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HomeMy WebLinkAboutMinutes - 2023.12.14 - 40998OAKLAND COUNTY VEBA BOARD MINUTES The Oakland County Voluntary Employees' Beneficiary Association (VEBA) Board meeting was held December 14, 2023, at 3:08 p.m. in the Pernick Aaron Conference Room of the Board of Commissioners. I. Call to Order/ Roll CaII Members Present: Joseph Rozell, Jeff Phelps, Gwen Markham, Sheryl Johnson, Robert Wittenberg, Dave Woodward, Brian Partogian Members Absent: James Van Leuven, Dion Stevens with notice Others Present: Carly Webster, Human Resources Kelly Pena, Human Resources Aaron Castle, VanOverbeke, Michaud & Timmony, P.C. Chris Kuhn, AndCo Peter Brown, AndCo Louise Gates, GRS Brooke Tucker, Corporation Counsel II. Approval of the Agenda A. Moved by Johnson, seconded Phelps by to approve the agenda, as submitted. Motion carried. III. Public Comment None IV. Consent Agenda A. Approval of the November 16, 2023, VEBA Board minutes B. Medicare Reimbursement payroll — 12/28/2023 C. Investment Manager Invoices D. Service Provider Invoices Moved by Phelps, seconded by Markham to approve the consent agenda as submitted. Motion carried. V. Regular Agenda None VI. Reports A. AndCo i. Oakland County Employees' Retirement System (ERS) VEBA Plan 3rd Quarter Report Period Ending September 30, 2023 ii. Oakland County Employees' Retirement System (ERS) VEBA Plan Monthly Flash Report Period Ending November 30, 2023 iii. Oakland County Employees' Retirement System (ERS) VEBA Asset / Manager Summary Period Ending December 11, 2023 iv. Oakland County Employees' Retirement System (ERS) VEBA Alternative Investments Performance Review Period Ending June 30, 2023 v. Oakland County Employees' Retirement System (ERS) Superseding Trust 3rd Quarter Report Period Ending September 30, 2023 vi. Oakland County Employees' Retirement System (ERS) Superseding Oakland County VEBA Board Minutes December 14, 2023 Page 2 Trust monthly Flash Report Period Ending November 30, 2023 Moved by Johnson, seconded by Phelps to receive and file the Asset / Manager Summary and accept AndCo's recommendation to rebalance as noted on the Asset / Manager Summary: • Transfer $10MM from the Loomis Sayles SM to the newly established Boyd Watterson account. • Transfer $10MM from the Leeward / Lee Munder account to the newly established Boyd Watterson account. • Transfer $15MM from the T. Rowe Price account to the newly established NIS account. • Sell $5MM of the PIMCO Diversified Income Fund (PDIIX) and transfer the proceeds to the newly established NIS account. Motion carried. B. Secretary Webster did not have any updates to share for the Administrator's Report. C. Aaron Castle of VanOverbeke, Michaud & Timmony, P.C. (VMT) provided a verbal General Counsel Legal Update noting that Legislation Update — PA 214 of 2023 would also apply to the VEBA board. VII. Unfinished Business A. Brooke Tucker from Oakland County's Corporation Counsel reviewed the need to work with outside counsel to amend the RHS vesting policy. Discussion followed. Moved by Woodward, seconded by Markham to authorize hiring of Aaron Castle of VanOverbeke, Michaud & Timmony, P.C. to work with Corporation Counsel to revise the RHS vesting policy. Motion carried. B. Chris Kuhn from AndCo presented the updated VEBA - Investment Policy Statement. Discussion followed. Moved by Phelps, seconded by Wittenberg to approve the updated VEBA Investment Policy Statement. Motion carried. VIII. New Business A. Louise Gates of GRS Consulting summarized the Oakland County Retirees' Healthcare Trust GASB Statement No. 74 Financial Reporting for Postemployment Benefit Plans other than Pension Plans as of September 30, 2023. Moved by Johnson, seconded by Phelps to receive and file the Oakland County Retirees' Healthcare Trust GASB Statement No. 74 Financial Reporting for Postemployment Benefit Plans other than Pension Plans as of September 30, 2023. Motion carried. IX. Trustee Comment A. Chairperson Rozell noted the next meeting of this Board will be Thursday, January 18, 2024, in the East Conference Center Room of the Executive Office Building. B. Assistant Secretary Pena noted the Investment Subcommittee will meet for interviews for the Independent Medical Director on Thursday, January 18, 2024, at 9:45am, in the Waterford Conference Room of the Executive Office Building. Oakland County VEBA Board Minutes December 14, 2023 Page 3 X. Without objection, Chairperson Rozell adjourned the meeting at 3:23 p.m. Joseph Rozell„Chairperson Respectfully submitted, Carly Webster, Secretary