Loading...
HomeMy WebLinkAboutStaff Report 11284 City of Palo Alto (ID # 11284) Finance Committee Staff Report Report Type: Action Items Meeting Date: 5/5/2020 City of Palo Alto Page 1 Summary Title: Other Post-Employment Benefits (OPEB) Bi-Annual Actuarial Report Title: June 30, 2019 Actuarial Valuation of Palo Alto's Retiree Healthcare Plan and Annual Actuarially Determined Contributions (ADC) for Fiscal Years 2021 and 2022 From: City Manager Lead Department: Administrative Services Recommendation Staff recommends that the Finance Committee recommend the City Council review and accept the June 30, 2019 actuarial valuation of Palo Alto’s Retiree Healthcare Plan, recommend a 6.25% discount rate to be used in the calculation of the Actuarial Determined Contribution (ADC), and approve full funding of the annual ADC for Fiscal Year 2021 and Fiscal Year 2022. Executive Summary Per the Governmental Accounting Standards Board (GASB), the City Council is required to review and approve the actuarial valuation for retiree healthcare plan on a bi-annual basis for the upcoming two fiscal years and approve funding of the annual ADC. The City Council should also determine the discount rate it would like to use for the calculation of the ADC, which will have an impact on savings that can be realized from the FY 2021 Proposed Operating Budget to align with the refined actuarial calculation. The current discount rate assumed is 6.75 percent as approved by the City Council in 2018 and is recommended to continue the de-risking priorities by moving to a 6.25 percent discount rate. Background The City of Palo Alto offers its employees and retirees a Retiree Healthcare benefit plan which is managed and administered by the California Public Employees’ Retirement System (CalPERS), a State of California Retiree Healthcare Trust program. Bi-annually staff contracts with an actuary firm which provides an actuarial report detailing the latest status of the City of Palo Alto’s Retiree Healthcare plans for employees and retirees. The actuarial report is used to calculate the annual ADC to the trust. In addition, updates on the rate of return, funding status, and changes to the trust based on various impacts are detailed in the report. Unlike the pension actuary reports, this actuary details impacts by Fund, Department, Employee Group, and City of Palo Alto Page 2 Healthcare Plans selected. As a refresher on the CalPERS Retiree Healthcare benefits, there are four groups of benefits within the plan. Table 1 below outlines the different benefits levels by Group. These benefit levels are negotiated and approved as part of the employee contracts. City of Palo Alto Page 3 Table 1. City of Palo Alto Retiree Healthcare Benefit Plans and Tiers Miscellaneous Safety: Fire Safety: Police Group 1 Retired before January 1, 2007; eligibility starting at the age 50 and 5 years of service; full premium up to family coverage Retired before January 1, 2007; eligibility starting at the age of 50 and 5 years of service; full premium up to family coverage Retired before March 1, 2009; eligibility starting at the age of 50 and 5 years of service; full premium up to family coverage Group 2 Retired between January 1, 2007 and May 1, 2011; eligibility starting at the age 50 and 5 years of service; same as Group 1, but premium limited to 2nd most expensive medical plan Retired between January 1, 2007 and December 1, 2011; eligibility starting at the age 50 and 5 years of service; same as Group 1, but premium limited to 2nd most expensive medical plan Retired between March 1, 2009 and April 1, 2015 (POA), between January 1, 2007 and June 1, 2012 (PMA) ; eligibility starting at the age 50 and 5 years of service; same as Group 1, but premium limited to 2nd most expensive medical plan Group 3 (Retirees) Retired after Group 2, did not elect into Group 4, benefit same as active employees Group 3 (Active EEs) Currently active, not in Group 4. Flat Dollar Caps equal to actives N/A (All active Group 3 IAFF & FCA elected into Group 4) N/A (All active Group 3 POA & PMA elected into Group 4) Group 4 (Government Code 22893) Vesting Schedule: 10 years gets 50%, 20 years gets 100%, formula amount Vesting Schedule: 10 years gets 50%, 20 years gets 100%, formula amount Vesting Schedule: 10 years gets 50%, 20 years gets 100%, formula amount Discussion Staff contracted with Bartel Associates, LCC (BA) for this retiree healthcare actuarial report (Attachment A) since the firm is familiar with the City and has the format set-up from the previous actuary report assumptions and calculations. A contract amendment will be brought forward to the City Council shortly for this contract for additional services related to this and pension analysis. Staff previously selected BA through a competitive process in August 2015. The current agreement’s term is from September 01, 2015 to August 31, 2021. Through their work with the City, BA has continued to improve their familiarity and refine the actuarial determined contribution calculations for the City of Palo Alto. BA prepared the actuarial analysis to determine the City’s retiree healthcare liability and the City of Palo Alto Page 4 ADC for Fiscal Years 2021 and 2022. The report includes an update on the funding status, results of assumptions such as discount rate (DR), the healthcare plan premiums, and projected future healthcare costs. Beginning with the June 30, 2017 valuation, the City has used a 6.75 percent Discount Rate for Fund 1, which is what the City Council approved as the investment option for OPEB. The actuarial analysis is based on current employees’ accrued benefit, and retired employees as of June 30, 2019. Employees and retirees have an open enrollment window in October each year in which they can make changes to their healthcare plans that take effect in January of the following year. CalPERS Projected Contribution Levels The actuary report has two components to the annual billing of the employer portion of retiree healthcare contributions that comprise the Actuarial Determined Contribution (ADC), 1) the Normal Cost (NC), and 2) the Unfunded Actuarial Accrued Liability (UAAL). - NC: This reflects a rate of contribution for the plan of retirement healthcare benefits provided to current employees based on the current set of assumptions. - Employer Amortization of UAAL: This is an annual payment calculated to pay down an agency’s unfunded accrued pension liability. Assuming every assumption in the actuarial valuation was accurate, an organization would eliminate its unfunded pension liability if it made these payments annually for 30 years. The City Council approved a closed amortization period and is at year 24 as of June 30, 2019. The liability grows when the assumptions goals, such as discount rate, are not met. This ADC for FY 2020 is $16.5 million, which is $0.5 million higher than FY 2019’s $16.0 million. For FY 2021 the ADC calculated at the current discount rate assumption of 6.75 percent is $14.6 million across all funds ($9.6 million in the General Fund), which represents a total decrease of $1.9 million over the FY 2020 payment. This primarily reflects the change in funding status that the trust has experienced from the June 30, 2017 to June 30, 2019 driven by lower than anticipated premium costs and premium caps that limited the City’s liability as well as increased Medicare eligibility among plan participants These payments reflect the blended or combined cost of both the “Normal Cost” and the “Unfunded Actuarial Accrued Liability”. BA’s analysis, using a 6.75 percent discount rate, projects future ADCs growing from $14.6 million in FY 2021 to $19.1 million in FY 2030 or by about 31 percent. The following graph shows historical returns, looking back to FY 2009. It uses the unaudited actual investment return for the first half of Fiscal Year 2020 and the assumed rate of return for the last half of Fiscal Year 2020. Figure 1: Historical Returns of the OPEB Trust (Market Value of Plan Assets (MVA) and Expected Return) City of Palo Alto Page 5 Discount Rate Assumptions This June 30, 2019 actuarial study was not available at the timing of the development of the FY 2021 Proposed Budget. Therefore, the FY 2021 Proposed Budget, which was transmitted on April 20, 2020, continues the funding allocation provided in the June 30, 2017 valuation. The FY 2021 Proposed Budget includes funding of $16.8 million for the ADC, of which $10.7 million is in the General Fund. Based on the June 30, 2019 valuation, this level of funding is more commensurate with an ADC that presumes a more conservative discount rate; a 6.25 percent discount rate would yield an ADC of $15.9 million compared to the $14.6 million discussed above using a 6.75 discount rate. The City Council has taken great interest and made great strides to ensure long-term liability assumptions and costs for pension and OPEB costs are being proactively addressed including the approved direction to assume a 6.2 percent discount rate for pension costs compared to CalPERS rate of 7.0 percent, and the approved reduction in the prior OPEB actuarial study from a 7.00 percent discount rate to a 6.75 percent discount rate. Continuing with these policies, staff recommends reducing the OPEB discount rate again to 6.25 percent, aligning with the pension assumptions currently being used. Savings of approximately $900,000 from the FY 2021 Proposed Operating Budget would be realized with this change. If the City Council instead chose to continue the use of the current discount rate of 6.75 percent, then greater savings of approximately $2.0 million would materialize across the organization. City of Palo Alto Page 6 Projected Unfunded Actuarial Accrued Liability The acturial report includes the plan’s “Funded Status.” Overall, the Retiree Healthcare Trust is funded at 49 percent, up 1,200 basis points from 37 percent in the June 30, 2017 actuarial valuation. As of June 30, 2019, the Unfunded Actuarial Accrued Liablity (UAAL) was $123.0 million for all funds and $82.6 million for the General Fund. Begininng with the June 30, 2013 valuations, the City aligned its acturial analysis to align with GASB’s rules regarding the “implied subsidy”. The calculation of “implied subsidy” requires an agency to recognize that it pays the same medical premiums for active employees as those that are retired. The implied subsidy identifies and accounts for the agency paying the same blended premium for both active employees and retirees, even though the cost for medical for active employees is lower than retirees. Palo Alto has 930 active employees and 974 retirees. The calculation increases the UAAL by $20.3 million or 16.5 percent; without the implied subsidy the UAAL would be at $102.7 million. Table 2: Unfunded Actuarial Accrued Liability (UAAL) As of June 30, 2017 As of June 30, 2019* Projected as of June 30, 2020* Citywide - UAAL $153,509 $122,972 $116,579 General Fund - UAAL $100,408 $82,624 $78,327 Funded Ratio 37% 49% 54% Citywide UAAL % Change from prior valuation -19.9% -5.2% * This is based on a 6.75 percent discount rate. CalPERS recognizes the varying assumptions that may impact a plan’s unfunded actuarial accrued liability and therefore a retiree healthcare plan’s funding status, especially the implications of the discount rate assumption. Therefore, in addition to the actuarial assumptions used to develop this annual evaluation, BA includes an Analysis of Discount Rate Sensitivity section in their reports in order to provide some level of sensitivity analysis of the retiree healthcare plan. At a 6.25 percent discount rate, the plan is estimated to have a total unfunded accrued liability of $137.8 million compared to $123.0 million at a 6.75 percent discount rate. This would result in a 46 percent funded status at 6.25 percent discount rate compared to a 49 percent funded status at 6.75 percent. Stakeholder Engagement The transmittal of the actuarial valuation as of June 30, 2019 begins conversations regarding City of Palo Alto Page 7 the fiscal outlook for the City’s OPEB liabilities and the appropriate contribution for the FY 2021 Acturial Determined Contribution. Public discussion will be held with the Finance Committee and as part of the budget discussions that will be taking place throughout May with the full City Council. Fiscal Impacts The City of Palo Alto has already begun proactively mitigating the increasing costs of healthcare plans for current and future retirees. It started with cost sharing with employees, capping the plans covered, and establishing a flat contribution that can be adjusted with each labor agreement for active employees. Staff began funding this Trust in May 2008 at a level of $33 million and it has grown to $118 million as of June 30, 2019. This has proved very beneficial; each year the City Council has approved the full funding of the ADC, helping to further close the unfunded gap. The City Council can eventually use the Trust to pay healthcare benefits for current and future retirees. Revising the discount rate to 6.25 percent, continuing to move toward the same assumptions used with the City’s Pension contribution would result in citywide savings of $900,000 as noted above in the FY 2021 Proposed Budget. The City is currently monitoring and assessing the impacts and potential financial outcomes associated with COVID-19 and the efforts to mitigate its spread. The recent market volatility and overall impact of the current pandemic have not been considered in the valuation report. These reports are calculated bi-annually as of June 30th, 2019 and reflect market conditions at that point in time. This Trust saw losses in March 2020, however, has rebounded somewhat since that time. It is being monitored closely. Environmental Review This report is not a project for the purposes of the California Environmental Quality Act. Environmental review is not required. Attachments: • BARTEL OPEB 6-30-19 Prelim Results CITY OF PALO ALTO RETIREE HEALTHCARE PLAN June 30, 2019 Actuarial Valuation Contributions for 2020/21 & 2021/22 Preliminary Results Prepared by Mary Beth Redding, Vice President & Actuary Deanna Van Valer, Assistant Vice President & Actuary Joseph Herm, Actuarial Analyst Michelle Shen, Actuarial Analyst Bartel Associates, LLC March 12, 2020 CONTENTS O:\Clients\City of Palo Alto\Projects\OPEB\2019 Val\Reports\BA PaloAltoCi 20-03-12 OPEB 6-30-19 Prelim Results.docx Topic Page Benefit Summary 1 Implied Subsidy 7 Participant Statistics 9 Actuarial Assumptions Highlights 15 Actuarial Methods 19 Assets 21 Results 23 Results - Details 37 Sensitivity Analysis 46 Bartel Associates OPEB Database 49 PEMHCA Regions 53 Exhibits 57 March 12, 2020 1 BENEFIT SUMMARY  Eligibility  Retire directly from the City under CalPERS (age 501 and 5 years of CalPERS service or disability)  Medical Provider  CalPERS health plans (PEMHCA)  CalPERS administrative fees paid by City  Retiree Medical Benefit for Current Retirees: Hired < 1/1/04 (1/1/05 SEIU, 1/1/06 PAPOA) & Did Not Elect into Group 4  GROUP 1: Retired < 1/1/07 (3/1/09 for PAPOA) • Benefit = Full premium up to family coverage  GROUP 2: Retired after GROUP 1 and before 5/1/11 (12/1/11 IAFF/FCA, 6/1/12 PMA, 4/1/15 POA) • Benefit = Same as above but premium limited to 2nd most expensive Basic (non-Medicare) medical plan in the Bay Area Region/Region 1 (Anthem Traditional in 2019, PERSCare in 2020)  GROUP 3: Retired after GROUP 2 • Benefit = same amount as active employees, which may change from time to time and in the future as bargaining agreements change (valuation assumes no future changes to active benefits) 1 Age 52 for Miscellaneous New Hires under PEPRA March 12, 2020 2 BENEFIT SUMMARY  Retiree Medical Benefit for Current Actives: Hired < 1/1/04 (1/1/05 SEIU, 1/1/06 PAPOA) & Did Not Elect into Group 4  GROUP 3: Currently active and did not elect into Group 4 • No active Group 3 POA, PMA, IAFF or FCA • Only remaining Group 3 actives in MGMT, SEIU, UMPAPA • Benefit = up to full premium, but limited to flat dollar caps same as active contribution Mgmt/Conf UMPAPA SEIU All Groups 2019 2019 2019 2020 Single $ 837 $ 840 $ 804 $ 840 2-Party 1,671 1,680 1,606 1,680 Family 2,172 2,180 2,088 2,180 For SEIU only, the 2021 cap will be increased at 50% of the average of increase to Kaiser and PERS Choice March 12, 2020 3 BENEFIT SUMMARY  Retiree Medical Benefit for those: Hired ≥ 1/1/04 (1/1/05 SEIU, 1/1/06 PAPOA) & Employees Hired Before These Dates Electing into Group 42  GROUP 4: Government Code §22893 “Vesting Schedule” (based on all CalPERS Service)3: Years of Service % Years of Service % < 10 0% 13 65% 10 50% 14 70% 11 55% ↓ ↓ 12 60% > 20 100%  100% vesting for disability retirements  Vesting applies to 100/90 formula amounts, which are the maximum amounts payable by the City (retirees pay any difference between these amounts and actual premiums): 2018 2019 2020 Single $ 725 $ 734 $ 767 2-Party 1,377 1,398 1,461 Family 1,766 1,788 1,868  If have 20 years City service do not need to retire directly from City 2 All currently active POA/PMA, IAFF/FCA are Group 4. Some Mgmt/Conf and some SEIU remained in Group 3, and some elected into Group 4. 3 Minimum 5 years City Service. March 12, 2020 4 BENEFIT SUMMARY  Dental, Vision & Medicare Part B  None  Surviving Spouse Benefit  100% of retiree benefit continues to surviving spouse if retiree elects CalPERS pension survivor allowance  Waived Re- election  Waived retirees/beneficiaries may re-elect coverage at a future date  Summary of Changes Since the Prior Valuation  Updates for 2019 and 2020 to the active contribution amounts, which affect the GROUP 3 benefits (current actives and current retirees). • Changes to flat dollar amounts, amounts for 2019 differ slightly by bargaining unit • Prior UMPAPA benefit: 90% of premium up to 90% of Group 2 cap • Updated UMPAPA benefit: flat dollar caps similar to SEIU and Mgmt/Conf March 12, 2020 5 BENEFIT SUMMARY  Pay-As-You- Go ($000s) Fiscal Year Cash Implied Subsidy Total 2018/19 $ 9,960 $ 2,197 $ 12,157 2017/18 9,660 2,444 12,104 2016/17 9,713 2,203 11,916 2015/16 9,681 1,960 11,641 2014/15 8,995 1,916 10,911 2013/14 7,317 - 7,317 2012/13 8,766 - 8,766 2011/12 8,165 - 8,165 2010/11 6,216 - 6,216 2009/10 5,519 - 5,519 March 12, 2020 6 BENEFIT SUMMARY Monthly Benefit Cap Amounts 2019 2020 Group Single 2-Party Family Single 2-Party Family Group 14 $1,131.68 $2,263.36 $2,942.37 $1,184.84 $2,369.68 $3,080.58 Group 2 1,111.13 2,222.26 2,888.94 1,133.14 2,266.28 2,946.16 Group 3 SEIU 804.00 1,606.00 2,088.00 804.00 1,680.00 2,180.00 Group 3 MGMT 837.00 1,671.00 2,172.00 804.00 1,680.00 2,180.00 Group 3 UMPAPA 840.00 1,680.00 2,180.00 804.00 1,680.00 2,180.00 Group 4 (100% vest) 734.00 1,398.00 1,788.00 767.00 1,461.00 1,868.00 % Decrease from Group 1 (assumes Group 1 is in most expensive plan) Group 2 2% 2% 2% 4% 4% 4% Group 3 SEIU 29% 29% 29% 32% 29% 29% Group 3 MGMT 26% 26% 26% 32% 29% 29% Group 3 UMPAPA 26% 26% 26% 32% 29% 29% Group 4 35% 38% 39% 35% 38% 39% 4 No cap for Group 1. Amount shown is most expensive Non-Medicare Bay Area/Region 1 premium. March 12, 2020 7 IMPLIED SUBSIDY  For PEMHCA, employer cost for allowing retirees to participate at active rates. • Kaiser 2020 Region 1 plan:  The City included the implied subsidy beginning with the June 30, 2013 valuation. 25 30 35 40 45 50 55 60 64 65 70 75 80 85 Premium 768 768 768 768 768 768 768 768 768 339 339 339 339 339 Male Cost by Age 281 310 358 423 512 642 849 1,071 1,194 308 328 345 362 396 Female Cost by Age 492 555 607 670 745 839 988 1,122 1,198 309 327 344 361 395 $- $200 $400 $600 $800 $1,000 $1,200 $1,400 March 12, 2020 8 IMPLIED SUBSIDY This page intentionally blank March 12, 2020 9 PARTICIPANT STATISTICS Participant Statistics 5 Includes 68 waived retirees over 65. 6 Excludes all waived retirees over 65; includes 38 waived under 65 retirees. 7 Excludes all waived retirees, regardless of age. 8 All retirements included. Disability retirement data unreliable. 6/30/11 6/30/13 6/30/15 6/30/17 6/30/19  Actives • Count 923 948 955 967 930 • Average Age 44.7 45.2 45.3 45.6 44.8 • Average City Service 10.8 10.8 10.8 10.9 10.8 • Average PERS Service 13.7 11.7 11.9 11.9 11.7 • Average Salary $86,007 $86,271 $91,714 $90,739 $110,969 • Total Salary (000’s) $79,384 $81,785 $87,586 $87,745 $103,201  Retirees: • Count 860 968 1,0075 9596 9747 • Average Age 67.0 68.2 68.9 68.9 70.0 • Average Retirement Age o Service 55.58 57.8 57.7 57.7 58.0 o Disability n/a 45.3 45.6 45.9 46.1 March 12, 2020 10 PARTICIPANT STATISTICS Historical Active and Retiree Counts9 9 Retiree count is subscribers: retirees and surviving spouses 6/30/09 6/30/11 6/30/13 6/30/15 6/30/17 6/30/19 Active 955 923 948 955 967 930 Retired 710 860 968 1,007 959 974 43%48% 50% 51% 50%51% 57%52% 50% 49% 50%49% - 500 1,000 1,500 2,000 2,500 March 12, 2020 11 PARTICIPANT STATISTICS Participant Statistics June 30, 2019 10 Actual 2018/19 PERSable compensation. 11 Excludes retirees who have waived coverage, regardless of age. Group 1 Group 2 Group 3 Group 4 Total  Actives • Count n/a n/a 92 838 930 • Average Age n/a n/a 54.2 43.8 44.8 • Average Entry Age n/a n/a 32.7 35.9 34.5 • Average City Service n/a n/a 21.4 9.7 10.8 • Average PERS Service n/a n/a 21.9 10.6 11.7 • Average Salary n/a n/a $108,291 $111,263 $110,969 • Total Salary (000’s)10 n/a n/a $9,963 $93,238 $103,201  Benefitting Retirees11: • Count 458 292 128 96 974 • Average Age 76.3 66.7 62.4 60.3 70.0 • Avg Service Ret Age 57.6 57.8 58.8 59.2 58.0 • Avg Disability Ret Age 45.5 47.0 51.2 47.1 46.1 March 12, 2020 12 PARTICIPANT STATISTICS Participant Statistics June 30, 2017 12 Includes 38 retirees who have waived coverage and are under age 65. Excludes waived retirees over age 65. Group 1 Group 2 Group 3 Group 4 Total  Actives • Count n/a n/a 133 834 967 • Average Age n/a n/a 53.1 44.4 45.6 • Average Entry Age n/a n/a 32.8 33.9 33.7 • Average City Service n/a n/a 20.0 9.4 10.9 • Average PERS Service n/a n/a 20.3 10.6 11.9 • Average Salary n/a n/a $90,623 $90,757 $90,739 • Total Salary (000’s) n/a n/a $12,053 $75,692 $87,745  Retirees12: • Count 500 302 117 40 959 • Average Age 74.5 64.6 60.3 57.1 68.9 • Avg Service Ret Age 57.6 57.8 58.2 56.9 57.7 • Avg Disability Ret Age 45.6 46.4 49.1 44.3 45.9 March 12, 2020 13 PARTICIPANT STATISTICS Data Reconciliation 6/30/2017 to 6/30/2019 Actives Retirees Disabled Benefic. Total  June 30, 2017 967 716 171 72 1,926 • New Hires/Rehires 157 - - - 157 • Disabled (1) - 1 - - • Terminated13 (93) - - - (93) • Died with Benefic.14 - (5) (1) 6 - • Died, no Beneficiary - (18) (11) (7) (36) • Retired/covered (90) 90 - - - • Retired/waived (10) - - - (10) • Waived Retiree15 - (31) (10) (4) (45) • Adjustment/Other - 2 1 2 5  June 30, 2019 930 754 151 69 1,904 13 All actives in June 30, 2017 valuation and not in June 30, 2019 valuation assumed terminated. 14 Retirees in the June 30, 2017 valuation not in the June 30, 2019 valuation assumed deceased. 15 Retiree count as of June 30, 2017 valuation included waived retirees <65. March 12, 2020 14 PARTICIPANT STATISTICS This page intentionally blank March 12, 2020 15 ACTUARIAL ASSUMPTIONS HIGHLIGHTS June 30, 2017 Valuation June 30, 2019 Valuation  Valuation Date  June 30, 2017  ADC for Fiscal Years 2018/19 & 2019/20 (end of year)  1 year lag  June 30, 2019  ADC for Fiscal Years 2020/21 & 2021/22 (end of year)  1 year lag  Funding Policy  Full Pre-funding through CalPERS trust (CERBT) Strategy #1  Same  Discount Rate  6.75%, net of expenses based on CERBT Strategy #1  Same  Medical Trend  Non-Medicare: 7.5% for 2019, decreasing to an ultimate rate of 4.0% in 2076  Medicare: 6.5% for 2019, decreasing to an ultimate rate of 4.0% in 2076  Non-Medicare: 7.25% for 2021, decreasing to an ultimate rate of 4.0% in 2076  Medicare: 6.3% for 2021, decreasing to an ultimate rate of 4.0% in 2076 March 12, 2020 16 ACTUARIAL ASSUMPTIONS HIGHLIGHTS June 30, 2017 Valuation June 30, 2019 Valuation  Increase to Group 3 Flat Dollar Caps  ½ of Medical Trend, not less than assumed inflation (2.75%)16  Same  Participation at Retirement  Groups 3 & 4: 90%  Based on Plan experience  Group 3: 98%  Group 4: if eligible for City contribution: 95%; if not: 0%  Based on Plan experience17 16 Increase is for purposes of financial projection only and does not imply any obligation to increase the cap in the future. 17 Actual participation percentage for Group 3 since 6/30/17 is 100% Miscellaneous. Note there are no active Safety members in Group 3. Actual participation percentages for Group 4 since 6/30/17 are 83% Miscellaneous and 92% Safety, or 84% overall. Actual participation for Group 3 and Group 4 since 6/30/17 is 88% overall. Group 4 still has limited actual experience. We recommend continued monitoring for Group 4. March 12, 2020 17 ACTUARIAL ASSUMPTIONS HIGHLIGHTS June 30, 2017 Valuation June 30, 2019 Valuation  Retirement, Mortality, Termination, Disability  CalPERS 1997-2015 Experience Study for all but Mortality  Mortality – CalPERS 1997- 2011 Experience Study, and Society of Actuaries mortality improvement scale MP-17  CalPERS 1997-2015 Experience Study  Update to most recent Society of Actuaries mortality improvement scale MP-19  ACA Excise Tax  Estimate by 2% load on cash subsidy  Remove load due to December 2019 repeal of Excise Tax18 18 Note for GASBS 75 purposes, the Total OPEB Liability as of Measurement Date (MD) 6/30/19 will include a 2% load, as legislation passed after the MD may not be taken into account. March 12, 2020 18 ACTUARIAL ASSUMPTIONS HIGHLIGHTS June 30, 2017 Valuation June 30, 2019 Valuation  Basis for Assumptions (6/30/19 Valuation)  No experience study performed for this Plan  CalPERS December 2017 experience study covering 1997 to 2015 experience was used  Mortality improvement: most recent Society of Actuaries scale  Inflation based on the Plan’s very long time horizon  Short-term medical trend developed in consultation with Axene Health Partners’ healthcare actuaries. Long-term medical trend developed using Society of Actuaries’ Getzen Model of Long-Run Medical Cost Trends  Age-based claims are based on factors developed by Axene Health Partners’ healthcare actuaries and demographic data from CalPERS.  Participation and coverage based in part on Plan experience  Capital market assumptions for the recommended discount rate are based on our study of investment advisor 10-year 2017 capital market assumptions adjusted in some cases to reflect anticipated long-term trends March 12, 2020 19 ACTUARIAL METHODS Method June 30, 2017 Valuation June 30, 2019 Valuation  Cost Method  Entry Age Normal Level % of Pay  Same  Unfunded Liability Amortization  26 years closed period  Level % of pay (3% annual escalation)  Sensitivity analysis: 24 & 20 years  24 years closed period  Level % of pay (3% annual escalation)  Sensitivity analysis: 22 & 20 years  Actuarial Asset Value  Market Value of Assets19  Same  Future New Entrants  Closed group – no new participants  Implied Subsidy  Implied subsidy valued  Plan Continuance  For purposes of financial projections, the plan and benefits are assumed to continue unchanged. The calculation of this obligation does not imply that there is any legal liability to provide or continue providing the benefits valued. 19 Using Market Value of Assets to determine the ADC will result in more volatile future ADCs than if a smoothed Market Value were used. March 12, 2020 20 ACTUARIAL METHODS This page intentionally blank March 12, 2020 21 ASSETS Market Value of Plan Assets – CERBT #1 (Amounts in 000’s) Audited 2015/16 Audited 2016/17 2017/1820 2018/19 Proj 2019/2021  MVA (Beg. of Year) $ 78,578 $ 79,843 $ 91,170 $ 107,846 $ 118,497 • Audit Adjustment22 (1,972) - - - • Contributions 2,351 2,823 9,212 5,723 16,482 • Benefit Payments23 - - - (1,883) (12,642) • Admin. Expenses (37) (44) (50) (53) (62) • Investment Return24 924 8,628 7,513 6,864 12,535  MVA (End of Year) 79,843 91,250 107,846 118,497 134,810  Approx. Annual Return 1.1% 10.4% 7.8% 6.3% 10.5% 20 Taken from CERBT quarterly statements. Audited asset balances at 6/30/18 and 6/30/19 are $107,809,741 and $118,478,415 respectively. 21 Projected from actual 12/31/2019 CERBT balance (unaudited) using assumed rate of return for last half of fiscal year. 22 Backs out accrued contribution in July 2015 for $2,047,517 and $75,658 for adjustments made by CalPERS auditors. 23 Benefit Payments made outside of trust by City for years before 2018/19. Refer to Slide 5 for fiscal year amounts. 24 Net of investment expenses. March 12, 2020 22 ASSETS Historical Returns25 25 Projected return for 2019/20 uses actual investment return (unaudited) for first half of fiscal year and assumed rate of return for last half of fiscal year 08/09 09/10 10/11 11/12 12/13 13/14 14/15 15/16 16/17 17/18 18/19 Proj 19/20 MVA -22.5% 15.1% 24.4% 0.1% 11.2% 18.2% -0.2% 1.1% 10.4% 7.8% 6.3% 10.5% Expected Return 7.75% 7.75% 7.75% 7.75% 7.75% 7.75% 7.61% 7.25% 7.25% 6.75% 6.75% 6.75% (30%) (20%) (10%) 0% 10% 20% 30% March 12, 2020 23 RESULTS Actuarial Obligations (Amounts in 000’s) 6/30/17 Valuation 6/30/19 Valuation 6/30/17 Proj 6/30/18 6/30/19 Proj.6/30/20  Discount Rate 6.75% 6.75%  Present Value of Benefits • Actives (future retirees) $ 141,887 $ 141,423 • Retirees 160,927 159,156 • Total 302,814 300,579  Actuarial Accrued Liability • Actives (future retirees) 83,832 82,313 • Retirees 160,927 159,156 • Total 244,759 $ 255,795 241,469 $ 251,389  Actuarial Value of Assets(MV) 91,250 111,869 118,497 134,810  Unfunded AAL 153,509 143,926 122,972 116,579  Funded Ratio 37% 44% 49% 54%  Normal Cost26 7,081 6,978  Pay-As-You-Go Cost (Cash) 10,274 10,859  Pay-As-You-Go Cost (IS) 2,197 2,346 26 Includes Administration fees. March 12, 2020 24 RESULTS Historical Funded Status (Amounts in 000’s) 24%27% 29% 33%37% 49% $0 $50,000 $100,000 $150,000 $200,000 $250,000 1/1/11 6/30/11 6/30/13 6/30/15 6/30/17 6/30/19 Retiree pay-go Retiree AAL less pay-go Active AAL MVA (xx% Funded Ratio) March 12, 2020 25 RESULTS Actuarial Gain/Loss (Amounts in $000’s) AAL (MVA) UAAL  Actual 6/30/17 projected to 6/30/18 $ 255,795 $ (111,869) $ 143,926  Expected 6/30/20 279,189 (133,878) 145,311  Assumption Changes • CalPERS 97-15 Experience Study mortality and updated mortality improvement scale to MP-19 1,241 1,241 • Medical Plan election percentages and spouse, family, and employee participation assumption changes 6,395 6,395 • Removal of ACA Excise Tax (repealed 12/2019) (4,208) (4,208)  Contribution and Benefit Payment Loss 4,534 4,534  Investment (Gain) (5,466) (5,466)  Plan Changes (Group 3 Caps) 1,050 1,050  Experience (Gains)/Losses • Premiums/Caps lower than expected (23,400) (23,400) • Demographic (mainly Medicare eligibility) (8,877) - (8,877)  Total (Gain)/Loss (27,800) (932) (28,732)  Projected 6/30/20 251,389 (134,810) 116,579 March 12, 2020 26 RESULTS Actuarially Determined Contribution (ADC) (Amounts in 000’s) 6/30/17 Valuation 6/30/19 Valuation 2018/19 2019/20 2020/21 2021/22  Discount Rate 6.75% 6.75%  ADC - $ • Normal Cost $ 7,081 $ 7,299 $ 6,888 $ 7,099 • Administrative Expenses27 - - 90 98 • UAAL Amortization 8,916 9,183 7,588 7,816 • Total 15,997 16,482 14,566 15,013  Projected Payroll 90,377 93,089 109,486 112,771  ADC - %Pay • Normal Cost 7.8% 7.8% 6.3% 6.3% • Administrative Expenses - - 0.1% 0.1% • UAAL Amortization 9.9% 9.9% 6.9% 6.9% • Total 17.7% 17.7% 13.3% 13.3% 27 PEMHCA and CERBT administration fees included after fiscal year 2020/21. PEMHCA admin fee included in Normal Cost for years 2018/19 and 2019/20. March 12, 2020 27 RESULTS Historical Recommended Funding Contributions (Amounts in 000’s) 11/12 12/13 13/14 14/15 15/16 16/17 17/18 18/19 19/20 20/21 21/22 Normal Cost 4,782 5,091 5,256 5,674 5,880 6,340 6,587 7,081 7,299 6,978 7,197 Amortization 7,802 7,665 7,779 8,607 8,887 10,025 10,351 8,916 9,183 7,588 7,816 ADC 12,584 12,756 13,035 14,282 14,767 16,365 16,938 15,997 16,482 14,566 15,013 $0 $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 $14,000 $16,000 $18,000 March 12, 2020 28 RESULTS Amortization Bases & Payments (Amounts in 000’s) 6/30/17 Valuation 6/30/19 Valuation 6/30/18 6/30/19 6/30/20 6/30/21  UAAL Balance $ 143,926 $ 144,725 $ 116,579 $ 116,859  Amortization Payment 8,916 9,183 7,588 7,816  Amortization Period 26 25 24 23 March 12, 2020 29 RESULTS Unfunded Actuarial Accrued Liability (UAAL) – % of Payroll (Amounts in 000’s) 6/30/11 6/30/13 6/30/15 6/30/17 6/30/19  UAAL/Payroll for year beginning on valuation date • Miscellaneous 147% 158% 152% 149% 99% • Safety 168% 228% 276% 269% 171% • Total 153% 176% 178% 175% 116% March 12, 2020 30 RESULTS 10 Year Contribution Projection (Amounts in 000’s) FYE ADC28 Contribution Payroll ADC % of Pay Fund % Cash Ben Pymt Implied Subsidy BP Trust Pre- Funding Total UAAL, Beg. Of FY 2020 $ 16,482 $ 10,928 $ 2,384 $ 3,170 $ 16,482 $ 93,089 17.7% $ 144,725 46% 2021 14,566 10,859 2,347 1,360 14,566 109,486 13.3% 116,579 54% 2022 15,013 11,622 2,619 772 15,013 112,771 13.3% 116,421 56% 2023 15,486 12,327 2,826 333 15,486 116,154 13.3% 115,990 57% 2024 15,964 12,968 2,976 20 15,964 119,638 13.3% 115,266 59% 2025 16,457 13,601 3,112 (256) 16,457 123,227 13.4% 114,225 61% 2026 16,965 14,171 3,176 (382) 16,965 126,924 13.4% 112,840 63% 2027 17,486 14,740 3,252 (506) 17,486 130,732 13.4% 111,083 65% 2028 18,023 15,282 3,211 (470) 18,023 134,654 13.4% 108,923 66% 2029 18,576 15,905 3,290 (619) 18,576 138,694 13.4% 106,329 68% 2030 19,146 16,569 3,433 (856) 19,146 142,854 13.4% 103,256 70% 28 Actuarially Determined Contribution March 12, 2020 31 RESULTS -$15 -$10 -$5 $0 $5 $10 $15 $20 $25 $30 $ M i l l i o n s Net Trust Payment/Reimbursement Benefit Payments Total ADC ADC, Benefit and Trust Payment/Reimbursement Projection (6.75% Discount Rate, 24 years level % of pay amortization) March 12, 2020 32 RESULTS 0% 20% 40% 60% 80% 100% 120% $0 $20 $40 $60 $80 $100 $120 $140 Fu n d e d R a t i o UA A L ( $ M i l l i o n s ) UAAL Funded Ratio UAAL and Funded Ratio Projection (6.75% Discount Rate, 24 years amortization) March 12, 2020 33 RESULTS % of Total Actuarial Accrued Liability for Actives and Retirees Miscellaneous 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 6/30/2009 6/30/2011 6/30/2013 6/30/2015 6/30/2017 6/30/2019 Actives Retirees March 12, 2020 34 RESULTS % of Total Actuarial Accrued Liability for Actives and Retirees Safety 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 6/30/2009 6/30/2011 6/30/2013 6/30/2015 6/30/2017 6/30/2019 Actives Retirees March 12, 2020 35 RESULTS This chart excludes the Implied Subsidy and is provided for informational purposes only (Amounts in 000’s) Cash Benefit  Present Value of Benefits $ 250,941  Funded Status 6/30/19 • Actuarial Accrued Liability 201,521 • Actuarial Value of Assets 118,497 • Unfunded AAL 83,024  Funded Ratio 58.8%  ADC 2020/21 • Normal Cost 5,765 • Administrative Expenses 90 • UAAL Amortization 4,885 • Total 10,740 • ADC % of Payroll 9.8% March 12, 2020 36 RESULTS This page intentionally blank March 12, 2020 37 RESULTS - DETAILS Actuarial Obligations June 30, 2019 (Amounts in 000’s) Benefits < Age 65 Benefits > Age 65 Total  Present Value of Benefits • Actives (future retirees) $ 75,855 $ 65,568 $ 141,423 • Retirees 47,969 111,187 159,156 • Total 123,824 176,756 300,579  Actuarial Accrued Liability • Actives (future retirees) 42,395 39,918 82,313 • Retirees 47,969 111,187 159,156 • Total 90,364 151,106 241,469  Normal Cost 2020/2129 3,806 3,172 6,978 29 Includes Administration fees. March 12, 2020 38 RESULTS - DETAILS Actuarial Obligations June 30, 2019 (Amounts in 000’s) Group 1 Group 2 Group 3 Group 4 Total  Present Value of Benefits • Actives (future retirees) $ - $ - $ 17,310 $ 124,113 $ 141,423 • Retirees 49,303 56,784 30,652 22,417 159,156 • Total 49,303 56,784 47,962 146,530 300,579  Actuarial Accrued Liability • Actives (future retirees) - - 14,375 67,938 82,313 • Retirees 49,303 56,784 30,652 22,417 159,156 • Total 49,303 56,784 45,027 90,355 241,469  Normal Cost 2020/2130 - - 515 6,463 6,978  NC as % of Payroll n/a n/a 5.5% 6.5% 6.4%  Active Count n/a n/a 92 838 930  Projected Payroll (000’s) n/a n/a 9,417 100,069 109,486 30 Includes Administration fees. March 12, 2020 39 RESULTS - DETAILS Cash/Implied Subsidy – Actuarial Obligations – June 30, 2019 (Amounts in 000’s) Cash Subsidy Implied Subsidy Total  Present Value of Benefits • Actives (future retirees) $ 117,228 $ 24,195 $ 141,423 • Retirees 133,713 25,443 159,156 • Total 250,941 49,638 300,579  Actuarial Accrued Liability • Actives (future retirees) 67,808 14,506 82,313 • Retirees 133,713 25,443 159,156 • Total 201,521 39,949 241,469  Market Value of Assets31 98,893 19,604 118,497  Unfunded AAL 102,628 20,345 122,972  Normal Cost 2020/2132 5,855 1,122 6,978  Pay-As-You-Go Cost 2020/21 10,859 2,346 13,206 31 Allocated in proportion to AAL for illustrative purposes. 32 Includes Administration fees. March 12, 2020 40 RESULTS - DETAILS Cash/Implied Subsidy – Actuarially Determined Contribution – 2020/21 FY (Amounts in 000’s) Cash Subsidy Implied Subsidy Total  ADC - $ • Normal Cost $ 5,765 $ 1,122 $ 6,888 • Administrative Expenses 90 - 90 • UAAL Amortization 6,335 1,254 7,588 • ADC 12,190 2,376 14,566  Projected Payroll 109,486 109,486 109,486  ADC - % • Normal Cost 5.3% 1.0% 6.3% • Administrative Expenses 0.1% 0.0% 0.1% • UAAL Amortization 5.8% 1.1% 6.9% • ADC 11.1% 2.2% 13.3% March 12, 2020 41 RESULTS - DETAILS Actuarial Obligations June 30, 2019 (Amounts in 000’s) Misc Safety Total  Present Value of Benefits • Actives (future retirees) $101,340 $ 40,083 $141,423 • Retirees 98,746 60,410 159,156 • Total 200,086 100,493 300,579  Actuarial Accrued Liability • Actives (future retirees) 61,391 20,922 82,313 • Retirees 98,746 60,410 159,156 • Total 160,137 81,332 241,469  Market Value of Assets33 78,585 39,912 118,497  Unfunded AAL 81,552 41,420 122,972  Normal Cost 2020/2134 4,929 2,048 6,978  Pay-As-You-Go Cost 2020/21 8,569 4,637 13,206 33 Allocated in proportion to the Actuarial Accrued Liability. 34 Includes Administration fees. March 12, 2020 42 RESULTS - DETAILS Actuarially Determined Contribution (ADC) 2020/21 Fiscal Year (Amounts in 000’s) Misc Safety Total  ADC - $ • Normal Cost $ 4,865 $ 2,022 $ 6,888 • Administrative Expenses 64 26 90 • UAAL Amortization35 5,048 2,541 7,588 • ADC 9,977 4,589 14,566  Projected Payroll 84,490 24,996 109,486  ADC - % • Normal Cost 5.8% 8.1% 6.3% • Administrative Expenses 0.1% 0.1% 0.1% • UAAL Amortization 6.0% 10.2% 6.9% • ADC 11.8% 18.4% 13.3% 35 Allocated in proportion to the Actuarial Accrued Liability. March 12, 2020 43 RESULTS - DETAILS Actuarial Obligations – By Bargaining Unit June 30, 2019 (Amounts in 000’s) FCA IAFF M/C PAPOA PMA SEIU UMPAPA Total  PVB • Actives $ 1,328 $ 19,563 $ 29,005 $ 16,122 $ 1,958 $ 64,581 $ 8,867 $ 141,423 • Retirees 1,983 29,741 46,519 19,507 3,093 54,527 3,787 159,156 • Total 3,311 49,304 75,524 35,629 5,051 119,108 12,654 300,579  AAL • Actives 895 10,647 17,085 7,268 1,307 38,325 6,786 82,313 • Retirees 1,983 29,741 46,519 19,507 3,093 54,527 3,787 159,156 • Total 2,878 40,388 63,604 26,775 4,400 92,852 10,573 241,469  MVA36 1,412 19,820 31,213 13,139 2,159 45,566 5,189 118,497  UAAL 1,466 20,568 32,391 13,636 2,241 47,286 5,384 122,972  NC 20/21 51 887 1,514 987 85 3,131 323 6,978  Pay-Go 158 2,398 3,789 1,443 176 4,811 429 13,206 36 Allocated in proportion to the Actuarial Accrued Liability. March 12, 2020 44 RESULTS - DETAILS Actuarially Determined Contribution (ADC) – By Bargaining Unit 2020/21 Fiscal Year (Amounts in 000’s) FCA IAFF M/C PAPOA PMA SEIU UMPAPA Total  ADC - $ • Normal Cost $ 50 $ 876 $ 1,494 $ 974 $ 84 $ 3,090 $ 319 $ 6,888 • Admin. Exp. 1 11 20 13 1 41 4 90 • UAAL Amort37 90 1,256 1,978 846 139 2,940 338 7,588 • ADC 140 2,143 3,491 1,833 224 6,072 661 14,566  Proj. Payroll 935 10,993 29,899 10,481 1,584 46,935 8,660 109,486  ADC - % • Normal Cost 5.3% 8.0% 5.0% 9.3% 5.3% 6.6% 3.7% 6.3% • Admin. Exp. 0.1% 0.1% 0.1% 0.1% 0.1% 0.1% 0.0% 0.1% • UAAL Amort 9.6% 11.4% 6.6% 8.1% 8.8% 6.3% 3.9% 6.9% • ADC 19.5% 11.7% 17.5% 14.1% 12.9% 7.6% 7.6% 13.3% 37 Allocated in proportion to the Actuarial Accrued Liability. March 12, 2020 45 RESULTS - DETAILS Actuarially Determined Contribution (ADC) – By Bargaining Unit 2021/22 Fiscal Year (Amounts in 000’s) FCA IAFF M/C PAPOA PMA SEIU UMPAPA Total  ADC - $ • Normal Cost $ 51 $ 890 $ 1,550 $ 991 $ 85 $ 3,201 $ 331 $ 7,099 • Admin. Exp. 1 12 21 14 1 44 4 98 • UAAL Amort38 92 1,293 2,038 872 143 3,029 349 7,816 • ADC 144 2,196 3,609 1,876 230 6,273 684 15,013  Proj. Payroll 963 11,323 30,796 10,795 1,631 48,343 8,920 112,771  ADC - % • Normal Cost 5.3% 7.9% 5.0% 9.2% 5.2% 6.6% 3.7% 6.3% • Admin. Exp. 0.1% 0.1% 0.1% 0.1% 0.1% 0.1% 0.0% 0.1% • UAAL Amort 9.6% 11.4% 6.6% 8.1% 8.8% 6.3% 3.9% 6.9% • ADC 15.0% 19.4% 11.7% 17.4% 14.1% 13.0% 7.7% 13.3% 38 Allocated in proportion to the Actuarial Accrued Liability. March 12, 2020 46 SENSITIVITY ANALYSIS CERBT Investment Options  Updated Target asset allocations (approved by CalPERS Board October 2018) Asset Classifications Option 1 Option 2 Option 3 Global Equity 59% 40% 22% Fixed Income 25% 43% 49% REIT's 8% 8% 8% TIPS 5% 5% 16% Commodities 3% 4% 5% Total 100% 100% 100%  Bartel Associates expected returns, 50th percentile: Option 1 Option 2 Option 3 Expected Real Rate of Return39 4.14% 3.54% 2.83% Inflation Assumption 2.75% 2.75% 2.75% Expenses (Admin. & Invest.) (0.05%) (0.05%) (0.05%) Nominal Rate of Return 6.84% 6.24% 5.53% Rounded to nearest 0.25% 6.75% 6.25% 5.50% 39 Includes investment expenses March 12, 2020 47 SENSITIVITY ANALYSIS Discount Rate Sensitivity (Amounts in 000’s) CERBT Strategy #1 (Current) #2 #3  Discount Rate 6.75% 6.25% 5.50%  Present Value of Benefits $ 300,579 $ 325,064 $ 368,416  Funded Status 6/30/19 • Actuarial Accrued Liability 241,469 256,328 281,591 • Actuarial Value of Assets 118,497 118,497 118,497 • Unfunded AAL 122,972 137,831 163,094  Funded Ratio 49.1% 46.2% 42.1%  ADC 2020/21 • Normal Cost $ 6,888 $ 7,674 $ 9,054 • Administrative Expenses 90 90 90 • UAAL Amortization40 7,588 8,160 9,030 • Total 14,566 15,924 18,173 • ADC % of Payroll 13.3% 14.5% 16.6% 40 UAAL projected using the same 6/30/20 projected assets for all scenarios. UAAL amortized over 24 years for all scenarios. March 12, 2020 48 SENSITIVITY ANALYSIS Amortization Period Sensitivity (Amounts in 000’s)  Amortization Period Current 24 Years 2241 Years 20 Years  Funded Status Projected to 6/30/20 • Actuarial Accrued Liability $ 251,389 $ 251,389 $ 251,389 • Actuarial Value of Assets 134,810 134,810 134,810 • Unfunded AAL 116,579 116,579 116,579  Total Projected Payroll 2020/21 109,486 109,486 109,486  ADC 2020/21 • Normal Cost $ 6,888 $ 6,888 $ 6,888 • Administrative Expenses 90 90 90 • UAAL Amortization 7,588 8,026 8,557 • Total 14,566 15,004 15,535 • ADC % of Payroll 13.3% 13.7% 14.2% 41 The longest amortization period where the payment is large enough to cover all the interest (6.75%) on the UAAL balance. March 12, 2020 49 BARTEL ASSOCIATES OPEB DATABASE 50% of 90% of results results are are within within this this range range 5th Percentile 75th Percentile 50th Percentile 25th Percentile Bartel Associates OPEB Database Sample Percentile Graph 95th Percentile 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% Pe r c e n t o f P a y March 12, 2020 50 BARTEL ASSOCIATES OPEB DATABASE NC ADC NC ADC 95th Percentile 9.7% 24.1% 12.5% 32.2% 75th Percentile 6.2% 12.2% 6.0% 16.0% 50th Percentile 3.3% 6.2% 2.8% 7.1% 25th Percentile 1.6% 3.1% 1.6% 3.7% 5th Percentile 0.7% 0.7% 0.9% 1.4% ` Percent of Pay (♦) 5.8% 11.8% 8.1% 18.4% Percentile 72% 75% 83% 82% Miscellaneous Safety Discount Rate = 6.75%, Average Amortization Period = 24.0 Years 0% 5% 10% 15% 20% 25% 30% 35% Pe r c e n t o f P a y Bartel Associates OPEB Database Normal Cost & Actuarially Determined Contribution March 12, 2020 51 BARTEL ASSOCIATES OPEB DATABASE General Miscellaneous Safety 95th Percentile 316% 413% 75th Percentile 179% 215% 50th Percentile 91% 106% 25th Percentile 39% 47% 5th Percentile 13% 20% Percent of Pay (♦) 195% 335% Percentile 79% 89% Discount Rate = 6.75% 0% 50% 100% 150% 200% 250% 300% 350% 400% 450% Pe r c e n t o f P a y Bartel Associates OPEB Database Actuarial Accrued Liability March 12, 2020 52 BARTEL ASSOCIATES OPEB DATABASE March 12, 2020 53 CALPERS ISSUES PEMHCA Regions  History • Before 2005 – one set of basic (non-Medicare) premiums • 2005 to 2009 – adopted regional pricing - 4 regions for agencies and schools • 2010 to 2019 –separate region for Sacramento Area • 2020 and later  CalPERS reviewed various alternative region models during 2018  Board adopted 3-region model at 12/2018 meeting effective for 2020 premiums  CalPERS will review every 5 years  CalPERS Objectives • Marketability – better align premiums with local costs • Member Impact – minimize number of members with significant premium increases • Nomenclature – numerical rather than geographical region names  Regions for 2020: • Region 1: combines Bay Area, Other Northern CA, and Sacramento Area regions • Region 2: Other Southern CA region, except Riverside County, plus Ventura County • Region 3: Counties of Los Angeles, Riverside County and San Bernardino March 12, 2020 54 CALPERS ISSUES PEMHCA Regions New Region Current Region Total Lives42 1 Bay Area 183,734 Other Northern CA 34,986 Sacramento Area 38,873 2 Other SoCal except Riverside Co 49,983 LA Area/Ventura County only 12,481 3 LA Area except Ventura Co 128,223 Other SoCal Area/Riverside Co 19,742 Total 468,022 42 Data published in December 18, 2018 CalPERS Pension & Health Benefits Committee, Agenda Item 6. March 12, 2020 55 NEXT STEPS  Next Valuation – 6/30/21 for 2022/23 & 2023/24 funding contributions  Timing: • Present preliminary results March 16, 2020  GASBS 75 • Separate GASBS 75 reports issued each fiscal year • Completed for 18/19 (was based on prior valuation) • Final report for 19/20 will be prepared once fiscal year closes March 12, 2020 56 NEXT STEPS This page intentionally blank March 12, 2020 57 EXHIBITS Topic Page Premiums E- 1 Data Summary E- 4 Actuarial Assumptions E-26 Results by Fund E-37 Results by GF Department E-39 Definitions E-41 March 12, 2020 E-1 PREMIUMS 2019 PEMHCA Monthly Premiums Bay Area Non-Medicare Eligible Medicare Eligible Medical Plan Single 2-Party Family Single 2-Party Family Anthem Select $831.44 $1,662.88 $2,161.74 n/a n/a n/a Anthem Traditional 1,111.13 2,222.26 2,888.94 $357.44 $714.88 $1,072.32 Blue Shield Access+ 970.90 1,941.80 2,524.34 n/a n/a n/a Health Net SmartCare 901.55 1,803.10 2,344.03 n/a n/a n/a Kaiser 768.25 1,536.50 1,997.45 323.74 647.48 971.22 UnitedHealthcare n/a n/a n/a 299.37 598.74 898.11 Western Health Advantage 767.01 1,534.02 1,994.23 n/a n/a n/a PERS Choice 866.27 1,732.54 2,252.30 360.41 720.82 1,081.23 PERS Select 543.19 1,086.38 1,412.29 360.41 720.82 1,081.23 PERSCare 1,131.68 2,263.36 2,942.37 394.83 789.66 1,184.49 PORAC 774.00 1,623.00 2,076.00 513.00 1,022.00 1,635.00 March 12, 2020 E-2 PREMIUMS 2020 PEMHCA Monthly Premiums Region 1 Non-Medicare Eligible Medicare Eligible Medical Plan Single 2-Party Family Single 2-Party Family Anthem Select $868.98 $1,737.96 $2,259.35 $388.15 $776.30 $1,164.45 Anthem Traditional 1,184.84 2,369.68 3,080.58 388.15 776.30 1,164.45 Blue Shield Access+ 1,127.77 2,255.54 2,932.20 n/a n/a n/a Health Net SmartCare 1,000.52 2,001.04 2,601.35 n/a n/a n/a Kaiser 768.49 1,536.98 1,998.07 339.43 678.86 1,018.29 UnitedHealthcare 899.94 1,799.88 2,339.84 327.03 654.06 981.09 Western Health Advantage 731.96 1,463.92 1,903.10 n/a n/a n/a PERS Choice 861.18 1,722.36 2,239.07 351.39 702.78 1,054.17 PERS Select 520.29 1,040.58 1,352.75 351.39 702.78 1,054.17 PERSCare 1,133.14 2,266.28 2,946.16 384.78 769.56 1,154.34 PORAC 774.00 1,699.00 2,199.00 513.00 1,022.00 1,635.00 March 12, 2020 E-3 PREMIUMS PEMHCA Monthly Premium Increases/(Decreases) Bay Area/Region 1 Non-Medicare Eligible Medicare Eligible Medical Plan 2018 2019 2020 2018 2019 2020 Anthem Select 9.3% (2.9%) 4.5% n/a n/a n/a Anthem Traditional (6.5%) 20.1% 6.6% n/a (3.5%) 8.6% Blue Shield (13.3%) 9.2% 16.2% n/a n/a n/a Blue Shield NetValue 17.8% n/a n/a n/a n/a n/a Health Net SmartCare 6.3% 4.4% 11.0% n/a n/a n/a Kaiser 29.1% (1.5%) 0.0% 5.3% 2.3% 4.8% UnitedHealthCare 9.3% n/a n/a 2.0% (9.5%) 9.2% PERS Choice (3.6%) 8.2% (0.6%) (2.2%) 4.2% (2.5%) PERS Select (2.5%) (24.3%) (4.2%) (2.2%) 4.2% (2.5%) PERSCare (5.4%) 28.2% 0.1% (1.9%) 3.3% (2.5%) PORAC 5.0% 5.4% 0.0% 5.0% 5.3% 0.0% March 12, 2020 E-4 DATA SUMMARY Participant Statistics by Bargaining Unit June 30, 2019 FCA IAFF M/C PAPOA PMA SEIU UMPAPA Total  Actives • Count 5 85 207 69 7 508 49 930 • Avg Age 43.9 42.3 47.2 40.2 44.7 44.4 50.4 44.8 • Avg City Svc 17.9 12.4 10.2 9.7 17.8 10.1 18.3 10.8 • Avg PERS Svc 17.9 12.9 11.7 11.0 18.6 10.7 19.2 11.7 • Avg Salary $176,198 $121,901 $136,149 $143,180 $213,236 $87,088 $166,590 $110,969 • Total Salary43 $881 $10,362 $28,183 $9,879 $1,493 $44,241 $8,163 $103,201  Retirees44: • Count 6 143 298 90 6 418 13 974 • Avg Age 63.1 70.6 70.7 66.3 55.0 70.8 60.2 70.0 • Avg Service Ret Age 56.8 54.6 58.2 52.0 50.5 59.5 57.1 58.0 • Avg Disab Ret Age 50.1 48.4 50.5 41.4 n/a 48.2 n/a 46.1 43 Amount in 000’s. Actual 2018/19 PERSable compensations. 44 Excludes retirees who have waived coverage. March 12, 2020 E-5 DATA SUMMARY Participant Statistics by Bargaining Unit June 30, 2017 FCA IAFF M/C PAPOA PMA SEIU UMPAPA Total  Actives • Count 5 83 210 75 8 540 46 967 • Avg Age 46.6 43.5 48.1 38.8 44.8 45.5 51.1 45.6 • Avg City Svc 17.9 13.6 9.8 8.8 17.9 10.4 18.3 10.9 • Avg PERS Svc 18.0 14.5 11.7 9.9 18.9 11.1 18.8 11.9 • Avg Salary $151,335 $97,392 $115,469 $106,732 $178,663 $73,049 $125,547 $90,739 • Total Salary45 $757 $8,084 $24,248 $8,005 $1,429 $39,447 $5,775 $87,745  Retirees46: • Count 5 139 290 103 5 408 9 959 • Avg Age 61.8 69.7 69.6 65.1 53.5 69.7 59.1 68.9 • Avg Service Ret Age 56.4 54.5 57.9 52.4 50.4 59.0 56.3 57.7 • Avg Disab Ret Age 50.1 48.6 50.4 40.9 n/a 48.0 n/a 45.9 45 Pay is annualized. Amount in 000’s. 46 Includes retirees under age 65 who have waived coverage. March 12, 2020 E-6 DATA SUMMARY Participant Statistics by CalPERS Pension Category June 30, 2019 47 Actual 2018/19 PERSable compensations. 48 Excludes retirees who have waived coverage. Miscellaneous Police Fire Total  Actives • Count 761 76 93 930 • Average Age 45.5 41.2 42.5 44.8 • Average City Service 10.6 10.8 12.8 10.8 • Average PERS Service 11.5 12.1 13.3 11.7 • Average Salary $104,652 $153,105 $128,224 $110,969 • Total Salary (000’s)47 $79,640 $11,636 $11,925 $103,201  Retirees48: • Count 707 107 160 974 • Average Age 70.7 65.8 70.1 70.0 • Avg Service Ret Age 59.1 51.8 54.5 58.0 • Avg Disability Ret Age 48.2 41.5 48.5 46.1 March 12, 2020 E-7 DATA SUMMARY Participant Statistics by CalPERS Pension Category June 30, 2017 49 Pay is annualized. 50 Includes retirees under age 65who have waived coverage. Miscellaneous Police Fire Total  Actives • Count 795 80 92 967 • Average Age 46.4 39.8 43.9 45.6 • Average City Service 10.6 10.0 13.9 10.9 • Average PERS Service 11.6 11.2 14.7 11.9 • Average Salary $86,643 $116,012 $104,155 $90,739 • Total Salary (000’s)49 $68,881 $9,281 $9,582 $87,745  Retirees50: • Count 686 118 155 959 • Average Age 69.6 64.4 69.5 68.9 • Avg Service Ret Age 58.7 51.9 54.4 57.7 • Avg Disability Ret Age 48.0 41.0 48.7 45.9 March 12, 2020 E-8 DATA SUMMARY Medical Plan Participation – June 30, 2019 All Retirees Medical Plan Actives < 65 ≥ 65 Total Miscellaneous/Safety M S M S M S M S Anthem Select 6% 4% 5% 1% 1% 1% 2% 1% Anthem Traditional 9% 1% 16% 13% 3% 2% 7% 7% Blue Shield 1% 1% 3% 6% 0% 0% 1% 3% Health Net SmartCare 2% 1% 1% 0% 0% 0% 1% 0% Kaiser 62% 50% 33% 20% 29% 25% 30% 23% UnitedHealthcare 0% 0% 0% 2% 20% 12% 14% 7% Western Health Advantage 0% 1% 0% 0% 0% 0% 0% 0% PERS Choice 17% 2% 31% 5% 19% 15% 23% 11% PERS Select 2% 0% 1% 0% 0% 0% 1% 0% PERSCare 1% 1% 7% 12% 26% 36% 21% 25% PORAC 0% 40% 1% 42% 1% 8% 1% 23% Total 100% 100% 100% 100% 100% 100% 100% 100% March 12, 2020 E-9 DATA SUMMARY Medical Plan Participation – June 30, 2019 Recent Retirees51 Medical Plan Actives < 65 ≥ 65 Total Miscellaneous/Safety M S M S M S M S Anthem Select 6% 4% 5% 3% 2% 2% 3% 2% Anthem Traditional 9% 1% 13% 13% 6% 4% 8% 8% Blue Shield 1% 1% 2% 5% 1% 0% 1% 2% Health Net SmartCare 2% 1% 2% 0% 0% 0% 1% 0% Kaiser 62% 50% 37% 33% 33% 22% 34% 27% UnitedHealthcare 0% 0% 0% 0% 16% 4% 10% 2% Western Health Advantage 0% 1% 0% 0% 0% 0% 0% 0% PERS Choice 17% 2% 30% 0% 24% 7% 26% 3% PERS Select 2% 0% 2% 0% 1% 0% 1% 0% PERSCare 1% 1% 8% 3% 18% 43% 14% 24% PORAC 0% 40% 1% 45% 1% 17% 1% 30% Total 100% 100% 100% 100% 100% 100% 100% 100% 51 Under 65 only includes employees who retired on or after June 30, 2012; over 65 only includes retirees up to age 72. See page E-8 for participation percentages for all retirees. March 12, 2020 E-10 DATA SUMMARY Medical Plan Participation – June 30, 2017 Recent Retirees52 Medical Plan53 Actives < 65 ≥ 65 Total Miscellaneous/Safety M S M S M S M S Anthem Select 7% 3% 1% 0% 0% 0% 0% 0% Anthem Traditional 14% 4% 12% 12% 0% 0% 6% 7% Anthem EPO 0% 0% 1% 0% 0% 0% 0% 0% Blue Shield 4% 2% 14% 8% 1% 0% 0% 5% Health Net SmartCare 2% 0% 0% 0% 0% 0% 0% 0% Kaiser 56% 44% 26% 23% 35% 25% 31% 24% UnitedHealthcare 1% 3% 7% 4% 28% 12% 18% 7% PERS Choice 13% 1% 29% 1% 22% 5% 26% 3% PERS Select 1% 0% 2% 0% 0% 0% 1% 0% PERSCare 2% 1% 7% 3% 13% 39% 10% 16% PORAC 0% 42% 1% 49% 1% 19% 1% 38% Total 100% 100% 100% 100% 100% 100% 100% 100% 52 Under 65 only includes employees who retired on or after June 30, 2008; over 65 only includes retirees up to age 72. 53 All Blue Shield pre-Medicare retirees are assumed to switch to UnitedHealthcare when they are eligible for Medicare. March 12, 2020 E-11 DATA SUMMARY Active Medical Coverage – Miscellaneous Medical Plan Single 2-Party Family Waived Total Anthem Select 14 6 19 - 39 Anthem Traditional 25 12 24 - 61 Blue Shield 1 2 2 - 5 Health Net SmartCare 3 3 4 - 10 Kaiser 140 103 171 - 414 UnitedHealthcare - - - - - Western Health Advantage - - 1 - 1 PERS Choice 25 33 58 - 116 PERS Select 4 4 2 - 10 PERSCare 1 2 3 - 6 PORAC - 1 - - 1 Waived - - - 98 98 Total 213 166 284 98 761 % as of June 30, 2019 28% 22% 37% 13% 100% % as of June 30, 2017 27% 22% 39% 12% 100% March 12, 2020 E-12 DATA SUMMARY Active Medical Coverage – Safety Medical Plan Single 2-Party Family Waived Total Anthem Select 1 2 3 - 6 Anthem Traditional 1 1 - - 2 Blue Shield - - 1 - 1 Health Net SmartCare - - 2 - 2 Kaiser 21 11 48 - 80 UnitedHealthCare - - - - - Western Health Advantage - - 1 - 1 PERS Choice 1 1 1 - 3 PERS Select - - - - - PERSCare - - 1 - 1 PORAC 10 8 45 - 63 Waived - - - 10 10 Total 34 23 102 10 169 % as of June 30, 2019 20% 14% 60% 6% 100% % as of June 30, 2017 21% 13% 60% 6% 100% March 12, 2020 E-13 DATA SUMMARY Retiree Medical Coverage54 - Miscellaneous Medical Plan Single 2-Party Family Total <65 65+ <65 65+ <65 65+ Anthem Select 4 3 3 2 3 - 15 Anthem Traditional 14 3 14 8 5 5 49 Blue Shield 3 - 3 1 1 - 8 Health Net SmartCare 1 2 2 - - - 5 Kaiser 25 80 31 61 12 6 215 UnitedHealthcare - 64 - 34 - - 98 PERS Choice 30 51 23 42 11 3 160 PERS Select 3 - - 1 - - 4 PERSCare 8 74 6 58 1 1 148 PORAC 1 1 1 2 - - 5 Total 89 278 83 209 33 15 707 % as of June 30, 2019 13% 39% 12% 30% 5% 2% 100% % as of June 30, 2017 13% 37% 12% 27% 4% 2% 100% 54 Approximately 68% of retirees have coverage in a Bay Area region plan. The rest are in other state regions or out of state. March 12, 2020 E-14 DATA SUMMARY Retiree Medical Coverage55 - Safety Medical Plan Single 2-Party Family Total <65 65+ <65 65+ <65 65+ Anthem Select - 1 - 1 1 - 3 Anthem Traditional 2 - 6 2 7 1 18 Blue Shield 1 - 2 - 4 - 7 Health Net SmartCare - - - - - - 0 Kaiser 2 15 7 21 15 1 61 UnitedHealthcare - 12 1 6 1 - 20 PERS Choice 2 8 2 15 2 - 29 PERS Select - - - - - - 0 PERSCare 7 29 2 23 5 2 68 PORAC 7 3 17 9 25 - 61 Total 21 68 37 77 60 4 267 % as of June 30, 2019 8% 25% 14% 29% 22% 1% 100% % as of June 30, 2017 11% 25% 13% 26% 21% 2% 100% 55 Approximately 69% of retirees have coverage in a Bay Area region plan. The rest are in other state regions or out of state. March 12, 2020 E-15 DATA SUMMARY Retirees Medical Coverage by Age – Miscellaneous Age Single 2-Party Family Total Under 50 - - 1 1 50-54 5 4 1 10 55-59 33 25 13 71 60-64 51 54 18 123 65-69 76 61 7 144 70-74 67 65 7 139 75-79 70 38 1 109 80-84 38 24 - 62 85 & Over 27 21 - 48 Total 367 292 48 707 Average Age 71.7 70.6 62.8 70.7 March 12, 2020 E-16 DATA SUMMARY Retirees Medical Coverage by Age – Police Age Single 2-Party Family Total Under 50 2 1 3 6 50-54 1 1 7 9 55-59 4 5 9 18 60-64 7 9 7 23 65-69 9 8 1 18 70-74 4 8 - 12 75-79 5 4 - 9 80-84 4 1 - 5 85 & Over 5 2 - 7 Total 41 39 27 107 Average Age 70.0 67.7 56.8 65.8 March 12, 2020 E-17 DATA SUMMARY Retirees Medical Coverage by Age – Fire Age Single 2-Party Family Total Under 50 - 1 2 3 50-54 2 2 6 10 55-59 2 8 15 25 60-64 3 10 11 24 65-69 4 9 1 14 70-74 5 13 - 18 75-79 12 15 2 29 80-84 13 11 - 24 85 & Over 7 6 - 13 Total 48 75 37 160 Average Age 76.1 71.8 58.6 70.1 March 12, 2020 E-18 DATA SUMMARY Retirees Medical Coverage by Age – Total Age Single 2-Party Family Total Under 50 2 2 6 10 50-54 8 7 14 29 55-59 39 38 37 114 60-64 61 73 36 170 65-69 89 78 9 176 70-74 76 86 7 169 75-79 87 57 3 147 80-84 55 36 - 91 85 & Over 39 29 - 68 Total 456 406 112 974 Average Age 72.0 70.5 60.0 70.0 March 12, 2020 E-19 DATA SUMMARY 0 20 40 60 80 100 120 140 160 180 200 <50 50-54 55-59 60-64 65-69 70-74 75-79 80-84 ≥85 Nu m b e r Age Retiree Age Distribution Total 6/30/17 Valuation 6/30/19 Valuation March 12, 2020 E-20 DATA SUMMARY Actives by Age and Service – Miscellaneous City Service Age < 1 1-4 5-9 10-14 15-19 20-24 ≥ 25 Total < 25 4 3 - - - - - 7 25-29 23 42 6 - - - - 71 30-34 19 50 22 1 - - - 92 35-39 10 31 27 23 5 1 - 97 40-44 1 31 21 19 27 5 - 104 45-49 1 20 18 17 23 13 3 95 50-54 2 14 21 15 26 19 12 109 55-59 3 15 11 25 19 20 23 116 60-64 1 5 8 17 4 8 7 50 ≥ 65 - 1 2 2 4 3 8 20 Total 64 212 136 119 108 69 53 761 March 12, 2020 E-21 DATA SUMMARY Actives by Age and Service – Police City Service Age < 1 1-4 5-9 10-14 15-19 20-24 ≥ 25 Total < 25 - - - - - - - - 25-29 - 7 - - - - - 7 30-34 - 6 1 1 - - - 8 35-39 1 2 7 11 - - - 21 40-44 - 2 5 4 4 3 - 18 45-49 - - 1 3 2 2 1 9 50-54 - 1 1 - 2 1 2 7 55-59 - 2 - - 1 1 - 4 60-64 - - - 1 1 - - 2 ≥ 65 - - - - - - - - Total 1 20 15 20 10 7 3 76 March 12, 2020 E-22 DATA SUMMARY Actives by Age and Service – Fire City Service Age < 1 1-4 5-9 10-14 15-19 20-24 ≥ 25 Total < 25 3 - - - - - - 3 25-29 2 2 2 - - - - 6 30-34 3 6 7 1 - - - 17 35-39 - 1 5 5 - - - 11 40-44 - 2 3 4 2 - - 11 45-49 - 1 2 4 6 8 - 21 50-54 - - - 1 6 8 3 18 55-59 - - - - 3 2 - 5 60-64 - - - - - - - - ≥ 65 - - - - - - 1 1 Total 8 12 19 15 17 18 4 93 March 12, 2020 E-23 DATA SUMMARY Actives by Age and Service – Total City Service Age < 1 1-4 5-9 10-14 15-19 20-24 ≥ 25 Total < 25 7 3 - - - - - 10 25-29 25 51 8 - - - - 84 30-34 22 62 30 3 - - - 117 35-39 11 34 39 39 5 1 - 129 40-44 1 35 29 27 33 8 - 133 45-49 1 21 21 24 31 23 4 125 50-54 2 15 22 16 34 28 17 134 55-59 3 17 11 25 23 23 23 125 60-64 1 5 8 18 5 8 7 52 ≥ 65 - 1 2 2 4 3 9 21 Total 73 244 170 154 135 94 60 930 March 12, 2020 E-24 DATA SUMMARY 0 20 40 60 80 100 120 140 160 180 <25 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-65 ≥65 Nu m b e r Age Active Age Distribution Total 6/30/17 Valuation 6/30/19 Valuation March 12, 2020 E-25 DATA SUMMARY 0 50 100 150 200 250 300 350 0-4 5-9 10-14 15-19 20-24 >25 Nu m b e r Service Active Service Distribution Total 6/30/17 Valuation 6/30/19 Valuation March 12, 2020 E-26 ACTUARIAL ASSUMPTIONS June 30, 2017 Valuation June 30, 2019 Valuation  Valuation Date  June 30, 2017  ADC56 for Fiscal Years 2018/19 & 2019/20. (end of year)  1 year lag  June 30, 2019  ADC for Fiscal Years 2020/21 & 2021/22. (end of year)  1 year lag  Funding Policy  Full Pre-funding through CalPERS trust (CERBT) Strategy #1  Same  General Inflation  2.75%  Same  Discount Rate  6.75%, net of expenses, based on CERBT Strategy #1  Same  Payroll Increases  Aggregate Increases – 3.00%  Merit Increases – CalPERS 1997-2015 Experience Study  Same 56 Actuarially Determined Contribution March 12, 2020 E-27 ACTUARIAL ASSUMPTIONS June 30, 2017 Valuation June 30, 2019 Valuation  Increase to Group 3 Flat Dollar Caps  ½ of Medical Trend, not less than assumed inflation (2.75%)57  Same  ACA Excise Tax  Estimate by 2% load on cash subsidy  Remove load due to December 2019 repeal of Excise Tax58  Mortality, Termination, Disability  CalPERS 1997-2015 Experience Study  Mortality: CalPERS 1997- 2011 Experience Study  Mortality improvement Society of Actuaries Scale MP-17  Same  Mortality: CalPERS 1997- 2015 Experience Study  Mortality improvement Society of Actuaries Scale MP-19 57 Increase is for purposes of financial projection only and does not imply any obligation to increase the cap in the future. 58 Note for GASBS 75 purposes, the Total OPEB Liability as of Measurement Date (MD) 6/30/19 will include a 2% load, as legislation passed after the MD may not be taken into account. March 12, 2020 E-28 ACTUARIAL ASSUMPTIONS June 30, 2017 Valuation June 30, 2019 Valuation  Retirement  CalPERS 1997-2015 Experience Study Misc Fire & Police Tier 1 2.7%@55 3%@50 Exp. RA 60.4 54.4 & 56.3 Tier 2 2%@60 3%@55 Exp. RA 60.8 56.0 & 57.3 PEPRA 2.5%@67 2.7%@57 Exp. RA 62.6 56.8 & 57.1  CalPERS 1997-2015 Experience Study Misc Fire & Police Tier 1 2.7%@55 3%@50 Exp. RA 60.3 56.4 & 55.2 Tier 2 2%@60 3%@55 Exp. RA 60.7 57.4 & 56.6 PEPRA 2.5%@67 2.7%@57 Exp. RA 62.4 57.3 & 57.0 March 12, 2020 E-29 ACTUARIAL ASSUMPTIONS June 30, 2017 Valuation June 30, 2019 Valuation  Medical Trend Increase from Prior Year Year Non-Medicare Medicare 2017-18 Actual Premiums/Claims 2019 7.50% 6.50% 2020 7.50% 6.50% 2021 7.25% 6.30% 2022 7.00% 6.10% 2023 6.75% 5.90% 2024 6.50% 5.70% 2025 6.25% 5.50% 2026 6.00% 5.30% 2027 5.80% 5.15% 2028 5.60% 5.00% 2029 5.40% 4.85% 2030 5.20% 4.70% 2031-35 5.05% 4.60% 2036-45 4.90% 4.50% 2046-55 4.75% 4.45% 2056-65 4.60% 4.40% 2066-75 4.30% 4.20% 2076+ 4.00% 4.00% Increase from Prior Year Year Non-Medicare Medicare 2019-20 Actual Premiums/Claims 2021 7.25% 6.30% 2022 7.00% 6.10% 2023 6.75% 5.90% 2024 6.50% 5.70% 2025 6.25% 5.50% 2026 6.00% 5.30% 2027 5.80% 5.15% 2028 5.60% 5.00% 2029 5.40% 4.85% 2030 5.20% 4.70% 2031-35 5.05% 4.60% 2036-45 4.90% 4.50% 2046-55 4.75% 4.45% 2056-65 4.60% 4.40% 2066-75 4.30% 4.20% 2076+ 4.00% 4.00% March 12, 2020 E-30 ACTUARIAL ASSUMPTIONS June 30, 2017 Valuation June 30, 2019 Valuation  Medical Plan at Retirement & Retirees Attaining age 65  Miscellaneous: <65 65+ Anthem Tradition 10% 0% Blue Shield 15% 0% Kaiser 30% 35% PERS Choice 30% 20% PERSCare 5% 15% United HC 10% 30%  Safety: <65 65+ Anthem Tradition 15% 0% Blue Shield 10% 0% Kaiser 20% 25% PERS Choice 0% 5% PERSCare 0% 40% PORAC 50% 20% United HC 5% 10%  Based on Plan experience  Miscellaneous: <65 65+ Anthem Tradition 20% 10% Blue Shield 0% 0% Kaiser 40% 35% PERS Choice 30% 25% PERSCare 10% 15% United HC 0% 15%  Safety: <65 65+ Anthem Tradition 15% 5% Blue Shield 5% 0% Kaiser 35% 25% PERS Choice 0% 5% PERSCare 0% 45% PORAC 45% 15% United HC 0% 5%  Based on Plan experience March 12, 2020 E-31 ACTUARIAL ASSUMPTIONS June 30, 2017 Valuation June 30, 2019 Valuation  Participation at Retirement  Groups 3 & 4: 90%  Based on Plan experience  Group 3: 98%  Group 4: if eligible for City contribution: 95%; if not: 0%  Based on Plan experience59  Spousal Coverage at Retirement  Currently covered: based on current elections  Currently waived: 80%  70% assumed to cover spouses  Based on Plan experience 59 Actual participation percentage for Group 3 since 6/30/17 is 100% Miscellaneous. Note there are no active Safety members in Group 3. Actual participation percentages for Group 4 since 6/30/17 are 83% Miscellaneous and 92% Safety, or 84% overall. Actual participation for Group 3 and Group 4 since 6/30/17 is 88% overall. Group 4 still has limited actual experience. We recommend continued monitoring for Group 4. March 12, 2020 E-32 ACTUARIAL ASSUMPTIONS June 30, 2017 Valuation June 30, 2019 Valuation  Family Coverage at Retirement  Actives • Misc : 15% until age 65 • Safety : 40% until age 65  Retirees: based on current elections until age 65  Actives • Misc: 15% until age 65 5% age 65-75 • Safety: 50% until age 65 5% age 65-80  Based on Plan experience  Waived Retiree Re-election  0%  Same  Surviving Spouse Participation  100%  Same  CalPERS Service  Actual data  Same  Spouse Age  Actives – Males 3 years older than females  Retirees – Males 3 years older than females if spouse birth date not available  Same March 12, 2020 E-33 ACTUARIAL ASSUMPTIONS June 30, 2017 Valuation June 30, 2019 Valuation  Medicare Eligible Rate  Actives and retirees hired < 4/1/86: • Miscellaneous – 80% • Safety – 90%  Actives and retirees hired > 4/1/86: 100%  Retirees < 65 with unknown hire date: 90%  Everyone eligible for Medicare will elect Part B coverage  Same March 12, 2020 E-34 ACTUARIAL ASSUMPTIONS June 30, 2017 Valuation June 30, 2019 Valuation  Retirees Missing Fund  Assumed to have the same fund as the prior valuation  In the prior valuation, assumed to be based on (then) current active percentages: 75% GF, 15% Elec, and 10% UTL60  Same  Retirees Missing Bargaining Unit  Assumed to have the same BU as in the prior valuation if available; otherwise, assumed to be SEIU unless fund designates Police or Fire60  Actual bargaining units provided by the City for all covered retirees 60 Fewer than 10% of retirees have missing Bargaining Unit, Fund or Department. Does not affect results, but does affect internal cost allocations used by the City. March 12, 2020 E-35 ACTUARIAL ASSUMPTIONS June 30, 2017 Valuation June 30, 2019 Valuation  Retirees Missing Department  Assumed to have the same department as the prior valuation  In prior valuation, liability for retirees assumed to be 75% GF allocated proportionately across all Departments  Same  Future New Participants  None – Closed Group  Same March 12, 2020 E-36 ACTUARIAL ASSUMPTIONS June 30, 2017 Valuation June 30, 2019 Valuation  Sample Medical Claims Costs 2020  Sample estimated monthly claims costs: Bay Area – Non-Medicare Eligible Kaiser (HMO) PERS Choice (PPO) PORAC Age M F M F M F 55 $849 $988 $861 $1,001 $987 $1,154 60 1,071 1,122 1,105 1,149 1,256 1,317 65 1,214 1,215 1,264 1,254 1,429 1,431 70 1,292 1,287 1,351 1,334 1,525 1,519 75 1,358 1,353 1,423 1,405 1,605 1,599 80 1,427 1,422 1,499 1,480 1,689 1,682 85 1,560 1,554 1,645 1,624 1,851 1,843 Bay Area – Medicare Eligible Kaiser (HMO) PERS Choice (PPO) PORAC Age M F M F M F 65 $308 $309 $282 $344 $404 $489 70 328 327 307 376 439 533 75 345 344 322 394 461 560 80 362 361 337 413 483 588 85 396 395 368 451 527 642 March 12, 2020 E-37 RESULTS BY FUND Actuarial Obligations – June 30, 2019 (Amounts in 000’s) FUND AAL Assets61 UAAL  Airport $ 565 $ 277 $ 288  CIP 3,686 1,809 1,877  Elec62 27,327 13,411 13,916  Gas62 10,274 5,042 5,232  GF 162,240 79,616 82,624  ISF – Technology 4,231 2,076 2,155  ISF – Vehicle 1,900 932 968  ISF – Printing & Mailing 90 44 46  ISF – Workers Comp 110 54 56  PARKING 433 212 221  Refuse 4,591 2,253 2,338  Storm Drain 1,992 978 1,014  Water62 8,279 4,063 4,216  WWC62 3,629 1,781 1,848  WWT 12,122 5,949 6,173  Total 241,469 118,497 122,972 61 Assets allocated in proportion to AAL. 62 AAL for UTL employees allocated to Elec, Gas, Water, and WWC in proportion to each Fund’s AAL March 12, 2020 E-38 RESULTS BY FUND Actuarially Determined Contribution (ADC) (Amounts in 000’s) FUND 2020/21 2021/22  Airport $ 46 $ 48  CIP 292 302  Elec62 1,549 1,593  Gas62 662 700  GF 9,621 9,902  ISF – Technology 360 368  ISF – Vehicle 160 165  ISF – Printing & Mailing 3 3  ISF – Workers Comp 15 15  PARKING 59 60  Refuse 217 223  Storm Drain 124 132  Water62 493 508  WWC62 269 277  WWT 696 717  Total 14,566 15,013 March 12, 2020 E-39 RESULTS BY GF DEPARTMENT Actuarial Obligations – June 30, 2019 (Amounts in 000’s) GF Department AAL Assets63 UAAL  ASD $ 8,892 $ 4,363 $ 4,529  ATT 2,429 1,192 1,237  AUD 422 207 215  CLK 774 380 394  COU 1,208 593 615  CSD 16,209 7,955 8,254  DSD 2,431 1,193 1,238  FIR 48,185 23,647 24,538  HRD 2,803 1,375 1,428  LIB 6,224 3,054 3,170  MGR 2,431 1,193 1,238  PLA 6,537 3,208 3,329  POL 46,778 22,955 23,823  PWD 16,917 8,301 8,616  Total 162,240 79,616 82,624 63 Assets allocated in proportion to AAL. March 12, 2020 E-40 RESULTS BY GF DEPARTMENT Actuarially Determined Contribution (ADC) (Amounts in 000’s) GF Department 2020/21 2021/22  ASD $ 572 $ 589  ATT 147 152  AUD 35 36  CLK 45 46  COU 67 69  CSD 967 995  DSD 218 224  FIR 2,505 2,580  HRD 186 192  LIB 498 513  MGR 166 170  PLA 373 384  POL 2,881 2,964  PWD 961 988  Total 9,621 9,902 March 12, 2020 E-41 DEFINITIONS Present Value of Benefits March 12, 2020 E-42 DEFINITIONS  Actuarially Determined Contribution (ADC)  Contribution for the current period including: • Normal Cost • Administrative expenses • Amortization of:  Initial Unfunded AAL  AAL for plan, assumption, and method changes  Experience gains/losses (difference between expected and actual)  Contribution gains/losses (difference between ADC and actual)