Loading...
HomeMy WebLinkAboutPublic Employees Retirement Association of Minnesota - Public Financial ReportPERA’s pension contributions from employees and employers are invested in the Combined Funds. Since these assets normally accumulate for 30 to 40 years, the State Board of Investment’s (SBI) objective is to take advantage of the long investment time horizon offered by equities and alternative as- sets in order to meets its actuarial return target and ensure sufficient funds are available to finance promised benefits at the time of retirement. The long-term objective of the Combined Funds are: - Provide returns that are 3 to 5 percentage points greater than inflation over the latest 20-year period; and - Outperform a composite market index weighted in a manner that reflects the actual asset mix of the Combined Funds over the latest 10-year period. SBI’s asset allocation policy is consistent with these objectives. Dear members and stakeholders: I am pleased to present the Popular Annual Financial Report (PAFR), a summary of the key measurements of our plans. The PAFR is based on information contained in PERA’s An- nual Comprehensive Financial Report (ACFR). The ACFR is available at https://mnpera.org/financial/annual-comprehen- sive-financial-report/ The pandemic continues to be a world-wide concern, as it was last year. However, from a strictly financial perspective, there is good news to report for fiscal year (FY) 2021.The most important aspect of PERA’s story in FY2021 is invest- ment income. PERA’s investments earned a rate of return greater than 30 percent. The financial condition of PERA’s plans improved from this strong investment returns. Not only did the robust investment increase funded levels in all plans, but PERA realized this return at a particularly oppor- tune time. PERA’s actuaries determine a reasonable rate of return on PERA’s investment portfolio. PERA uses this rate of return as the discount rate for estimating the present value of future benefit payments or the total pension liability. Other things being equal, if the return/discount rate goes down, the estimated liability goes up. Last year, PERA used the statu- tory estimated rate of return of 7.5 percent to estimate the to- tal pension liability. This year, the actuaries’ analysis showed that a rate between 5.71 percent and 6.61 percent would be more appropriate. PERA’s management decided to use a 6.5 percent return/discount rate for financial reporting purposes to give a fairer estimate of our financial condition. Manage- ment’s choice to value the liability using a lower discount rate increased the estimated total pension liability for our plans. FY2021’s strong investment earnings more than offset nega- tive net cash flow and the increased total pension liability from adopting a lower discount rate for financial reporting. This re- sulted in increased funded status for all plans. The General Retirement Employees and Police and Fire Plans are now funded at their highest level in 20 years (87 percent and 93.7 percent respectively). The Correctional Plan is funded at the highest level in its history at 101.6 percent. PERA is in a strong financial position at year end. We realize we may face future challenges and we will continuously re- spond to emerging financial and social conditions to ensure that are plans are sustainable, now and in the future. Sincerely, Doug Anderson Executive Director Public Employees Retirement Association Pension Trust Funds of the State of Minnesota 60 Empire Drive, Suite 200 | St. Paul, MN 55103 1-800-652-9026 | 651-296-7460 | mnpera.org Fund Performance by Asset Class Rates of Return (Annualized) * Percentages are net of all management fees. This Popular Annual Financial Report (PAFR) is derived from the information contained in PERA’s Annual Compre- hensive Financial Report (ACFR) , but does not include all funds administered by PERA or certain other information required to be presented in accordance with Generally Ac- cepted Accounting Principles. Unlike the ACFR, this report does not include information about PERA’s Defined Contri- bution Fund or Statewide Volunteer Firefighter Fund. The PAFR presents the Financial Net Position to Total Pension Liability rather than the actuarial funding as required by ac- counting standards. Also, the PAFR does not include foot- notes which can be found in the more comprehensive re- port. For a copy of PERA’s ACFR, visit https://mnpera.org/ financial/annual-comprehensive-financial-report/ About the Popular Annual Financial Report (PAFR) Popular Annual Financial Report For Fiscal Year Ended June 30, 2021 90 YEARS STRONG A Look to Our Past; A Plan for Our Future PERA's mission is to administer and promote sustainable retirement plans and provide services that our members value. PERA's vision: PERA will be a recognized leader in efficient and excellent service delivery and plan management. About the Combined Fund and Asset Allocation PENSION TRUST FUNDS OF THE STATE OF MINNESOTA For more investment information and to view SBI’s Annual Report, visit http://mn.gov/sbi/ A Message from the Executive Director Public Equity50.0% Fixed Income 24.3% Private Markets 25.7% Asset Allocation Public Equity Actual 42.4%15.8%16.0%12.3%8.2% Benchmark 41.6%15.6%15.6%N/A N/A Fixed Income Actual (1.3%)6.8%4.3%4.3%5.1% Benchmark (2.8%)6.2%N/A N/A N/A Private Markets Actual 37.8%14.0%15.3%12.3%12.6% Benchmark N/A N/A N/A N/A N/A FY2021 3-Year 5-Year 10-Year 20-Year Public Equity50.0% Fixed Income 24.3% Private Markets25.7% Asset Allocation 2021 Contribution Rates (percentages applied to pensionable wages)PERA Membership—Defined Benefit Plans General Employees Police & Fire Correctional Total Retirees and beneficiaries receiving benefits 112,232 11,656 1,572 125,460 Vested and non-vested terminated employees not yet receiving benefits 147,100 2,725 6,032 155,857 Current, active vested and non-vested employees 149,281 11,705 3,788 164,774 Total 408,613 26,086 11,392 442,899 Changes in Fiduciary Net Position— Defined Benefit Plans (in millions) General Fund Police & Fire Correctional Jan. 1, 2020 Member 6.50%11.80%5.93% Employer 7.50%17.70%8.75% Effective Date Contributor Condensed Financial Statements Fiduciary Net Position— Defined Benefit Plans (in millions) Public Employees Retirement Association (PERA) Giving Back to Minnesota Annual benefits paid to Minnesota residents out of total payments 89 percent of benefit payments* are made to Minnesota residents. Out of $2.3 billion in benefit payments, $2.1 billion stay in Minnesota. $2.1 billion $2.3 billionOUT OF Financial Net Position to Total Pension Liability (FY2017 - FY2021) General Plan | Police & Fire | Correctional Plan What the numbers meanFunded status measures the dollars a pension fund has received and invested, compared to the pension payments it needs to make. To measure a plan’s funded ratio, the value of assets in a pension fund is divided by the value of promised lifetime benefits. When a pension plan has 100 percent of the money it needs to pay its promised pensions, it is fully funded. The Statement of Fiduciary Net Postion measures the resources PERA has available to pay pension benefits less liabilities owed by PERA to people and businesses other than members. However, the statement does not include the actuarially estimated pension liability owed to plan members. The Statement of Changes in Fiduciary Net Position reports the changes to PERA’s net position that happened during the year. Government Finance Officers Association is pleased to announce that Public Employees Retirement Asso- ciation of Minnesota has received GFOA’s Award for Outstanding Achievement in Popular Annual Financial Reporting (PAFR award). The award represents a significant achievement by the entity. In order to be eligible for the PAFR award, a government must also submit its comprehensive annu- al financial report to GFOA’s Certificate of Achievement for Excellent in Financial Reporting Pro- gram and receive the Certificate for the current fiscal year. Each eligible report is reviewed by judges who evaluate the report based on the following categories: reader appeal, understandability, distribution methods, creativity and other elements. Award winning PAFR HIGHLIGHTS:Combined Fiduciary Net Position increased by about $8.6 billion (26.6 percent) from $32.4 billion at FY2020 to about $41 billion at FY2021. Combined Total Pension Liability increased about $6.4 billion from $39.7 billion at FY2020 to about $46.1 billion at FY2021 (Note: $5.2 billion of the liability change was from adopting a lower rate of return/discrount rate for reporting FY2021 finances). Net Pension Liability is the Total Pension Lia-bility less Fiduciary Net Position. PERA’s Net Penson Liability decreased by about $2.2 billion from $7.3 billion at FY2020 to about $5.1 billion at FY2021. About the Financial Statements Contribution rates did not change between FY2020 and FY2021. The Minnesota State legislature set contribution rates. Assets General Employees Police & Fire Correctional FY2021 Combined Total FY2020 Combined Total FY2019 Combined Total Cash & Receivables $481 $194 $17 $692 $1,445 $966 Investments 28,112 11,211 1,019 40,342 30,957 31,076 Securities Lending Collateral 1,822 726 66 2,614 2,276 2,380 Capital Assets & Other 6 0 0 6 6 6 Total Assets 30,421 12,131 1,102 43,654 34,684 34,428 Liabilities Accounts Payable 8 7 1 16 12 13 Accrued Compensated Absences 1 0 0 1 1 1 Securities Lending Collateral 1,822 726 66 2,614 2,276 2,380 Bonds Payable 2 0 0 2 3 4 Total Liabilities 1,833 733 67 2,633 2,292 2,398 Total Net Position $28,588 $11,398 $1,035 $41,021 $32,392 $32,030 Additions General Employees Police & Fire Correctional FY2021 Combined Total FY2020 Combined Total FY2019 Combined Total Employer Contributions $525 $201 $19 $745 $722 $709 State Contributions 439 129 13 581 572 548 Member Contributions 16 18 0 34 29 29 Investment Income (Loss)6,713 2,673 238 9,624 1,333 2,208 Total Additions 7,693 3,021 271 10,984 2,656 3,494 Deductions Retirement Benefits 1,666 593 20 2,279 2,189 2,099 Refunds of Contributions 58 3 2 63 91 71 Administrative Expenses 13 1 1 15 14 15 Total Deductions 1,737 597 23 2,357 2,294 2,185 Increase (Decrease) in Net Position $5,956 $2,424 $248 $8,627 $362 $1,309 For more information, please see PERA’s ACFR available at mnpera.org 2021 Popular Annual Financial Report | mnpera.org *Estimate based on June 2021 payments 65% 70% 75% 80% 85% 90% 95% 100% 105% 2017 2018 2019 2020 2021 75.9%80.2%87.0% 85.4%89.3%93.7% 67.9% 98.7%101.6% FISCAL YEAR FU N D E D R A T I O U S I N G N E T A S S E T S