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HomeMy WebLinkAboutPublic Employees Retirement Association of New Mexico - Public Financial ReportEXECUTIVE DIRECTOR |page 2 FINANCIAL SUMMARY |page 3 Fiduciary Net Position Changes in Fiduciary Net Position DEFERRED COMPENSATION |page 4 Member Information Fiduciary Net Position Changes in Fiduciary Net Position MEMBERSHIP SUMMARY |page 5 Member Composition by Status Active Member Averages Retired Member Averages Economic Force in New Mexico PAYMENTS BY COUNTY |page 6 PERA's Economic Forces INVESTMENT SUMMARY |page 7 Asset Allocation Portfolio Returns and Benchmarks Investment Income ACTUARIAL VALUATION |page 8 Funding Status of PERA's Division and Plans PERA's Components of Net Pension Liability TABLE OF CONTENTS 1 New Mexico PERA Popular Annual Financial Report 2021 PoPular annual Financial rePort Fiscal year ended June 30, 2021 Public Employees Retirement Association MESSAGE FROM THE PERA BOARD CHAIR AND THE EXECUTIVE DIRECTOR We are pleased to present the Public Employees Retirement Association of New Mexico (PERA) Popular Annual Financial Report (PAFR) for the year ended June 30, 2021. The information provided in this PAFR is a read-friendly summary of the detailed information contained in PERA’s fiscal year (FY) 21 Annual Comprehensive Financial Report (ACFR). Unlike PERA's ACFR, the PAFR is not presented in a manner which follows generally accepted accounting principles (GAAP). PERA’s ACFR is available at www.nmpera.org. and is produced to conform with GAAP. For the fourth consecutive year PERA's PAFR received an Award for Outstanding Achievement in Popular Annual Financial Reporting for its PAFR for fiscal year ended June 30, 2020. The Award for Outstanding Achievement in Popular Annual Financial Reporting is a prestigious national award recognizing conformance with the highest standards for preparation of state and local government popular reports. We believe our current report continues to conform to the PAFR requirements, and we are submitting it to the Government Finance Officers Association for FY 21. The COVID-19 pandemic continued to cause economic disruptions during the fiscal year. However, the economy began coming back to life in the last six months of the FY 2021. The recovery was supported by fiscal and monetary policies at the federal level. As such, during FY 21 PERA’s defined benefit fund generated a time-weighted return of 24.02%, net of fees lagged. This healthy return in investments was well above the actuarial return target of 7.25%. This healthy return rate resulted in net investment income of $3.8 billion for fund during the fiscal year. PERA continues to work on long-term sustainability of all plans and in 2020 Senate Bill 72 went into law. This legislation will increase PERA contributions for state general plans for both employee and employers by .5% each year for the next four years and the same for municipal plans but the change in contributions rate will start in FY22. The bill also made changes to the COLA structure for retirees who are 75 years of age on before June 30, 2020 and disability retirees and retirees with a pension lower than $25,000 after years of services will receive a 2.5% COLA increase. For all other retirees who are COLA-eligible, they will receive a 2% non-compounding additional payment for 2020, 2021 and 2022. After, the three-year period, future COLAs for more retirees will be based on the Fund's investment returns and funded ratio. PERA will continue to monitor the process of Senate Bill 72 and its impact on our funding status which was 71.4% at fiscal year end 2021. PERA continues to preserve, protect and administer the Trust to meet its current and future obligations, well offering one of the best retirement benefits in the county. Sincerely, Francis Page Acting Board Chair Greg Trujillo Executive Director 2 New Mexico PERA Popular Annual Financial Report 2021 SUMMARY COMPARATIVE COMBINED STATEMENT OF FIDUCIARY NET POSITION Includes all PERA defined benefit funds - PERA, Judicial, Magistrate, and Volunteer Firefighters' Fund. The Comparative Combined Statement of Fiduciary Net Position is a summary of the net assets available to pay future benefit payments and gives a snapshot at a particular point in time. As of June 30, 2021 As of June 30, 2020 Total Assets 19,650,486,733 16,555,222,670 Total Liabilities (1,615,428,785) (1,680,460,312) Fiduciary Net Position $ 18,035,057,948 $ 14,874,762,358 SUMMARY COMPARATIVE COMBINED STATEMENT OF CHANGES IN FIDUCIARY NET POSITION Includes all PERA defined benefit funds - PERA, Judicial, Magistrate, and Volunteer Firefighters' Fund. As of June 30, 2021 As of June 30, 2020 Additions Employer Contributions 384,759,027 373,500,537 Member Contributions 301,062,522 292,210,246 Service Credit Purchased 10,979,261 7,376,041 Net Investment Income 3,846,054,843 (226,291,042) Appropriations from State of New Mexico 3,150,000 56,650,000 Other Income 1,990,814 1,645,633 Total Additions $ 4,547,996,467 $ 505,091,415 Deductions Benefit Payments 1,334,409,598 1,273,861,323 Refunds to Terminated Employees 40,404,954 44,910,862 Administrative Expenses 12,886,325 14,495,787 Total Deductions $ 1,387,700,877 $ 1,333,267,972 Change in Fiduciary Net Position $ 3,160,295,590 $ (828,176,557) Fiduciary Net Position - Beginning of Year 14,874,762,358 15,702,938,915 Fiduciary Net Position - End of Year $ 18,035,057,948 $ 14,874,762,358 FINANCIAL SUMMARY 3 New Mexico PERA Popular Annual Financial Report 2021 PERA’s SmartSave Plan: A Personal Retirement Savings Option for PERA Members PERA offers its members a voluntary, supplemental 457b retirement savings vehicle called the PERA SmartSave Deferred Compensation Plan. This plan is intended to compliment the mandated PERA defined benefit plan. There are approximately 60,000 employees who are eligible to participate in the Plan from state and local government employers, as well as public school employers. There are approximately 23,015 participants in the SmartSave plan; 14,473 are actively contributing to the Plan and account for approximately $42.9 million in contributions in FY21. Summary Comparative Combined Statement of Changes in Fiduciary Net Position for Deferred Compensation The Comparative Combined Statement of Changes in Fiduciary Net Position for the deferred compensation plan shows the inflows and outflows during the year. Summary Comparative Combined Statement of Fiduciary Net Position for Deferred Compensation As of June 30, 2021 As of June 30, 2020 The Comparative Combined Statement of Fiduciary Net Position for the deferred compensation plan shows the net assets available at a particular point in time. Additions: Contributions $ 42,905,382 $ 41,704,672 Net Investment Income of Fair Value of Investment Other Income 164,046,966 24,310,886 Assets: As of June 30, 2021 As of June 30, 2020 Other Income 105,000 108,136 Receivable $ 11,319,340 $ 12,360,117 Total Additions 207,057,348 66,123,694 Investment Income 800,939,084 649,734,530 Deductions Total Assets 812,258,424 662,094,647 Benefit Payments 55,088,749 47,481,217 Life Insurance Premiums 12,678 17,740 Total Liabilities 11,698 12,695 Administrative Expense 1,791,147 1,558,231 Net Position held in Trust $ 812,246,726 $ 662,081,952 Total Deductions 56,892,574 49,057,188 Change in Net Position $ 150,164,774 $ 17,066,506 Your Voluntary 457(b) retirement plan is offered through New Mexico Public Employees Retirement Association (PERA), and contributions are taken from your paycheck on a before-tax or after-tax (Roth) basis* Access PERA SmartSave at PERASmartSave.voya.com DEFERRED COMPENSATION 4 New Mexico PERA Popular Annual Financial Report 2021 About Your Retirement Plan PERA is a cost-sharing, multiple employer defined benefit pension plan. PERA provides retirement benefits for state employees, municipal and county employees, fire and police, legislators, judges, magistrates and volunteer firefighters and offers 31 different types of coverages within the PERA Plan. We serve more than 125,000 members and about 335 employers and 363 volunteer fire departments. A Snapshot of the PERA Members 2021 State General State Police/ Correction Municip-al General Municipal Police Municipal Fire Judicial Magis-trate VFF Legis-lative TOTAL Active 18,672 2,277 20,592 3,724 2,414 128 64 7,830 114 55,815 Inactive 10,319 714 12,385 966 416 29 18 315 22 25,184 Retirees 20,374 1,625 14,801 3,864 2,079 202 111 1,590 204 44,850 Total Membership 49,365 4,616 47,778 8,554 4,909 359 193 9,735 340 125,849 Active Members Average Age 45.13 38.39 44.37 37.12 37.48 54.73 56.00 42.03 58.25 45.94 Average Service 9.07 10.6 8.52 9.35 10.19 9.05 9.47 3.71 8.44 8.71 Average Salary $53,009 $51,314 $44,304 $61,603 $58,067 $134,109 $95,406 N/A N/A $66,959 All Retirees Average Age 69.96 64.83 69.08 61.71 63.65 71.03 70.05 68.96 75.44 68.30 Average Annual Benefit $29,604 $33,774 $27,335 $41,163 $43,704 $59,800 $37,028 $1,722 $10,798 $31,011 New Mexico PERA Membership Active Members, 55,815 Inactive Members, 25,184 Retirees and Beneficiaries, 44,850 MEMBERSHIP 5 New Mexico PERA Popular Annual Financial Report 2021 PERA'S Economic Force in New Mexico New Mexico PERA provides financial stability for thousands of New Mexico retirees and their communities. In FY21, PERA paid $1.33 billion in pension benefit and vast majority of those benefits helped the New Mexico economy. County Benefit Payments Bernalillo 393,980,000 Santa Fe 239,121,000 Sandoval 93,710,000 Dona Ana 82,521,000 Valencia 53,878,000 San Miguel 52,473,000 Rio Arriba 46,004,000 San Juan 39,423,000 Chaves 32,549,000 Eddy 20,105,000 Taos 17,877,000 Otero 17,194,000 Grant 17,037,000 Mckinley 16,763,000 Lea 16,419,000 Colfax 15,103,000 Cibola 13,140,000 Luna 11,650,000 Lincoln 11,292,000 Curry 9,981,000 Torrance 8,943,000 Socorro 8,746,000 Sierra 8,384,000 Quay 7,243,000 Los Alamos 5,759,000 Mora 5,233,000 Roosevelt 5,078,000 Guadalupe 4,303,000 Union 2,622,000 Hidalgo 2,128,000 Catron 1,753,000 De Baca 1,585,000 Harding 1,010,000 PERA paid $1.2 billion to New Mexico Retirees in 2021 40,555 Total Recipients reside in New Mexico PAYMENTS BY COUNTY 6 New Mexico PERA Popular Annual Financial Report 2021 Investment portfolio income is a significant source of revenue to PERA. The Investment Committee, a standing committee of the Board, is responsible for assisting the Board in overseeing PERA’s investment program. For the fiscal year end, June 30, 2021, the total defined benefit fund had a rate of return of 24.02% net of fees, lagged, which provide PERA with net investment income of $3.8 billion for the fiscal year. PERA manages the Fund in a manner that reflects its unique liabilities and funding sources, incorporates accepted investment theory, and targets growth and returns appropriate to prudent levels of risk based on reliable empirical data. PERA funds asset allocation Global Equity 35.864% Risk Reduction & Mitigation 18.482% Real Assets 20.480% Credit Oriented Fixed Income 14.885% Multi-Risk Allocation 10.290% Portfolio Returns and Benchmarks 24.02% 9.12%9.07%7.62% 24.17% 9.36%8.98%7.61% Benchmark PERA Return 1-year 3-year 5-year 10-year —% 10.00% 20.00% 30.00% The PERA utilities a Reference Benchmark to measure the benefits of a diversified and complex strategic asset allocation compared to a simple, non-diversified, benchmark of passive beta. Investment Income and Expenses PERA Fund Judicial Fund Magistrate Fund VFF Fund Total Investment Income $3,885,128,289 $21,984,031 $7,630,784 $18,359,011 $3,933,102,115 Investment Expenses (85,987,601)(482,282)(168,267)(409,122)(87,047,272) Net Investment Income $3,799,140,688 $21,501,749 $7,462,517 $17,949,889 $3,846,054,843 Rate of Return (net of fees, lagged) 24.02%. $3.8 billion Investment Income (net of fees) INVESTMENT INCOME 7 New Mexico PERA Popular Annual Financial Report 2021 Funding a retirement program is a long-term commitment and it is important to remember that all member benefits are not payable and due at the same time. The basic funding objective of PERA is to establish and receive member contributions that, expressed as a percentage of active member payroll, will remain relatively stable over time and when combined with present assets and future investment earnings, will be sufficient to meet all future benefit obligations of PERA. In order to measure progress towards this objective and to help the PERA Board assess the health of the system, PERA’s actuaries perform an actuarial valuation each year. These valuations illustrate each Funds’ assets as a percentage of liabilities. They also project whether the promised benefits exceed current assets resulting in an unfunded liability. Additional information related to the amortization period for unfunded liabilities can be found in PERA's CAFR in the actuarial section. The table below shows the funded status and the summarized results of the actuarial valuation for funding purposes as of June 30, 2021, and June 30, 2020. FUNDED STATUS of NEW MEXICO PERA DIVISIONS AND PLANS For the Fiscal Year Ended June 30th 2021 2020 2021 2020 ALL PERA DIVISIONS COMBINED MUNICIPAL FIRE DIVISION Actuarial Accrued Liability $23.0 billion $22.4 billion Actuarial Accrued Liability $1.8 billion $1.7 billion Assets Held to Pay Those Liabilities $16.5 billion $15.7 billion Assets Held to Pay Those Liabilities $1.1 billion $1.0 billionUnfunded Actuarial Accrued Liability $6.5 billion $6.7 billion Unfunded Actuarial Accrued Liability $693 million $684 million Funded Ratio 71.40%70.30%Funded Ratio 60.90%60.00% STATE GENERAL DIVISION JUDICIAL FUND Actuarial Accrued Liability $9.9 billion $9.7 billion Actuarial Accrued Liability $176.5 million $170.8 million Assets Held to Pay Those Liabilities $6.0 billion $5.8 billion Assets Held to Pay Those Liabilities $94.0 million $91.3 million Unfunded Actuarial Accrued Liability $3.9 billion $3.9 billion Unfunded Actuarial Accrued Liability $82.5 million $79.5 million Funded Ratio 60.60%59.90%Funded Ratio 53.30%53.50% STATE POLICE/CORRECTIONS DIVISION MAGISTRATE FUND Actuarial Accrued Liability $1.1 billion $1.0 billion Actuarial Accrued Liability $60.3 million $58.6 million Assets Held to Pay Those Liabilities $1.4 billion $1.3 billion Assets Held to Pay Those Liabilities $32.6 million $31.3 million Unfunded Actuarial Accrued Asset ($323 million)($285 million)Unfunded Actuarial Accrued Liabilities $27.7 million $27.3 million Funded Ratio 129.10%127.20%Funded Ratio 54.10%53.40% MUNICIPAL GENERAL DIVISION VOLUNTEER FIREFIGHTER'S FUND Actuarial Accrued Liability $7.3 billion $7.1 billion Actuarial Accrued Liability $50.1 million $50.3 million Assets Held to Pay Those Liabilities $5.7 billion $5.4 billion Assets Held to Pay Those Liabilities $78.5 million $74.0 million Unfunded Actuarial Accrued Liability $1.6 billion $1.6 billion Unfunded Actuarial Accrued Asset ($28.3 million)($23.6 million) Funded Ratio 78%76.7%Funded Ratio 156.50%146.80% MUNICIPAL POLICE DIVISION LEGISLATIVE FUND Actuarial Accrued Liability $3.0 billion $2.9 billion Actuarial Accrued Liability $32.8 million $32.1 million Assets Held to Pay Those Liabilities $2.3 billion $2.2 billion Assets Held to Pay Those Liabilities $46.2 million $44.5 million Unfunded Actuarial Accrued Liability $712 million $724 million Unfunded Actuarial Accrued Asset ($13.4 million)($12.3 million) Funded Ratio 76.20%74.90%Funded Ratio 140.90%138.30% ACTUARIAL VALUATION - FUNDING 8 New Mexico PERA Popular Annual Financial Report 2021 The actuarial valuation performed for financial reporting purposes is prepared in accordance with governmental accounting standards which became effective for PERA for the year ended June 30, 2014. The governmental accounting standards pertain to how public pension plans report their liabilities in their financial statements. The liabilities and other pension-related amounts calculated under this standard are required to be reported by PERA-affiliated employers who provide pensions to their employees as part of an employment benefit package. The present value amount is the main factor used in calculating the liability or asset. The net pension liability equals the present value of the projected benefit payments to current active and inactive employees attributable to past periods of service less the amount of the pension plan’s net position. The tables contain a summary of the results of the actuarial valuation for financial reporting purposes. COMPONENTS OF NET PENSION LIABILITY For the Fiscal Year Ended June 30 ALL PERA DIVISIONS (1)2021 2020 Total Pension Liability $23.0 billion $22.1 billion Plan Net Position $17.8 billion $14.7 billion Net Pension Liability (NPL)$5.2 billion $7.4 billion NPL Ratio 77.25%66.36% JUDICIAL FUND Total Pension Liability $173 million (1)$223 million (2)) Plan Net Position $101 million $84.9 million Net Pension Liability (NPL)$73 million $138.5 million NPL Ratio 58.21%37.99% MAGISTRATE FUND (1) Total Pension Liability $59.5 million $58.6 million Plan Net Position $35.2 million $29.1 million Net Pension Liability (NPL)$24.3 million $29.5 million NPL Ratio 59.07%49.59% VOLUNTEER FIREFIGHTERS' FUND (1) Total Pension Liability $53.1 million $52.0 million Plan Net Position $84.7 million $68.8 million Net Pension Liability (NPL)($31.6 million)($16.9 million) NPL Ratio 159.74%132.62% (1) Based upon assumed rate of return on investment of 7.25%. (2) Based upon assumed rate of return on investment of 4.34%. ACTUARIAL VALUATION - FUNDING 9 New Mexico PERA Popular Annual Financial Report 2021