Municipal Employee Pension & System Reports
Investment Performance Analysis
The Investment Performance Analysis provides a thorough analysis of the Municipal Employee Pension Fund. The report covers the overall fund, as well as the individual portfolios that comprise the fund. The analysis looks at criteria such as: asset growth, asset allocation, performance, rates of return, market cycle performance comparision, risk, return vs. risk, turnover, diversification and holdings.
Actuarial Valuation
Vermont Statutes Annotated, Title 24, Chapter 125, Section 5062, Subsection (l) requires that an approved actuary make an annual valuation of the System's assets and liabilities. The purpose of the actuarial valuation is to determine the financial condition of the retirement fund and the required state contribution to the System. The System's consulting actuary also does other special studies related to new or proposed legislation.
2016 Actuarial Valuation (funding)
2016 GASB No. 67 Report (accounting)
2015 GASB No. 67 Report (accounting)
2014 Actuarial Report (funding)
2014 GASB No. 67 Report (accounting)
Other Reports
Schedules of Employer Allocations and Schedules of Pension Amounts by Employer - June 30, 2015
Experience Study
457 Deferred Compensation Plan Reports
Plan Review for January 1-March 31, 2016
Plan Review for October 1-December 31, 2015
Plan Review for July 1-September 30, 2015
Plan Review for April 1-June 30, 2015
Plan Review for January 1-March 31, 2015
Plan Review for October 1-December 31, 2014
Plan Review for July 1-September 30, 2014
Plan Review for April 1-June 30, 2014
Plan Review for January 1-March 31, 2014
Plan Review for October 1-December 31, 2013
Retirement Health Savings Reports
Plan Service Report Ending March 31, 2016
Plan Service Report Ending December 31, 2015
Plan Service Report Ending September 30, 2015
Plan Service Report Ending June 30, 2015
Plan Service Report Ending March 31, 2015
Plan Service Report Ending December 31, 2014
Plan Service Report Ending September 30, 2014
Plan Service Report Ending June 30, 2014
Plan Service Report Ending March 31, 2014
Plan Service Report Ending December 31, 2013
Plan Service Report Ending September 30, 2013
Plan Service Report Ending June 30, 2013
Plan Service Report Ending March 31, 2013
Plan Service Report Ending December 31, 2012
Plan Service Report Ending September 30, 2012
Plan Service Report Ending June 30, 2012
Defined Contribution Plan Reports
Defined Contribution Plan Review for October 1-December 31, 2016
Defined Contribution Plan Review for July 1-September 30, 2016
Defined Contribution Plan Review for April 1-June 30, 2016
Defined Contribution Plan Review for January 1-March 31, 2016
Defined Contribution Plan Review for October 1-December 31, 2015
Defined Contribution Plan Review for July 1-September 30, 2015
Defined Contribution Plan Review for April 1-June 30, 2015
Defined Contribution Plan Review for January 1-March 31, 2015
Defined Contribution Plan Review for October 1-December 31, 2014
Defined Contribution Plan Review for July 1-September 30, 2014
Defined Contribution Plan Review for April 1-June 30, 2014
Defined Contribution Plan Review for January 1-March 31, 2014
Defined Contribution Plan Review for October 1-December 31, 2013
