Agenda

NOTICE OF A REGULAR MEETING OF THE

ST. CHARLES POLICE PENSION FUND

BOARD OF TRUSTEES

The St. Charles Police Pension Fund Board of Trustees will conduct a regular meeting on Wednesday, September 3, 2025 at 12:30

p.m. in the Police Department located at 1515 West Main Street, St. Charles, Illinois 60174, for the purposes set forth in the following agenda:

 

AGENDA

 

1. Call to Order

2. Roll Call

3. Public Comment

4. Approval of Meeting Minutes

a. June 4, 2025 Regular Meeting

b. Semi-Annual Review of Closed Session Meeting Minutes

5. Accountant’s Report – Lauterbach & Amen

a. Monthly Financial Report

b. Presentation and Approval of Bills

c. Additional bills, if any

d. Discussion/Possible Action – Cash Management Policy

6. Investment Reports

a. Sawyer Falduto Asset Management, LLC

b. IPOPIF – Verus Advisory, Inc.

c. IPOPIF – State Street Statements

7. Communications and Reports

a. Active Member File Maintenance

8. Trustee Training Updates

a. Approval of Trustee Training Registration Fees and Reimbursable Expenses

9. Applications for Membership/Withdrawals from Fund

a. Applications for Membership – Daniel Likens, Adem Nazifi, Ryan Nickel and Matthew Wells

b. Refund of Excess Contributions – Eric Majewski

c. Deceased Pensioner/Refund of Excess Contributions – Christopher Grove

10. Applications for Retirement/Disability Benefits

a. Approve Regular Retirement Benefits – Stephen Heike Jr. and Eric Majewski

11. Old Business

a. Portability Update –Raymond Garcia

b. Discussion/Possible Action – Benefit Discrepancies

c. Discussion/Possible Action – Status of IPOPIF Audit Examination

d. Discussion/Possible Action - Property Tax Payments

e. Appointed Member Term Expiration - Bill Hannah

12. New Business

a. Review/Approve – Actuarial Valuation and Tax Levy Request

b. Review/Adopt – Municipal Compliance Report

c. IDOI Annual Statement

d. Board Officer Elections - President, Vice-President, Secretary, and Assistant Secretary

e. FOIA Officer and OMA Designee

13. Attorney's Report - Reimer Dobrovolny & LaBardi PC

a. Annual Independent Medical Examination - Steven Woloszyk

b. Review, Adopt, and Publish Decision and Order - Stephen Heike Jr. and Eric Majewski

c. Discussion/Possible Action - Updated Board Rules & Regulations

d. Legal Updates

14. Closed Session, if needed

15. Adjournment

 

 

ADA Compliance

Any individual with a disability requesting a reasonable accommodation in order to participate in a public meeting should contact the ADA Coordinator, Jennifer McMahon, at least 48 hours in advance of the scheduled meeting. The ADA Coordinator can be reached in person at 2 East Main Street, St. Charles, IL, via telephone at (630) 377 4446 or 800 526 0844 (TTY), or via e-mail at jmcmahon@stcharlesil.gov. Every effort will be made to allow for meeting participation. Notices of this meeting were posted consistent with the requirements of 5 ILCS 120/1 et seq. (Open Meetings Act).