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HomeMy WebLinkAboutTeachers' Retirement System of Louisiana - Public Financial Report2021 POPULAR ANNUAL FINANCIAL REPORT For fi scal years ended June 30, 2021 and 2020 A component unit of the State of Louisiana 2021 POPULAR ANNUAL FINANCIAL REPORT For fi scal years ended June 30, 2021 and 2020 A component unit of the State of Louisiana 2 Fiscal Year 2020 - 2021 Message from the Director Dear TRSL Members and Benefi t Recipients: It is my privilege to present the 2021 Popular Annual Financial Report (PAFR) for the Teachers’ Retirement System of Louisiana (TRSL). This report is a summary of the System’s fi nancial position and investment performance for the fi scal year ended June 30, 2021. The information in this publication represents the combined eff orts of the TRSL staff and its advisors. At TRSL, we are committed to managing the fund’s assets with the unwavering integrity and discipline necessary to provide retirement benefi ts and achieve long-term, optimal results. This past fi scal year demonstrated just how sustainable TRSL is as a pension plan capable of providing retirement security to Louisiana educators and their benefi ciaries for years to come. In a year rocked by the devastating impacts of the pandemic, TRSL emerged with a positive story to tell. The good news begins with a record 35.7% (net of fees) in investment returns that was earned in FY 2021. This historic return generated more than $6.5 billion for the trust, bringing the System’s total assets to $27.7 billion at fi scal year’s end. Because of the strong investment performance, the System was able to hit even more notable milestones. The plan’s funded status grew to 71.8%, up from 67.9% in the last fi scal year. By achieving a funded status of at least 70%, we moved from 30-year amortization schedules to 20-year amortization schedules. Shorter amortization schedules are generally considered a more prudent way to retire debt. On the subject of debt, the unfunded accrued liability (UAL) decreased by more than $1 billion to a current balance of $9.3 billion in Fiscal Year 2021. This is the fi rst time since 2008 that the UAL has been below $10 billion. Principal and interest on the UAL have now been paid for nine consecutive years, and the debt is on track to be paid off by its statutorily required payoff dates. At TRSL, we’re also proud of the way we’ve adapted business practices in response to the pandemic. We opened our doors for members to meet with us by appointment if they preferred a face-to-face meeting. And, we’ve expanded our web-based services to prioritize the health and safety of our members and staff . Throughout the last year, we’ve held more virtual one- on-one counseling sessions, informational webinars for group retirement counseling and employer training, and added more self-service features to our Member Access portal, including the ability to apply for disability retirement online and to generate an income verifi cation letter for Social Security purposes. Legislatively, the 2021 Regular Session resulted in three bills and one resolution that impacted TRSL. The most signifi cant of these was Act 37, which granted a minimum benefi t increase to TRSL’s oldest retirees whose monthly benefi ts were below $1,450—the federal poverty level for a family of two. Retirees who had at least 30 years of service credit and met other criteria on June 30, 2021, were granted a monthly benefi t increase equal to the lesser of $300 or the diff erence between their current benefi t and $1,450 if they met certain criteria. Additional information about legislation impacting the System can be found on page 7. Finally, as part of our goal to always look for ways to enhance services, TRSL tackled several projects designed to improve members’ retirement experiences. The Louisiana Legislature asked us to work with the retirement systems for state employees, school employees, and state police on alternative methods for providing COLAs to retirees in future years. We presented the joint Senate and House Retirement committees with several alternative methods for providing regular and reliable COLAs, and continue to work with legislators on ways to protect the purchasing power of our members’ retirement dollars. We also performed a critical analysis of our member and employer forms to determine how they could be more user friendly. We examined the content, language and design. Ultimately, we redesigned 90 forms to help members complete them accurately and in their entirety. As a state often battered by natural disasters, we’ve worked hard to ensure our disaster recovery capabilities are solid. We have continued work on our multi-year plan to increase the agility of our virtual servers at our remote disaster recovery site so that we can sustain operations in the event of a business interruption at our TRSL offi ce. These are just a few examples of what we’ve accomplished this fi scal year. We’re proud of them and look forward to continuing our practice of tapping into our initiative and innovation for the benefi t of the System and its members. Together with the TRSL Board of Trustees, I encourage you to review the information in this report. The fi nancial statements have been prepared in accordance with Generally Accepted Accounting Principles of the United States, and have been audited by an independent certifi ed public accounting fi rm on behalf of the Louisiana Legislative Auditor’s Offi ce. More detailed information can be found in the 2021 Comprehensive Annual Financial Report, available at www.TRSL.org. Sincerely, Katherine Whitney TRSL Director For the last 19 years, the Government Finance Offi cers Association of the United States and Canada (GFOA) has recognized TRSL for preparation of its summary annual report. 3Teachers’ Retirement System of Louisiana Financial Information TRSL ended Fiscal Year 2021 with $27.7 billion in net assets. The chart immediately below shows TRSL’s assets and liabilities over the past three years, as well as the net assets held in trust. The second chart below details the additions to and deductions from the plan net assets for the same three-year period. Condensed Comparative Statements of Fiduciary Net Position 2021 2020 2019 Assets Cash and cash equivalents $ 246,399,879 $ 239,806,968 $ 196,030,213 Receivables 2,070,552,824 2,394,206,675 2,732,561,096 Investments (fair value) 27,511,511,252 21,315,227,038 21,716,552,473 Securities lending collateral 2,012,340,658 2,135,108,608 3,034,732,743 Property and equipment, at cost (net) 3,756,029 3,582,220 3,738,196 Total assets 31,844,560,642 26,087,931,509 27,683,614,721 Deferred outflows of resources 7,475,794 3,940,599 3,237,790 Liabilities Accounts payable and other liabilities 2,112,352,860 2,731,400,959 2,996,452,942 Securities lending collateral 2,012,340,658 2,135,108,608 3,034,732,743 Total liabilities 4,124,693,518 4,866,509,567 6,031,185,685 Deferred inflows of resources 3,214,663 4,776,539 3,184,454 Net position restricted for pensions $ 27,724,128,255 $ 21,220,586,002 $ 21,652,482,372 Condensed Comparative Statements of Changes in Fiduciary Net Position 2021 2020 2019 Additions Member contributions $ 361,684,671 $ 351,287,976 $ 341,398,896 Employer contributions 1,237,976,403 1,222,809,469 1,217,167,321 Non-employer contributions 44,886,830 43,151,074 40,850,075 LSU Co-Operative Extension* 2,075,689 2,017,909 1,995,075 Other operating revenues 19,804,296 39,770,865 26,018,466 Net investment income 7,164,169,788 171,029,364 1,209,230,839 Total additions 8,830,597,677 1,830,066,657 2,836,660,672 Deductions Benefits, refunds, and other 2,310,595,851 2,245,134,690 2,214,961,707 LSU Co-Operative Extension* 1,856,703 1,987,638 2,075,869 Administrative expenses 14,132,424 14,418,014 13,445,962 Depreciation expense 470,446 422,685 396,927 Total deductions 2,327,055,424 2,261,963,027 2,230,880,465 Net increase (decrease) 6,503,542,253 (431,896,370) 605,780,207 Net position restricted for pensions beginning of year 21,220,586,002 21,652,482,372 21,046,702,165 Net position restricted for pensions end of year $ 27,724,128,255 $ 21,220,586,002 $ 21,652,482,372 * LSU Co-Operative Extension: Supplemental benefits administered by TRSL for members of the Louisiana State University Agriculture and Extension Service who hold membership in the United States Civil Service Retirement System. 4 Fiscal Year 2020 - 2021 Investment Information TRSL is responsible for prudently managing funds held in trust for members of the state's largest public retirement system. The goal is a highly diversifi ed portfolio that maximizes the returns and minimizes the risk. Investments are spread over a broad set of asset classes, including stocks, bonds, real estate, and private assets. This diversity has helped us sustain annualized returns over the past ten years of 10.7%. For fi scal year ended June 30, 2021, TRSL's market rate of return was 36.4% (gross of fees). When compared to other public plans with assets greater than $1 billion, TRSL achieved a top 2nd percentile ranking, according to Wilshire Trust Universe Comparison Service (TUCS). 10-Year Rates of Return (gross of fees) Investments at Fair Value 2021 2020 2019 Short-term investments $ 1,073,305,658 $ 869,649,602 $ 905,937,551 Global debt securities 3,368,747,664 3,579,000,757 3,741,321,218 Global equities 12,274,373,322 9,140,896,138 9,850,015,432 Private assets 8,482,954,130 5,806,264,305 5,407,829,743 Real estate 2,312,130,478 1,919,416,236 1,811,448,529 Total investments $ 27,511,511,252 $ 21,315,227,038 $ 21,716,552,473 0% 5% 10% 15% 20% 25% 30% 35% 40% 2021202020192018201720162015201420132012 0.1% 13.9% 19.9% 3.1% 1.6% 16.5% 12.1% 6.6% 1.4% 36.4% Target Asset Allocation PrivateAssets25.5% GlobalEquities 46.0% Global DebtSecurities 18.5% Real Estate 10.0% TRSL has a highly diversified portfolio within these broad asset classes. PrivateAssets25.5% GlobalEquities46.0% Global DebtSecurities18.5% Real Estate10.0% 5Teachers’ Retirement System of Louisiana Actuarial Information To fund retirements, TRSL must project how much it will take to pay benefits years in the future. To do this, the TRSL actuary calculates the System's long-term liabilities, taking into account many assumptions of future events, including mortality and disability rates, salary increases, and termination and retirement rates. These assumptions are based upon TRSL’s past experience and help project future funding needs. The actuary also calculates the actuarial value of the System’s assets. Actuarial value and market value are different. Market value is based on what assets could be sold for on a specific date, which can change daily. Actuarial value is based on a technique that “smooths” short-term market gains and losses over a five-year period. While it approximates market value, the actuarial value removes much of the volatility global markets experience by incrementally recognizing market highs and lows over the course of five years. Using the actuarial value provides a reliable way to estimate the System's assets and liabilities that is not tied to day- to-day market fluctuations and helps TRSL better meet its long-term funding needs. As of June 30, 2021, the System’s actuarial value of assets was $23.7 billion, up from $21.9 billion in the previous fiscal year. TRSL's actuarial funded ratio increased to 71.8% in FY 2021 from 67.9% in FY 2020. The actuarial funded ratio of 71.8% means that TRSL has 71.8 cents to cover the present value of every dollar expected to be paid in future retirement benefits. Summary of Actuarial Valuation 2021 2020 2019 Membership census Retirees 81,620 80,536 79,647 Active 85,980 86,860 85,998 DROP 2,227 2,359 2,462 Terminated vested 8,409 7,992 7,574 Actuarial investment return 12.7%6.8%7.5% Actuarial funded ratio 71.8%67.9%67.1% Annual benefits paid*$ 2,257,872,039 $ 2,195,861,109 $ 2,165,760,383 *Includes LSU Co-Operative Extension 0% 20% 40% 60% 80% 100% 2021202020192018201720162015201420132012 60.9%57.4%56.4%55.4%62.4%64.5%65.8%67.1%67.9%71.8% Funded Ratio (2012 - 2021) 6 Fiscal Year 2020 - 2021 Revenues and Expenses Revenues The TRSL defined benefit retirement plan is funded by (1) contributions from members, (2) contributions from employers, and (3) investment earnings. The System invests member and employer contributions; and retirement benefits are paid from TRSL investment earnings. The retirement system provides retirees with a lifetime monthly benefit based on length of service, final average compensation, and a benefit accrual factor. Some employees in higher education choose to participate in the Optional Retirement Plan (ORP), a defined contribution plan similar to a 401(k) account. These accounts are credited with employee contributions (less a 0.05% administrative fee) and employer contributions. The UAL portion of the employer contribution is reflected in the Employer column of the Revenues by Source table below. Income from miscellaneous receipts related to operation of the pension plan, such as litigation settlements and processing fees, is listed in the table below as Other Operating Revenues. Revenues by Source Fiscal Year Member Employer Non-Employer*Appropriations Acts NetInvestment Income OtherOperating Revenues Total 2018-2019 $ 341,398,896 $ 1,217,167,321 $ 42,845,150 $ 21,327,137 ‡$ 1,209,230,839 $ 4,691,329 $ 2,836,660,672 2019-2020 351,287,976 1,222,809,469 45,168,983 36,789,397 ¥171,029,364 2,981,468 1,830,066,657 2020-2021 361,684,671 1,237,976,403 46,962,519 18,612,744 c 7,164,169,788 1,191,552 8,830,597,677 *Refers to the sheriff tax collections and LSU Co-Op Extension. ‡Act 50 of 2019 ¥Act 255 of 2020 cAct 120 of 2021 Expenses In Fiscal Year 2021, TRSL paid $2.3 billion in retirement benefits. These dollars provide a reliable monthly income to more than 81,600 retirees and beneficiaries, the majority of whom live in Louisiana. As shown in the pie chart to the right, 97 cents of every dollar went toward benefit payments in Fiscal Year 2021. Administrative expenses account for less than one penny out of that same dollar. Expenses by Type Fiscal Year Benefits*Pension Expense Refunds/Other AdministrativeExpenses† DepreciationExpense Total 2018-2019 $ 2,165,855,657 $ 880,211 $ 50,301,708 $ 13,445,962 $ 396,927 $ 2,230,880,465 2019-2020 2,195,320,939 1,576,153 50,225,236 14,418,014 422,685 2,261,963,027 2020-2021 2,257,486,735 1,870,195 53,095,624 14,132,424 470,446 2,327,055,424 *Includes Other Post-Employment Benefits (OPEB) expense and LSU Co-Op Extension. †Investment administrative expenses are excluded from this total in accordance with GASB 67. Refunds/Other 2.3% Administrative and PensionExpenses 0.7% BenefitPaymentsrepresent 97%of all TRSL expenses. FY 2021 Expenses by Type 7Teachers’ Retirement System of Louisiana Summary of Fiscal Year 2021 Legislation Permanent Benefit Increase Act 7 (Sen. Price) granted a minimum benefit increase to certain retirees, beneficiaries, and survivors of TRSL as well as the retirement systems for state employees, school employees, and state police. A minimum benefit increase also was granted to beneficiaries and survivors of deceased members who would have qualified. TRSL Membership Act 138 (Rep. LaCombe) requires all new employees of the Louisiana School Boards Association (LSBA), current LSBA employees with at least five years of TRSL service credit, and the LSBA director to become members of TRSL. LSBA employees have previously been members of the Parochial Employees’ Retirement System of Louisiana (PERS). Payment toward the UAL Act 120 (Rep. Zeringue) makes a supplemental appropriation of $18.6 million to the TRSL initial unfunded accrued liability (IUAL) from a portion of the FY 2019-20 surplus funds in the state treasury. Social Security Offsets House Concurrent Resolution No. 7 (Rep. M. Johnson) requests that Congress review and eliminate or reduce the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) Social Security benefit reductions. Ten Largest Employers (FY 2021) # ofemployees Jefferson Parish School Board 5,004 EBR Parish School Board 4,786 St. Tammany Parish School Board 4,638 Caddo Parish School Board 3,933 Calcasieu Parish School Board 3,852 Lafayette Parish School Board 3,580 Livingston Parish School Board 2,766 Rapides Parish School Board 2,713 Ascension Parish School Board 2,452 Bossier Parish School Board 2,384 40-49 29.7% 50-59 22.4% Lessthan 30 12.8%30-39 26.1% 60-69 7.9% 70 &older 1.1% Age K-12 (including lab schools) 86.2% Higher Ed 13.2% Other (including state agencies/unions) 0.6% EmployerType Female 81.1% Male 18.9% Gender Membership Demographics Quick Facts about TRSL The printing of this document (75 copies) was paid for out of the TRSL trust fund administrative budget (at a cost of $25.50). Katherine Whitney, Director Physical address (use for certifi ed mail): 8401 United Plaza Boulevard, Suite 300 Baton Rouge, LA 70809-7017 Mailing address: PO Box 94123 Baton Rouge, LA 70804-9123 Telephone: (225) 925-6446 Toll free (outside Baton Rouge area): 1-877-ASK-TRSL (1-877-275-8775) Fax: (225) 925-4779 Email:web.master@trsl.org Website:www.TRSL.org Business hours: 8 a.m. - 4:30 p.m. (Monday-Friday, excluding holidays) Facebook:www.facebook.com/TRSLonline Twitter:@TRSLonline TRSL is an equal opportunity employer and complies with the Americans with Disabilities Act. 2021 Popular Annual Financial Report for fiscal years ended June 30, 2021 and 2020 a component unit of the State of Louisiana 020202020222211111111