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SECTION I - VESTING INFORMATION (Must be stated in bylaws) <br />20 <br />Years of service with fire department required for full vesting <br />Years of active membership in the relief association required for full vesting 20 <br />Minimum retirement age to receive benefits 50 <br />Minimum years as active member of relief association 10 <br />Early vesting provision in bylaws? Y X N <br />SECTION 2 - BENEFIT INFORMATION <br />A. FOR DEFINED BENEFIT- -LUMP WA/PLANS ONLY... <br />2 <br />Benefit payable for each year of service S <br />050 <br />en GO TO SECTION 3' <br />B. FOR MONTHLY BENEFIT PLANS ONLY... <br />Dam of Most Recent Actuarial Valuation <br />Date Filed with State Auditor <br />Benefit payable for each month of service S <br />You must attach an actuarial report, if the report was prepared this year. M actuarial report must be prepared every fourth year. An actuarial update <br />must be prepared each time you increase your benefit. <br />"' GO TO SECTION 3• <br />C. FOR DEFINED CONTRIBUTION PLANS ONLY... <br />Non- invesnnent income per active member <br />Investment income per dollar of assets <br />You mart attach an allocation table which lists the name of each member, the beginning account balance for each account. allocations to each account for <br />1994. and ending account balance. See instructions for statutory requirement an the allocation of income. You may use the optional allocadan cable <br />attached to the instructions or your own farm. ... GO TO SECTION 3 "• <br />SECTION 3 - SUPPLEMENTAL INFORMATION <br />Is the secretary of the relief association bonded? Y X N Amount 20,000 <br />Is the treasurer of the relief association bonded? Yom— N Amount 100,000 <br />Is the treasurer bonded for at least 10% of the assets, as required by § 69.051? Y X N <br />Have you amended your bylaws in 1994? Y N x (If you answered 'YES' to this question. you must armch a copy to this Mon) <br />Have you increased/changed your benefits since 12/31/93? Y x (If you answered "YES' to this quadoa, you must attach a copy of <br />your city council ratification or independent non -profit board resolution that approves the increase or change) <br />SECTION 4 - INVESTMENT INFORMATION O �� <br />(At TO THE NEAREST DOLLAR <br />AR <br />Special Fund General Fiord <br />Cash (Demand Deposits) , S 1,384 5 <br />Cerdficates of' Deposit (date deposits) 5 S <br />Money Market Accounts S 1,760 S 971 <br />Treasury Bonds and Bills 5 1 70 ,1 95 S 171.212 <br />Common Stocks 5 5 <br />Mutual Funds (list names in box or attach list) S 9 rfifil 5. <br />MSRS Fund S 5 <br />Corporate Bonds S 584,008 S <br />Jther (list names in box or aaach list) S S <br />TOTALINVFSTMENTS $ 766,988 $ 172,183 <br />Page 88 <br />Please list mutual Mndsladter funds and their values <br />in <br />this box. <br />Prmr. Funds Washington s 9.641 <br />5 <br />S <br />