senate Bill S5348A

Grants Jo Ann H. Mattingly Tier II status in the New York state and local employees' retirement system

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Bill Status


  • Introduced
  • In Committee
  • On Floor Calendar
    • Passed Senate
    • Passed Assembly
  • Delivered to Governor
  • Signed/Vetoed by Governor
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actions

  • 16 / May / 2013
    • REFERRED TO CIVIL SERVICE AND PENSIONS
  • 08 / Jan / 2014
    • REFERRED TO CIVIL SERVICE AND PENSIONS
  • 04 / Jun / 2014
    • AMEND AND RECOMMIT TO CIVIL SERVICE AND PENSIONS
  • 04 / Jun / 2014
    • PRINT NUMBER 5348A

Summary

Grants Jo Ann H. Mattingly Tier II status in the New York state and local employees' retirement system with a membership date of January 24, 1975.

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Bill Details

Versions:
S5348
S5348A
Legislative Cycle:
2013-2014
Current Committee:
Senate Civil Service And Pensions
Law Section:
Retirement

Sponsor Memo

BILL NUMBER:S5348A

TITLE OF BILL: An act in relation to granting Jo Ann H. Mattingly
Tier II status in the New York state and local employees' retirement
system with a membership date of January 24, 1975

PURPOSE: To grant Jo Ann H. Mattingly Tier II status in the New York
state and local employees' retirement system.

SUMMARY OF PROVISIONS: Jo Ann H. Mattingly is currently a Tier IV
member of the New York and local employees' retirement system employed
by the Office of Court Administration, and who was appointed to a
temporary, competitive civil service position from January 24, 1975
through December 21, 1977. For reasons not ascribable to her own
negligence, she failed to become a member of the New York state and
local employees' retirement system on the date she first commenced
such employment in 1975.

Section 1 states that, notwithstanding any other provision of law, Jo
Ann H. Mattingly is granted Tier II status with every right, benefit
and privilege which would have been available to her on such date.

Fiscal Note - There is an anticipated increase of $3,400 in the annual
contributions of the State of New York for the fiscal year ending
March 31, 2014. In addition, there will be an immediate past service
cost of approximately $41,400, which would be borne by the State of
New York as a onetime payment. This estimate is based on the
assumption that the payment will be made on March 1, 2015.

JUSTIFICATION: Through no fault of her own, Jo Ann H. Mattingly,
presently employed by the Office of Court Administration, failed to
become a member of the New York state and local employees' retirement
system. This bill affords Ms. Mattingly to be deemed to have joined
the New York State and Local Employees Retirement System on January
24, 1975 (Tier II) and receive service credit for employment service.

LEGISLATIVE HISTORY: No legislative history.

FISCAL IMPLICATIONS: If this legislation is enacted during the 2014
session, it is anticipated that there will be an increase of
approximately $3,400 in the annual contributions of the State of New
York for the fiscal year ending March 31, 2015. Additionally, there
will be an immediate past service cost of approximately $41,400, which
would be borne by the State of New York as a onetime payment. This
estimate is based on the assumption that the payment will be made on
March 1, 2015.

EFFECTIVE DATE: Immediately.

view bill text
                    S T A T E   O F   N E W   Y O R K
________________________________________________________________________

                                 5348--A

                       2013-2014 Regular Sessions

                            I N  S E N A T E

                              May 16, 2013
                               ___________

Introduced  by  Sen. KENNEDY -- read twice and ordered printed, and when
  printed to be committed to the Committee on Civil Service and Pensions
  -- recommitted to the Committee  on  Civil  Service  and  Pensions  in
  accordance  with  Senate  Rule 6, sec. 8 -- committee discharged, bill
  amended, ordered reprinted as amended and recommitted to said  commit-
  tee

AN ACT in relation to granting Jo Ann H. Mattingly Tier II status in the
  New  York  state and local employees' retirement system with a member-
  ship date of January 24, 1975

  THE PEOPLE OF THE STATE OF NEW YORK, REPRESENTED IN SENATE AND  ASSEM-
BLY, DO ENACT AS FOLLOWS:

  Section  1.  Notwithstanding  any other law to the contrary, Jo Ann H.
Mattingly, who is currently a Tier IV member of the New York  state  and
local  employees' retirement system and currently employed by the Office
of Court Administration of the Fourth Department, and who was  appointed
to a temporary, competitive civil service position from January 24, 1975
through  December  31,  1977, and who, for reasons not ascribable to her
own negligence, failed to become a member of  the  New  York  state  and
local  employees'  retirement system in 1975 when first appointed to the
temporary, competitive civil service position, shall be deemed  to  have
been  a member of such retirement system on the date she first commenced
such employment on January 24, 1975 having Tier  II  status  with  every
right,  benefit  and privilege which would have been available to her on
such date.
  S 2. All past service costs of implementing the provisions of this act
shall be borne by the state of New York.
  S 3. This act shall take effect immediately.
  FISCAL NOTE.--This bill will grant Tier 2 status in the New York State
and Local Employees' Retirement System to Jo Ann H. Mattingly, a current
Tier 4 member, by changing her date of membership to January  24,  1975,
the  first  date  she  was  appointed  to  a temporary competitive civil

 EXPLANATION--Matter in ITALICS (underscored) is new; matter in brackets
                      [ ] is old law to be omitted.
                                                           LBD10837-03-4

S. 5348--A                          2

service position. Ms. Mattingly will receive a  refund  of  all  of  her
member contributions.
  If this legislation is enacted during the 2014 legislative session, we
anticipate that there will be an increase of approximately $3,400 in the
annual contributions of the State of New York for the fiscal year ending
March  31,  2015.  In  future  years, this cost will vary as the billing
rates and salary of Jo Ann H. Mattingly change.
  In addition to the annual contributions discussed above, there will be
an immediate past service cost of approximately $41,400  which  will  be
borne  by  the  State of New York as a onetime payment. This estimate is
based on the assumption that payment will be made on March 1, 2015.
  Summary of relevant resources:
  The membership data used in  measuring  the  impact  of  the  proposed
change  was  the same as that used in the March 31, 2013 actuarial valu-
ation. Distributions and other statistics  can  be  found  in  the  2013
Report  of  the  Actuary  and  the  2013  Comprehensive Annual Financial
Report.
  The actuarial assumptions and methods used are described in the  2010,
2011,  2012  and  2013  Annual  Report  to  the Comptroller on Actuarial
Assumptions, and the Codes Rules and Regulations of  the  State  of  New
York: Audit and Control.
  The Market Assets and GASB Disclosures are found in the March 31, 2013
New  York  State  and  Local  Retirement System Financial Statements and
Supplementary Information.
  I am a member of the American Academy of Actuaries and meet the Quali-
fication Standards to render the actuarial opinion contained herein.
  This estimate, dated May 27, 2014, and intended for  use  only  during
the  2014  Legislative Session, is Fiscal Note No. 2014-143, prepared by
the Actuary for the New  York  State  and  Local  Employees'  Retirement
System.

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