - art ek lop I i / "Put in your best efforts—persevere and you will blaze your trail sA -Motivational / / / M ►rfield ails Park r'. 'r EideBadly CPAs&BUSINESS ADVISORS Independent Auditor's Report To the Board of Trustees of the Employees' Retirement Fund of the City of Fort Worth,Texas Report on the Financial Statements We have audited the accompanying combined financial statement of the Employees' Retirement Fund of the City of Fort Worth,Texas (the Fund),which comprise the combined statements of fiduciary net position as of September 30, 2021 and 2020, and the related combined statements of changes in fiduciary net position, for the years then ended,and the related notes to the combined financial statements. Report on the Financial Statements We have audited the accompanying combined financial statements of the Employees' Retirement Fund of the City of Fort Worth,Texas(the Fund),which comprise the combined statements of fiduciary net position as of September 30, 2021 and 2020, and the related combined statements of changes in fiduciary net position, for the years then ended,and the related notes to the financial statements. Management's Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement,whether due to fraud or error. Auditor's Responsibility Our responsibility is to express an opinion on these combined financial statements based on our audits. We conducted our audits in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the combined financial statements are free of material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements.The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements,whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion.An audit also 1 includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the combined financial statements.We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Opinions In our opinion,the financial statements referred to above present fairly, in all material respects,the respective combined fiduciary net position of the Employees'Retirement Fund of the City of Fort Worth,Texas,as of September 30,2021 and 2020,and the respective combined changes in fiduciary net position for the years then ended in accordance with accounting principles generally accepted in the United States of America. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management's discussion and analysis,schedule of changes in net pension liability(City and Staff), schedule of net pension liability, schedule of actuarially determined employer contributions,and schedule of combined money-weighted investment returns (collectively the required supplementary information)on pages 3-7 and 39-47 be presented to supplement the basic financial statements. Such information,although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board,who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America,which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audit was conducted for the purpose of forming a opinions on the combined financial statements that collectively comprise the Fund's basic financial statements as a whole. The introductory, investment, actuarial and statistical sections are presented for purposes of additional analysis and are not a required part of the combined financial statements. The additional supplementary information accompanying financial information listed as other supplementary information in the table of contents are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements.Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion,the accompanying financial information listed as supplemental schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. The introductory, investment,actuarial and statistical sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements and,accordingly,we do not express an opinion or provide any assurance on them. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards,we have also issued our report dated December 16, 2021, on our consideration of the Fund's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely 2 to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing,and not to provide an opinion on the effectiveness of the Fund's internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering Fund's internal control over financial reporting and compliance. Z� December 16,2021 Boise,Idaho 3 Management's Discussion and Analysis (Unaudited) The Board of Trustees (the Board) of the Employees' Retirement Fund of the City of Fort Worth, Texas (the Fund)is pleased to provide this overview and analysis of the financial performance and activities of the Fund for the fiscal years ended September 30, 2021 and 2020.We encourage readers to consider the information presented here in conjunction with the financial statements that follow. Overview of Financial Statements The Management's Discussion and Analysis is intended to serve as an introduction to the Fund's basic financial statements. The Fund's financial statements are composed of financial statements and notes to the financial statements. This report also contains required supplementary information in addition to the basic financial statements. Financial Statements There are two basic financial statements presented within this annual report. The Combined Statements of Fiduciary Net Position as of September 30,2021 and 2020 give a snapshot of the financial position of the Fund at a particular point in time.The Combined Statements of Changes in Fiduciary Net Position for the fiscal years ended September 30, 2021 and 2020 provide a view of the fiscal years'additions to and deductions from net position. Notes to Financial Statements The notes are an integral part of the basic financial statements and provide additional background information that is essential to gain a complete understanding of the data provided within the Fund's financial statements. Required Supplementary Information The required supplementary information consists of the Schedule of Changes in Net Pension Liability - City Plan, Schedule of Changes in Net Pension Liability - Staff Plan, the Schedule of Net Pension Liability, the Schedule of Actuarially Determined Employer Contributions and Combined Schedule of Money-Weighted Investment Returns and Notes to Required Supplementary Information. Other Supplementary Information The other supplementary information consists of the Schedule of Administrative Expenses, the Schedule of Investment Management Fees,and the Schedule of Professional Services. Financial Highlights The Fund's net position increased by$464,294,918 in fiscal year 2021 compared to an increase of$55,843,984 in 2020 and a decrease of($11,183,519)in 2019.The Fund's increased net position is a result of contributions and investment income exceeding benefit payments and refunds paid out by the Fund. In 2021, investment income and contributions exceeded benefit payments and refunds by $470,415,743 compared to a 2020 difference of$61,178,068,and a 2019 difference of($5,421,680).During fiscal year 2021,investment income totaled$525,425,305,compared to$110,848,700 in 2020 and$67,899,773 in 2019.The following table shows a summary of the Fund's net position. 4 Combined Fiduciary Net Position September 30,2021,2020,and 2019 2021 2020 2019 Assets Cash $ 107,585 $ 159,222 $ 129,406 Receivables from Securities Sold 155,072,129 190,963,266 210,963,804 Other Receivables and Prepaid Experts 15,800,600 13,118,129 11,882,728 Investments 3,015,428,655 2,506,931,126 2,503,809,531 Capital Assets,Net 4,524,627 2,870,137 2,987,135 Total Assets 3,190,933,596 2,714,041,880 2,729,772,604 Liabilities Payables for Securities Purchased 177,845,110 239,986,072 281,455,382 Obligations Under Securities Lending 174,422,862 99,508,929 129,464,532 Other Liabilities 207,011 383,184 532,979 Total Liabilities 352,474,983 339,878,185 411,452,893 Net Position Restricted for Pensions $ 2,838,458,613 $ 2,374,163,695 $ 2,318,319,711 Combined Changes in Fiduciary Net Position For Fiscal Years Ended September 30,2021,2020,and 2019 2021 2020 2019 Additions Contributions $ 189,153,625 $ 181,473,046 $ 154,113,159 Investment Income (Loss),Net 525,425,305 110,848,700 67,899,773 Total Additions 714,578,930 292,321,746 222,012,932 Deductions Benefit Payments 238,975,451 227,370,496 221,699,004 Refund of Contributions 5,187,736 3,773,182 5,735,608 Administrative Expenses 5,999,639 5,215,391 5,639,269 Depreciation 121,186 118,693 122,570 Total Deductions 250,284,012 236,477,762 233,196,451 Change in Net Position AL 464,294,918 b 55,843,984 r (11,183,519) Fiduciary Net Position,Beginning of S 2,374,163,695 2,318,319,711 2,329,503,230 Net Position Restricted for Pensions $ 2,838,458,613 $ 2,374,163,695 $ 2,318,319,711 Financial Analysis During fiscal year 2021,the Fund's investment portfolio returned 22.44%net of fees,compared to 4.86%for 2020 and 3.03%for 2019.The Fund posted an impressive fiscal year 2021 net return of 22.44%.This compares favorably versus the actuarial target return of 7.0%,the 4.86%net return in 2020 and the 3.03% net return in 2021.The impressive one-year return was driven by strong returns in all asset classes except fixed income.Over the long-term,the Fund posted a 3-year and 5-year net return of 9.8%and 9.6%, respectively. On a relative basis,the fiscal year 2021 total Fund net return exceeded the policy implementation index by 1.7% and outperformed the median large pension fund. For the fiscal year all asset classes except for public 5 equities outperformed the asset class benchmark.At this time, the Fund has outperformed the policy index modestly across all time periods. The strong one-year returns were driven by a rebound from the COVID-19 economic disruption and the unprecedented level of global fiscal and monetary stimulus deployed by large Central Banks.Over the last year, the Fund has benefitted from positioning and favorable performance of risky assets. Specifically, the fund benefitted from overweights in small cap equities and inflation sensitive real assets,both of which had posed a challenge in previous years. With respect to public equities,the largest asset in the asset allocation,the Fund posted a strong net return of 28.3%,which compares favorably versus 6.84% in 2020 and -1.44% in 2019. On a relative basis, the equity portfolio underperformed the MSCI All Country World Index by -1.1% for the fiscal year. The underperformance was primarily driven by an underweight to U.S.stocks. With respect to investment grade fixed income, the Fund posted a net return of -0.2%, which compares unfavorably versus 7.4% in 2020 and 9.2% in 2019. On a relative basis, the fixed income portfolio outperformed the Bloomberg U.S.Agg Index by 0.7%for the fiscal year.Interest rate positioning was the major driver of the weak absolute return and the strong relative performance was driven by credit exposure and security selection. With respect to alternative asset classes,the net returns were a significant positive and far outpaced the results of 2020 and 2019.The private equity portfolio posted a net return of 60.8%and outperformed the Russell 2000 +3% benchmark by 25.0%. The diversified opportunities portfolio returned 15.2% and outperformed the benchmark by 5.3%.The real assets portfolio posted a net return of 17.3%and outperformed the benchmark by 3.7%. These asset classes offer a differentiated source of risk and return compared to traditional equities and fixed income. The Fund's combined employer contributions were$128,543,995 in 2021 compared to$125,097,743 in 2020 and $113,351,227 in 2019. Employee contributions and purchased future service, net of refunded contributions were $55,421,894 compared to $52,601,821 in 2020 and $35,026,324 in 2019. Increased employer contributions were due to a 4.5% increase in the contribution rate starting January 1, 2019. The increased employee contributions for 2021 are due to an increase on January 1, 2021, to 9.35% for general employees, 12.05% for sworn fire fighters, and 13.13 for sworn police. In January 2020, both sworn fire fighters and sworn police had 2%increase in contributions. In 2019,an ordinance change increased general employees by 1.1%and sworn police and firefighters by 1.8%. Benefit payments increased by $11,604,955 in 2021 compared to an increase of$5,671,493 in 2020 and an increase of$9,156,188 in 2019.Benefits increased as a result of new retirees adding to the benefit payroll and from some retirees receiving the 2%Cost of Living Adjustment(COLA). 6 Funding Progress The actuarial reporting measurements as required by Governmental Accounting Standards Board(GASB) are the total pension liability, net pension liability, and fund fiduciary net position as a percentage of the total pension liability.The census data used is as of December 31,2020,and all other measurements are calculated as of the fiscal year end of the Fund:September 30,2021.For the City Plan these measurements are as follows Funding Progress Fiscal Years Ending September 30 in billions Total Net Position Pension Fund Fiduciary Net Pension as a Percent of Year Liability Net Position Liability Total Pension Liability 2021 $ 4.89 $ 2.83 $ 2.06 57.85% 2020 4.73 2.37 2.36 50.09% 2019 4.57 2.31 2.26 50.59% 2018 5.42 2.32 3.09 42.86% 2017 5A5 2.27 3.08 42.40% $6-00 $5-00 $4.00 Totalfty $3-00 = m $2-00 Fund Fiduciary Net Position $1-00 ?i 1' ?C13 ?C19 2020 2021 7 The Staff Plan will also continue to be measured using an annual valuation performed at calendar year end as well as evaluated with GASB required disclosures at statement of net position date. For the Staff Plan,these measurements are as follows: Funding Progress Fiscal Years Ending September 30 in millions Staff Plan o a Net Position Pension Fund Fiduciary Net Pension as a Percent of Year Liability Net Position Liability Total Pension Liability 2021 5 9.96 5 8.02 $ 1.95 80.47% 2020 9.06 6.00 3.06 66.24% 2019 8.04 5.46 2.58 67.88% 2018 6.65 5.17 1.48 77.73% 2017 5.70 4.53 1.17 77.71% $12.00 $10.00 $8.00 0 $6.00 RinMMW Fid �'sition $4.00 $2.00 $ 1;; -C19 2020 2021 Requests for information: This financial report is designed to provide a general overview of the Fund's finances. Questions concerning any of the information provided should be addressed to the Employees' Retirement Fund of the City of Fort Worth,3801 Hulen Street,Suite 101,Fort Worth,Texas 76107. 8 Combined Statements of Fiduciary Net Position September 30,2021 and 2020 Staff Plan Combinedjr City Plan Staff Plan Combined Totals Totals 2021 2021 2020 2020 Assets Investments in Trust,at Fair Value Government Obligations $ 98,539,648 $ 280,057 $ 98,819,705 $ 138,756,198 $ 353,046 $ 139,109,244 U.S.Treasuries 130,787,915 371,710 131,159,625 68,264,902 173,691 68,438,593 Short-term Marketable Securities 106,858,714 303,701 107,162,415 82,758,761 210,569 82,969,330 Corporate Obligations 182,209,369 517,853 182,727,222 215,703,146 548,828 216,251,974 Asset and Mortgage Backed Obligations 40,630,123 115,474 40,745,597 69,126,363 175,883 69,302,246 International Obligations 12,546,462 35,657 12,582,119 14,203,994 36,140 14,240,134 Corporate Stocks 441,576,973 1,254,997 442,831,970 334,788,063 851,823 335,639,886 Commingled Funds 1,198,556,774 3,406,393 1,201,963,167 955,062,686 2,430,029 957,492,715 Alternative Investments 621,248,336 1,765,637 623,013,973 522,648,267 1,329,808 523,978,075 Securities Lending Collateral 173,981,837 441,025 174,422,862 99,257,323 251,606 99,508,929 Total Investments 3,006,936,151 8,492,504 3,015,428,655 2,500,569,703 6,361,423 2,506,931,126 Receivables Employee Contributions 6,836,880 - 6,836,880 2,828,818 - 2,828,818 Employer Contributions 3,235,082 3,235,082 6,147,111 6,147,111 Other 1,133 - 1,133 1,028 - 1,028 Accrued Income 5,685,321 14,412 5,699,733 4,038,857 10,238 4,049,095 Due From Broker Securities Sold 154,680,032 392,097 155,072,129 190,480,419 482,847 190,963,266 Total Receivables 170,438,448 406,509 170,844,957 203,496,233 493,085 203,989,318 Prepaid Expenses 27,702 70 27,772 91,844 233 92,077 Cash 107,313 272 107,585 158,820 402 159,222 Capital Assets Building 3,499,775 8,872 3,508,647 3,501,152 8,875 3,510,027 Land 403,976 1,024 405,000 403,976 1,024 405,000 Furniture and Equipment 167,360 424 167,784 185,644 471 186,115 Software 1,734,156 4,395 1,738,551 137,717 349 138,066 Total Capital Assets 5,805,267 14,715 5,819,982 4,228,489 10,719 4,239,208 Accumulated Depreciation (1,292,080) (3,275) (1,295,355) (1,365,609) (3,462) (1,369,071) Capital Assets,Net 4,513,187 11,440 4,524,627 2,862,880 7,257 2,870,137 Total Assets 3,182,022,801 8,910,795 3,190,933,596 2,707,179,480 6,862,400 2,714,041,880 Liabilities Due to Broker Securities Purchased 177,395,432 449,678 177,845,110 239,379,272 606,800 239,986,072 Other 206,488 523 207,011 382,215 969 383,184 Obligations Under Securities Lending 173,981,837 441,025 174,422,862 99,257,323 251,606 99,508,929 Total Liabilities 351,583,757 891,226 352,474,983 339,018,810 859,375 339,878,185 Net Position Restricted for Pensions $ 2,830,439,044 $ 8,019,569 $ 2,838,458,613 $ 2,368,160,670 $ 6,003,025 $ 2,374,163,695 The Notes to Combined Financial Statements are an integral part of these statements. 9 Combined Statements of Changes in Fiduciary Net Position For Fiscal Years Ended September 30,2021 and 2020 Staff Plan Combined Totals Staff Plan Combined Totals 2021 2021 2020 2020 Investment Income Net Appreciation in Fair Value $ 488,027,622 $ 1,302,615 $ 489,330,237 $ 78,342,164 $ 198,536 $ 78,540,700 Interest and Dividend Income 25,565,989 69,429 25,635,418 26,879,108 66,470 26,945,578 Less:Investment Management Fees (6,165,860) (16,673) (6,182,533) (6,502,567) (15,949) (6,518,516) Other Income 16,344,742 44,531 16,389,273 11,404,923 27,999 11,432,922 Investment Income Before Securities 523,772,493 1,399,902 525,172,395 110,123,628 277,056 110,400,684 Securities Lending Activities Securities Lending Income 315,212 856 316,068 558,538 1,381 559,919 Securities Lending Expenses (62,987) (171) (63,158) (111,627) (276) (111,903) Net Securities Lending Income 252,225 685 252,910 446,911 1,105 448,016 Total Net Investment Income 524,024,718 1,400,587 525,425,305 110,570,539 278,161 110,848,700 Contributions Employee Contributions 60,281,553 328,077 60,609,630 56,250,684 124,619 56,375,303 Employer Contributions 128,046,174 497,821 128,543,995 124,743,976 353,767 125,097,743 Total Contributions 188,327,727 825,898 189,153,625 180,994,660 478,386 181,473,046 Total Additions 712,352,445 2,226,485 714,578,930 291,565,199 756,547 292,321,746 Benefit Payments Retirement 188,161,116 181,061 188,342,177 178,887,438 179,160 179,066,598 Disability 5,136,081 - 5,136,081 5,191,272 - 5,191,272 Surviving Spouse 20,499,937 20,499,937 19,111,261 19,111,261 Children 48,594 48,594 39,859 39,859 Actuarial Equivalent 575,710 575,710 724,957 724,957 DROP Payouts 24,372,952 24,372,952 23,236,549 23,236,549 Total Benefit Payments 238,794,390 181,061 238,975,451 227,191,336 179,160 227,370,496 Other Payments Refunds/Terminations 5,187,736 - 5,187,736 3,773,182 - 3,773,182 Depreciation 120,844 342 121,186 118,393 300 118,693 Administrative 5,971,101 28,538 5,999,639 5,184,903 30,488 5,215,391 Total Other Payments 11,279,681 28,880 11,308,561 9,076,478 30,788 9,107,266 Total Deductions 250,074,071 209,941 250,284,012 236,267,814 209,948 236,477,762 Increase in Net Position 462,278,374 2,016,544 464,294,918 55,297,385 546,599 55,843,984 Beginning 2,368,160,670 6,003,025 2,374,163,695 2,312,863,285 5,456,426 2,318,319,711 Net Position Restricted for Pensions,Ending $ 2,830,439,044 $ 8,019,569 $ 2,838,458,613 $ 2,368,160,670 $ 6,003,025 $ 2,374,163,695 The Notes to Combined Financial Statements are an integral part of these statements. 10 Notes to Combined Financial Statements Note 1. Plan Description The following description of the Employees' Retirement Fund of the City of Fort Worth, Texas (the Fund),is provided for general information purposes only.Participants(or members)should refer to the Plan Documents for more information. General The Fund is a multiple employer agent plan that covers employees of the City of Fort Worth(City Plan)and the employees of the Fort Worth Employees'Retirement Fund(Staff Plan).The Fund and City Plan were established by City Ordinance on September 12,1945.The Staff Plan was established through Administrative Rules in 2007 and both plans are governed by State statute (Vernon's Civil Statutes,Title 109,Article 6243i) effective June 15,2007.The City Plan is included in the Financial Statements of the City of Fort Worth. The Fund provides retirement,disability and death benefits to its members and beneficiaries.All employees of the City of Fort Worth and the Retirement Fund Staff are members except elected officers and non-salaried appointed members of administrative boards and commissions,part-time,temporary and contract employees, and employees paid in part by another governmental agency.The two plans are commingled for investment purposes and are both administered by the 13-member Retirement Fund Board of Trustees. Each plan has a separate actuarial valuation completed each year. The Retirement Fund Board of Trustees (the Board) is comprised of four active members of the Fund,three retired members of the Fund,and six trustees appointed by the Fort Worth City Council.All Board members serve a two-year term commencing on September 1st and annually select a chairperson and a vice-chairperson. The Staff Plan was designed as a carve-out plan,with benefits identical to those of the General City employees (City of Fort Worth employees who are not civil service,police or fire)in August 2007 and continues with those benefits. Contribution rates were identical until fiscal year 2011,at which time the City Plan employer rates increased by 4%.This rate increase was not applied to the Staff Plan.At the time the Staff Plan was established in August of 2007, there were three Fund employees who were vested in the City Plan.At retirement, those employees will receive part of their retirement from the City Plan and the rest from the Staff Plan. Since the creation of the Staff Plan,other vested members of the City Plan have been hired by the Fund.These employees also will receive part of their retirement from the respective Plan in which they earned credit.The remaining Fund employees will receive any retirement benefits due to them from the Staff Plan only.The first actuarial valuation for the Staff Plan was completed as of January 1,2008.Changes to the Staff Plan are determined by the Board. The City has received a favorable letter of determination from the Internal Revenue Service(IRS)that its Plan is qualified under Section 401(a)of the Internal Revenue Code.The authority to define or amend employer and employee contribution rates or benefits is given to the Fort Worth City Council(the City Council).The City Plan is considered part of the City's financial reporting entity and is included in the City's basic financial statements. The City s payroll for employees covered by the City Plan for the years ended September 30, 2021 and 2020 was approximately$523 and$510 million,respectively. Effective June 15, 2007, article 6243i of the Texas Revised Civil Statutes (Article 6243i) redefined the composition and structure of the Board, providing authority to the Board for benefit administration, asset investment and actuarial assumptions and authority to the Fund sponsor for benefit design and contribution 11 percentage. Article 6243i also permitted the Board to create administrative rules that govern the administration of benefits of the Fund. The Board may change the administrative operation of the Fund without the City's approval, while any increases to the benefit structure must be approved by the City,following an actuarial assessment.A reduction in benefits must be approved by the City,and the City must notify the Board 90 days in advance of such benefit reduction. As of September 30,2021 and 2020,the Fund's membership consisted of the following members: Combined Plan Membership Years ended September 30 2021 2020 2021 2020 Retirees currently receiving benefits 4,036 3,903 4 4 Beneficiaries currently receiving benefits 793 776 0 0 Terminated employees entitled to 401 398 6 6 Terminated employees entitled to a 888 769 1 1 Total Non-Active Members 6,118 5,846 11 11 Active Members Vested 4,456 4,272 10 8 Non-vested 2,059 2,437 8 9 Total Active Members 6,515 6,709 18 17 Total Plan Membership 12,633 12,555 29 28 Vesting Members vest in the Fund after five years of credited service. Vested members are eligible for normal retirement on the last day of the month in which the earlier of the following occurs: the member's age plus years of credited service equals 80 (Rule of 80),or the vested member reaches age 65.Members terminating employment prior to vesting are entitled to receive their contributions plus interest.Members who are vested have the option of receiving their contributions plus interest or leaving their contributions in the fund and receiving retirement benefits as described above. Pension Benefits In October of 2012 the City passed an ordinance change amending the benefits for new hire police civil service and split the benefits for existing police civil service and general employees, making changes similar to the November 2010 ordinance. Existing Police and General employees will have a different benefit calculation based on their hire date and dates of service. On September 16, 2014 and October 21, 2014, the City passed ordinance amendments making similar changes for new hire firefighters and existing firefighters,respectively, who previously had been unchanged. On December 11, 2018, the City passed an ordinance amending the benefits for all members. In February 2019 City employees voted in election to increase employee contributions. 12 The City Plan consists of six groups described generally as follows: • Group I -A General Employee hired prior to July 1,2011. • Group II-A General Employee hired on or after July 1,2011. • Group III -A Police Officer hired prior to January 1,2013. • Group IV-A Police Officer hired on or after January 1,2013. • Group V-A Firefighter hired prior to January 10,2015. • Group VI-A Firefighter hired on or after January 10, 2015. A member's normal retirement date is determined using the Rule of 80 or age 65 with at least 5 years of credited service.The City has adopted a 25-year-and-out program for police officers,which allows for full(unreduced) retirement after 25 years of service,regardless of age.Group II requires a minimum age of 55 at Rule of 80 to be eligible to retire. Each of the benefits are calculated by using an average annual compensation value multiplied by years of service and a multiplier percentage. The table below describes the variables for each group: Group Multiplier Multiplier Average Annual Average Annual Credited years Number for Service for Service Compensation for Compensation for of benefit prior to on or after service prior to service on or after service 10/01/2013 10/01/2013 10/01/2013 10/01/2013 Ah Group 3% 2.5% Average of Average of Actual years I highest 3 highest 5 and months of (overtime (overtime credited service included) excluded) Group 2.5% 2.5% Average of Average of Actual years II highest 5 highest 5 and months of (overtime, (overtime, credited service wellness,vacation wellness,vacation and sellback and sellback excluded) excluded) Group 3% 2.5% Average of highest Average of highest Actual years and III 3 (overtime 5 (overtime months of included) excluded) credited service Group 2.5% NA Average of highest Average of highest Actual years and IV 5 (overtime, 5 (overtime, months of wellness,vacation wellness,vacation credited service and sellback and sellback excluded) excluded) 13 Group Multiplier Multiplier Average Annual Average Annual Credited years Number for Service for Service Compensation for Compensation of benefit prior to on or after service prior to for service on or service 01/10/2015 01/10/2015 01/10/2015 after 01/10/2015 Group 3% 2.5% Average of highest Average of Actual years V 3 (overtime highest 5 and months of included) (overtime credited excluded) service Group NA 2.5% Average of highest Average of Actual years VI 5 (overtime, highest 5 and months of wellness,vacation (overtime, credited and sellback wellness, service excluded) vacation and sellback excluded) Cost of Living Adjustment(COLA) Members of Groups I,III and V,as defined in the City ordinance,receive COLAs based on their selection of either simple 2%COLA or the ad-hoc COLA for service prior to either October 1,2013 or January 10,2015,depending on the group, provided they are retired or enrolled in DROP on or before January 1, 2021. [For members of Groups I, III and V] Service on or after October 1, 2013 or January 10, 2015, through January 19, 2019, depending on the group, receives a simple 2% COLA, if retired or enrolled in DROP on or before January 1, 2021.Ad-hoc COLAs are compound and granted if the amortization period required to pay-off the unfunded liability is 28.0 years or less.If the amortization period falls between 24.1 -28.0 years to pay off the unfunded liability the member will receive a 2%COLA,if the amortization period falls between 18.1-24.0 years the COLA is 3%and an amortization period below 18 years pays a 4%COLA.Members who are eligible to receive a COLA, are granted that COLA on January 1 of that year.The member must be retired by September 30 of the preceding year(or in DROP)in order to be eligible.For members of Groups I,III and V who are not retired or enrolled in DROP on or before January 1,2021,there is a Variable COLA or 13th check that applies to service prior to July 19,2019 which is subject to actuarial conditions and approval by the Fund Board of Trustees and City Council. Groups II,IV and VI are not eligible for a COLA.There is no COLA for service after July 19,2019 for any Group. Deferred Retirement Option Program If a member continues to work after the normal retirement date,the member is required to make contributions to the Fund until the date of actual retirement.Members continue to accrue credited service until they retire unless they are enrolled in the Deferred Retirement Option Program(DROP).A member who has attained the normal or special retirement date may elect to remain in active service with the City and defer retirement by participating in the DROP.The DROP allows a member to accrue a monthly amount,into a notional account that does not earn interest, equal to what they would have received if they had retired. Retirement benefits are calculated at the DROP entry date and service and compensation beyond that date do not accrue to the benefit calculation but contributions on wages continue.The DROP account is payable when service ends and the only 14 changes to the benefit upon the DROP exit are credit for unused applicable leave and eligible COLA increases. DROP is limited to 72 months. In September 2007,the Board voted to allow members that have entered the DROP to leave a part or all of their DROP balance with the Fund.Members that elect this option are credited the same earnings as the Fund on a monthly basis and are subject to losses if the Plan incurs negative earnings on Fund assets. DROP balances for all active and inactive City Plan participants totaled$154.2 million for fiscal year end 2021 and$130.2 million for fiscal year end 2020. Cash Balance General City employees hired after July 1, 2011 will not have overtime in their high five salary calculation. Alternatively,their contributions from overtime are placed in a cash balance account and the City pays 100% matching dollars plus interest at retirement. However, as of October 1, 2013,the cash balance plan is closed and no new contributions will be added to existing account balances. Death and Disability Benefits Upon the death of a retired member in Group I, III or V,the surviving spouse shall receive a monthly pension equal to 75%of the amount being paid to the retired member.If a vested member dies before retirement,the surviving spouse shall receive a monthly pension equal to 75% of the member's accrued pension, subject to certain minimum benefits. Active employees who become totally disabled while in the line of duty receive annual disability benefits that are equal to normal retirement benefits that would have accrued had the member worked to their normal retirement date.Members who become totally disabled while not in the line of duty receive disability benefits that are equal to retirement benefits that have accumulated as of the time they become disabled, provided the member was vested. Non-vested members who become totally disabled while not in the line of duty receive a refund of contributions,plus interest. Groups II, IV,VI and unmarried members of any group have no joint survivorship benefit,they only have the designated beneficiary actuarially neutral option. Any member may elect to have a designated beneficiary survivor benefit at 25%, 50%, 75% or 100% by reducing their current benefit, making the cost to the plan actuarially neutral. Obligation to Contribute to the Fund Effective the first payroll of fiscal year 2011, the City contributed to the Fund an amount equal to 19.74% (20.46%for sworn police officers)of the salaries of members.Effective the first payroll of calendar year 2019, the City shall contribute to the Fund an amount equal to 24.24% (24.96% for sworn police officers) of the salaries of members. The City Council, through its budget appropriation, has the right to contribute an additional amount over and above the members'contributions. Prior to July 19,2019,employees of the City,as a condition of their employment,commencing on the effective date of their membership in the Fund, contributed 8.25% (8.73%for sworn police officers) of their salary to the Fund. Beginning July 19, 2019, as a condition of employment, commencing on the effective date of their membership in the Fund, employees of the City, shall contribute 9.35% for General Employees, 10.05% for sworn fire fighters and 10.53% for sworn police officers of their salary to the Fund. In addition, General employees with service prior to October 1, 2013 pay an additional 0.7% of their salary to the Fund for the length of that service until the date of their actual retirement or earlier termination of employment.Beginning with the first pay day after January 1, 2020, employees of the City, shall contribute 9.35% for General Employees,12.05%for sworn fire fighters and 12.53%for sworn police officers of their salary to the Fund.In addition,General employees with service prior to October 1,2013 pay an additional 0.7%of their salary to the Fund for the length of that service.Beginning with the first pay day after January 1,2021,employees of the City, 15 shall contribute 9.35% for General Employees, 12.05% for sworn fire fighters and 13.13% for sworn police officers of their salary to the Fund.In addition,General employees with service prior to October 1,2013 pay an additional 0.7% of their salary to the Fund for the length of that service. The employer and employee contribution rates are not used when the actuary determines the annual required contributions to the Fund. Note 2. Summary of Significant Accounting Policies The following are the significant accounting policies followed by the Fund: Basis of Accounting The Fund's financial statements are prepared using the accrual basis of accounting in accordance with the standards of the Governmental Accounting Standards Board for pension trust funds. Employer and employee contributions are recognized when due,pursuant to formal commitments as well as statutory or contractual requirements. Benefits and refunds of the plan are recognized when due and payable in accordance with the terms of the plan.Purchases and sales of investments are recorded on a trade-date basis. Cash and Cash Equivalents For cash deposits and cash equivalents,the custodial credit risk is the risk that in the event of a bank failure, the Fund's deposits may not be returned.The Fund's deposits are held by Northern Trust and Frost Bank.As of September 30,2021,and 2020,the Fund had bank balances of$107,585 and$159,222,respectively, that are in demand accounts subject to coverage by Federal Deposit Insurance Corporation (FDIC) but are not collateralized.The Fund does not have a deposit policy for custodial credit risk,however,management believes that the Fund's custodial credit risk exposure is mitigated by the financial strength of the banking institutions in which the deposits are held. Property and Equipment Property and equipment is reported on the cost basis.The Fund provides for depreciation on the straight-line method over the estimated useful lives of the assets. The following estimated useful lives are used in providing for depreciation: Building 40 years Furniture and Equipment 5-7 years Investment Policy Statement The Board of Trustees (The Board)of the Fort Worth Employees'Retirement Fund(The Fund)has adopted an Investment Policy Statement as a framework for the investment of the Fund's assets. The authority to amend that statement rests entirely with the Board. The Investment Policy Statement was amended by the Board on January 27,2021.A copy of the Investment Policy Statement can be found in its entirety on the Fund's website. Valuation of Investments Investments are stated at fair value. When available, quoted market prices are used to value investments. Investments that do not have quoted market prices are priced from information received from the external manager.In these cases,external managers are independent investment managers that manage assets that are not held directly by the Fund. Examples of these kinds of investments are pooled real estate funds, pooled private equity investments and hedge funds.These assets are pooled and managed on behalf of a number of investors. 16 The underlying partnerships allow for withdrawals at various times during the year as provided for by the respective underlying agreements,which may include an initial lockup period,or be subject to a gate provision or suspension of redemptions. The Fund utilizes a variety of financial instruments in their trading strategies,which contain varying degrees of off-balance sheet risk. However, due to the nature of the Fund's investments, such risks are limited to the Fund's capital balance in each underlying partnership. Below is a listing and description of the various investments used by the Fund: • Broad US Equity: Equity securities listed on a recognized US securities exchange or quoted on the NASDAQ National Market System are priced at the regular trading session's closing price on the exchange or system in which such securities are principally traded. Securities not traded on the valuation date are priced at the most recent quoted bid price. • Broad International Equity: Global securities' prices are based upon primary local market quotations.Depending upon local convention or regulation,the price may represent the last sale price or the mean between the last bid and ask price at the close of the appropriate exchange or at other designated times as determined by the appropriate governing body. • Fixed Income-Bank Loans:Bank Debt and Syndicated loans that are traded in the secondary market will be priced using a pricing vendor quote,or if unavailable,a broker quote as directed by the client or delegate.Structured loans which are bi-lateral or multi-lateral agreements between the lender and the borrower will be priced at a level to be determined by the investment manager and approved by the Fund. Based on information available to the investment manager, the Fund will rely on the investment manager to indicate the current value of the loan/debt. • Fixed Income -Government/Corporate Bonds: These securities are priced by a pricing vendor on the basis of bid or mid evaluations in accordance to a region's market convention,using factors which include but are not limited to market quotations, yields, maturities, and the bond's terms and conditions.The pricing vendors use proprietary methods to arrive at the evaluated price.These prices represent the price a dealer would pay for a security(typically in an institutional round lot). • Real Estate, Absolute Return, Private Equity, Real Return: The Fund's investments in limited partnerships are valued at estimated fair value based on the Fund's proportionate share of the partnerships' fair value as recorded by the partnership. The Fund uses information provided by the limited partnership, such as audited financial statements, periodic information on the holdings and activities and periodic statements of fair value of the limited partnership and other information accumulated by management pertinent to the investment to estimate fair value. The limited partnerships allocate gains,losses and expenses to the partners based on the ownership percentage as described in the partnership agreements. It is the Fund's policy to use the most recent available valuation, adjusting for cash flows as necessary up until the period is closed. The closing date is consistent each year. Estimates are used by management in determining the fair value of the Fund's investments in limited partnerships. The amount received upon sale of the investments may differ significantly from the recorded amount. There are certain market risks, credit risks, foreign exchange currency risks, or events that may subject the Fund's investment portfolio to economic changes occurring in certain industries,sectors,or geographies. Net investment income includes net appreciation in the fair value of investments, interest income, dividend income,and investment expenses.Investment expense includes custodian and management fees,and all other significant investment-related costs. 17 Rate of Return The Fund uses two approaches for calculating investment returns for reporting purposes.For the fiscal years ended September 30,2021 and 2020,the annual money-weighted return on the Fund assets,net of investment expenses, was 22.52% and 4.79%, respectively. The money-weighted return expresses investment performance,net of investment expenses,adjusted for the changing amounts actually invested.In addition,for the fiscal years ended September 30,2021 and 2020,the time-weighted return on Fund assets net of fees was 22.44%and 4.86%,respectively.The time-weighted rate of return is defined as the compounded growth rate of$1 over the period being measured and is not sensitive to contributions or withdrawals. Interest and Dividends Receivable and Due to/from Broker Interest income is recorded on an accrual basis. Dividends are recorded on the ex-dividend date. Recording activity in such a manner, results in interest and dividends receivable. The balance due to broker securities purchased and due from broker securities sold represents trades pending settlement and amounts due to foreign currency contracts. Foreign Currency Transactions The Fund is a party to financial instruments with off balance sheet risk, primarily foreign currency forward contracts. Forward transactions are contracts or agreements for delayed delivery of commodities,securities, or money market instruments in which the seller agrees to make delivery at a specified future date of a specified commodity or instrument,at a specified price or yield. Entering into these investments involves not only the risk of dealing with counterparties and their ability to meet the terms of the contracts, but also the risk associated with market fluctuations. Gains and losses resulting from foreign exchange contracts(transactions denominated in a currency other than the Fund's functional currency-US dollars) are recorded by the Fund based on changes in fair values and are combined with similar transactions in the accompanying combined statements of changes in fiduciary net position and are included in net investment income.The Fund structures its foreign exchange contracts and enters into certain transactions to substantially mitigate the Fund's exposure to fluctuations in foreign exchange rates. Investment and broker accounts denominated in foreign currencies outstanding at September 30, 2021 and 2020 were converted to the Fund's functional currency at the foreign exchange rates quoted at September 30, 2021 and 2020. These foreign exchange gains and losses are included in net appreciation in fair value of investments in the accompanying combined statements of changes in fiduciary net position. Use of Estimates The preparation of financial statements and required supplementary information in accordance with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of net positions, and changes therein; the net pension liability at the date of the financial statements, and changes therein.Actual results could differ from those estimates. The Plan invests in various investment securities.Investment securities are exposed to various risks,such as interest rate,market,and credit risks.Due to the level of risk associated with certain investment securities,it is at least reasonably possible that changes in the values of investment securities will occur in the near term and that such change could materially affect the amounts reported in the combined statement of fiduciary net position. The net pension liability is reported based on certain assumptions pertaining to interest rates,inflation rates, and employee demographics,all of which are subject to change.Due to uncertainties inherent in the estimations 18 and assumptions process,it is at least reasonably possible that changes in these estimates and assumptions in the near term would be material to the financial statements. Expenses The Fund staff is responsible for providing or contracting with vendors to provide all administrative functions necessary for operation of the Fund.The Board approves an annual budget for the administration of the Fund and these expenses are paid from current Fund assets. Multiple Employer Agent Plan The financial statements are prepared as a multiple employer agent plan. Assets are commingled for investment purposes. Financial statements are presented with combined information for each employer. Required supplemental information is also presented for each employer. Note 3. Net Pension Liability The net pension liability is measured using the total pension liability less the pension plan's fiduciary net position.The total pension liability as of September 30 is based on the results of the actuarial valuation dated December 31 and rolled forward using generally accepted actuarial procedures.The total pension liability for the City Plan is calculated using the long-term expected rate of return. For the City Plan,the net position was projected to be available to make all projected future benefit payments of current plan members. The long-term expected rate of return on Retirement Fund investments, with adjustment to account for administrative expenses, was applied to the projected benefit payments. The following table reflects the Net Pension Liability for the City Plan: Schedule of Net Pension Liability Years Ended September 30 Net Pension Fiscal Plan Net Position Liability Year as a Percent of as a Percent Ending Total Pension Net Pension Total Pension Covered of Covered 09/30 Liability Plan Net Position Liability Liability Payroll Payroll 2014 $ 3,610,674,395 $ 2,081,575,247 $ 1,529,099,148 57.65% $391,216,461 390.86% 2015 4,127,343,024 2,003,269,563 2,124,073,461 48.54% 404,507,497 525.10% 2016 5,318,307,112 2,097,716,741 3,220,590,371 39.44% 424,371,512 758.91% 2017 5,354,699,800 2,270,521,836 3,084,177,964 42.40% 447,488,158 689.22% 2018 5,422,613,892 2,324,335,575 3,098,278,317 42.86% 467,754,197 662.37% 2019 4,571,921,160 2,312,863,285 2,259,057,875 50.59% 484,410,754 466.35% 2020 4,728,026,182 2,368,160,670 2,359,865,512 50.09% 509,575,065 463.10% 2021 4,892,874,650 2,830,439,044 2,062,435,606 57.85% 523,064,436 394.30% 19 For the Staff Plan,the net position was projected to be available to make all projected future benefit payments of current plan members. The long-term expected rate of return on Retirement Fund investments, with adjustment to account for administrative expenses, was applied to the projected benefit payments. The following table reflects the Net Pension Liability for the Staff Plan: Schedule of Net Pension Liability Years Ended September 30 Net Pension Fiscal Plan Net Position Liability Year as a Percent of as a Percent Ending Total Pension Net Pension Total Pension Covered of Covered 09/30 Liability Plan Net Position Liability Liability Payroll Payroll 2014 $ 4,156,464 $ 2,772,401 $ 1,384,063 66.70% $ 1,432,884 96.59% 2015 4,130,487 3,088,220 1,042,267 74.77% 1,539,199 67.71% 2016 5,218,030 3,715,866 1,502,164 71.21% 1,587,554 94.62% 2017 5,697,981 4,526,754 1,171,227 79.44% 1,507,141 77.71% 2018 6,648,357 5,167,655 1,480,702 77.73% 1,588,685 93.20% 2019 8,038,352 5,456,426 2,581,926 67.88% 1,533,139 168.41% 2020 9,062,509 6,003,025 3,059,484 66.24% 1,510,527 202.54% 2021 9,966,499 8,019,569 1,946,930 80.47% 2,061,061 94.46% Actuarial Methods and Assumptions Actuarial valuations involve projections of benefit payments, contributions, and other amounts decades into the future.These projections are based on actuarial assumptions and methods adopted by the Fund's Board of Trustees. Assumptions such as salary increases, investment rates of return, retirement and disability rates, mortality, and inflation are compared against actual experience by actuarial experience studies conducted every three years.These studies assist the Fund's Board in evaluating the accuracy with which the assumptions predict actual experience.A three-year experience study was completed in the first quarter of 2019 for the period January 1,2016 through December 31,2018. The experience study will be updated in the first quarter of 2022 for the period January 1,2019 through December 31, 2021. 20 Schedule of Significant Actuarial Assumptions As of December 31,2020 Actuarial Cost Method Entry Age Normal Entry Age Normal Amortization Method Level Percentage of Payroll, 30-year Leveled Dollar,Layered closed beginning in 2018 Remaining Amortization Period 28 years 30 years for new layers Asset Valuation Method Five-year smoothed market Five-year smoothed market Inflation 2.50% 2.50% Salary Increases 3.25%-28.25% 2.75%-5.35% Investment Rate of Return 7.00% 7.00% Retirement Age Experience-based table of rates based Experience-based table of rates based on job classification and number of on job classification and number of years since first retirement eligibility. years since first retirement eligibility. Mortality PubG-2010 Mortality Tables for PubG-2010 Mortality Tables. General Employees and PubS-2010 Generational mortality improvements Healthy Retiree Mortality Table for from the year 2010 using the ultimate Police Officers and Firefighters. mortality improvements rates in the Generational mortality improvements 2014-2019 MP tables. from the year 2010 using the ultimate mortality improvements rates in the 2014-2019 MP tables. Cost-of-Living Adjustment A 2%cost-of-living adjustment 4.0%COLAs are assumed for (COLA)is assumed for all members in members participating in the Ad-Hoc the guaranteed COLA program. No COLA program. COLAs are assumed for members with a variable COLA. Timing of conditional Ad-Hoc COLAs is based on an open group projection. 21 Expected Return Arithmetic Basis The long-term expected rate of return on pension plan investments was determined using a building-block method in which best-estimate ranges of expected future real rates of return(expected returns,net of pension plan investment expense and inflation) are developed for each major asset class.These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation.Best estimates of arithmetic real rates of return for each major asset class included in the pension plan's target asset allocation as of September 30,2021 and 2020 are summarized in the following tables: Target Asset Allocation and Arithmetic Real Rate of Return As of September 30 2021 2020 Long-Term Long-Term Expected Real Expected Real Target Rate Target Rate Asset Class Allocation of Return Allocation of Return Global Equity M= 45.00% 6.81% ❑ 40.33% 6.81% Fixed Income 19.00% 1.51% ❑ 18.78% 1.51% Real Return 2.00% 5.25% 2.80% 5.25% Real Estate M 8.00% 4.88% ❑ 11.80% 4.88% Absolute Return 11 10.00% 2.61% ❑ 15.39% 2.61% Private Equity ❑ 15.00% 8.00% ❑ 9.90% 8.00% Cash 1.00% -0.50% 1.00% -0.50% Total 100.00% 100.00% Sensitivity of Net Pension Liability The following tables present the net pension liability of the City Plan and the Staff Plan using their respective discount rates in 2021 and 2020,plus or minus 1%. The City Plan and the Staff Plan were calculated using the expected rate return of 7.00%,as well as what the net pension liability would be if it were calculated using a discount rate that is one percentage-point lower 6.00%or one percentage-point higher 8.00%than the current rate. Fort Worth Employees'Retirement Fund Sensitivity of the Net Pension Liability to Changes in Discount Rate Years Ended September 30 City Plan Staff Plan Net Pension Liability 2021 2020 2021 2020 1%Decrease 6.00% $ 2,662,326,996 $ 2,945,537,236 $ 3,431,426 $ 4,434,976 Discount Rate 7.00% 2,062,435,606 2,359,865,512 1,946,930 3,059,484 1%Increase 8.00% 1,564,823,142 1,874,613,297 732,800 1,935,798 22 Note 4. Fair Value Measurement (GASB 72) The Fund categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles.The three levels of the fair value hierarchy are based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets.Level 2 inputs are quoted prices for similar instruments in active markets; quoted prices for identical or similar instruments in markets that are not active; and model-derived valuations in which all significant inputs are observable.Level 3 valuations are derived from valuation techniques in which significant inputs are unobservable. Investments that are measured at fair value using the net asset value per share(or its equivalent)as a practical expedient are not classified in the fair value hierarchy. Investments that use inputs that are of different levels are categorized based on the lowest level of input used to determine the fair value of the investment. Equity investments that are classified as Level 1 are valued using prices quoted in active markets for those securities.Level 1 debt securities are US Treasuries.Commingled debt funds that are publicly traded are also included in Level 1. Debt and derivative securities classified as Level 2 are valued using either a bid evaluation or a matrix pricing technique.Bid evaluations may include market quotations,yields,maturities,call features and ratings.Matrix pricing is used to value securities based on the securities relationship to benchmark quoted prices.These debt and derivative securities have non-proprietary information that was readily available to market participants, from independent sources,which are known to be actively involved in the market.Cash and cash equivalents are short-term investments valued based on cost and accrued interest which approximates fair value.Equity securities classified as Level 2 are derived from associated traded security values or convertible securities valued similar to debt securities through a bid evaluation process. Debt and derivative securities classified in Level 3 are valued similar to Level 2 securities but have limited bids, limited trade information,limited trade activity,pricing from multiple sources but differences in prices above an acceptable level or pricing provided by a single source. Equity securities classified as Level 3 have limited trade information.These securities are priced off last trade price or estimated off recent trades and corporate actions. Assets listed in the Investments Measured at NAV (Net Asset Value) table are invested with managers in structures that the Fund receives values for shares held in the investment structure with the manager. The liquidity of these structures is listed in the table. Equity Investments - This consists of two Commingled Global Equity Funds that are passive institutional investment funds that invest in global equities diversified across all sectors focused on large to mid-cap equities. One of the global equity funds is based on a cap weighted MSCI ACWI index and the second fund is based on an MSCI ACWI weighted toward fundamental aspects of companies within the index.There is also one active Commingled Emerging Market Equity Fund that is an institutional investment fund that invests in emerging market equities diversified across all sectors focused on large to mid-cap equities. Absolute Return Funds-This category consists of several different styles of funds as well as different liquidity structures. When redeeming from these funds, there is typically a notice period ranging from one to three months'notice and funds can hold back a small portion of the assets until an annual audit is conducted.In some cases mangers designate particular investments as longer hold periods than the funds liquidity schedule, in 23 these cases they side pocket the investment,and these assets are not available immediately upon redemption. Directional funds include an investment in one fund that invests in a directional nature based on their views of markets,at times this fund may invest without a directional bias.The directional fund is able to be redeemed on a quarterly basis. Equity Long/Short funds include investments in four funds with two of these funds currently in redemption consisting of less than 1%of assets in this category.Equity long/short funds maintain some level of market exposure by investing in US or global equities both long and short with the level of exposure varying over time. One fund of this type, consisting of 47% of assets in this category allows a full redemption on a quarterly basis. The other significant fund of this type, consisting of 53% of assets in this category,allows quarterly liquidity receiving 1/4 of assets each subsequent quarter.Event driven funds include investments in seven funds with two of those funds currently in redemption consisting of less than 1%of assets in this category. These funds seek to gain an advantage from pricing inefficiencies that may arise based on corporate actions or events which may change the nature of the underlying investment. The nature of event driven investments often restricts the liquidity of those investments. In this category 16% of the assets may only be redeemed in three-year intervals,while 14%may only be redeemed on an annual basis.The remaining 70%of assets may be redeemed quarterly receiving 1/4 of assets each subsequent quarter.Multi-Strategy funds invest in multiple strategies in order to diversify risks and reduce volatility. The five Funds in this category have been redeemed with the remaining assets either audit holdback or side pocketed assets waiting for liquidation. Relative Value funds include investments in two funds in this category. Relative Value funds seek returns by identifying mispricing of related securities or financial instruments.Both of the Relative Value funds allows quarterly liquidity receiving 1/4 of assets each subsequent quarter. Alternative Assets-This category consists of limited partnership structures that invest in companies or real estate which allow for limited or no liquidity for the investor.Private Equity partnerships consists of funds that invest in buyouts,growth equity,venture capital,special situations,mezzanine and distressed debt.There are 85 partnerships in this category and these partnerships are typically structured with a life from 7-12 years and are considered illiquid.As investments are sold out of the partnerships,assets are returned to the investors. These funds'fair value are determined using net asset values one quarter in arears and adjusted for cash flows of the most recent quarter. There are three investments in Real Estate - Core partnerships which invest in highly leased lower leverage properties that provide consistent income to the investors. These funds allow quarterly liquidity to the investors.A redemption has been submitted from one of these managers,however a gate has been implemented by the manager restricting the flow of redemption proceeds as the manager pursues liquidation of some of the fund assets to meet the investors that have requested redemptions. Real Estate-Non-Core partnerships invest in properties that require some kind of development or improvements to improve the position of the property.There are 23 partnerships in this category and these partnerships are typically structured with a life from 7-12 years and are considered illiquid.As properties are sold out of the partnership,assets are returned to the investors.These funds fair value are determined using net asset values one quarter in arears and adjusted for cash flows of the most recent quarter. 24 Investments and Derivative Instruments Measured at Fair Value September 30,2021 Investments by Fair Value Level Fair Value Level 1 Level 2 Level 3 Short-Term Securities $ 281,585,277 $ 27,805,264 $ 253,780,013 Debt Securities Collateralized Debt Obligations 28,932,205 16,734,978 12,197,227 Commercial Mortgage-Backed Securities 11,813,392 8,491,226 3,322,166 Corporates 182,369,321 181,952,302 417,019 Debt Other 99,813,049 99,455,148 357,901 Municipals 7,940,994 7,487,072 453,922 Non U.S.Government 12,582,119 12,582,119 U.S.Government Agencies 90,878,711 84,852,304 6,026,407 U.S.Treasuries 131,159,625 131,159,625 Total Debt Securities 565,489,416 239,105,999 307,288,842 19,094,575 Equity Securities Communication Services 12,902,981 12,337,596 565,385 Consumer Discretionary 50,911,295 50,911,295 Consumer Staples 21,347,033 21,347,033 Energy 36,494,442 36,494,442 Equity Other 23,953,170 23,953,170 Financials 55,982,622 55,982,622 Health Care 26,928,008 26,928,008 Industrials 58,538,664 58,538,652 12 Information Technology 40,166,531 40,166,531 Materials 18,736,114 18,736,114 Real Estate 15,920,902 15,920,902 Utilities 9,487,507 9,487,507 Total Equity Securities 371,369,269 370,803,872 565,385 12 Investments Measured at Net Asset Value Commingled Global Equity Fund 786,854,386 Commingled Emerging Market Equity Fund 71,462,701 Absolute Return 265,551,968 Private Equity 352,737,038 Private Credit 4,724,967 Real Estate-Core 151,272,237 Real Estate -Non Core 164,381,396 Total Investments Measured at Net Asset Value 1,796,984,693 Total Investments by Fair Value Level $ 3,015,428,655 $ 637,715,135 $ 561,634,240 $ 19,094,587 Investment Derivative Instruments Swaps $ 920,984 $ 920,984 Rights and Warrants 55,032 55,032 Options (714) (714) FX Forwards (43,679) (43,679) Total Investment Derivative Instruments $ 931,623 $ - $ 876,591 $ 55,032 25 Investments Measured at NAV September 30,2021 Redemption Unfunded Frequency Redemption Investments Measured at Net Asset Value Fair Value Commitments (if Currently Eligible) Notice Period Equity Investments Commingled Global Equity Fund 786,854,386 $ Daily 1 day Commingled Emerging Market Equity Fund 71,462,701 Daily 1 day Total Equity Investments 858,317,087 Absolute Return Directional 25,260,030 Quarterly 75 days Equity Long/Short 55,391,408 Quarterly 45 days Quarterly,Annually,3 45-90 days Event Driven 150,107,454 years Multi-Strategy 2,155,802 Annually,Biennial 45-90 days Relative Value 32,637,274 Quarterly 60-90 days Total Absolute Return Investments 265,551,968 Other Assets at Net Asset Value Private Equity 352,737,038 126,178,098 Not eligible N/A Private Credit 4,724,967 5,000,000 Not eligible N/A Real Estate-Core 151,272,237 _ Quarterly 60-90 days Real Estate-Non Core 164,381,396 77,495,172 Not eligible N/A Total Other Assets at Net Asset Value 673,115,638 208,673,270 Total Investments Measured at Net Asset Value $ 1,796,984,693 $ 208,673,270 26 Investments and Derivative Instruments Measured at Fair Value September 30,2020 Investments by Fair Value Level Fair Value Level 1 Level 2 Level 3 Short-Term Securities $ 182,478,259 $ 10,298,206 $ 172,180,053 $ Debt Securities Collateralized Debt Obligations 47,109,727 - 31,493,300 15,616,427 Commercial Mortgage-Backed Securities 22,192,519 20,016,901 2,175,618 Corporates 216,250,874 215,953,787 297,087 Debt Other 88,867,319 88,866,219 1,100 - Municipals 8,559,068 - 8,559,068 - Non U.S.Government 14,240,134 10,729,067 3,511,067 U.S.Government Agencies 130,550,176 123,213,188 7,336,988 U.S.Treasuries 68,438,593 68,438,593 - - Total Debt Securities 596,208,410 157,304,812 409,966,411 28,937,187 Equity Securities Communication Services 11,865,160 11,865,160 - - Consumer Discretionary 38,726,593 38,726,593 Consumer Staples 18,331,998 18,331,998 Energy 17,179,632 17,179,632 Equity Other 17,475,791 17,475,791 Financials 34,667,061 34,667,061 Health Care 20,122,233 20,122,233 - Industrials 45,490,422 45,490,410 12 Information Technology 34,053,086 34,053,086 - Materials 10,134,271 10,134,271 Real Estate 13,500,437 13,500,437 Utilities 10,911,155 10,911,155 - Total Equity Securities 272,457,839 272,457,827 12 Investments Measured at Net Asset Value Commingled Global Equity Fund 631,100,342 Commingled Emerging Market Equity Fund 63,182,047 Absolute Return 246,348,961 Private Equity 277,629,114 Private Credit 5,208,983 Real Estate-Core 106,678,269 Real Estate 125,638,902 Total Investments Measured at Net Asset Value 1,455,786,618 Total Investments by Fair Value Level $2,506,931,126 $ 440,060,845 $ 582,146,464 $ 28,937,199 Investment Derivative Instruments Swaps (599,652) - (599,652) - Rights and Warrants 32,469 32,469 Options (7,434) (5,976) (1,458) FX Forwards 491,333 - 491,333 Total Investment Derivative Instruments $ (83,284) $ 32,469 $ (114,295) $ (1,458) 27 Investments Measured at NAV September 30,2020 Redemption Redemption Unfunded Frequency Notice Investments Measured at Net Asset Value Fair Value Commitments (if Currently Eligible) Period Equity Investments Commingled Global Equity Fund $ 631,100,342 $ Daily 1 day Commingled Emerging Market Equity Fund 63,182,047 Daily 1 day Total Equity Investments 694,282,389 Absolute Return Directional 23,633,179 Quarterly 75 days Equity Long/Short 46,250,961 Quarterly 45 days Event Driven 118,715,441 Quarterly,Annually, 3 45-90 days years Multi-Strategy 2,098,666 Annually,Biennial 45-90 days Relative Value 55,650,714 Quarterly 60-90 days Total Absolute Return Investments 246,348,961 Alternative Assets Private Equity 277,629,114 115,636,022 Not eligible N/A Private Credit 5,208,983 20,000,000 Not eligible N/A Real Estate-Core 106,678,269 30,000,000 Quarterly 60-90 days Real Estate 125,638,902 97,044,652 Not eligible N/A Total Alternative Investments 515,155,268 262,680,674 Total Investments Measured at Net Asset $ 1,455,786,618 $ 262,680,674 Note S. Investments Substantially all of the Fund's investments are held by its custodian. The Retirement Fund Board of Trustees authorizes various external managers to manage investments within certain policies as set forth by the Board. These policies mandate a diversified portfolio,which includes investments, either directly or in commingled accounts,in real estate,fixed income securities,and equity securities. Governmental Accounting Standards Board Statement No. 40 "Deposit and Investment Risk Disclosures - an amendment to GASB Statement No. 3" (GASB 40), addresses common deposit and investment risks including custodial credit risk, credit risk, concentration of credit risk, interest rate risk, and foreign currency risk. Required disclosures related to these risks are presented below: Custodial Credit Risk Custodial credit risk is the risk that in the event of failure of the counterparty,the Fund would not be able to recover the value of its investments. The Fund does not have a formal policy for custodial credit risk. As of September 30, 2021 and 2020,all investments are registered in the name of the Employees' Retirement Fund of the City of Fort Worth or in the name of the Fund's custodian,established through a master trust custodial agreement,with the exception of investments in alternative investments and commingled funds. 28 Credit Risk of Debt Securities Credit risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligations.The Fund's investment policy requires that fixed income securities have a weighted average of no less than investment grade,as rated by Moody's or Standard&Poor's (S&P). However,the policy does provide for high yield fixed income managers to invest in securities with S&P ratings between BB+ and CCC.The policy limits 25% of a manager's portfolio to be rated CCC or lower. Unrated securities should be limited to no more than 20%of a manager's portfolio. GASB 40 does not require disclosure of US government obligations explicitly guaranteed. The table on the following page shows the Fund's investments as of September 30,2021 and 2020. Credit Risk Analysis September 30,2021 and 2020 Investment Type s S&P Rati�2021 Fair Value 2020 Fair Value Asset and Mortgage Backed Obligations AAA $ 28,681,254 $ 21,513,992 Asset and Mortgage Backed Obligations AA 768,313 4,085,494 Asset and Mortgage Backed Obligations A 2,292,666 25,720,629 Asset and Mortgage Backed Obligations BBB 1,684,511 3,770,910 Asset and Mortgage Backed Obligations BB 956,462 1,544,960 Asset and Mortgage Backed Obligations B 940,812 2,405,692 Asset and Mortgage Backed Obligations CCC 508,944 2,650,957 Asset and Mortgage Backed Obligations NR 4,912,635 7,609,612 Total Asset and Mortgage Backed Obligations 40,745,597 69,302,246 Corporate Obligations AAA 67,767 1,339,950 Corporate Obligations AA 1,144,326 1,744,122 Corporate Obligations A 37,729,297 56,655,823 Corporate Obligations BBB 87,178,848 107,059,950 Corporate Obligations BB 28,176,823 25,155,842 Corporate Obligations B 20,011,225 14,960,307 Corporate Obligations CCC 6,822,619 7,777,768 Corporate Obligations CC 50,969 114,675 Corporate Obligations NR 1,545,348 1,443,537 Total Corporate Obligations 182,727,222 216,251,974 Government Agency Obligations AAA 91,462,877 115,562,754 Government Agency Obligations AA 5,587,529 16,808,706 Government Agency Obligations A 1,315,377 3,749,162 Government Agency Obligations BB - 212,903 Government Agency Obligations NR 453,922 2,775,719 Total Government Agency Obligations 98,819,705 139,109,244 29 Credit Risk Analysis September 30,2021 and 2020 Investment Type S&P Rating 2021 Fair Value 2020 Fair Value International Obligations AAA $ - $ 4,012,884 International Obligations AA 1,890,963 3,777,807 International Obligations A 1,525,554 1,472,553 International Obligations BBB 1,731,686 677,100 International Obligations BB 449,421 - International Obligations NR 6,984,495 4,299,790 Total International Obligations 12,582,119 14,240,134 Securities Lending Collateral AAA 2,141,018 5,373,524 Securities Lending Collateral AA 28,518,426 17,279,068 Securities Lending Collateral A 121,041,486 55,911,796 Securities Lending Collateral BBB 2,788,546 2,926,266 Securities Lending Collateral NR 19,933,386 18,018,275 Total Securities Lending Collateral 174,422,862 99,508,929 Total Fixed Income Subject to Credit Risk 509,297,505 538,412,527 U.S.Treasuries (no credit risk) 131,159,625 68,438,593 Short-term Marketable Securities 107,162,415 82,969,330 Corporate Stock 442,831,970 335,639,886 Alternative Investments 623,013,973 523,978,075 Commingled Funds 1,201,963,167 957,492,715 Total Fair Value of Investments $ 3,015,428,655 $ 2,506,931,126 Concentration of Credit Risk Concentration of credit risk is the risk of loss attributed to the magnitude of the Fund's investment in a single issuer.The Fund's investment policy addresses concentration limits on a manager basis. As of September 30, 2 02 1,the Fund did not have any investments where the underlying assets which were registered in the Fund's name totaled more than 5%of assets of the Fund. 30 Interest Rate Risk Interest rate risk is the risk that changes in interest rates of debt investments will adversely affect the fair value of an investment. The Fund does not have a formal investment policy that limits investment maturities as a means of managing its exposure to fair value losses arising from changing interest rates. The maturities of investments subject to interest rate risk are as follows: Interest Rate Risk September 30,2021 Investment Type Less Than 1 Year 1-5 Years 6-10 Years More Than 10 Years Total Fair Value Asset and Mortgage $ - $ 6,284,211 $ 6,026,842 $ 28,434,544 $ 40,745,597 Corporate Obligations 4,474,069 80,572,538 72,402,173 25,278,442 182,727,222 Government Obligation: - 7,182,986 10,121 91,626,598 98,819,705 International Obligatior 6,984,495 - 2,897,663 2,699,961 12,582,119 Securities Lending Colk 174,422,862 174,422,862 U.S.Treasuries - 57,408,740 29,908,046 43,842,839 131,159,625 Total $ 185,881,426 $ 151,448,475 $ 111,244,845 $ 191,882,384 $640,457,130 Interest Rate Risk September 30,2020 Investment Type y Less Than 1 Year 1-5 Years 6-10 Years More Than 10 Years Total Fair Value Asset and Mortgage $ - $ 11,979,409 $ 5,891,309 $ 51,431,528 $ 69,302,246 Corporate Obligations 6,701,544 78,761,206 95,331,252 35,457,972 216,251,974 Government Obligation: 23,370,710 9,846,675 1,781,340 104,110,519 139,109,244 International Obligatior 4,801,607 3,511,067 2,420,229 3,507,231 14,240,134 Securities Lending Colk 99,508,929 - - - 99,508,929 U.S.Treasuries - 25,081,932 18,486,480 24,870,181 68,438,593 Total $ 134,382,790 $ 129,180,289 $ 123,910,610 $ 219,377,431 $606,851,120 31 a N w M � m p O O 41 Vi w U O Ln M lD 00 VI to O N O N M Om0 m M °N O � m � O^ to Ln � O N = Y 00 � N N M n O M M M 00 n C Lr Vl M VI M M c-I N l0 �•� 1 VI N O 0) n c-I 00 lD M lD 00 n V1 N n 00 00 Ln N O O ci �o M 00 U1 N lD n O O 00 N 01 00 �o M 01 U1 -e c-I Q1 c-I M C N L 00 0 �0 ci M lD lD 00 C O 01 Y N c^i 00 c-I r, c-I chi` M c-I 00 c-I M VI crj-I :i (L) N vs 3 vi +n v> Y O � U � Y O Ln Y n Q 1 N O rn y CO V) O (0 O 00 O U O, . 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O U n lD 0) n 0) n lD M c-I lD n lD n VI lD n N n N N (C N N C CA n O n 00 Ln 0 c�-I Ql N Ql N 00 O M lD H 0 V co VI N VI N 0) M VI VI Ln 00 c-I M N Co 0) O 00 O Ln c-I M Ln t0 ,S; > •U U L Q V Y •� w N Vl W C u p O C U chi `a ° ° c x m ° .m c o y u m it N Li 41 U Y ¢, N N N N O O O O N fE L �'+ L N 7 x O ¢� �' O 'O O O 3 3 yJ U U Y W W U U Ll W x x .�. � Z Z Z Z C1. C1. C1. CG V Vl Vl Vl Vl F O d0 p F �+" CO N Y d0S. C Y U S S C O Lir F. 2 O Ov � Note 6. Derivative Financial Instruments The Fund's investment managers are permitted to invest in derivatives subject to guidelines established by the Board. Derivatives are financial instruments that derive their value, usefulness, and marketability from an underlying instrument which represents direct ownership of an asset or an obligation of an issuer.The Fund's derivative positions are marked to market daily and managers may only trade with counterparties with a credit rating of A-/A3 as defined by Standard&Poor's (S&P)and Moody's respectively.Substitution and risk control are the only strategies permitted;speculation is strictly prohibited.Derivatives are carried as a receivable when the fair value is positive and as a payable when the fair value is negative on the Combined Statement of Fiduciary Net Position. Fair value is determined based on quoted market prices, if available, or based on differences in cash flows between the fixed and variable rates in each contract as of the measurement date. Gains and losses from derivatives are included in net investment income. The Fund was in possession of the following types of derivatives at September 30,2021 and 2020: Futures Contracts A futures contract is a standardized contract between two parties to buy or sell a specified asset of standardized quantity and quality for a price agreed upon today with delivery and payment occurring at a specified future date, the delivery date. The contracts are negotiated at a futures exchange, which acts as an intermediary between the two parties and to minimize the risk of default by either party. Forward Contracts A forward contract represents an agreement to buy or sell an underlying asset at a specified date in the future at a specified price.Payment for the transaction is delayed until the settlement or expiration date.A forward contract is a non-standardized contract that is tailored to each specific transaction. Forward contracts are privately negotiated and are intended to be held until the settlement date.Currency forward contracts are used to control currency exposure and facilitate the settlement of international security purchase and sale transactions. Options Options represent or give buyers the right,but not the obligation,to buy(call)or sell(put)an asset at a preset price over a specified period.The option's price is usually a small percentage of the underlying asset's value.As a buyer of financial options,the Fund receives a premium at the outset of the agreement and bears the risk of an unfavorable change in the price of the financial instrument underlying the option.As a purchaser of financial options, the Fund pays a premium at the outset of the agreement and the counterparty bears the risk of an unfavorable change in the price of the financial instrument underlying the option. Rights and Warrants A right is a special type of option that has a short market life,usually existing for no more than a few weeks. Essentially,rights originate when corporations raise money by issuing new shares of common stock.From an investor's perspective,a right enables a stockholder to buy shares of the new issue at a specified price,over a specified, fairly short time period. Rights not executed by their expiration date cease to exist and become worthless.A warrant is a long-term option that gives the holder the right to buy a certain number of shares of stock in a certain company for a certain period of time.Like most options,warrants are found in the corporate sector of the market. Occasionally, warrants can be used to purchase preferred stock or even bonds, but common stock is the leading redemption vehicle.Warrants,like rights,cease to exist and become worthless if they are not executed by their expiration date. 33 Swap Agreements A swap is an agreement between two or more parties to exchange a sequence of cash flows over a period of time in the future based on an underlying asset. No principal is exchanged at the beginning of the swap. The cash flows the counterparties exchange are tied to a"notional"amount.A swap agreement specifies the time period over which the periodic payments will be exchanged.The fair value represents the gains or losses as of the prior marking-to-market. The Investment Derivatives schedule that follows reports the fair value and changes in fair value and notional amounts of derivatives outstanding as of September 30,2021 and 2020. Investment Derivatives As of September 30,2021 and 2020 2021 2020 Changesin Derivative Type Notional Value Fair Value Fair Value Fair Value Investment derivatives Futures Contracts $ 45,035,764 $ - $ - $ - Forward Contracts 61,845,316 (43,679) 491,333 (535,012) Swap Agreements 56,584,637 920,984 (599,652) 1,520,636 Options 1,700,000 (714) (7,434) 6,720 Rights and Warrants 18,344 55,032 32,469 22,563 Totals $ 165,184,061 $ 931,623 $ (83,284) $ 1,014,907 Investment Derivatives As of September 30,2020 and 2019 2020 2019 Changesin Derivative Type Mi Notional Value Fair Value Fair Value Fair Value Investment derivatives Futures Contracts $ 47,866,575 $ - $ (8,547) $ 8,547 Forward Contracts 59,466,795 491,333 (181,501) 672,834 Swap Agreements 78,274,799 (599,652) (910,463) 310,811 Options 6,200,000 (7,434) (6,324) (1,110) Rights and Warrants 18,344 32,469 89,152 (56,683) Totals $ 191,826,513 $ (83,284) $ (1,017,683) $ 934,399 Credit Risk The Fund is exposed to credit risk on investment derivatives that are traded over the counter and reported in asset positions.Derivatives exposed to credit risk include currency forward contracts,rights and warrants,and swap agreements. To minimize credit risk exposure, the Fund's managers monitor the credit ratings of the counterparties.Should there be a counterparty failure,the Fund would be exposed to the loss of the fair value of derivatives that are in the asset positions and any collateral provided to the counterparty,net of the effect of applicable netting arrangements.Netting arrangements provide the Fund with a right of offset in the event of bankruptcy or default by the counterparty. Collateral provided by the counterparty reduces the Fund's credit risk exposure. 34 The following Credit Risk Analysis schedule discloses the counterparty credit ratings of the Fund's investment derivatives by type, as of September 30, 2021 and 2020. These amounts represent the maximum loss that would be recognized if all counterparties fail to perform as contracted, without respect to any collateral or other security or netting arrangement.The schedule displays the fair value of the investments by credit rating in increasing magnitude of risk. Investments are classified by S&P rating. If the investment does not have an S&P rating,the Moody's rating that corresponds to the S&P rating is used.As of September 30,2021 and 2020, the Fund's credit risk to these investments is disclosed on the following table: Investment Derivatives Credit Risk Analysis September 30,2021 Derivative Typ= AA A BBB Not Rated Fair Value Forwards Contracts $ $ - $ - $ (43,679) $ (43,679) Swap Agreements 15,696 - 905,288 920,984 Options (714) - - (714) Rights and Warrants - - 55,032 55,032 Total $ $ 14,982 $ - $ 916,641 $ 931,623 Investment Derivatives Credit Risk Analysis September 30,2020 Derivative Typf AA A BBB Not Rated Fair Value , Forwards Contracts $ $ $ 491,333 $ 491,333 Swap Agreements - (26,613) - (573,039) (599,652) Options (38) - (7,396) (7,434) Rights and Warrants - - - 32,469 32,469 Total $ - $ (26,651) $ - $ (56,633) $ (83,284) Interest Rate Risk The interest rate risk is the risk that changes in market interest rates will adversely affect the fair value of an investment.Interest rate swaps are an example of an investment that has a fair value that is highly sensitive to interest rate changes. These investments,as of September 30, 2021 and 2020,are disclosed on the following table: Investment Derivatives Interest Rate Risk Analysis September 30,2021 and 2020 2021 2020 Total Total Total Total Derivative Type Notional Value Fair Value Notional Valu Fair Value Interest Rate Swaps $ 56,584,637 $ 920,984 $ 78,274,799 $ (599,652) Total $ 56,584,637 $ 920,984 $ 78,274,799 $ (599,652) 35 Foreign Currency Risk For those forward contracts and swap agreements that are securities issued by foreign countries and foreign businesses there is an exposure to foreign currency risk. Currency forward contracts represent foreign exchange contracts that are used to control currency exposure and facilitate the settlement of international security purchase and sale transactions. The net exposure column of the following schedule indicates the Fund's net foreign currency risk related to derivatives as of September 30,2021 and 2020. Investment Derivatives Foreign Currency Risk Analysis September 30,2021 and 2020 2021 2020 Forward Swap Forward Swap Currency ja Contracts Agreements Net Exposure Contracts Agreements Net Exposure Australian Dollar $ (7,808) $ $ (7,808) $ 2,106 $ $ 2,106 Brazilian Real (290,051) (290,051) 218,605 218,605 British Pound Sterling 119,891 193,834 313,725 165,700 (121,947) 43,753 Canadian Dollar - - - 38,020 38,020 Chilean Peso (28,541) - (28,541) - - - Euro Currency Unit 116,283 635,824 752,107 69,349 3,202 72,551 Japanese Yen 869 (69,752) (68,883) 34,717 (258,658) (223,941) Mexican Peso - 5,633 5,633 New Zealand Dollar 19,185 19,185 Norwegian Krone - - (16,323) (16,323) Peruvian Solance 45,678 45,678 6,010 6,010 Russian Ruble - - - (51,669) (51,669) Total $ (43,679) $ 759,906 $ 716,227 $ 491,333 $ (377,403) $ 113,930 All values shown in Note 6 are for the positions that the Fund holds directly.The Fund may also have an indirect exposure to derivatives via its commingled funds and its alternative investments.The Fund owns an interest in the commingled and alternative investment funds which in turn holds the actual positions. Indirect exposures via these types of investments are not shown here. Note 7. Securities Lending The Fund is authorized to contractually lend securities to borrowers in accordance with the policy established by the Board. The Fund is currently contracted with Northern Trust to establish, manage and administer a securities lending program.Northern Trust facilitates lending the Fund's domestic and international equity and fixed income securities in return for collateral consisting of cash, US government securities and irrevocable letters of credit issued by banks independent of the borrower. As of September 30, all securities lending collateral held is cash. At a loan's inception, the value of collateral is equal to 102% for securities of United States issuers,and 105%in the case of securities of non-United States issuers,of the fair value of any securities to be loaned,plus any accrued interest. Cash collateral is to be invested in government securities, bank and corporate notes, bank certificates of deposit, time deposits, bankers' acceptances, repurchase agreements, commercial paper and asset-backed securities. The contract with Northern Trust specifies guidelines for allowable investments, maturities, and diversification. The Fund does not have the ability to pledge or sell collateral securities without borrower default.The amount of cash collateral held exceeds the value of the assets on loan at September 30,2021 and 2020. 36 The Fund earns income from fees paid by the borrowers and interest earned from investing the cash collateral. The contract requires the custodian bank to purchase any loaned securities with collateral provided,however, if the collateral is insufficient to cover the loss,the Fund is liable for the loss.The cash collateral received on each loan was invested in the collateral pool at Northern Trust.Because the loans are terminable at will,their duration generally did not match the duration of the investments made with cash collateral. In addition, the Plan had no credit risk exposure to borrowers. As of September 30, 2021 and 2020, the value of the cash collateral held was $174,422,862 and $99,508,929, respectively, and the value of securities out on loan at September 30, 2021 and 2020,was $170,113,278 and$97,087,690,respectively.The Fund earned $252,910 and $448,016 net, on its securities lending activity for the fiscal years ended September 30, 2021 and 2020, respectively. Note 8. Tax Status The City Plan obtained its latest determination letter on December 8, 2014, in which the Internal Revenue Service(IRS)stated that the Fund,as then designed,was in compliance with the applicable requirements of the Internal Revenue Code(IRC).The Staff plan obtained its latest determination letter on April 7,2017,in which the Internal Revenue Service(IRS)stated that the Fund,as then designed,was in compliance with the applicable requirements of the Internal Revenue Code(IRC). No federal,state or local income taxes have been provided on the operations of the Fund since the IRS approved the Fund determination letter to be designed and operated in compliance with the applicable requirements of the IRC.Therefore,no provision for income taxes has been included in the Fund's financial statements. The Fund evaluates tax positions taken or expected to be taken in the course of preparing the Fund's tax returns to determine whether the tax positions are "more-likely-than-not" of being sustained by the applicable tax authority.Tax positions deemed to meet a more-likely-than-not threshold should be recorded as a tax expense in the current year.The Board has analyzed the Fund's tax positions for all open tax years and has concluded that,as of September 30,2021 and 2020,no provision for income taxes is required in the financial statements. As of and during the year ended September 30, 2021 and 2020, the Fund did not have any liabilities for any unrecognized tax positions. The Fund recognizes interest and penalties, if any, related to unrecognized tax positions as tax expense in the statements of changes in fiduciary net position.During the year,the Fund did not incur any tax related interest or penalties. Note 9. Plan Termination City Plan While the City has not expressed any intent to discontinue its contributions,it may terminate the City Plan at any time.In the event the City Plan terminates,the net position shall be allocated among the participants and beneficiaries of the City Plan as follows: • First,benefits that former employees or their beneficiaries are receiving or that employees eligible for retirement would have been receiving had they retired • Next,other vested benefits • Finally,all other accrued benefits If assets remain after the above allocations,they shall be distributed to the City. 37 Staff Plan While the Board has not expressed any intent to discontinue its contributions,it may terminate the Staff Plan at any time. In the event the Staff Plan terminates,the net position shall be allocated among the participants and beneficiaries of the Staff Plan as follows: • First,benefits that former employees or their beneficiaries are receiving or that employees eligible for retirement would have been receiving had they retired • Next,other vested benefits • Finally,all other accrued benefits If assets remain after the above allocations,they shall be distributed to the Board. Note 10. Subsequent Events As of the issuance of this report,there are no subsequent events to report. 38 � , � ' � � 1 � 1 � � 1 .;;�� � .,. �-- j *� �I ��� � � �` � _ y�'" - �t ' f � sn � <; � �4 h ! 'a-. - -i ,a r� ��ter` _ —°_.._. -� a- _ h x ��� �' � ��� � �• L • • Schedule of Changes in Net Pension Liability - City (Unaudited) Schedule of Changes in Net Pension Liability Years ended September 30 2014 2015 2016 2017 Total Pension Liability Service Cost $ 92,189,100 $ 85,592,978 $ 98,173,277 $ 123,792,923 Interest 234,701,479 246,292,813 252,240,071 251,645,608 Benefit Changes 110,187,898 (1,828,408) - - Difference Between Actual and Expected Experience (106,951,077) (10,817,086) 4,177,731 186,853,574 Assumption Changes - 364,494,287 1,022,192,887 (327,287,818) Benefit Payments and Refunds (161,158,600) (167,065,955) (185,819,878) (198,611,599) Net Change in Total Pension Liability 168,968,800 516,668,629 1,190,964,088 36,392,688 Total Pension Liability-Beginning 3,441,705,595 3,610,674,395 4,127,343,024 5,318,307,112 Total Pension Liability-Ending $ 3,610,674,395 $4,127,343,024 $5,318,307,112 $ 5,354,699,800 Plan Fiduciary Net Position Contributions-Member $ 31,929,289 $ 32,541,773 $ 33,977,411 $ 35,963,200 Contributions-Employer 78,165,049 80,820,598 84,746,991 89,408,134 Net Investment Income 159,994,300 (20,635,550) 166,305,791 250,912,773 Benefit Payments and Refunds (161,158,600) (167,065,955) (185,819,878) (198,611,599) Administrative Expense (3,738,927) (3,823,331) (4,521,503) (4,867,413) Other (130,935) (143,220) (241,634) - Net Change in Plan Fiduciary Net Position $ 105,060,176 $ (78,305,685) $ 94,447,178 $ 172,805,095 Plan Fiduciary Net Position-Beginning $ 1,976,515,071 $2,081,575,247 $2,003,269,563 $ 2,097,716,741 Plan Fiduciary Net Position-Ending 2,081,575,247 2,003,269,563 2,097,716,741 2,270,521,836 Net Pension Liability Ending $ 1,529,099,148 $2,124,073,461 $3,220,590,371 $ 3,084,177,964 Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 57.65% 48.54% 39.44% 42.40% Covered Payroll $ 391,216,461 $ 404,507,497 $ 424,371,512 $ 447,488,158 Net Pension Liability as a Percentage of Covered Payroll 390.86% 525.10% 758.91% 689.22% *This schedule is intended to show information for 10 years.Additional years will be displayed at they become available. 40 See Notes to Required Supplementary Information Schedule of Changes in Net Pension Liability(continued) Years ended September 30, 2018 2019 2020 2021 Total Pension Liability Service Cost $ 113,947,000 $ 111,950,763 $ 70,650,037 $ 69,156,958 Interest 274,954,967 290,020,564 316,896,226 327,263,445 Benefit Changes - (1,543,331,519) - Difference Between Actual and Expected Experience 62,114,429 (18,487,311) (476,723) 12,410,191 Assumption Changes (165,300,608) 536,393,855 - Benefit Payments and Refunds (217,801,696) (227,239,084) (230,964,518) (243,982,126) Net Change in Total Pension Liability 67,914,092 (850,692,732) 156,105,022 164,848,468 Total Pension Liability-Beginning 5,354,699,800 5,422,613,892 4,571,921,160 4,728,026,182 Total Pension Liability-Ending $ 5,422,613,892 $4,571,921,160 $4,728,026,182 $ 4,892,874,650 Plan Fiduciary Net Position Contributions-Member $ 37,618,303 $ 40,634,725 $ 56,250,684 $ 60,281,553 Contributions-Employer 93,504,064 113,109,911 124,743,976 128,046,174 Net Investment Income 145,408,403 67,729,548 110,570,539 524,024,718 Benefit Payments and Refunds (217,801,696) (227,239,084) (230,964,518) (243,982,126) Administrative Expense (4,915,335) (5,707,390) (5,303,296) (6,091,945) Other - Net Change in Plan Fiduciary Net Position $ 53,813,739 $ (11,472,290) $ 55,297,385 $ 462,278,374 Plan Fiduciary Net Position-Beginning $ 2,270,521,836 $2,324,335,575 $2,312,863,285 $ 2,368,160,670 Plan Fiduciary Net Position-Ending 2,324,335,575 2,312,863,285 2,368,160,670 2,830,439,044 Net Pension Liability Ending $ 3,098,278,317 $2,259,057,875 $2,359,865,512 $ 2,062,435,606 Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 42.86% 50.59% 50.09% 57.85% Covered Payroll $ 467,754,197 $ 484,410,754 $ 509,575,065 $ 523,064,436 Net Pension Liability as a Percentage of Covered Payroll 662.37% 466.35% 463.10% 394.30% *This schedule is intended to show information for 10 years.Additional years will be displayed at they become available. 41 See Notes to Required Supplementary Information Schedule of Changes in Net Pension Liability - Staff (Unaudited) Years ended September 30 2014 2015 2016 2017 Total Pension Liability Service Cost $ 286,870 $ 303,626 $ 284,929 $ 252,967 Interest 252,813 337,668 335,753 422,610 Benefit Changes - - (786,759) - Difference Between Actual and Expected Experience 510,965 (650,524) 300,333 (159,693) Assumption Changes - - 965,041 Benefit Payments and Refunds - (16,747) (11,754) (35,933) Net Change in Total Pension Liability 1,050,648 (25,977) 1,087,543 479,951 Total Pension Liability-Beginning 3,105,816 4,156,464 4,130,487 5,218,030 Total Pension Liability-Ending $ 4,156,464 $4,130,487 $ 5,218,030 $ 5,697,981 Plan Fiduciary Net Position Contributions-Member $ 296,093 $ 126,984 $ 130,973 $ 124,339 Contributions-Employer 225,536 242,270 249,881 237,224 Net Investment Income 209,544 (30,772) 286,116 500,246 Benefit Payments and Refunds - (16,747) (11,754) (35,933) Administrative Expense (4,897) (5,702) (7,779) (14,988) Other (172) (214) (19,791) Net Change in Plan Fiduciary Net Position $ 726,104 $ 315,819 $ 627,646 $ 810,888 Plan Fiduciary Net Position-Beginning $ 2,046,297 $ 2,772,401 $ 3,088,220 $ 3,715,866 Plan Fiduciary Net Position-Ending 2,772,401 3,088,220 3,715,866 4,526,754 Net Pension Liability Ending $ 1,384,063 $ 1,042,267 $ 1,502,164 $ 1,171,227 Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 66.70% 74.77% 71.21% 79.44% Covered Payroll $ 1,432,884 $ 1,539,199 $ 1,587,554 $ 1,507,141 Net Pension Liability as a Percentage of Covered Payroll 96.59% 67.71% 94.62% 77.71% *This schedule is intended to show information for 10 years. Additional years will be displayed as they become available. 42 See Notes to Required Supplementary Information Schedule of Changes in the Net Pension Liability(continued) Years ended September 30, ' 2018 2019 2020 2021 Total Pension Liability Service Cost $ 274,978 $ 226,297 $ 293,767 $ 362,723 Interest 462,281 525,209 576,978 653,429 Benefit Changes - (588,078) - - Difference Between Actual and Expected Experience 229,191 279,208 332,572 68,899 Assumption Changes - 1,142,887 - - Benefit Payments and Refunds (16,074) (195,528) (179,160) (181,061) Net Change in Total Pension Liability 950,376 1,389,995 1,024,157 903,990 Total Pension Liability-Beginning 5,697,981 6,648,357 8,038,352 9,062,509 Total Pension Liability-Ending $ 6,648,357 $ 8,038,352 $ 9,062,509 $ 9,966,499 Plan Fiduciary Net Position Contributions-Member $ 131,067 $ 127,207 $ 124,619 $ 328,077 Contributions-Employer 250,059 241,316 353,767 497,821 Net Investment Income 303,812 170,225 278,161 1,400,587 Benefit Payments and Refunds (16,074) (195,528) (179,160) (181,061) Administrative Expense (27,963) (54,449) (30,788) (28,880) Other - - - Net Change in Plan Fiduciary Net Position $ 640,901 $ 288,771 $ 546,599 $ 2,016,544 Plan Fiduciary Net Position-Beginning $4,526,754 $ 5,167,655 $ 5,456,426 $ 6,003,025 Plan Fiduciary Net Position-Ending 5,167,655 5,456,426 6,003,025 8,019,569 Net Pension Liability Ending $ 1,480,702 $ 2,581,926 $ 3,059,484 $ 1,946,930 Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 77.73% 67.88% 66.24% 80.47% Covered Payroll $ 1,588,685 $ 1,533,139 $ 1,510,527 $ 2,061,061 Net Pension Liability as a Percentage of Covered Payroll 93.20% 168.41% 202.54% 94.46% *This schedule is intended to show information for 10 years.Additional years will be displayed at they become available. See Notes to Required Supplementary Information 43 a� w O O O O O O O O O O CS$ • V GL � O �0--1 N n u� O O O, r1 N —1 O .-- L, N s,,,i W —i C� N M M —i M U-) L� '.O L� N 't L7') d' M y O U') co C, N 1.0 M d' �p L� d' L� M W N d' O y GL s,,, Cl N U') co 1.O 1.O 1.O Cl O� 1.O O, L� O, � O a, U y .a M y M U') L� �O �O d d M N N Z � O tl- N rl N W d" U')') Cl d' �--1 L� —1Y \ m m O Cl� �--1 L1') ClO� L1') \O M W Cl U') d" m W m M N d: d: Ln r-1 r-1 o d^ cq I-i Ln I-i I-q —i U m d' O U') d' N Cl L� L� m M O —1 N y s. N U'l M d'; L� d' L O d", Uq Uq Uq Uq Uq L O ft O O� O N d" 1.0 co O N V GL CYI) 64 EA O C rn o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 U 0 0 0 0 0 0 0 o h U y U) d' d' O CO U, CQ O L� r-1 d' M W d' L- i. L7') d; d; W L7') ClO W <\ <\ N d; L� W N d; co m L� m Cl N N O O L� O, L� L� 1�0 O N M co � O w� �+ co L� U7 N M L� d" L� N V d' 1�0 L� 1.0 —1 L� —1 1.0 1.0 N O M O� M W U7 � O N —1 N L- cr d'; cr Ul) Ul) d' N N —1 O —1 '.O 1.0 M co d' O L� co co U) �••� a O O U) —1 N O W d, M vs z4 W O, O, N M —11 N N N m ON U') U') 1.0 f� Ui r-1 N O O N M O N •1"1 •fA —1 N M M M N N N b4 Es4 L� (m r1 1.0 U) U) O d" —1 O 1.0 d" U) 1.0 U) O, w CC �+ NU') n co U') �N 1.0 O d' N co L� 1.0 d' O U7 �. •fA Lri 0- 1.6 r-1 ui M O cr N W Lri 1. r- 1.6 M Or O ^' 'r1 �O L� 1.0 r1 NM � � M L� co —1 N 1.0 U) CD —1 W Ul N L� U-) M W —1 d L� O L� U) —1 1- O O [6 �.d —1 M r- Otl- 4NC14 —1 W CDN M M 4 Lri Lri 1. 06 z O O O N M M M W p V••I �. 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Ln r-1 ri r" O I r-1 L1i ri l0 ri L1) Cl .�. l0 L� —1 00 d' ClU') d' N CN L� L� co M O ri F-4 O ri O L, 00 Ln ri L" l0 M M 00 Cl co M ri Iv it N Ln M d'^ Ll It Ln O d" Ln Ln Ln Ln Ln Ln O �..� > > r L� d" IT M r-1 r-1 r-1 r-1 r-1 r-1 r-1 N Cl Cl cli l0 00 Cl N ER 46q V V) e r-1 l0 l0 L" M N L" Cl O� d" d" M O l0 ' ' co co N d" Cl Ln l0 M —1 Cl L� N l0 d" W W O O C C r-1 N C d'^ l0 l0 C O r-1 LP) r-1 i+ U y N r-1 N L" N L" Ln Cl Cll0 Lnm N N co ri O r d r" r" Ln L� N O d'; l0 v v O Y ""1 r-1 N M N M M .. CL V A v bq 46q w � vs � o Cl r-1 Cl Cl l0 r-1 L� L� M Cl O N Ln cli r-1 l0 N N p O Lli � ri O � O^ ri Lli N � N O M L0:) �+ y Ll) Cl l0 co d' Cl M l0 Ln N Cl L" Cl —1 M L" O l0 N d" O Cl Cl d" d" N d' d' M Ln d' Ln CN �--1 O L� It Lli r-1 L� O N N N N N N M d" 00 O d" Cl M M d" 0:) p �.+ L, � � � IT -1 N N 1 y o -bq 46q o V j, O d" L� m L� M M M L� l0 Ll r-1 N L� r-1 o 0 r-1 � Ln �o d� r-1 r-1 " o 0 Cl0 � � N s. O Ln C N M O O C N O ri d" d'; L- O O N IT Ln l0 Cl l0 d LP) d Cl d M M r. 7 tl- m 110 m m � � Ln O i Cl r � Ln Cl co � � C Ln M r-1 Ll r-1 r-1 L- r-1 N r-1 N N M d" m Cl Cl ri M M l0 l0 O Obq 46qV) O .e� 41 L O d" Ln Cl Cl ri d" Ln l0 L� m O O .� r-1 ri ri ri ri ri N N r-1 ri ri ri ri ri N N Yco O O O O O O Cl ClO O O O O O ClO N N N N N N N N N N N N N N N N V � w O. °s: O G� ct 41 U N V J � N S.. 6� N �i O Y L/l W Y O z Schedule of Combined Money-Weighted Investment Returns (Unaudited) Years Ended September 30 Annual For Years Ended Investment 9/30 Returns* 2021 22.52% 2020 4.79% 2019 2.92% 2018 6.50% 2017 12.15% 2016 8.43% 2015 -1.06% 2014 8.25% 2013 10.70% 2012 12.98% 2011 1.44% *Annual money-weighted rate of return,net of investment fees and adjusted for the changing amounts actually invested.The City and Staff plans are commingled for investment purposes and both plans experience the same return. See Notes to Required Supplementary Information 46 Notes to Required Supplementary Information Methods and Assumptions Used in Calculations of Actuarially Determined Contributions The actuarially determined contribution is equal to the total calculated contribution rate in the prior actuarial valuation, minus the portion expected to be covered by employee contributions, multiplied by the covered- employee payroll. City and member contribution rates are established by ordinance. Employer and member contribution rates for the staff plan are established in the administrative rules. The assumptions and methods summarized below were adopted by the Board of Trustees on May 27, 2019 based on the experience investigation that covered the three-year period from January 1, 2016 through December 31,2018.These assumptions first applied for actuarial valuation as of December 31,2018 and the actuarially determined contribution for fiscal year ending September 30,2019. Valuation Date December 31,2020 December 31,2020 Actuarial Cost Method Entry Age Normal Entry Age Normal Amortization Method Level Percentage of Payroll,30- Level Dollar,Layered year closed beginning in 2018 Remaining Amortization Period 28 30 years for new layers Asset Valuation Method Five-year smoothed market Five-year smoothed market Inflation 2.50% 2.50% Salary Increases 3.25%-28.25% 2.75%-5.35% Investment Rate of Return 7.00% 7.00% Discount Rate 7.00% 7.00% Retirement Age Experience-based table of rates Experience-based table of rates based on job classification and based on either number of years number of years since first since first retirement eligibility or retirement eligibility. age. Mortality PubG-2010 Mortality Tables for PubG-2010 Mortality Table. General Employees and PubS-2010 Generational mortality Healthy Retiree Mortality Table improvements from the year 2010 for Police Officers and Firefighters. using the ultimate mortality Generational mortality improvement rates in the 2014- improvements from the year 2010 2019 MP tables. using the ultimate mortality improvements rates in the 2014- gni c!MP tahlPc Cost-of-Living Adjustment A 2%cost-of-living adjustment 4.0%COLAs are assumed for (COLA)is assumed for all members participating in the ad- members in the Guaranteed COLA hoc COLA program. program, No COLAs are assumed for members with a Variable COLA. Timing of conditional Ad Hoc COLAs is based on an open group projection. 47 Valuation Date December 31,2019 December 31,2019 Actuarial Cost Method Entry Age Normal Entry Age Normal Amortization Method Level Percentage of Payroll,30- Level Dollar,Layered,Closed year closed beginning in 2018 Remaining Amortization Period 29 30 years Asset Valuation Method Five-year smoothed market Five-year smoothed market Inflation 2.50% 2.50% Salary Increases 3.25%-28.25% 2.75%-5.35% Investment Rate of Return 7.00% 7.00% Discount Rate 7.00% 7.00% Retirement Age Experience-based table of rates Experience-based table of rates based on job classification and based on either number of years number of years since first since first retirement eligibility or retirement eligibility. age. Mortality PubG-2010 Healthy Retiree PubG-2010 Healthy Retiree Mortality Table for General Mortality Table.Generational Employees and PubS-2010 mortality improvements from the Healthy Retiree Mortality Table year 2010 using the ultimate for Police Officers and Firefighters. mortality improvement rates in Generational mortality the MP tables. improvements from the 2010 using the ultimate mortality improvement rates in the MP tables. Cost-of-Living Adjustment A 2%cost-of-living adjustment 4.0%COLAs are assumed for (COLA)is assumed for all members participating in the ad- members in the guaranteed COLA hoc COLA program. program,zero COLAs are assumed for members with a Variable COLA. Timing of Conditional Ad Hoc COLAs is based on an open group projection. 48 OTHER SUPPLEMENTARY INFORMATION .tee+ i�"'`� rn��1•�1 Trinity Trails Mural 49 Schedule of Administrative Expenses Years Ended September 30,2021 and 2020 2021 2020 Administrative Office Staff and Benefits $ 2,442,855 $ 1,763,596 Contributions to Retirement Fund 490,449 355,759 Due Diligence - 2,725 Medical Reviews 16,423 5,065 Insurance 152,394 148,634 Office Expense 108,502 128,925 Building Expenses 243,096 237,770 Conferences and Training 10,534 16,803 Pension Administration Hosting 284,248 173,176 Pension Administration Programming 386,056 367,692 Equipment and Supplies 100,189 56,622 Total Administrative Office 4,234,746 3,256,767 Professional Services Actuarial Services 103,934 132,286 Accounting and Auditing 56,900 55,300 Consulting 1,335,271 1,387,731 Legal Services 174,100 178,717 Other Consulting 94,688 204,590 Total Professional Services 1,764,893 1,958,624 Total Administrative Expenses $ 5,999,639 $ 5,215,391 50 Schedule of Investment Management Fees As of September 30 2021 2020 Domestic Fixed Income Aberdeen Asset Management $ 382,397 $ 472,698 Garcia Hamilton 176,228 175,621 Pacific Investment Management 781,403 342,982 Total Domestic Fixed Income 1,340,028 991,301 International Fixed Income Loomis Sayles 199,000 178,114 Total International Fixed Income 199,000 178,114 Real Estate Hammes 121,522 Heitman Core 517,374 304,237 IPI Data Centers 16,407 - Prologis 195,178 1,140,749 UBS Trumball 257,024 285,142 Total Real Estate 985,983 1,851,650 Domestic Equities Frontier Capital 165 507,482 Westwood 739,715 644,401 Total Domestic Equities 739,880 1,151,883 International Equities Franklin Templeton 819,176 642,484 Northern Trust 198,462 160,560 Wellington Horizons 626,258 489,986 William Blair 517,896 381,948 Total International Equities 2,161,792 1,674,978 51 Schedule of Investment Management Fees As of September 30 (continued) 2021 2020 Real Return Harvest $ 171,102 $ 168,002 Total Real Return 171,102 168,002 Alternative Albourne America 430 417 ERF Private Equity Program (49,829) 47,841 Hamilton Lane 97,266 49,952 Total Alternative 47,867 98,210 Custody Fees Northern Trust 536,881 404,378 Total Custody Fees 536,881 404,378 Total Investment Expenses $ 6,182,533 $ 6,518,516 52 Schedule of Professional Services As of September 30 2021 2020 Professional Fees Albourne America,LLC $ 400,000 $ 400,000 Aksia Chicago,LLC 99,812 105,874 Aon Hewitt Investment Consulting,Inc. 35,488 Brown,Pruitt,Wambsganss,Ferrill&Dean,PC 6,520 4,675 Cascade Investment Compliance&Verification 27,000 DLA Piper,LLP 27,578 87,539 Eide Bailly,LLP 56,900 55,300 Fox Rothchild,LLP - Gabriel,Roeder,Smith&Company 103,934 132,286 Hamilton Lane Advisors,LLC 597,011 650,000 Ice Miller,LLP 86,195 2,930 Jackson Walker,LLP 53,807 83,573 Korn Ferry 102,090 Lynn Law,PLLC - McElvaney Public Affairs,LLC 60,220 60,000 RVK,Inc. 238,448 231,857 Whitney Smith Company 7,468 7,012 Total Professional Fees $ 1,764,893 $ 1,958,624 53 y � WO %' .. 441, 44 .et { ,.i1F .� AI 't !`tr'€•0+ ''*� .F.y�,r y� a a + N�'yr- �A to �f A � � nA'lAw� :t��� + 1�•"P� ' _ � TI�Rlitr P� 5k.. . z s ii�t '' �� i= !s Awe r c �i M.n z k`. �a • � ££X 1•. 40 �W —1.9b. _ was Ipioneer, and therefore i I had to blazeown trail. " Cycling champion Marshall "Major" Taylor AWL Marine C., k L e Par FORT WORTHEMPLOYEES' L_RETIREMENT FUND Market Overview of Fiscal Year The 2021 Fiscal Year was just as remarkable as the 2020 Fiscal Year.The wide-spread availability of effective vaccines allowed consumer-focused businesses to re-open in varying degrees across the globe. With unprecedented global fiscal and monetary stimulus from the developed economies,consumers were flush with cash and full of anticipation for a return to the pre-COVID-19 normal.The economic activity accelerated as the infection rate slowed and economies generally remained open when new virus variants caused an increase in the infection rate. This jump in demand drove a sharp rebound to full employment, a sustained increase in elevated manufacturing activity,and robust activity in the services area of the economy. Despite disruptions in activity from COVID-19 variants, the U.S. economy posted impressive year over year growth in Real GDP of-2.30%in 4Q20,0.50%in 1Q21,12.20%in 2Q21,and 4.90%in 3Q21.Unfortunately,the stop and start economic activity of calendar 2020 combined with the increase in the M2 Money Supply from stimulus proved to create a global supply chain issue,as global demand accelerated.This has led to the highest inflation that the U.S.has seen in over 30 years and inflation will remain a major driver of asset class returns and volatility going forward.As we look forward to fiscal year 2022,the Federal Reserve has signaled a shift in priorities away from employment and toward fighting high inflation,which should prove to be unfavorable to investment grade fixed income securities as interest rates rise. With respect to the investment program, the Fund made several significant changes in Fiscal Year 2021.We revised the Investment Policy Statement(IPS),including 1)the theme-based approach to the asset allocation, 2) the strategic asset allocation targets, ranges,and benchmarks,and 3) the roles and responsibilities of the Board, Staff, and Investment Consultants.We developed investment due diligence and monitoring processes by installing Investment Implementation procedures.We engaged a third-party investment compliance vendor (Cascade)and designed and implemented a compliance program to match the changes in the IPS.Staff reviewed most of the vendor and investment management relationships, resulting in additions to the Fund's watchlist and decisions to redeem from several managers.Near the end of the fiscal year,we hired Verus Investments to serve as General Consultant and Aksia to serve as Alternatives Consultant. This change resulted in the termination of the discretionary relationship with Hamilton Lane, which shifted significant investment and operational responsibilities for the Private Equity portfolio to the investment staff. 55 With respect to returns,the Fort Worth Employees'Retirement Fund ended Fiscal Year 2021 with a balance of $2.8 billion and posted a net one-year return of 22.44%. The one-year return exceeded the target actuarial return of 7.0%,exceeded the return of the strategic asset allocation policy index by 1.64%,and ranked in the 32nd percentile of public pensions with assets$1 billion or greater,according to Verus.For the year,the Fund benefitted from a 28.29% return in public equities and a 60.79% return in private equities. The diversified opportunities portfolio returned 15.2% and the real assets portfolio returned 17.34%, both of which were impressive, but detracted from the overall return. The core fixed income portfolio was the most significant detractor of performance and returned-0.15%.On a relative basis,the public equity portfolio underperformed the ACWI global stock benchmark by -1.1% on international stock returns. All other asset class portfolios produced significant outperformance relative to benchmarks for the fiscal year. Over longer time periods,the Fund posted a 3-year net return of 9.77%,a 5-year net return of 9.58%,a 10-year net return of 8.65%,and a since inception net return of 8.70%.At this point,the net returns have exceeded the policy index return over all time periods.The Fund's investment returns have benefitted significantly from high returns in public and private equities and diversified sources of return and income from real assets and diversified opportunities. At the end of the Fiscal 2021,the asset allocation remained close to the strategic asset allocation and within ranges approved by the Board.The asset allocation reflected an underweight to investment grade fixed income, smaller underweights to public and private equity,and an overweight to real assets,diversified opportunities, and cash.These tactical shifts away from the strategic asset allocation were relatively consistent over the year. The underweight in fixed income and overweight to real assets was related to perceived inflation pressures in the economy. The relatively high cash balance was largely driven by transitory changes in the investment manager line-up and an increase in retirement activity, which was related to member incentives and plan changes designed in the 2018 pension reform action.The remaining small underweights to public and private equities and the overweight to diversified opportunities were a result of transitory investment activities and the changes in the IPS strategic asset allocation. The Fund's investment policies,procedures,goals,objectives,performance of the assets,and transaction costs are regularly monitored in whole or in part by the Staff,Cascade,Verus,Aksia,Northern Trust,the Investment Committee,and the Board.This includes quantitative and qualitative evaluations of vendors and investment managers that serve the Fund.The investment performance listed above is calculated using a time-weighted rate of return methodology net of fees and based on market values and cash flows.Staff utilizes a monitoring process to compare the performance of individual managers to relevant benchmarks,the performance reports of the custodian, and the performance reports of the investment consultants. To the best of our knowledge, these performance statements are accurate and reliable. Prepared by Derrick Dagnan,Chief Investment Officer 56 Investment Summary As of September 30,2021 9/30/2021 Fair Value Asset Class Fair Value % Equities $ 1,210,793,304 40.89% Global Equities 676,396,159 Domestic Small Cap 105,267,697 Domestic Large Cap 110,458,983 International Developed 109,016,618 International Small Cap 115,909,969 Emerging Markets 93,743,878 Fixed Income 540,575,694 22.59% Core 91,814,236 Core Plus 351,237,488 High Yield 51,787,649 Emerging Markets 45,736,321 Alternative Investments 940,778,466 32.33% Real Estate 316,770,428 Opportunistic Credit 4,724,967 Private Equity 353,731,103 Absolute Return 265,551,968 Real Return 82,880,794 2.66% MLPs 28,948,654 Real Assets 53,932,140 Cash Equivalents 48,904,287 1.53% Total Asset Allocation $ 2,823,932,545 100.00% Reconciling Items to Statement of Net Position Accrued Income $ (5,699,733) Broker Receivables (155,072,129) Broker Payables 177,845,110 Securities Lending Collateral 174,422,862 Total Investments Statement of Net Position $ 3,015,428,655 57 Schedule of Asset Allocations and Returns September 30, 2021 Long-Term Allocation Actual Asset Class Target Allocation Investment Performance(%)* 1 Yr 3 Yr 5 Yr Global Equity 45.00% 42.88% 28.29 10.55 11.70 MSCI ACWI Index 27.44 12.58 13.20 Fixed Income 19.00% 19.14% 2.55 6.33 4.05 Barclays US Aggregate Index (0.90) 5.36 2.94 Barclays Global Aggregate Index (0.91) 4.24 1.99 Absolute Return 10.00% 9.40% 17.93 6.22 6.67 HFRI Fund of Funds Composite 14.29 6.49 5.80 Real Return 2.00% 2.93% 31.69 1.79 2.52 NFI-ODCE Index 13.64 6.13 6.56 Real Estate 8.00% 11.22% 13.52 8.07 7.89 NCREIF Property Index 12.15 6.72 6.84 Private Equity 15.00% 12.69% 60.02 22.08 20.91 Wilshire 5000 Index+ 3% 35.94 19.55 20.41 Cash 1.00% 1.74% 0.07 1.16 1.25 90 Day T-Bill 0.06 1.05 1.12 Total Portfolio 100.00% 100.00% 22.44 9.77 9.58 Target Allocation Index 20.80 9.40 9.22 *The basis for investment return calculations: a time weighted rate of return based on the market rate of return. 58 Investment Managers GLOBAL EQUITIES: ABSOLUTE RETURN: PRIVATE EQUITY[CONTINUED Franklin Templeton Cevian Capital GI Partners Northern Trust Contrarian Capital Management Gores Technology Group Wellington Management Harbinger Capital Partners* Greenspring Associates Westwood Holdings HBK Capital Management Leonard Green&Company William Blair Indus Capital Partners Gridiron Capital King Street Capital Hellman&Friedman REAL RETURN: Luxor Capital Partners* HIG Capital Harvest Fund Advisors Pentwater Capital Management High Road Capital Partners Nuveen Perry Partners* Ignition Partners Sculptor Capital Management* JMI Management GLOBAL FtxED INCOME: Shepard Investments* Kelso&Company Southpoint Capital Advisors KPS American Century The D.E.Shaw Group KRG Capital Partners Garcia Hamilton Wellington Management Landmark Partners Loomis Sayles&Company Littlejohn&Co. PIMCO *In Redemption from Manager Levine Leichtman Capital Stone Harbor Investment Partners Partners PRIVATE EQUITY: Madison Dearborn Partners 3i Investments Marlin Equity Partners REAL ESTATE: Advent International New Enterprise Associates AEW Capital Management Altaris Health Partners Newport Global Advisors American Landmark American Securities Newstone Capital Ascentris Apollo Oak Hill Advisors Campus Clarion Ascribe Capital Platinum Equity Capital Contrarian Capital Management Avenue Capital Group Partners Focus Healthcare Partners Bay City Capital Providence Equity Partners Hammes Partners BC Partners The Riverside Company Heitman Blackstone Group Scale Venture Partners IPI Brazos Private Equity Partners Technology Crossover Ventures Liquid Realty Partners Cerberus Capital Management TPG Capital M&G Investments Cinven Limited TSG Capital Group McAlister Clearlake Capital Vector Capital New Boston Real Estate Coral Group Veritas Capital Prologis CVC Capital Partners Vitruvian Partners Rockspring Capital Energy Capital Partners Waterland Private Equity SC Capital Partners Enhanced Capital Partners Welsh Carson Anderson& Stratford Land Essex Woodlands Stowe UBS Realty Advisors Falcon Investment Advisors Wynnchurch Capital WestRiver Capital GF Capital Partners 59 Investment Policies Statement Summary The Board of Trustees (Board) of the Fort Worth Employees' Retirement Fund (the Fund) has adopted an Investment Policy Statement as a framework for the investment of the Fund's assets. The purpose of the Investment Policy Statement is to assist the Board in effectively guiding, supervising, and monitoring the ongoing operations and performance of the Fund.The authority to amend that statement rests solely with the Board.The following provides a brief outline of that statement.A copy of the Investment Policy Statement in its entirety can be found on the Fund's website. Investment Objectives The Fund's primary investment objective is to establish a stable,diversified investment portfolio that in the long- term,will meet or exceed the Board approved assumed actuarial rate of return in order to maintain or improve the funded status of the Fund and provide sufficient liquidity to timely pay benefits. The Trustees adopted the following key investment objectives: • The Boards' investment objective is to achieve an average long-term total rate of return which satisfies the actuarial assumed rate of return. The target actuarial rate of return is set at 7.00%including an assumed inflation rate of 2.50%and a target actuarial real rate of return of 4.50%. • The Fund shall prudently manage overall risk through diversification,by establishing and updating a strategic asset allocation using an asset allocation model that balances return expectations and risk exposures related to institutionally investible geographies,asset classes,and investment strategies. • The Fund shall periodically rebalance the total assets to manage active risk relative to the strategic asset allocation and various benchmarks,as well as liquidity.Rebalancing activities shall consider both the impact on the Fund and transaction cost of the activity. • The investment activities of the Fund shall be executed in a cost-effective manner. Board of Trustees The Board is primarily responsible for establishing the long-term vision of the Fund, oversight,and adopting an Investment Policy Statement(IPS).The IPS is intended to establish prudent investment criteria,set clear objectives, and guide selection of the asset classes and the strategic asset allocation.Management of the Fund assets must be done solely in the financial interest of the beneficiaries of the Fund.It also must be done in a manner consistent with Section 802.2203 of the Texas Government Code,the Fund's Ethics Policy,the ethical guidelines of the CFA Institute, and all applicable domestic and international securities laws, rules,and regulations.The Board,to the extent permitted by Texas law,delegates the operational,program management,and administration of the Fund's investment program to the Executive Director(ED)and Chief Information Officer(CIO).The Board delegates the review and approval of the Investment Implementation Procedures (IIP) employed by the Fund staff to the Investment Committee.At least annually, the Board reviews the actions of the ED and CIO in order to monitor performance and compliance with the terms of delegation,the IPS,and other policies and procedures. Investment Committee The Investment Committee is established by the Board and is delegated the responsibility to oversee and provide commentary and recommendations to the Board regarding investment activities,portfolio implementation,and sustainable management of the Fund's investment processes.The Investment Committee assists in development and provides recommendations for both the IPS and IIP.The Investment Committee reviews and provides feedback on significant preliminary actions related to service providers. The committee also evaluates the investment performance,including selected asset classes and external managers,in detail,using reports supplied by the ED, CIO, investment staff, and service providers. At least annually, the Investment Committee reviews the 60 appropriateness of the investment activities delegated to the CIO, including performance of service providers, operating expenses and budgets,asset allocation changes and the rationale for tactical asset allocation positioning. Executive Director(ED) The ED assumes executive responsibility and authority,as delegated,for all administrative,operational,and other aspects of managing the Fund.The ED monitors compliance of the investment program with the IPS,the Ethics Policy,and any laws,rules,or regulations that may apply.Additionally,the ED reviews and authorizes the use of service providers and employment of Investment Staff. The ED further evaluates the investment performance, processes and procedures through reports provided by the CIO,investment staff,and service providers.Finally,the ED takes emergency,investment-related actions that are deemed essential to protect assets of the FWERF,with such actions being promptly reported to the Executive Committee of the Board. Chief Investment Officer(CIO) The CIO assumes executive responsibility and authority, as delegated for the investment operations, ongoing evaluation,and management of the assets of the Fund.The CIO ensures compliance with the IPS,IIP,and any laws, rules,or regulations that may apply while operating ethically as a fiduciary with a duty of loyalty,investing and managing Fund assets solely in the financial interest of members and beneficiaries. The CIO collaborates with the ED,Investment Committee,and Board on development and implementation of investment strategies,procedures, the IPS and IIP. The CIO establishes sourcing approaches for the efficient review, selection or termination, and negotiation of contracts with investment related Service Providers, including but not limited to, External Investment Managers, Discretionary External Investment Advisors, External Investment Advisors, General Consultant,and other Service Providers related to the investment program. The CIO periodically reports to the Board,Investment Committee,and Executive Director on administrative,organizational,investment activities,and the outcome of fully executed decisions related to investment actions or service providers. Compliance The Fund's General Counsel,in consultation with the ED and CIO,shall maintain a compliance effort,which can be performed by internal resources and/or an external service provider.The compliance function shall maintain a degree of separation from the key investment decision-makers to effectively operate as an unbiased third-party observer with the authority to initiate reports and recommend actions to the ED,Investment Committee and Board, when deemed appropriate.The compliance function will maintain regulatory knowledge and assess investment program adherence and risk related to laws, rules, and regulations. These individuals also will perform an assessment of the Fund's compliance with relevant laws,rules,and regulations,and prepare quarterly and annual reports documenting adherence to policies and procedures. Asset Allocation The Fund's asset allocation policy is intended to reflect and be consistent with the return objective and risk tolerance expressed by the Fund.It is designed to provide the highest probability of meeting or exceeding the Fund's long-term objectives at a level of risk acceptable to the Board.The Board and Investment Committee have reviewed the risk,return,liquidity,and cost characteristics of a wide range of asset allocation approaches (conservative to aggressive).Based on input from the CIO,investment staff,and General Consultant,the Board establishes a strategic asset allocation target and acceptable asset class ranges for investment of the Total Assets.The Board recognizes that market events or other circumstances may dictate that investing above or below the target allocation is desired. 61 Rebalancing Because the asset classes do not move in concert,allocation deviations will occur through normal market activity. The CIO and investment staff should evaluate the asset classes,risk exposures,and return opportunities at least quarterly, and rebalance the portfolio to the strategic asset allocation target or an alternative tactical asset allocation within defined ranges.The CIO should evaluate the impact of rebalancing,along with the transaction cost of rebalancing and any specific market or timing factors that may influence the outcome of trading activity.This evaluation may suggest the planned rebalancing activity is undesired. Portfolios that drift from the strategic asset allocation target and tactical asset allocation adjustments represent an active risk compared to the strategic asset allocation target; therefore, they should be based on a specific investment thesis or rationale that is communicated to the Investment Committee.Tactical asset allocation shifts should remain within allowable asset class ranges.Asset class exposures that drift outside of the asset class ranges should be rebalanced within the stated range prior to the end of a quarter. 62 Schedule of Top Ten Investments As of September 30, 2021* Percent of Name of Investment Fair Value Portfolio Northern Trust Collective All Country World Investable $ 351,835,936 13.54% Northern Trust COLTV ACWI Diversified Multi Factor Inde: 324,559,467 12.49% MFB Northern Trust Collective Russell 1000 Growth Index $ 110,458,983 4.25% William Blair Emerging Leaders Growth CIT Fund 71,462,702 2.75% Nuveen Real Asset Income Fund R6 $ 53,929,599 2.08% Stone Harbor Invt FDS EM Debt 45,736,321 1.76% Heitman America Real Estate Trust LP FD $ 45,660,236 1.76% Prologis European Properties Fund II 43,797,510 1.69% Iguazu Investors (Cayman) LP $ 43,264,235 1.67% Realterm Logistics Income Fund 34,754,963 1.34% * A complete list of the Fund's holdings is available at the Fund's office by appointment. 63 y � y V c.� n L m co n o y . 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E i c N n`_o m O n`_o v y v o u u 0.�1 r m (7 7 u m v _ m v � � 2 a in 'u = m 'u U` m 7 u` r 6 m ALTERNATE BIKE ROUTE I IL I y �_x >Al A Y , 1 �C Gateway Park GRS P:469.524.0000 I www.grsconsultirg.com December 10, 2021 Board of Trustees Employees' Retirement Fund of the City of Fort Worth 3801 Hulen Street, Suite 101 Fort Worth,TX 76107 Subject:Actuarial Valuations as of December 31, 2020 Members of the Board, At the request of the Employees' Retirement Fund of the City of Fort Worth (FWERF), Gabriel Roeder Smith & Company(GRS) has performed the actuarial valuations of the Employees' Retirement Fund of the City of Fort Worth (City Plan) and the City of Fort Worth Employees' Retirement Fund Staff Retirement Plan (Staff Plan).The information in the Actuarial Section is based on our annual actuarial valuation reports for the two plans, with the most recent valuations conducted as of December 31, 2020, and is intended to be used in conjunction with the full reports. FWERF is an agent multiple-employer defined benefit pension plan covering employees of the City of Fort Worth and employees of the Employees' Retirement Fund of the City of Fort Worth. This letter and the schedules listed below represent GRS' certification of the funded status as required for the financial report for the fiscal year ended September 30, 2021 for the City Plan and the Staff Plan. In the Financial Section, GRS prepared the following: • Sensitivity of the Net Pension Liability to Changes in Discount Rate, • Schedule of Changes in the Net Pension Liability, and • Schedule of Actuarially Determined Employer Contributions. In the Actuarial Section, GRS prepared the following: • Executive Summary, • Schedule of Funding Progress, • Development of Actuarial Value of Assets, • Actuarial Gain or Loss, • Analysis of Normal Cost by Component, • Retirees, Beneficiaries, and Disabled Participants Added to and Removed from Rolls, • Solvency Test, and • Distribution of Active Members by Age and Years of Service. A. 67 Board of Trustees December 10, 2021 Page 2 Data The valuation was based upon information as of December 31, 2020, furnished by FWERF staff, concerning system benefits, financial transactions, plan provisions and active members, terminated members, retirees and beneficiaries. We checked for internal and year-to-year consistency, but did not audit the data.We are not responsible for the accuracy or completeness of the information provided by FWERF staff. Actuarial Assumptions and Methods The assumptions and methods applied in this actuarial valuation were adopted by the Board of Trustees on March 27, 2019 based on the experience investigation that covered the three-year period from January 1, 2016 through December 31, 2018. In accordance with the Administrative Rules of FWERF, all actuarial assumptions and methodologies must be adopted by the Board upon the advice of the actuary. We believe the assumptions for the funding valuation are internally consistent and are reasonable, based on the actual experience of FWERF, and meet the parameters of the Actuarial Standards of Practice issued by the Actuarial Standards Board.The actuarial assumptions and methods used to develop the Schedules of Changes in the Net Pension Liability and the Schedule of Actuarially Determined Employer Contributions, noted above, also meet the parameters set forth in the disclosures presented in the Financial Section by Governmental Accounting Standards Board Statement No. 67. The actuarial accrued liability and corresponding normal cost rate for the City Plan are based on the Entry Age Normal actuarial cost method where the benefits are based on the benefits payable to each individual active member.This method was selected for funding purposes in order to provide a more stable normal cost, and resulting actuarially determined contribution, each year.The same actuarial cost method was selected for financial reporting purposes. The results of the actuarial valuation are dependent upon the actuarial assumptions used.Actual results can and almost certainly will differ, as actual experience deviates from the assumptions. Even seemingly minor changes in the assumptions can materially change the liabilities, calculated contribution rates and funding periods. A review of the impact of a different set of assumptions on the funded status of the City Plan and the Staff Plan are outside the scope of this actuarial valuation. The current actuarial assumptions are outlined in the section of the ACFR titled "Actuarial Assumptions and Methods." Benefits There were no changes to the plan provisions of the City Plan and the Staff Plan during the past year.The current benefit provisions are outlined in the section of the ACFR titled "Summary of Key Provisions." -_WN - 5605 North MacArthur Boulevard 68 Board of Trustees December 10, 2021 Page 3 Funding Policy and Objectives—City Plan As outlined in the City Code and the Funding Policy adopted by the Board, the funding objective of the City Plan is to fund the sum of the normal cost, the assumed administrative expenses, and an amount necessary to eliminate the UAAL over a closed 30-year period beginning on December 31, 2018 with the goal of eliminating the UAAL by December 31, 2048. Contribution rates should be established which, over time, will remain level as a percent of payroll. As a result, the Actuarially Determined Employer Contribution (ADEC) is based on a closed 30-year amortization of the UAAL as of December 31, 2018 (28 years remaining as of December 31, 2020) and is being amortized as a level percentage of payroll.This ADEC will be equal to the City's portion of the total contributions that are necessary to meet this funding objective and this ADEC is appropriate for use by the Board to monitor progress towards these funding goals. The City Plan receives member contributions in accordance with the following schedule based on Member Contributory Payroll. Effective July, 2019, Member Contributory Payroll changed to include earnings from unscheduled overtime. Statutory Statutory Statutory Previous Contribution Rates Contribution Rates Contribution Rates Contribution Rate Effective Effective Effective July 2019 January 2020 January 2021 General Employees 8.25% 9.35% 9.35% 9.35% Police Officers 8.73% 10.53% 12.53% 13.13% Firefighters 8.25% 10.05% 12.05% 12.05% Based on the current composition of the active plan population,the average member rate will be approximately 11.14%of the Member Contributory Payroll once all of the contribution rates are completely phased in. Based on the current composition of the active plan population,the average City rate is approximately 24.48%of the City Contributory Payroll.The ADEC for 2021 is 32.29% of City Contributory Payroll, or$165.3 million, which exceeds the expected City contribution by 7.81%of City Contributory Payroll. As a result, the stated funding objective is not being met. City Contributory Payroll includes unscheduled overtime for Tier 1 members and does not include unscheduled overtime for Tier 2 members. Based on the current statutory contribution rates, the funding period on the valuation date, excluding projected Risk-Sharing Contributions and Ad Hoc COLAs, is 74 years. Incorporating projected Risk-Sharing Contributions and Ad Hoc COLAs, the funding period is 42 years.The funding period incorporating the projected Risk-Sharing Contributions and Ad Hoc COLAs is the most reasonable estimate for the time until the UAAL is eliminated. -_WW - Im S60S North MacArthur Boulevard I Suite 870 1 Irving,Texas 75038-2631 69 Board of Trustees December 10, 2021 Page 4 The City Code specifically defines an actuarially determined contribution (ADC) as a contribution "based on a closed 30-year funding of unfunded liabilities." In this context, the ADC is the sum of the anticipated member contributions and the City contributions. Since the City and the members contribute on a different payroll basis, it would not be accurate to add the City and member contribution rates together. As a result, the actuarial valuation will focus on the Actuarially Determined Employer Contribution (ADEC) for purposes of reporting required contribution rates so it is clear which payroll basis is being considered. However,the ADEC will simply be determined as the projected ADC less the anticipated member contributions. The unfunded actuarial accrued liability(UAAL) of the City Plan increased from $2.19 billion as of December 31, 2019 to $2.22 billion as of December 31, 2020. The UAAL was expected to increase to $2.24 billion as of December 31, 2020 but the plan incurred a net experience gain of$18 million which decreased the UAAL to$2.22 billion. The primary sources of the experience changes were a $13 million gain on the actuarial valuation of assets and a $5 million gain on liabilities. Additionally, the funded ratio of the City Plan—actuarial value of assets divided by the actuarial accrued liability—increased from 52.3%to 53.2%as of December 31, 2020. The funded status is one of many metrics used to show trends and develop future expectations about the health of a retirement system. The funded status measure itself is not appropriate for assessing the sufficiency of plan assets to cover the estimated cost of settling the plan's benefit obligations or assessing the need for or the amount of future contributions since it does not reflect normal cost contributions, the timing of amortization payments, or future experience other than expected. Funding Policy and Objectives—Staff Plan On August 28, 2019, the FWERF Board of Trustees adopted the current funding policy for the Staff Plan. Under the current funding policy, the Total Funding Policy Contribution is determined as the sum of the normal cost,the assumed administrative expenses, and a structured payment towards eliminating the unfunded actuarial accrued liability(UAAL). The payments to the UAAL will be based on layered amortization where each layer is based on a 30-year level-dollar amortization schedule. The Actuarially Determined Employer Contribution (ADEC) is the Total Funding Policy Contribution minus the expected member contributions. The current funding policy directs the employer to contribute the ADEC to the Staff Plan each year. The Staff Plan receives member contributions of 10.50%of payroll and employer contributions equal to the ADEC, as set by the current funding policy for the Staff Plan. The ADEC for 2021 is $435,845. On an actuarial value of assets basis, the current funding policy should be sufficient to first amortize the UAAL in 29 years. —_W" — M 5605 North MacArthur Boufevard � Suite 870 1 Irving,Texas 75038-2631 70 Board of Trustees December 10, 2021 Page 5 The unfunded actuarial accrued liability(UAAL) of the Staff Plan decreased from $2,773,532 as of December 31, 2019 to $2,734,377 as of December 31, 2020. The funded ratio of the Staff Plan— actuarial value of assets divided by the actuarial accrued liability—increased from 67.4%to 70.7% as of December 31, 2020.The funded status is one of many metrics used to show trends and develop future expectations about the health of a retirement system. The funded status measure itself is not appropriate for assessing the sufficiency of plan assets to cover the estimated cost of settling the plan's benefit obligations or assessing the need for or the amount of future contributions since it does not reflect normal cost contributions, the timing of amortization payments, or future experience other than expected. Certification All of our work conforms with generally accepted actuarial principles and practices, and to the Actuarial Standards of Practice issued by the Actuarial Standards Board. In our opinion, our calculations also comply with the requirements of, where applicable, the Governmental Accounting Standards Board, the Internal Revenue Code and ERISA. The signing actuaries are independent of the plan sponsor. They are each Enrolled Actuaries, Fellows of the Society of Actuaries, and Members of the American Academy of Actuaries, and meet the Qualification Standards of the American Academy of Actuaries. Finally, each of the undersigned are experienced in performing valuations for large public retirement systems. Respectfully submitted, Gabriel, Roeder, Smith & Company R. Ryan Falls, FSA, EA, MAAA Bill Detweiler, ASA, FCA, MAAA Senior Consultant &Actuary Consultant -_WN - M 5605 Nor6 MacArthur:. f 1 Irving,Texas 75038-2631 71 N O N o l- o c-I N l" l" Ln d" z (0, m M -1 -1 -1 00 t" d" co d" c-I l" 00 00 N Ln l-, l-, N z -1 Uj M 01 �O Lr O 06 Lfi Lfi co co c z >, M " co z z z Ql Lf) Lr d" N OM 00 t" N co LO l" z r-I Q c-I c-I Lf) Lf) o N N N b4 b4 b4 H4 b4 EA EA EA 464 00 d' z c I O� O� O� o o L1) rl N O O O c-I -t cd co rl ci Ln d" 00 d' N z CN O co Z C M CO O r` co, N N O co LO M >' d" N r I O co l-, -, l- N l- Q \O z c I N co N co O1, N 00 N M ON N 0 00 00 LO co co l" d" N N N b4 b4 464 464 464 464 464 464 464 O� O1, 00 (01, Ln Z t" o o Lo o �. z -t o 0 o M M a, o l-, o m m d (0, 00 z 00 cd 00 Z N d" N co z O1, co l" M l" z M l" LO z N O d" co z O Ln N Ln `p C)" Lr Ln N N N \. -I N d" o c-I d" M c-I >, L\ M c-I Ln O -, c-I LO \O LO c-I z O1, c-I N O, co O1, c-I LO 00 CN LO Mt\ M M ON 00 It r I LO d O 00 00 00 & y Ln Ln r-1 co -t Ln -1 -1 �..1 N N -IF N N �1 �•, EA EA EA 469 EA EA EA EA 469 O U O A m O1, rl M O M o o �O o �. l� r I o 0 o M z Ln o a, o r1 N O 00 co O l,- d" 000'% CN M N co O Z LO LO N O1, N O1, M Lr o d' 00 z z 00 -1 d" 0 N N d' z p M n j Lf) d: N Lfi N c-I d" O� N '� cr� LO LO -1 M LO -1 LO . Q -1 00 N cI N O, co 00 cI N cI O1, O l,- 00 -1 l" d" 00 O z O Q M c I Lf) \O N M Lf) M Ol z l" N 00 d N z LO LO c-I LO LO -1 V N N -I N N O 464 464 b4 4EO4 b4 b4 b4 b4 4EO4 W w° o a a O O 0 N y D y O > ,d � s0, w s0, v p" �, a" N W ^ O v O v � a" > o � O y N N O U O y �, Q �. Cd N �" �" CZ CZ Z CZ L] �, 7� Cd W ,� Cd s, N N > > U s, U s, O N O c� O O O .� N N s, 6. � — v v N O O s0, cC � Z5 � � ywT, r4 ZF < � w � w • W w • • L] • • y • • • • V • • • • • V • • • • W Qi Q Q Q Actuarial Assumptions and Methods: City Plan The assumptions and methods applied in this actuarial valuation were adopted by the Board of Trustees (Board) on March 27, 2019 based on the experience investigation that covered the three-year period from January 1, 2016 through December 31, 2018. In accordance with the Administrative Rules of the Fort Worth Employees'Retirement Fund(the Fund),all actuarial assumptions and methodologies must be adopted by the Board upon the advice of the Actuary. I. Valuation Date The valuation date is December 31 of each plan year.This is the date as of which the actuarial present value of future benefits and the actuarial value of assets are determined. II. Actuarial Cost Method The actuarial valuation is used to determine the adequacy of the current City contribution rate, describe the current financial condition of the Fund, analyze changes in the condition of the Fund, and provide various summaries of the data. The actuarial valuation uses the Entry Age Normal (EAN) actuarial cost method. Under this method,the first step is to determine the contribution rate (level as a percentage of pay) required to provide the benefits to each member,or the normal cost rate.The normal cost rate consists of two pieces:the member's contribution rate and the remaining portion of the normal cost rate which is the employer's normal cost rate. Further,the total normal cost was determined using the"replacement life"application of EAN where the normal cost is based on each member's current benefit structure as though it has always been in place. The Unfunded Actuarial Accrued Liability (UAAL) is the liability for future benefits which is in excess of the actuarial value of assets and the present value of future normal costs. The employer contribution provided in excess of the employer normal cost is applied to amortize the UAAL. The projected funded status and the Actuarially Determined Employer Contribution(ADEC)are calculated based on the assumption that: (a) future market earnings,net of investment-related expenses,will equal 7.0%per year;there will be no liability gains/losses or changes in assumptions;active members who leave employment will be replaced by new entrants each year such that the Member Contributory Payroll grows at the same rate as the payroll growth assumption;and contributions will remain the same percentage of payroll. The Entry Age actuarial cost method is an"immediate gain"method (i.e.,experience gains and losses are separately identified as part of the UAAL). However,they are amortized over the same period applied to all other components of the UAAL. III. Actuarial Value of Assets The actuarial value of assets is based on the fair value of assets with a five-year phase-in of actual investment returns in excess of(less than)expected investment income.Offsetting unrecognized gains and losses are immediately recognized, with the shortest remaining bases recognized first and the net remaining bases continuing to be recognized on their original timeframe.Expected investment income is determined using the assumed investment return rate and the fair value of assets (adjusted for receipts and disbursements during the year).In no event will this amount exceed 120%of fair value or be less than 80%of fair value. 73 IV. Actuarial Assumptions Investment Return: 7.0%per year,net of investment-related expenses (composed of an assumed 2.5% inflation rate and a 4.5%real rate of return). Mortality Decrements: Pre-retirement PubG-2010 Employee Mortality Table for General Employees and PubS-2010 Employee Mortality Table for Police Officers and Firefighters. Generational mortality improvements projected from the year 2010 using the ultimate mortality improvement rates from the MP-2014 through MP-2019 tables. Healthy Annuitants PubG-2010 Healthy Retiree Mortality Table for General Employees and PubS-2010 Healthy Retiree Mortality Table for Police Officers and Firefighters. Generational mortality improvements projected from the year 2010 using the ultimate mortality improvement rates from the MP-2014 through MP- 2019 tables. The mortality for all surviving beneficiaries will be based on the PubG-2010 Healthy Retiree Mortality Table. Disabled Annuitants PubG-2010 Disability Mortality Table for General Employees and PubS-2010 Disability Mortality Table for Police Officers and Firefighters. Generational mortality improvements projected from the year 2010 using the ultimate mortality improvement rates from the MP-2014 through MP-2019 tables.. In Line of Du , Death The percentage of pre-retirement deaths assumed to be in the line of duty are: General Employees: 0% Police Officers: 10% Firefighters: 10% Service Retirement Decrements: Members Who Reach 80 Points Before Age 65 The following rates reflect the members expected departure from active service and are applied based on years since first becoming eligible for Normal Retirement: Year of General Eligibility Employees Police Officers Firefighters 1n 30% 15% 5% 2nd 15 10 5 3rd 20 10 10 4th 25 20 10 5th 25 30 25 6th 35 5o 5o 7th 35 5o 5o 8th 35 5o 5o 9th 35 5o 5o 10th 100 100 100 74 Tier 2 General Employees who reach 80 points(age plus years of eligibility service)prior to age 55 will have their retirement rate increased by 20%in their first year of eligibility. All members eligible for Normal Retirement prior to January 1,2021 are assumed to enter DROP and retain their COLA election. Members Who Do Not Reach 80 Points Before Age 65 The following rates reflect the member's expected departure from active service and are applied based on the member's age: General Age Employees Police Officers Firefighters 65-69 27.5% 100% 100% 70+ 100 100 100 Early(Reduced] Retirement Police Officers and Firefighters have zero assumed probability of retiring prior to eligibility for Normal (Unreduced) Retirement.The following age-based rates apply for General Employees: General Age Employees 50-56 1.5% 57-58 2.5 59-61 3.5 62 8.0 63-64 2.5 Deferred Retirement Option Program (DROP) Every member who reaches Normal (Unreduced) Retirement eligibility prior to age 65 is assumed to enter DROP, leave active service in accordance with the assumed retirement rates, and have participated in DROP for the maximum possible period upon departure from active service. Inactive Vested Participants Members that terminate with a vested benefit are assumed to choose the most valuable option available to them at the time of termination: withdrawal of contributions or deferred annuity. Dependents of vested members that die prior to reaching Normal Retirement are assumed to elect a withdrawal of contributions. 75 Disability Retirement Decrements: Disability Rates Rates for males and females at selected ages are shown below: Age Rate 20 0.005% 25 0.006 30 0.009 35 0.013 40 0.018 45 0.027 50 0.044 55 0.076 60 0.100 In Line of Duty DisabijU The percentage of disability retirements assumed to be in the line of duty are: General Employees: 0% Police Officers: 40% Firefighters: 15% Termination Decrements for Reasons Other Than Death or Retirement: Withdrawal Rates The following service-based rates apply: Years of General Service Employees Police Officers Firefighters 0 22.0% 7.0% 3.0% 1 15.0 2.0 0.5 2 14.0 1.8 0.5 3 11.0 1.6 0.5 4 9.0 1.5 0.5 5 1.4 0.5 6 See age-based 1.3 0.5 7 termination rates 1.2 0.5 8 after five years of 1.1 0.5 9-11 employment 1.0 0.5 12-16 1.0 0.4 17+ 0.6 0.4 76 After the first five years of employment,age-based rates apply as shown below for General Employees: Age Rate 25-29 11.5% 30-34 7.5 35-39 6.0 40-44 5.0 45-49 4.5 50-54 3.2 55-59 2.3 60-64 2.0 All rates of termination are zero for members eligible for Normal Retirement. Salary Increases: Increases are assumed to occur at the beginning of the valuation year and vary by employee group. Salary increases include an underlying inflation component of 2.50% and a productivity component of 0.75%. Years of General Service Employees Police Officers Firefighters 0 5.85% 28.25% 18.25% 1 5.65 18.25 15.25 2 5.45 8.25 8.25 3 5.25 8.25 9.75 4 5.05 8.25 9.75 5 4.85 5.75 5.75 6 4.65 4.50 3.25 7 4.45 4.50 3.25 8 4.25 4.50 4.75 9 4.05 4.50 4.75 10 3.85 4.50 3.25 11 3.65 4.50 3.25 12 3.45 4.50 3.25 13 3.25 4.50 4.75 14 3.25 5.75 4.75 15 3.25 5.75 3.25 16 3.25 5.75 3.25 17 3.25 5.75 3.25 18 3.25 4.50 3.25 19+ 3.25 3.25 3.25 Valuation Payroll is the expected Regular Earnings for the calendar year following the valuation date. It is generally based on the actual pay for the prior year and increased with one year of expected salary increase. 77 Overtime Pay: Pay for Blue Service benefits for the upcoming year is based on the Valuation Payroll and increased by the following loads to account for unscheduled overtime pay: General Employees: 3.50% Police Officers: 7.00% Firefighters: 18.00% Average Earnings Overtime Load: Blue Service benefits are loaded by the following percentages to account for higher than usual overtime worked during the final average earnings period: General Employees: 0.00% Police Officers: 2.00% Firefighters: 6.00% Sick Leave Service Conversions: Retirement and terminated vested benefits are loaded by the following percentages to account for additional service accrued for unused sick and major medical leave: General Employees: 3.75% Police Officers: 2.00% Firefighters: 2.50% Due to the elimination of future accruals of excess sick leave used toward service and FAC at retirement,these load percentages are phased out for each individual member over a 20-year period based on their service as of December 31,2018. Cost-of-Living Adjustments (COLA): Members who have the Guaranteed 2%COLA are assumed to receive a 2%increase of their base pension amount.The open group projection associated with this valuation incorporates the provisions of the Conditional Ad-Hoc COLA and the liability associated with future expected Conditional Ad-Hoc COLAs. Administrative Expenses: $6,600,000 for 2021. This amount is reviewed annually based on input from Fund staff. Payroll Growth: Member Contributory Payroll is assumed to grow at 3.0% per year. Future City Contributory Payroll incorporates the expected transition of the City contributing on Earnings with Overtime for Tier 1 members to the City contributing on Regular Earnings for Tier II members.As a result,the City Contributory Payroll is expected to increase by approximately 2.8% over the next 30 years. Marital Assumptions: 80% of male members and 60% of female members are assumed to be married.Male member is assumed to be four years older than female beneficiary;and female member is assumed to be the same age as male beneficiary. Decrement Timing: All decrements - mortality, service retirement, disability retirement, and termination of employment for reasons other than death or retirement-are assumed to occur at the middle of the valuation year. 78 Census Data and Assets: • The valuation was based on members of the Fund as of December 31,2019,and does not take into account future members. • All census data was supplied by the Fund and was subject to reasonable consistency checks. • There were data elements that were modified for some members as part of the valuation in order to make the data complete.However,the number of missing data items was immaterial. • Asset data was supplied by the Fund. Actuarial Assumptions and Methods: Staff Plan The assumptions and methods applied in this actuarial valuation were adopted by the Board of Trustees on March 27,2019,based on the experience investigation that covered the three-year period from January 1,2016, through December 31,2018. I. Valuation Date The valuation date is December 31 of each plan year.This is the date as of which the actuarial present value of future benefits and the actuarial value of assets are determined. II. Actuarial Cost Method The actuarial valuation is used to determine the employer contribution, describe the current financial condition of the Staff Plan, analyze changes in the condition of the Staff Plan, and provide various summaries of the data. The actuarial valuation uses the Entry Age Normal actuarial cost method.Under this method,the first step is to determine the contribution rate(level as a percentage of pay)required to provide the benefits to each member,or the normal cost rate.The normal cost rate consists of two pieces: the member's contribution rate and the remaining portion of the normal cost rate which is the employer's normal cost rate.The total normal cost rate is based on the plan provisions that apply to each individual member. The Unfunded Actuarial Accrued Liability(UAAL) is the liability for future benefits which is in excess of the actuarial value of assets and the present value of future normal costs. The employer contribution provided in excess of the employer normal cost is applied to amortize the UAAL. The funding period is the earliest date that the UAAL is expected to be less than or equal to zero based on the UAAL amortization schedule. The Entry Age actuarial cost method is an"immediate gain"method (i.e.,experience gains and losses are separately identified as part of the UAAL). However,they are amortized over the same period applied to all other components of the UAAL. III. Actuarial Value of Assets The actuarial value of assets is based on the fair value of assets with a five-year phase-in of actual investment returns in excess of(less than)expected investment income.Offsetting unrecognized gains and losses are immediately recognized, with the shortest remaining bases recognized first and the net remaining bases continuing to be recognized on their original timeframe.Expected investment income is determined using the assumed investment return rate and the fair value of assets (adjusted for receipts 79 and disbursements during the year).In no event will this amount exceed 120%of fair value or be less than 80%of fair value. IV. Actuarial Assumptions Investment Return: 7.0%per year, net of investment-related expenses (composed of an assumed 2.5% inflation rate and a 4.5%real rate of return) Mortality Decrements: Pre-retirement PubG-2010 Employee Mortality Table. Generational mortality improvements projected from the year 2010 using the ultimate mortality improvement rates from the MP-2014 through MP-2019 tables. Healthy Annuitants PubG-2010 Healthy Retiree Mortality Table. Generational mortality improvements projected from the year 2010 using the ultimate mortality improvement rates from the MP-2014 through MP-2019 tables. Disabled Annuitants PubG-2010 Disability Mortality Table. Generational mortality improvements projected from the year 2010 using the ultimate mortality improvement rates from the MP-2014 through MP-2019 tables. In Line of Due Death 0%of pre-retirement deaths are assumed to be in the line of duty. Service Retirement Decrements: Members Who Reach 80 Points by 65 The following rates reflect the members expected departure from active service and are applied based on years since first becoming eligible for Normal Retirement: Year of Eligibility Rate 1n 30% 2nd 15 3rd 20 4th 25 5th 25 6th 35 7th 35 8th 35 9th 35 10th 100 Upon reaching age 70,all eligible members are assumed to retire even if they are less than ten years past first eligibility for Normal Retirement. Employees hired on or after September 30, 2019 who reach 80 points (age plus years of eligibility service)prior to age 55 will have their retirement rate increased by 20%in their first year of eligibility. 80 Members Who Do Not Reach 80 Points by 65 The following rates reflect the member's expected departure from active service and are applied based on the member's age: Age Rate 65-69 27.5% 70+ 100 Early(Reduced) Retirement Members have zero assumed probability of retiring prior to eligibility for Normal (Unreduced) Retirement. Deferred Retirement Option Program(DROP) Every member who reaches Normal (Unreduced) Retirement eligibility prior to age 65 is assumed to enter DROP, leave active service in accordance with the assumed retirement rates, and have participated in DROP for the maximum possible period upon departure from active service. Inactive Vested Participants Members that terminate with a vested benefit are assumed to choose the most valuable option available to them at the time of termination: withdrawal of contributions or deferred annuity. Dependents of vested members that die prior to reaching Normal Retirement are assumed to elect a withdrawal of contributions. Disability Retirement Decrements: Members have zero assumed probability of retirement due to disability. Termination Decrements for Reasons Other Than Death or Retirement: Withdrawal Rates The following service-based rates apply: Years of Service Rate 0 22.0% 1 15.0 2 14.0 3 11.0 4 9.0 81 After the first five years of employment,age-based rates apply as shown below: Age Rate 25-29 11.5% 30-34 7.5 35-39 6.0 40-44 5.0 45-49 4.5 50-54 3.2 55-59 2.3 60-64 2.0 All rates of termination are zero for members eligible for Normal Retirement. Salary Increases:Increases are assumed to occur at the beginning of the valuation year.Salary increases include an underlying inflation component of 2.50%and a productivity component of 0.25%. Years of Service Rate 0 5.35% 1 5.15 2 4.95 e3 4.75 4 4.35 5 4.35 6 4.15 7 3.95 8 3.75 9 3.55 10 3.35 11 3.15 12 2.95 13 2.75 14 2.75 15 2.75 16 2.75 17 2.75 18 2.75 19+ 2.75 82 Contributory Payroll is the expected Regular Earnings for the calendar year following the valuation date and limited by IRC Section 401(a)(17). It is generally based on the anticipated salary for the upcoming year as reported by ERF Staff. Overtime Pay:Members are not assumed to receive compensation to account for unscheduled overtime pay. Cost-of-Living Adjustments (COLA): Members who have the Conditional Ad-Hoc COLA are assumed to receive 4%annual increases. Administrative Expenses: $30,000 for 2021.This amount is reviewed annually. Payroll Growth:Total payroll is assumed to grow at 2.5%per year. Marital Assumptions: 100% of members are assumed to be married. Male member is assumed to be four years older than female beneficiary;and female member is assumed to be the same age as male beneficiary. Decrement Timing:All decrements -mortality,service retirement,disability retirement,and termination of employment for reasons other than death or retirement-are assumed to occur at the middle of the valuation year. Census Data and Assets • The valuation was based on members of the Staff Plan as of the valuation date and does not take into account future members. • All census data was supplied by Fund staff and was subject to reasonable consistency checks. • There were data elements that were modified for some members as part of the valuation in order to make the data complete.However,the number of missing data items was immaterial. • Asset data was supplied by Fund staff. 83 t, 00 m a) fC 4 (1) O Ln m m M lD � lD O m lD O 00 Ln 00 n m n Kt = i. dl Lfl dl M 00 dl N Lfl N Kt M .--1 Kt r-I w n lD n w U O Kt O r-I lD Ln r-I N Ln M Kt 00 N M 4 M O 4 lD r4 lD L„i G.7 GL dl 00 O N Kt lD lD M M M N lD n 00 00 00Kt r-I N M M M M M Kt Kt _ N 00 M d' m m O m L� M w w w M d, L� O d, w N m Zll d" L� c-1 d" N c-1 d, w M �.D L� O O 6^ c-I Lf') R Iqd"^ N O L9 Lf') M Lf') N Iq 00 c-I O _ c-1 L� 00 L� M �.D d" �.D 00 N L� L� M r4 as N d' Lf) N iC O 00 d" N O LO �.D M d, N d" �D d, d" M L� 00 d, N �.D a cq Iq cq Lf) M 01 Lf) M M 01 Lf) d" N Lf) llD d" Lf) d" Lf) cq Ln M LO M as d" M O LO Zll c-1 c-1 c-1 c-1 c-1 c-1 c-1 c-1 c-1 c-1 c-1 00 L" 00 O M �.o 00 O c-1 M M M M d' d" d" d" LO LO 6.7 � .y U N O O N lD lD M Ln Ln M 00 M lD lD dl M Ln r-I lD 00 O Ln 00 O "O n w N lD Kt w M M r-I r-I m N r-I n Kt r-I m Kt lD M M N O 00 n N N M r-I N 00 4 M lD n 00 n O V� w n LD LD LD LD Ln Ln Ln Ln Ln LD 00 dl n n n n LD LD n � a ,�.� O LO 00 d" O M O LO 61, LO M d" d" O as d" d" d" N L" v+� L� 00 N O L� M 61, d" 6s 6s 00 O L" LO 110 �.o m 61, M L� ^O w L� �D —1 � d D " —1d, N N —1M L� 1 d" � d,D O L� m M O M L� �d M �d O cr L� r-1 M cr L� r-1 M cr d" O —1 M d" �.D m N �.D m N d, L� d" N d" d, d, d, d" d" L� M O F•rl U 00 d" 00 —1 00 O 00 M �.9 M N N 'O U d" LO N L� d, L� 110 r1 00 N C 11, O —1N M LO �.D —1 -1Ntz 1~ 1'�❖•11 fA c-I c-I c-I c-I c-I c-I N N N EA tC p•I M N M N c-1 O 61, c-1 M �.9 d" 00 00 O �.9 c-1 O �.9 00 d" '-•� M L" �.D N 00 O LO �.D �.D N d, N L� 00 �.o O �.D d, d" L" �l c-1 N LO LO C, M M c-1 LO O N O LO d" d" as d" d" M .m U �+ N cr cr d" O Z: d" I'd d" c-1 M M N d" r4 a, L� U Q �.o c-1 L� M O LO N N 00 O M N N d" �.D L� L� M c-1 N �1••I Q �•-� 00 O O LO N LO L" M 00 00 d, d, M 00 LO O 00 LO LO M +' L� cr d" Lr M O 'D 05 'd Lr r-I r-1 N M d" LP') L1i L� Cd cr G (� —1 O N �.D LO 00 LO M 00 d" ^' a, c-1 M Lo L-, a, d" LO L� N cu •� N N M M M M M d" d" d" 6, {A- s~ Q W O �..1 M L� LO 00 r-I L" as �.o d" c-I c-I d" d" O L� L� �.D N �.o L� �.y 110 00 M —1 —1 �.D �.D c-1 �.D M c-1 N O M C, M O O —1 as r--� N d" 6^ d" M cq c-I N N ll: LI) cq d" O L- R L- Lf) c-I a �.o c-1 N —1 d" M LO 00 M L� O � �.o O M 00 M as110 N G O M LO L� r-1 00 L� d, �.o d, d, N 00 d, 00 LO �.D L� M 00 d" d, w > v �.o 0 c-1 M 00 00 N �.D M L� r-1 LO N 00 M 00 LO c-1 L� LO O y C, d" L r d" d" 01 cd d" O N c-I c-I N N M M d" L r L r �d y y �.D LO d, d, LO O 00 N O N •� y cq cqcr O c-1 N N M It L' V M y —1 c-1 —1 N N N N N N N Q fA 46q Q O iZ iE i. 1 iE ( iE iZ iE i. 1 iE ( C) O d" L1� � L� � d, O d" L1� � L� � d, O � —1 r-1 r-1 r-1 r-1 r-1 N —1 —1 —1 r-1 r-1 r-1 N m O O O O O O O O O O O O O O N M d" N N N N N N N N M d" N N N N N N N N N N M M M M M M M N N N M M M M M Cl) Cl) 5•. 5•. 5•. 5•. 5•. 5•. 5•. 5•. 5•. 5•. 5•. 5•. 5•. 5•. � E E E E E E Ey N N N N N N N N N N N N N N +r U U U U U U U U U U U U U U LO 00 �o N M c-1 L� N o O, co �O �O c-1 N N -4 0 0 00 LO 00 co N L� O d' N of of co d' c-1 co 0� �o U] �O N �O 'I 'I CDO 'I L� L� �O tt] M �O L� �O' M' d, 00 L� 00 CD R' bA c-i c-i L� U] M' L� of N L L� � of d, c-1 OO OO O C of of N of d' N L� Lr CM r- c-1 c-1 r- 'It CM CM L' O: CM r- �o N of �o �o �o U] O W co co N O -4 N O, 00 co U] L� co �o L� a) m U] U] N �o O, N M -4 N �--� Lr N -4 Q U] O O U] N N a, d N N co N z 69 69 69 69 69 69 69 ^� of of }� co co �j oy U 69 69 O � V� bA ci N m Ln O C'G o LO LO � N t`. •C M M o z cG N 64 b4 � .ry �1 U M '--� 00 G cd Vi U] LI] V ¢ O cn cn C.) y bJD ° O O 69 69 _ o ° N i W co Lo L� N d bA N O 0j, � d U] U] O; ry w u L�"� 0 ." cn G G G cn N �O L� m of O v p A N N N N N U [y ww, N N U 72 s. a-� cn s�. +' r bA i c-i c-i c-i c-i < w o � E O N O N "O M M M M M CJ Ll !n s. 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N 1.0 � CC Analysis of Normal Cost by Component As of December 31, 2020 and 2019 bty Plan -r- Staff Plan 2020 2019 2020 2019 Gross Normal Cost Retirement Benefits 12.97% 12.93% 14.68% 14.34% Termination Benefits 2.71% 2.72% 5.73% 5.86% Death Benefits 0.19% 0.19% 0.21% 0.18% Disability Benefits 0.08% 0.08% 0.00% 0.00% Totals 15.95% 15.92% 20.62% 20.38% 88 011 y 00 y w d 011 11, Ln 011 011 O M 011 Ln F•�•I U V 011 1-1 Ln 1-1 d" l- O 11, M O M O, N I-O I-O M I-C ' 'cc I-O l- N d" ON O y O N M Ln 110 r� O1 M �,•j cu S"r 3 M M M M M M d d d d d d C"r �I••I Q bq U -- V) V1 U N c o 0 0 0 0 0 0 0 0 0 0 u 4 Ln C) w M N N N -1 OJ 110 rl M d" N O M Ln N r�••! t� ON 110 N M t� OJ d t� M M �•M ¢ y O N cc N l- r-I l- l- O d" N l- �O O U co cn11O 110 d' O, i--� Ln cn O d" t� W CC O, O O, co N t� O, n n n O l- Ln d M N t- OJ r-i O, r-i O C Fin 3 N M d' Ln �.O t� O, O, .1 N Qr W ¢ { { to y O N N -1 M O, CN i--I d" d" N l9 O O M O N O d" Ln O, O t� N U Q„ �y I-O l- cc O; O N M Ln I-O OJ N U cn M M M U D, t� t� Ln t��O d" O N m N 0 U "�" "'i Ln rl N N Ln �O M i--I Ln a) OJ d" i--I M M M 011 t� N M N 1-O 1-O N d" M N l- ' a) s V1 u 0 ¢ Q N M M M M N N N N M V w cz r� U O Ln w o o m Ln rn w U ,O r-I r-I r-I r-I r-I r-I r-I r-I O cS5 CU 0. t� cuy y OJ O co w V) r r Ln M w O w 11, O 1-1 1-1 + A SU„ U Ln d" O O, Ln cc N O N M O Q a:+ cn O cy� O cli i--I E F a a) ) 0 y d w O, Ln O M 11, w M • 0 N i--I 11, d" Ln N M w O 11, 'V) N N N N N M N N N N N C O y d Ln 1-1 co O, O co O, O u W 4d rl -1 rl ri rl ri N rl ri N O O O O O O O O O O s. 0 N M d" N N N N N N N N N N O O O O F+•i O N N N M M M M M M M M M M to G� E E E E E E E E E E .� w O O O N N N N N N N N N N C U U U U U U U U U U O � Ll Ll Ll Ll Ll Ll Ll Ll Ll Ll � CZ � G� 0 rn a � o y M a o 0 0 0 0 0 0 0 0 \ \ \ \ \ \ \ \ \ o 0 0 0 0 0 0 0 � Lno 0 0 0 0 0 0 0 0 00 0� O�p O d' to �c O r-1 cc in N O O O O O O O O M �O d, �c �c �c �c Ln M d' z f/ (C Q rl L Ln 'C � V O O O \ W U a o 0 0 \ \ \ \ \ \ \ o 0 0 0 0 0 0 0 0 0 N N N O O O O O O O O O O N O O O co co O O O O O O O O O O t". w `n O y V L' D U Q o O O O O O O O O O o 0 0 0 0 0 0 0 0 0 a V o o\ o\ o\ o\ o\ o 0 0 0 0 0 0 0 0 0 0 0 0 0 O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O M Ln N M L- Ln co r-1 L- d, \O d' r1 r-1 d' d' O L- L- \O N \O L- �O co �O �O r1 �c N O M O, M O O d, N CC W tm �O r-i N -1 d' M Ln 00 M L- O �O �O O M co M d, �c N = i�. -1 r-� Ln Ll -1 00 Ll O, � d, d, N co d, co Ln �O L- M co d' O, U \O 00 -1 M co co N \O M L- r-1 Ln N co M co Ln -1 Ll Ln tm 4l m ��.+ O; d' Lr d' d' O, 0 d' O N r4 r4 N N cf M dz Lr Lr � 0 =3. �O Ln d, d, Ln O co N O N w ai CI CI O� O N N M d' L' �--1 -1 -1 N N N N N N N N .0 y O L� CIZ M N M N d' O L(] CI L' r-1 O L� CI 5:, � 06 r Lr r-1 O r r- d' �--1 \O �--1 r-1 r-1 N M M M Ln M ICI JCL �"� O� N N M Ln \O I/O� U d' O Ln M O Ln d' 11O L- . . . . . . ' d' M 00 6" O w Q 6 O C L� r- Cd M Cd M 0. d' �O \O N •s+' � 4l m d' r1 O �O d' M d' r1 N O Ln N d, Gl y to � Ln r-1 0- Ln d, Ln N U N d' to L- , O d' to L� rl r-1 r-1 r-1 r-1 r-1 N N N N O N CO u fA fA cf, O O � y y- N O M O N d; L� O 4l i+ 00 NI- Ln 00 00 d' N CD O� N �O O I- to r-1 O m O O ' G", �N.+ \o d, N Ln co O N N dam" �--1 �--1 r-1 r-1 N N �--1 r-1 QO U rQi 1y d' d' i7] i7] i7] i7] i7] i7] i7] i7] N � o Jd' Ln �J J11 coJ dJ, O * Jd' Ln r L� � d, O ZS -C a l a l a l a l a l a l N a l C)r-I r-IC) C) C)r-I r-IC) N O O O O O O O * O O O O O O O N N N N N N N N M d' N N N N N N N O O O O �"1 r-1 r-1 r-1 r-1 r-1 r-1 O O O -1 A N N N M M M M M M M N N N M M M M M M M U (� (C (� N N N N N N N (� (� (� N N N N N N N N z z U U U U U U U U U U U U U U o � � rn l0 L� c-I to l0 rI L� N N N 00 O to 00 t" 00 M O to Ln (7 L, l0 to to UN z rI -1 LN z L, 00 m 00 O Ln to � rI O to � L� O O � O l0 O c-I O l0 L� O M O c-I c-I to M to M N M O 00 rI d" O 1. O ^L F d" z Ll 00 00 0" 00 00 Ll z 00 i i i i i i i i i i i i i i i i t+ o d; O 0 CT to ri V I ' ' ' ' ' ' ' ' ' ' ' ' N O z to 00 0" d" to O 00 V M to O c-I d" to u'.� N O to O c-I I� v J ' ' ' ' ' ' ' ' ' ' N M N O to N to O O, I M I to I L�d' O- d' C M UN L, d" GN 00 00 y 0' z O O 00 O ' ' ' ' ' ' ' ' ' ' 00 L, O to -1 -1 Ll O Ll z N N �.y to to Ll It M O M O Ll --I O c-I c-I O (7i N d" d" 00 z M z O rn rn �r O N N yin N to O� O O M O� l0 l0 d" O� M d" z O N N O M N d" N d'; c-I d" L, 00 p N 00 0" o o 00 Ll 0" rn m d to O N - d' 00 z M 00 00 d" l0 d" O M Itl W N O N Ll c-I to rI d" d" d" to 00 d" Ll c-i c-i L� CX O IZ O N l.n L, O O O 00 00 L, z O rl ci c-I fR .-I Lo to (D O 00 It M z z N z to M O M Ll Ll O Ll 00 O O z d' O d' d' to N L, O O L, z M N d' 00 0) c-I 00 N L, -1 00 rI O c-I O c-I d'; Ll M O to Z Ln M 9 'f to M 00 c-I (V O Ln 00 O 00 00 Ll z z z 00 ."m fR rI 00 z O O M M N M O O M z rI N O O N O -1 00 -1 V z c-I O to z z Ll O, O O Ll N ON O d" z It M to z N RV' O c-I R N Zt; N N -, L- -, Oi c-I N R z to M c-I M to c-I M 00 -1 to y.y Ln to L, 00 00 Ll Ll z z Ll to Ll to O O N Ll O -1 O M N M Ll Ll N to Ll (D to 00 Ll O c-I O N O -1 M O -1 N to --I O 00 00 z O M Ll Ll N N N to --I ICI -1 O It z It O M O N c-I c-I c-I c-I O -1 It O It O L, to O N �d N to O IZF O to �O .ry Ln y a)I E U A a) � N m m Ln Ln d' d' �0 � Q Ln O Ln O Ln O Ln O d z bA N M L+m It It Ln Ln > m 7 G) F Q Historical Active Participant Data ' Activ Average Average Covered Average Percent Valuation Date a Age Service Payroll* Salary Change 1/1/2012 6,281 43.9 10.9 383.802 61,105 2.1% 1/1/2013 6,278 44.3 11.2 375.688 61,204 0.2% 1/1/2014 6,199 44.5 11.4 373.848 60,308 -1.5% 12/31/2014** 6,198 44.6 11.4 389.528 62,847 4.2% 12/31/2015** 6,280 44.6 11.3 404.304 64,380 2.4% 12/31/2016** 6,414 44.3 11.1 415.728 64,816 0.7% 12/31/2017** 6,579 44.1 10.8 442.445 67,251 3.8% 12/31/2018** 6,589 44.2 10.7 494.152 74,997 11.5% 12/31/2019** 6,709 44.2 10.7 514.765 76,727 14.1% 12/31/2020** 6,515 44.3 11.0 523.486 76,727 2.3% *Covered payroll in millions. **The City of Fort Worth requested a change in the date of the evaluation from 1/1/2015 to 12/31/2014. Activ Average Average Covered Average Percent Valuation Date a Age Service Payroll Salary Change 1/1/2012 19 44.7 6.0 1,547,810 81,464 3.4% 1/1/2013 19 47.4 6.8 1,467,047 77,213 -5.2% 1/1/2014 18 47.8 7.9 1,293,628 71,868 -6.9% 12/31/2014* 19 49.3 8.5 1,541,518 81,133 12.9% 12/31/2015* 19 47.2 8.7 1,639,398 86,284 6.3% 12/31/2016* 18 49.2 9.4 1,476,583 82,032 -4.9% 12/31/2017* 18 51.3 9.8 1,582,239 87,902 7.2% 12/31/2018* 16 46.8 10.2 1,494,667 93,417 6.3% 12/31/2019* 17 46.6 8.8 1,525,870 89,757 -3.9% 12/31/2020* 18 47.5 9.2 1,862,109 103,451 15.3% *The City of Fort Worth requested a change in the date of the evaluation from 1/1/2015 to 12/31/2014. 92 y�r pyyWA , obi `STi� oil �''"�'ss. j � �1'�� ' • { i�ty'���' t ?alp f� G 'PY a �� r -A'�•6 'f � q+i; 1 1���?� _- ir/1 4' ��r.`C'•' u�`}�w ';� e�M1 7r fXh� G�� , ';' 00 ire i .-+ y s4 rsr' Bill Al /4 rV. if..fie* 'k• [€%.7`� �;.,.... `1 y� I A .' • �. Y • Statistical Information Overview The objective of the Statistical Section is to provide financial statement users with additional historic perspective,context,and detail to assist in using the information in the Basic Financial Statements,Notes to the Basic Financial Statement, Required Supplementary Information, and Other Supplementary Information to understand and assess the Fund's economic condition. The information contained in the statistical section is divided into two distinct sections, financial trends and participant information.All information was derived from Audited Annual Financial Statements and/or our Benefit Administration System. Financial Trends The Financial trends section is intended to assist readers in understanding how the Fund's financial position has changed over time. The Changes in Plan Net Position for the last ten fiscal years presents additions by source,deductions by type,and total change in plan net position for each year.Additions to net position include member and city contributions. In addition to contributions, additions also include earnings for the Fund's investment activities. Deductions from Net Position are primarily benefit payments and refunds paid to participants. Participant Data Participant data can be found following the financial data in this section.The schedules include data on member population,age,years of service,and various levels of benefit payment analysis. 94 Schedule of Changes in Plan Net Position: City Plan ■ 2021 2020 2019 2018 2017 Additions Employee Contributions $ 60,281,553 $ 56,250,684 $ 40,634,725 $ 37,618,303 $ 35,963,200 Employer Contributions 128,046,174 124,743,976 113,109,911 93,504,064 89,408,134 Investment Income 524,024,718 110,570,539 67,729,548 145,408,403 250,912,773 Total Additions to Plan Net Position 712,352,445 291,565,199 221,474,184 276,530,770 376,284,107 Deductions Retirement 188,161,116 178,887,438 171,687,119 160,170,170 149,317,259 Disability 5,136,081 5,191,272 5,261,167 5,285,218 5,324,746 Survivors 20,548,531 19,151,120 17,899,384 17,231,458 16,706,717 DROP Payouts 24,372,952 23,236,549 25,734,915 28,978,582 21,871,121 Actuarial Equivalent 575,710 724,957 920,891 875,608 1,548,691 Refund of Contributions Separation 5,044,077 3,590,965 5,517,169 4,439,624 3,793,510 Death 143,659 182,217 218,439 821,036 49,555 Depreciation 120,844 118,393 122,282 107,178 114,971 Administrative Expenses 5,971,101 5,184,903 5,585,108 4,808,157 4,752,442 Total Deductions from Plan Net Position 250,074,071 236,267,814 232,946,474 222,717,031 203,479,012 Total Change in Plan Net Position 462,278,374 55,297,385 (11,472,290) 53,813,739 172,805,095 Net Position September 30 $ 2,830,439,044 $ 2,368,160,670 $ 2,312,863,285 $ 2,324,335,575 $ 2,270,521,836 2016 2015 2014 2013 2012 Additions Employee Contributions $ 33,977,411 $ 32,541,773 $ 31,929,289 $ 33,633,645 $ 32,715,940 Employer Contributions 84,746,991 80,820,598 78,165,049 77,992,863 77,264,739 Investment Income 166,305,791 (20,635,550) 159,994,300 192,363,635 208,022,063 Total Additions to Plan Net Position 285,030,193 92,726,821 270,088,638 303,990,143 318,002,742 Deductions Retirement 136,814,999 127,146,361 118,458,335 110,170,397 102,819,849 Disability 5,349,863 5,400,724 5,320,505 5,477,370 5,648,866 Survivors 16,447,307 15,746,605 15,282,876 14,649,530 14,190,329 DROP Payouts 21,903,824 13,397,352 13,745,000 12,476,037 14,108,183 Actuarial Equivalent 1,524,938 1,369,546 3,260,271 947,258 1,022,189 Refund of Contributions Separation 3,618,760 3,952,620 4,953,166 3,936,920 3,763,795 Death 160,187 52,747 138,447 58,463 262,294 Depreciation 113,526 143,219 130,935 143,945 139,428 Administrative Expenses 4,649,611 3,823,331 3,738,927 3,570,422 3,408,430 Total Deductions from Plan Net Position 190,583,015 171,032,505 165,028,462 151,430,342 145,363,363 Total Change in Plan Net Position 94,447,178 (78,305,684) 105,060,176 152,559,801 172,639,379 Net Position September 30 $ 2,097,716,741 $ 2,003,269,563 $ 2,081,575,247 $ 1,976,515,071 $ 1,823,955,270 95 Schedule of Changes in Plan Net Position: Staff Plan i 2021 2020 2019 2018 2017 Additions Employee Contributions $ 328,077 $ 124,619 $ 127,207 $ 131,067 $ 124,339 Employer Contributions 497,821 353,767 241,316 250,059 237,224 Investment Income 1,400,587 278,161 170,225 303,812 500,246 Total Additions to Net Position 2,226,485 756,547 538,748 684,938 861,809 Deductions Retirement 181,061 179,160 55,314 1,780 - Disability - - - - Survivors - DROP Payouts 140,214 Actuarial Equivalent - Refund of Contributions Death - - Separation - 14,294 35,933 Depreciation 342 300 288 238 228 Administrative Expenses 28,538 30,488 54,161 27,725 14,760 Total Deductions from Plan Net Position 209,941 209,948 249,977 44,037 50,921 Total Change in Plan Net Position 2,016,544 546,599 288,771 640,901 810,888 Net Position September 30 $8,019,569 $6,003,025 $5,456,426 $ 5,167,655 $4,526,754 2016 2015 2014 2013 2012 Additions Employee Contributions $ 130,973 $ 126,984 $ 296,093 $ 122,316 $ 115,338 Employer Contributions 249,881 242,270 225,536 233,365 220,052 Investment Income 286,116 (30,772) 209,544 196,564 154,278 Total Additions to Net Position 666,970 338,482 731,173 552,245 489,668 Deductions Retirement - - - - - Disability Survivors DROP Payouts Actuarial Equivalent Refund of Contributions - Death - - 8,270 Separation 11,754 16,747 - - 16,791 Depreciation 196 214 172 147 114 Administrative Expenses 27,374 5,702 4,897 3,648 2,829 Total Deductions from Plan Net Position 39,324 22,663 5,069 3,795 28,004 Total Change in Plan Net Position 627,646 315,819 726,104 548,450 461,664 Net Position September 30 $3,715,866 $3,088,220 $2,772,401 $2,046,297 $1,497,847 96 Schedule of Revenue by Source For the Ten Years Ended September 30 Member Employer Investment Fiscal Year Ended Contributions Contributions Income Total Revenue September 30,2012 32,715,940 77,264,739 208,022,063 318,002,742 September 30,2013 33,633,645 77,992,863 192,363,635 303,990,143 September 30,2014 31,929,289 78,165,049 159,994,300 270,088,638 September 30,2015 32,541,773 80,820,598 (20,635,550) 92,726,821 September 30,2016 33,977,411 84,746,991 166,305,791 285,030,193 September 30,2017 35,963,200 89,408,134 250,912,773 376,284,107 September 30,2018 37,618,303 93,504,064 145,408,403 276,530,770 September 30,2019 40,634,725 113,109,911 67,729,548 221,474,184 September 30,2020 56,250,684 124,743,976 110,570,539 291,565,199 September 30,2021 60,281,553 128,046,174 524,024,718 712,352,445 September 30,2012 115,338 220,052 154,278 489,668 September 30,2013 122,316 233,365 196,564 552,245 September 30,2014* 296,093 225,536 209,544 731,173 September 30,2015 126,984 242,270 (30,772) 338,482 September 30,2016 130,973 249,881 286,116 666,970 September 30,2017 124,339 237,224 500,246 861,809 September 30,2018 131,067 250,059 303,812 684,938 September 30,2019 127,207 241,316 170,225 538,748 September 30,2020 124,619 353,767 278,161 756,547 September 30,2021* 328,077 497,821 1,400,587 2,226,485 *Member contributions are greatly increased due to employee service purchases. 97 Membership Population As of September 30 Vested Retired Ratio of Active Terminated Members and Non-Actives to Year Ended Members Members Beneficiaries Actives September,30,2012 6,281 279 3,636 0.62 September 30,2013 6,278 277 3,706 0.63 September 30,2014 6,199 296 3,820 0.66 September 30,2015 6,198 317 3,906 0.68 September 30,2016 6,280 355 4,042 0.70 September 30,2017 6,414 363 4,252 0.72 September 30,2018 6,579 375 4,391 0.72 September 30,2019 6,589 375 4,583 0.75 September 30,2020 6,709 398 4,679 0.76 September 30,2021 6,515 401 4,829 0.80 September 30,2012 19 - - - September 30,2013 18 1 - 0.06 September 30,2014 19 1 - 0.05 September 30,2015 19 2 - 0.11 September 30,2016 18 3 - 0.17 September 30,2017 18 5 - 0.28 September 30,2018 18 7 1 0.39 September 30,2019 16 7 4 0.69 September 30,2020 17 6 4 0.59 September 30,2021 18 6 4 0.56 98 Distribution of Active Participants by Age City Plan as of December 31,2020 >64 183 60-64 371 55-59 775 50-54 978 45-49 912 40-44 917 35-39 951 30-34 775 25-29 527 <25 126 Distribution of Active Participants by Service City Plan as of December 31,2020 35+ 32 30-34 100 25-29 412 20-24 763 15- 19 832 10- 14 1049 5-9 1268 0-4 2059 99 Distribution of Retired Members by Type of Benefits City Plan As of September 30, 2021 Amount of Number of Type of Retirement Monthly Retirees 1 2 3 4 5 Benefit $ 1 - 500 219 64 23 96 8 28 $ 501 - 1,000 458 103 2 311 10 32 $ 1,001 - 1,500 415 104 259 22 30 $ 1,501 - 2,000 410 107 - 259 34 10 $ 2,001 - 2,500 419 106 - 266 37 10 $ 2,501 - 3,000 374 74 - 280 14 6 $ 3,001 - 3,500 374 64 - 281 24 5 $ 3,501 - 4,000 311 54 - 240 15 2 $ 4,001 - 4,500 259 34 - 219 6 - $ 4,501 - 5,000 235 20 - 210 5 - $ 5,001 - 5,500 210 17 - 191 2 - $ 5,501 - 6,000 220 8 - 212 - - $ 6,001 - 6,500 188 7 - 179 1 1 $ 6,501 - 7,000 185 4 - 180 1 - Over$7,000 552 2 - 550 - - 4,829 768 25 3,733 179 124 1 - Surviving Spouse 2 - Dependent Child 3 - Regular Retirement 4- Disability Retirement 5 - QDRO/Alternate Payee 100 0 V N Ln O Ln CZ) N N N M O d N co N d" M N O O Ln N .--i O O M M d, Ln I�1 CD Ln 110 C�l Ln � co M CN * d" CN * co O O Ln d, n d" �--� d" co �--� 'O M "O M O Ln rl Ln O M d" d" cq L- l0 0, 0, d" —1 as Ln Ln Ln Ln M Ln O Ln M Nbq bq bs lb� O lb� co co Ln �1 N co Ln * N �D d" N M Ln M to M d" M d" 110 M N Ln N M n Ln I-O .--i O N O Ln 't d" M M M d" 01 M co M Ln C� N Elq lbq Id9l I�s �10 Id9l Ln lbq ^I y N ��....II * N Ln * l0 l0 * O �--1 l0 l0 M �--1 0, n n 0, �1 C * N d" * .--1 N * N N Ln O N N d"Ln M N O Ln N N N N M N -I N O -4 lbq l en cn Ln en Ln lbq �10 Ln EF} EF} {f} cr. O $.y y M * Ln N * M N * M N N O N l0 O d" �--4 O i., N �--� � �--� N N C, co N O M N co N —1 r-1 r-1 r-1 Cd Lr r-1 r-1 en lbq en cn en Ln lr O lbq lbq O � y co * �D M O N 0, O 0, � M N Ln L, * N Ll �10 M N �10 co N co 00 Ll N co M Ln Ln G� O O O O O O O O O O a -4 N M d" Ln �O O O O O O O W y Cz •-'I •-`I •-`I •-`I •-`I •-`I on on on on on on M ; N� ) V N V) V N V) V N V) V N V) V N V) V) O i G am+ 4 G am+ i G N am+ i G am+ G am+ i G am+ CD cc CD cc CD cc CD cc CD cc CD cc W •--I CO ��, � rl CO ��, � rl CO ��, � e�-I CO ��, � e-I CO � � e�-I � � � �1 N N N N N N \ \ \ \ \ \ cc 4—o p; 'C cC bA ^C cC bA ^C ca b�A ^C ca b�A ^C ca b�A ^C ca b�A G. * Z G� C, G/� N O \o \o \o 00 M 1-4 L-) O N L" N N M L" U') 1-4 N N d' N 00 d" O d' N u') L" r-1 N 00 L-) O L" H3 00 El4 00 {f 00 Ei4 M N N � N.O O �o M d" N O L) O N u7 �4 -1 d' 00 00 O IT N L" �o M N I- -1 U a a M N lzi u7 r- -C: �o O �o .-4 u7 L" �c d' �c O, N 9 3 (0, 3 (0, 00 (0, 3 (0,Al '5 , 6 , H3 b4 , 6 � I.WI N Ei4 H3 H3 H3 H3 0 6. �O s. LO M 1-4 N L� 00 M L� L� CZ) CZ) MO �--1 d" M d" -1 M O d" � �o d" 0 u C O O L!') � IT 1 = G d" CZ) M ^I N M L� M � M L� �..�I Ei4 H3 H3 H3 H3 Cd ti •�+ N O1 L" O M U') M -1 00 -1 -1 O, N M d" +-� x w O u7 M d' \o d' 00 N N L" -1 M O� N M 5.., O W) M O N d" lz M r" r-1 \o u7 N N N L� N 00 N M N O1 N \o i fA H3 H3 H3 H3 , N V w O N V) d' 00 CZ) � �--1 00 M 00 L" L- CZ) 00 00 M 1-4 L-) N O, M M M N M CZ) M N v/ cz 1-4 O1 L-) 1-4M O, d" �O M O, � 'O L� 0 U 0 �••1 H3 �' H3 L!') H3 L!') H3 L!') H3 �' Q�j � � b4 H3 H3 H3 H3 � O � W Y S". (01 d" CZ) bL4 t L 1-1 O CO . O" L" CO .-1 O O, m -1 L- r-1N \oL" CDMN O M O N O1 CZ) O � N 1-4 d" b4 O -1 t" O� H3 H3 H3 H3 H3 a--� C� LO N �I O C O L- L!') M � Cd a d bA � c O O O O O O O O O O O O w a E a"i o 0 0 0 0 w ON N N N N C a) a) a) a) a) a0i N CO ,' N c�J M c�J � � 0 0 0 i=. o c i=. o c i=. o c i=. o c i=. o Ca o 0. d Z 0. d Z 0. d Z 0. d Z 0. d Z 2r ti Schedule of Average Benefit Payments by Years of Service and Final Average Salary: Staff Retirement Effective Dates Years of Credited Service 0-5 6-15 16-25 Period 01/01/2018 to 12/31/2018 *Average Monthly Benefits - $ 356 - Average Final Salary - $ 19,410 - Number of Active Retirees - 1 - Period 01/01/2019 to 12/31/2019 *Average Monthly Benefits - $ 4,816 - Average Final Salary - $ 146,515 - Number of Active Retirees - 3 - Period 01/01/20 to 12/31/2020 *Average Monthly Benefits - - - Average Final Salary - - - Number of Active Retirees - - - Period 01/01/21 to 12/31/2021 *Average Monthly Benefits - - - Average Final Salary - - - Number of Active Retirees - - - *Monthly benefits are actual benefits received during first year of retirement. These benefits may be higher than initial benefit for those that received COLAs while in DROP or converted DROP balance to a monthly annuity. Balances may be reduced for those that took a lump sum actuarial equivalent or elected a survivor option at the time of retirement. Since the Staff Plan was separated from the City plan in 2007 some members are in both the City Plan and the Staff Plan.This represents only the years as part of the Staff Plan and the benefit paid by the Staff Plan.The portion attributed to the City Plan is counted under the amounts reported for the City Plan. 103 Schedule of Benefits by Type September 30 Retirement Actuarial Disability Survivor DROP Fiscal Year Ended Benefits Equivalent Benefits Benefits Payments Total Benefits September 30,2011 $ 94,629,017 $ 1,231,860 $ 5,673,945 $ 13,724,270 $ 10,893,575 $ 126,152,667 September 30,2012 102,819,849 1,022,189 5,648,866 14,190,329 14,108,183 137,789,416 September 30,2013 110,170,397 947,258 5,477,370 14,649,530 12,476,037 143,720,592 September 30,2014 118,458,335 3,260,271 5,320,505 15,282,876 13,745,000 156,066,987 September 30,2015 127,146,361 1,369,546 5,400,724 15,746,605 13,397,352 163,060,588 September 30,2016 136,814,999 1,524,938 5,349,863 16,447,307 21,903,824 182,040,931 September 30,2017 149,317,259 1,548,691 5,324,746 16,706,717 21,871,121 194,768,534 September 30,2018 160,170,170 875,608 5,285,218 17,231,458 28,978,582 212,541,036 September 30,2019 171,687,119 920,891 5,261,167 17,899,384 25,734,915 221,503,476 September 30,2020 178,887,438 724,957 5,191,272 19,151,120 23,236,549 227,191,336 September 30,2021 188,161,116 575,710 5,136,081 20,548,531 24,372,952 238,794,390 September•30,2018 $ 1,780 $ - $ - $ - $ - $ 1,780 September 30,2019 55,314 - - - 140,214 195,528 September 30,2020 179,160 - - - - 179,160 September 30,2021 181,061 181,061 104 Schedule of Average Benefit Payment Amounts September 30 Number of Benefits Paid Average Year Retirees During the Year Monthly 2011 3,517 $ 126,152,667 $ 2,989 2012 3,636 137,789,416 3,158 2013 3,706 143,720,592 3,232 2014 3,820 156,066,987 3,405 2015 3,906 163,060,588 3,479 2016 4,042 182,040,931 3,753 2017 4,252 194,768,534 3,817 2018 4,391 212,541,036 4,034 2019 4,583 221,503,476 4,028 2020 4,679 227,191,336 4,046 2021 4,829 238,794,390 4,121 2018 1 $ 1,780 $ 356 2019 4 195,528 4,074 2020 4 179,160 3,733 2021 4 181,061 3,772 105 Independent Auditor's Report On Internal Control Over Financial Reporting and on Compliance and Other Matters Based on Audit of Financial Statements Performed in Accordance with Governmental Auditing Standards 106 EideBailly® CPAs L BUSINESS ADVISORS Independent Auditor's Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards To the Board of Trustees Employees' Retirement Fund of the City of Fort Worth,Texas We have audited, in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States,the combined financial statements of the Employees' Retirement Fund of the City of Fort Worth,Texas(the Fund)which comprise the combined statement of fiduciary net position and the related combined statement of changes in fiduciary net position as of and for the year ended September 30, 2021,and the related notes to the combined financial statements,which collectively comprise the Fund's combined financial statements,and have issued our report thereon dated December 16,2021. Internal Control over Financial Reporting In planning and performing our audit of the combined financial statements,we considered the Fund's internal control over financial reporting(internal control)as a basis for designing the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the combined financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Fund's internal control. Accordingly,we do not express an opinion on the effectiveness of the Fund's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees,in the normal course of performing their assigned functions,to prevent,or detect and correct, misstatements on a timely basis.A material weakness is a deficiency,or a combination of deficiencies,in internal control,such that there is a reasonable possibility that a material misstatement of the Fund's combined financial statements will not be prevented or detected and corrected on a timely basis.Asignificant deficiency is a deficiency,or a combination of deficiencies, in internal control that is less severe than a material weakness,yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies.Given these limitations,during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. What inspires you,inspires us. eidehailly.mm 877 W.Main St.,Ste,800 I Boise,ID 83 702-5 85 8 I T 208.344.7150 1 F 208.344.7435 I EOE 107 Compliance and other Matttrs As part of obtaining reasonable assurance about whether the Fund's combined financial statements are free from material misstatement,we performed tests of its compliance with certain provisions of laws,regulations, contracts,and grant agreements,noncompliance with which could have a direct and material effect on the combined financial statements.However,providing an opinion on compliance with those provisions was not an objective of our audit and,accordingly,we do not express such an opinion.The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Govern men tAuditing Randards. Purpose of this Report The purpose of this report is Sol elyto describe the scope of our testing of internal control and compliance and the results of that testing,and not to provide an opinion on the effectiveness of the Fund's internal control or on compliance.This report is an integral part of an audit performed in accordance with Government A uditing standards in considering the Fund's internal control and compliance.Accordingly,this communication is not suitable for any other purpose. � Z- 7�) Boise,Idaho December 16,2D21 108 }}ss I I, I 11Y/-P INN y4�1 w 1,y� ���0 � ,&t M'�,e• �1 �t:v 1111 rt t� d Ih / / �•; ;r, iX� liA 4S"A� a, Poi f '�i/ �i ✓r6 '" r � a 9° r}! ! 1/ f /iA /Ps9 /► r p�� +`�'r', c V1',1tt t � od tip S '��. y 81 •`,� q j+ AsJ' ,�� ♦ wi l�!rrl�ff� ter . if �� ��a �'i �tR°p, t �".ky 1' �, ♦ �It�rA�i •,•? �5��: a naM': �`. a ►, '{x f�', �5, I '�A.apl�1�/ 'lie tt11 a���, ,,,,"� •\\ y+�Vl E�i�` 2+ 1\ I}� wryy'rw r y, ♦ y �./.i � r s+ y 'r`,.e . 1 %'� ¢,. i.<V+`tc ':.''''9" 1:O.f` "i<'yR t^N�� s;\/.r �111 y' •�.A M' /y�1 +a / �`��/1/�� 1,6 �+�i•�:�x 'ws "' - IPA �.. �/.�.r •�+���.x, i�" /�6'd�wi.. /,gic}• ��!►�`�f �avI'ir r� 'ya<\.'��\`Z a a .•el�a. p•._ w.a<• i ', 1 <I• �� E r / �1'/' •ry°' va `' at a a"<a..1 • w y • � �!� r' Yi sr ¢ �'r b. ,��r r �kx. 7�.i��.s�'��+�" ,j® �,�'. A F , �. ` 1 •!' .� ., x ►•a r rs x. ! ,der `•e• y ,c•.��e,,� y "> �, a 't rt f/ 1 ►ty a f A r Y .nl ►`' vC 7.0.. �`\a�E ° +.�?�\�;'.n '4t�� Ltd! �C e� g ti �,J�r ¢f 3 •)l f'�•��i �r.4.Ms ���. �°'pis°9►_`t�'�il���� . ®< � . ""*'+;`�� �R'4 '��. r*Td¢!.!:��It�� i�l ; y'�'/a t 1�! '� 4'' i � ., , � ��„^ •n��'-i'��•s�,'.e..= - �,•�-.. vm,.`i Vt� �• �. '+a�4,�+� "�>'il, •sr:"'_ �- • � '�'.! �A t1� �� �.i /� � '� ,i .,W'.:yj�p�{i.� �'�� �^+rw,rq�TT� +3�Ca.�,��fir. V.. 'IFk "�1�A „.r o��l• I �ii v �. ��, .a,. �u :" a� �n',xw a?y„• '�.. � �, a a� �'� ',�� ,f SS Y4 s ������ .'v sx" '�sr3� . '�+xa`�ik"'fir •�'`` �. � �' � _ -.,�vs_`�' a'Tri .�- i „ __ •� � � � • � :r Y�i�.-...�,IeG'`�(eft... x _ - u _ "The road to success is not apath Y you find, but a trail you blaze." Opera singer Robert BYeault r �s ' 'r ''. �. '' .t^ r'c �.�; £y;.'N r F1. y, �{-.? T "'I �4v, ay}.3 1'44 _ ;''� '�'•�"�At -r.�`R;•� ro � a_ '�'- .. <Re �t c-� +�+ �„ ���£ %�+3+'"�`�^ ,a,.�ra:�'F � ,�lr r+e r.Ye-�Y`°e' gyp- ,ya''ks�y r r � �'_�;,�� `•�"2., 7 K0 2 3F - -/ FORT WORTH EMPLOYEES' RETIREMENT FUND North Z Boaz Park , b�404