Freedom of Information Act Booklet - IMRF

Freedom of Information ActInformation DirectoryThis information directory has been prepared and is made available pursuant to theIllinois Freedom of Information Act.The Illinois Municipal Retirement Fund (IMRF) is a public pension fund servingapproximately 2,975 governmental units and school districts in the State of Illinois and theiremployees. It administers a pension, death benefit and disability benefit plan covering about174,000 employee members, and 107,000 retirees and survivors of members. An organizationchart showing the functional subdivisions is on page two of this directory.The annual administrative operating budget for the year 2014 is $27,351,703. The mainoffice is located at 2211 York Road, Oak Brook, Illinois 60523. A satellite office is locatedat 3000 Professional Drive, Springfield, Illinois 62703. IMRF currently employs 176 staffmembers and is governed by an elected Board of Trustees:Natalie Copper.................................Evanston School District 65Gwen Henry.....................................DuPage CountyTom Kuehne.....................................Village of Arlington HeightsJohn Piechocinski.............................Plainfield Consolidated School District 202William Stafford...............................Evanston Township High School District 202Sue Stanish.......................................Naperville Park DistrictJeffrey Stulir.....................................Rock Island County’s Sheriff’s DepartmentSharon U. Thompson (retired).........Lee CountyRev. 09/2014 1

Freedom of Information ActII. Ledger FilesA. Ledgers1. General2. Fixed Assets3. Investment Inventory4. Annuitant Present Values5. Employee Ending Balances6. Employer History Listingcontinued...B. Annual Closing Runs1. Member Earnings Total Value Run2. Annual Cash Receipts Listing3. Benefit Disbursements4. Statistical RunIII. Administrative RecordsA. Board of Trustees Minute BooksB. Board of Trustees Agenda BooksC. Board of Trustees Meetings FilesD. Board of Trustees Correspondence FilesE. Annual Budget and Staff Annual Compensation Plan/Salary GradesF. Administrative Expense Records and VouchersG. Trustee Expense Reports and VouchersH. Purchasing FilesI. Staff Payroll RecordsJ. TNT Transaction LogK. Securities Lending ReportsL. General Correspondence FilesM. Freedom of Information Act Request LogsN. Board of Trustees Election InformationO. Communications ArchivesP. Litigation Records6Rev. 09/2014

Request for Information or Records Pursuant to theState of Illinois Freedom of Information ActIMRF Form 2.90 (Rev. 07/11)PLEASE PRINT OR TYPEToday’s Date: ________________________________REQUESTER’S FIRST NAME MIDDLE INITIAL LAST NAMESTREET ADDRESS CITY STATE ZIP CODEDAYTIME TELEPHONE NO.* FAX NO.* EMAIL ADDRESS**Optional, but if you provide a telephone number or email address, we can more easily contact you if we have questions about your request.Records Requested: (Please provide as much specific detail as possible so IMRF can identify the information you are seeking.Attach additional pages if necessary.)______________________________________________________________________________________________________________________________________________________________________________________________Delivery format: (How do you want the documents provided?)o Sent via email, in the following preferred file format: ________________________________________________(please provide email address above)o Sent via fax (please provide fax number above) o Sent via U.S. Mailo Inspect in person at IMRF Oak Brook officeo Other (please specify): ___________________________NOTE: The Illinois Freedom of Information Act allows IMRF to charge for the costs of reproduction. At the present time,IMRF charges 15 cents per hard copy for every page over 50, prepared in-house. Charges for copies that need to bedone at a professional printer shall not exceed IMRF’s actual costs for reproduction.Intended use of requested information:Is this request for a commercial purpose? o Yes o No[It is a violation of the Freedom of Information Act for a person to knowingly obtain a public record for a commercial purposewithout disclosing that it is for a commercial purpose. 5 ILCS 140/3.1(c)]Are you requesting a fee waiver? o Yes o No[If “yes,” you must attach a statement of purpose of the request and whether the principal purpose of the request is to access ordisseminate information regarding the health, safety, and welfare or legal rights of the general public. 5 ILCS 140/6 (c)]IMRF Use OnlyRequest # ___________________________Date Received ____________________ Date Due ____________________ Date Completed ___________________Approved Denied Denial Exemption Cited:Fee Waiver Granted: o Yes o NoName and Title of Person Processing RequestIMRF Form 2.90 (Rev. 07/11)Illinois Municipal Retirement Fund2211 York Road, Suite 500, Oak Brook Illinois 60523-2337Member Services Representatives 1-800-ASK-IMRF (1-800-275-4673)www.imrf.org

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Inside back cover

Freedom of Information ActIllinois Municipal Retirement Fund2211 York RoadOak Brook, IL 60523-23371-800-ASK-IMRF (1-800-275-4673)Revised September, 2014