Publications

Popular Annual Financial Reports

• 2023-2024
• 2022-2023
• 2021-2022
• 2020-2021
• 2019-2020
• 2018-2019
• 2017-2018
• 2016-2017
• 2015-2016
• 2014-2015
• 2013-2014

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Policy

• P&F Pension IPS Approved 10-05-2023
• P&F HCT IPS Approved 01-06-2022
• Placement Agent Disclosure Policy
• Placement Agent Disclosure Form

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Police & Fire Files

• Police and Fire Tier 2 Handbook
• Police and Fire Tier 1 Handbook
• Reciprocity

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Jan-May-2013

• 25_2013
• 26_2013
• 24_2013
• 21_2013
• 23_2013
• 22_2013
• 17_2013
• 20_2013
• 19_2013
• 18_2013
• 16_2013
• 11_2013
• 15_2013
• 14_2013
• 13_2013
• 12_2013
• 7_2013
• 10_2013
• 9_2013
• 8_2013
• 6_2013
• 2_2013
• 5_2013
• 4_2013
• 3_2013
• 1_2013

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Jan-May-2013

• 27_2013
• 29_2013
• 28_2013
• 26_2013
• 22_2013
• 25_2013
• 24_2013
• 23_2013
• 21_2013
• 16_2013
• 20_2013
• 19_2013
• 18_2013
• 17_2013
• 12_2013
• 15_2013
• 14_2013
• 13_2013
• 11_2013
• 7_2013
• 10_2013
• 9_2013
• 8_2013
• 6_2013
• 2_2013
• 5_2013
• 4_2013
• 3_2013
• 1_2013

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FY 25-26

• PF Contribution Rate ltr eff 6.22.25 - Fire Tier 1 Pension Only
• PF Contribution Rate ltr eff 6.22.25 - Fire Tier 1 with Healthcare
• PF Contribution Rate ltr eff 6.22.25 - Fire Tier 1 Classic Pension Only
• PF Contribution Rate ltr eff 6.22.25 - Fire Tier 1 Rehire Pension Only
• PF Contribution Rate ltr eff 6.22.25 - Fire Tier 1 Rehire with Healthcare
• PF Contribution Rate ltr eff 6.22.25 - Fire Tier 2 Pension Only
• PF Contribution Rate ltr eff 6.22.25 - Police Tier 1 Pension Only
• PF Contribution Rate ltr eff 6.22.25 - Police Tier 1 with Healthcare
• PF Contribution Rate ltr eff 6.22.25 - Police Tier 1 Classic Pension Only
• PF Contribution Rate ltr eff 6.22.25 - Police Tier 1 Fed Rehire with Healthcare
• PF Contribution Rate ltr eff 6.22.25 - Police Tier 1 Rehire Pension Only
• PF Contribution Rate ltr eff 6.22.25 - Police Tier 1 Rehire with Healthcare
• PF Contribution Rate ltr eff 6.22.25 - Police Tier 2 Pension Only

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FY 24-25

• PF Contribution Rate ltr eff 6.23.24~Fire members tier 1 pension only wo name
• PF Contribution Rate ltr eff 6.23.24~Fire members tier 1 with Healthcare wo name
• PF Contribution Rate ltr eff 6.23.24~Fire members tier 1 classic pension only wo name
• PF Contribution Rate ltr eff 6.23.24~Fire members tier 1 rehires pension only wo name
• PF Contribution Rate ltr eff 6.23.24a~Fire members tier 1 rehires with Healthcare wo name
• PF Contribution Rate ltr eff 6.23.24~Fire members tier 2 pension only wo name
• PF Contribution Rate ltr eff 6.23.24 ~ Police members tier 1 pension only wo name
• PF Contribution Rate ltr eff 6.23.24 ~ Police members tier 1 with Healthcare wo name
• PF Contribution Rate ltr eff 6.23.24 ~ Police members tier 1 classic pension only w o name
• PF Contribution Rate ltr eff 6.23.24 ~ Police members tier 1 rehires Fed service with Healthcare wo name
• PF Contribution Rate ltr eff 6.23.24 ~ Police members tier 1 rehires pension only wo name
• PF Contribution Rate ltr eff 6.23.24 ~ Police members tier 1 rehires with Healthcare wo name
• PF Contribution Rate ltr eff 6.23.24 ~ Police members tier 2 pension only wo name

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FY 23-24

• PF Contribution Rate ltr eff 6.25.23~Fire members tier 1 pension only wo name
• PF Contribution Rate ltr eff 6.25.23~Fire members tier 1 with Healthcare wo name
• PF Contribution Rate ltr eff 6.25.23~Fire members tier 1 classic pension only wo name
• PF Contribution Rate ltr eff 6.25.23~Fire members tier 1 rehires pension only wo name
• PF Contribution Rate ltr eff 6.25.23a~Fire members tier 1 rehires with Healthcare wo name
• PF Contribution Rate ltr eff 6.25.23~Fire members tier 2 pension only wo name
• PF Contribution Rate ltr eff 6.25.23 ~ Police members tier 1 pension only wo name
• PF Contribution Rate ltr eff 6.25.23 ~ Police members tier 1 with Healthcare wo name
• PF Contribution Rate ltr eff 6.25.23 ~ Police members tier 1 classic pension only w o name
• PF Contribution Rate ltr eff 6.25.23 ~ Police members tier 1 rehires Fed service with Healthcare wo name
• PF Contribution Rate ltr eff 6.25.23 ~ Police members tier 1 rehires pension only wo name
• PF Contribution Rate ltr eff 6.25.23 ~ Police members tier 1 rehires with Healthcare wo name
• PF Contribution Rate ltr eff 6.25.23 ~ Police members tier 2 pension only wo name

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Fact Sheets

• Police Fact Sheet Tier 2
• Police Fact Sheet Tier 1
• Police Fact Sheet Tier 1 Classic
• Fire Fact Sheet Tier 2
• Fire Fact Sheet Tier 1
• Fire Fact Sheet Tier 1 Classic
• Police and Fire Legacy Summary

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Contribution Rate Letters 2021

• PF Contribution Rate ltr eff 6.27.21 _ Fire members tier 1 with Healthcare
• PF Contribution Rate ltr eff 6.27.21 _ Fire members tier 1 classic pension only
• PF Contribution Rate ltr eff 6.27.21 _ Fire members tier 1 pension only
• PF Contribution Rate ltr eff 6.27.21 _ Police members tier 1 with Healthcare
• PF Contribution Rate ltr eff 6.27.21 _ Fire members tier 1 rehires with Healthcare
• PF Contribution Rate ltr eff 6.27.21 _ Fire members tier 2 pension only
• PF Contribution Rate ltr eff 6.27.21 _ Police members tier 1 classic pension only
• PF Contribution Rate ltr eff 6.27.21 _ Police members tier 1 pension only
• PF Contribution Rate ltr eff 6.27.21 _ Police members tier 1 rehires Fed service with Healthcare
• PF Contribution Rate ltr eff 6.27.21 _ Police members tier 1 rehires pension only
• PF Contribution Rate ltr eff 6.27.21 _ Police members tier 1 rehires with Healthcare
• PF Contribution Rate ltr eff 6.27.21 _ Police members tier 2 pension only

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Annual Comprehensive Financial Reports

• 2023-2024
• 2022-2023
• 2021-2022
• 2020-2021
• 2019-2020
• 2018-2019
• 2017-2018
• 2016-2017
• 2015-2016
• 2014-2015
• 2013-2014
• 2012-2013
• 2011-2012
• 2010-2011
• 2009-2010
• 2008-2009
• 2007-2008
• 2006-2007
• 2005-2006
• 2004-2005
• 2003-2004
• 2002-2003
• 2001-2002
• 2000-2001
• 1999-2000
• 1998-1999
• 1997-1998
• 1996-1997
• 1995-1996
• 1994-1995
• 1993-1994
• 1992-1993
• 1991-1992
• 1990-1991
• 1989-1990
• 1988-1989
• 1987-1988
• 1986-1987
• 1985-1986
• 1984-1985
• 1983-1984
• 1982-1983
• 1981-1982
• 1980-1981
• 1979-1980
• 1978-1979
• 1977-1978
• 1976-1977
• 1975-1976
• 1974-1975
• 1974
• 1973
• 1972
• 1971
• 1970
• 1969
• 1968
• 1967
• 1966
• 1964-1965

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Agenda

• First Agenda

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Actuarial Valuation

• 2024
• 2023
• 2022
• 2021
• 2020
• 2019
• 2018
• 2017
• 2016
• 2015
• 2014
• 2013
• 2012
• 2011
• 2010
• 2009
• 2007
• 2005
• 2003
• 2001
• 1999
• 1997
• 1995
• 1993
• 1991
• 1989
• 1987
• 1985
• 1983
• 1981
• 1979

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Actuarial Post Employment Benefits Valuation

• 2024
• 2023
• 2022
• 2021
• 2020
• 2019
• 2018
• 2017
• 2016
• 2015
• 2014
• 2013
• 2012
• 2011
• 2010

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2025

• 1Q2025 PF Pension Performance
• 1Q2025 PF Healthcare Performance

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2024

• 4Q2024 PF Private Markets Performance
• 4Q2024 PF Private Equity Performance
• 4Q2024 PF Pension Performance
• 4Q2024 PF Healthcare Performance
• 3Q2024 PF Private Markets Performance
• 3Q2024 PF Private Equity Performance
• 3Q2024 PF Pension Performance
• 3Q2024 PF Healthcare Performance
• 2Q2024 PF Private Markets Performance
• 2Q2024 PF Private Equity Performance
• 2Q2024 PF Pension Performance
• 2Q2024 PF Healthcare Performance
• 1Q2024 PF Private Markets Performance
• 1Q2024 PF Private Equity Performance
• 1Q2024 PF Pension Performance
• 1Q2024 PF Healthcare Performance

---

2023

• 4Q2023 PF Private Markets Performance
• 4Q2023 PF Private Equity Performance
• 4Q2023 PF Pension Performance
• 4Q2023 PF Healthcare Performance
• 3Q2023 PF Private Markets Performance
• 3Q2023 PF Private Equity Performance
• 3Q2023 PF Pension Performance
• 3Q2023 PF Healthcare Performance
• 2Q2023 PF Private Markets Performance
• 2Q2023 PF Private Equity Performance
• 2Q2023 PF Pension Performance
• 2Q2023 PF Healthcare Performance
• 1Q2023 PF Private Markets Performance
• 1Q2023 PF Private Equity Performance
• 1Q2023 PF Pension Performance
• 1Q2023 PF Healthcare Performance

---

2022

• 4Q2022 PF Private Markets Performance
• 4Q2022 PF Private Equity Performance
• 4Q2022 PF Pension Performance
• 4Q 2022 PF Healthcare Performance
• 3Q 2022 PF Private Markets Performance
• 3Q 2022 PF Private Equity Performance
• 3Q2022 PF Pension Performance
• 3Q2022 PF Healthcare Performance
• 2Q2022 PF Private Markets Performance
• 2Q2022 PF Private Equity Performance
• 2Q2022 PF Pension Performance
• 2Q2022 PF Healthcare Performance
• 1Q2022 PF Private Markets Performance
• 1Q2022 PF Private Equity Performance
• 1Q2022 PF Pension Performance
• 1Q2022 PF Healthcare Performance

---

2021

• 4Q2021 PF Private Markets Performance
• 4Q2021 PF Private Equity Performance
• 4Q2021 PF Pension Performance
• 4Q2021 PF Healthcare Performance
• 3Q2021 PF Private Markets Performance
• 3Q2021 PF Private Equity Performance
• 3Q2021 PF Pension Performance
• 3Q2021 PF Healthcare Performance
• 2Q2021 PF Private Markets Performance
• 2Q2021 PF Private Equity Performance
• 2Q2021 PF Pension Performance
• 2Q2021 PF Healthcare Performance
• 1Q2021 PF Private Markets Performance
• 1Q2021 PF Private Equity Performance
• 1Q2021 PF Pension Performance
• 1Q2021 PF Healthcare Performance

---

2020

• 4Q2020 PF Private Markets Performance
• 4Q2020 PF Private Equity Performance
• 4Q2020 PF Pension Performance
• 4Q2020 PF Healthcare Performance
• 3Q2020 PF Private Markets Performance
• 3Q2020 PF Private Equity Performance
• 3Q2020 PF Pension Performance
• 3Q2020 PF Healthcare Performance
• 2Q2020 PF Private Markets Performance
• 2Q2020 PF Private Equity Performance
• 2Q2020 PF Pension Performance
• 2Q2020 PF Healthcare Performance
• 1Q2020 PF Private Markets Performance
• 1Q2020 PF Private Equity Performance
• 1Q2020 PF Pension Performance
• 1Q2020 PF Healthcare Performance

---

2019

• 4Q2019 PF Private Markets Performance
• 4Q2019 PF Private Equity Performance
• 4Q2019 PF Pension Performance
• 4Q2019 PF Healthcare Performance
• 3Q2019 PF Private Markets Performance
• 3Q2019 PF Private Equity Performance
• 3Q2019 PF Pension Performance
• 3Q2019 PF Healthcare Performance
• 2Q2019 PF Private Markets Performance
• 2Q2019 PF Private Equity Performance
• 2Q2019 PF Pension Performance
• 2Q2019 PF Healthcare Performance
• 1Q2019 PF Private Markets Performance
• 1Q2019 PF Private Equity Performance
• 1Q2019 PF Pension Performance
• 1Q2019 PF Healthcare Performance

---

2018

• 4Q2018 PF Private Markets Performance
• 4Q2018 PF Pension Performance
• 4Q2018 PF Healthcare Performance
• 3Q2018 PF Private Markets Performance
• 3Q2018 PF Pension Performance
• 3Q2018 PF Healthcare Performance
• 2Q2018 PF Private Markets Performance
• 2Q2018 PF Pension Performance
• 2Q2018 PF Healthcare Performance
• 1Q2018 PF Private Markets Performance
• 1Q2018 PF Pension Performance
• 1Q2018 PF Healthcare Performance

---

2017

• 4Q2017 PF Private Markets Performance
• 4Q2017 PF Pension Performance
• 4Q2017 PF Healthcare Performance
• 3Q2017 PF Private Markets Performance
• 3Q2017 PF Pension Performance
• 3Q2017 PF Healthcare Performance
• 2Q2017 PF Private Markets Performance
• 2Q2017 PF Pension Performance
• 2Q2017 PF Healthcare Performance
• 1Q2017 PF Private Markets Performance
• 1Q2017 PF Pension Performance
• 1Q2017 PF Healthcare Performance

---

2016

• 4Q2016 PF Private Markets Performance
• 4Q2016 PF Pension Performance
• 4Q2016 PF Healthcare Performance
• 3Q2016 PF Pension Performance
• 3Q2016 PF Healthcare Performance
• 2Q2016 PF Private Markets Real Estate Performance
• 2Q2016 PF Private Markets Performance
• 2Q2016 PF Pension Performance
• 2Q2016 PF Healthcare Performance
• 1Q2016 PF Private Markets Performance
• 1Q2016 PF Private Markets Performance (2)
• 1Q2016 PF Pension Performance
• 1Q2016 PF Healthcare Performance

---

2015

• 4Q2015 PF Private Markets Real Estate Performance
• 4Q2015 PF Private Markets Performance
• 4Q2015 PF Pension Performance
• 4Q2015 PF Healthcare Performance
• 3Q2015 PF Private Markets Real Estate Performance
• 3Q2015 PF Private Markets Performance
• 3Q2015 PF Pension Performance
• 3Q2015 PF Healthcare Performance
• 2Q2015 PF Private Markets Real Estate Performance
• 2Q2015 PF Private Markets Performance
• 2Q2015 PF Pension Performance
• 2Q2015 PF Healthcare Performance
• 1Q2015 PF Private Markets Real Estate Performance
• 1Q2015 PF Private Markets Performance
• 1Q2015 PF Pension Performance
• 1Q2015 PF Healthcare Performance

---

2014

• 4Q2014 PF Private Markets Real Estate Performance
• 4Q2014 PF Private Markets Performance
• 4Q2014 PF Pension Performance
• 4Q2014 PF Healthcare Performance
• 3Q2014 PF Private Markets Real Estate Performance
• 3Q2014 PF Private Markets Performance
• 3Q2014 PF Pension Performance
• 3Q2014 PF Healthcare Performance
• 2Q2014 PF Private Markets Real Estate Performance
• 2Q2014 PF Private Markets Performance
• 2Q2014 PF Pension Performance
• 1Q2014 PF Private Markets Real Estate Performance
• 1Q2014 PF Private Markets Performance
• 1Q2014 PF Pension Performance
• 1Q2014 PF Healthcare Performance

---

2013

• 4Q2013 PF Private Markets Performance
• 4Q2013 PF Pension Performance
• 4Q2013 PF Healthcare Performance
• 3Q2013 PF Private Markets Performance
• 3Q2013 PF Pension Performance
• 3Q2013 PF Healthcare Performance
• 2Q2013 PF Private Markets Performance
• 2Q2013 PF Pension Performance
• 2Q2013 PF Healthcare Performance
• 1Q2013 PF Pension Performance
• 1Q2013 PF Healthcare Performance

---

2012

• 6_2012
• 19_2012
• 18_2012
• 17_2012
• 16_2012
• 15_2012
• 14_2012
• 13_2012
• 12_2012
• 11_2012
• 10_2012
• 9_2012
• 8_2012
• 7_2012
• 5_2012
• 4_2012
• 3_2012
• 2_2012
• 1_2012

---

2012

• 15_2012
• 14_2012
• 13_2012
• 12_2012
• 11_2012
• 10_2012
• 9_2012
• 8_2012
• 7_2012
• 6_2012
• 5_2012
• 3_2012
• 2_2012
• 4_2012
• 1_2012

---

2012

• 4Q2012 PF Private Markets Performance
• 4Q2012 PF Pension Performance
• 4Q2012 PF Healthcare Performance
• 3Q2012 PF Private Markets Performance
• 3Q2012 PF Pension Performance
• 2Q2012 PF Private Markets Performance
• 2Q2012 PF Pension Performance
• 1Q2012 PF Private Markets Performance
• 1Q2012 PF Pension Performance

---

2011

• 23_2011
• 22_2011
• 21_2011
• 20_2011
• 19_2011
• 18_2011
• 17_2011
• 16_2011
• 15_2011
• 14_2011
• 13_2011
• 12_2011
• 11_2011
• 10_2011
• 9_2011
• 8_2011
• 7_2011
• 5_2011
• 6_2011
• 4_2011
• 3_2011
• 2_2011
• 1_2011

---

2011

• 14_2011
• 13_2011
• 12_2011
• 11_2011
• 10_2011
• 9_2011
• 8_2011
• 7_2011
• 6_2011
• 5_2011
• 4_2011
• 3_2011
• 2_2011
• 1_2011

---

2011

• San Jose 2011 Q2 FINAL Report - Private Markets
• San Jose 2011 Q1 Exec Summary NEPC
• 2011 Q4 SJPF Exec Summary
• 2011 Q4 SJP&F PE Exec Summary
• 2011 Q3 SJPF Exec Summary
• 2011 Q3 SJP&F Priv Equity Performance Summary
• 2011 Q2 SJPF Exec Summary
• 2011 Q1 SJPF Exec Summary

---

2010

• 12_2010
• 11_2010
• 10_2010
• 9_2010
• 8_2010
• 7_2010
• 6-2010
• 5_2010
• 4_2010
• 3_2010
• 2_2010
• 1_2010
• Oct_2010

---

2010

• 12_2010
• 11_2010
• 10_2010
• 9_2010
• 8_2010
• 7_2010
• 6_2010
• 5_2010
• 4_2010
• 3_2010
• 2_2010
• 1_2010

---

2010

• San Jose 2010 Q4 FINAL Exec Summary
• Item 2 - 2010 Q1 SJPF Exec Summary
• Item 1 - 2010 Q2 SJPF Exec Summary
• 2010 Q4 SJPF Exec Summary
• 2010 Q3 SJPF Real Estate Report
• 2010 Q3 SJPF Exec Summary
• 2010 Q3 SJP&F Private Equity Report
• 2010 Q2 SJPF Private Equity Exec Summary
• 2010 2Q SJPF Real Estate Exec Summary

---

2009

• 10_2009
• 11_2009
• 9_2009
• 6_2009
• 8_2009
• 7_2009
• 5_2009
• 1_2009
• 4_2009
• 3_2009
• 2_2009

---

2009

• 11_2009
• 10_2009
• 9_2009
• 8_2009
• 7_2009
• 6_2009
• 5-2009
• 4_2009
• 3_2009
• 2_2009
• 1_2009

---

2009

• Item 1 - NEPC 4Q09 Report
• Item 1 - NEPC 2Q2009 Presentation
• 2009 Q1 SJPF Exec Summary
• 1 - NEPC 3Q09 Performance Report

---

2008

• 10_2008
• 13_2008
• 12_2008
• 11_2008
• 9_2008
• 6_2008
• 8_2008
• 7_2008
• 5_2008
• 2_2008
• 4_2008
• 3_2008
• 1_2008

---

2008

• 13_2008
• 12_2008
• 11_2008
• 10_2008
• 9_2008
• 8_2008
• 7_2008
• 6_2008
• 5_2008
• 4_2008
• 3_2008
• 2_2008
• 1_2008

---

2008

• NEPC - 3Q 2008 SJ P&F Exec Summary
• Mercer_1Q08_ReportFinal
• 4Q 2008 NEPC Exec Summary
• 2Q 2008 NEPC Exec Summary Final

---

2007

• 6_2007
• 5_2007
• 18_2007
• 19_2007
• 17_2007
• 14_2007
• 16_2007
• 15_2007
• 13_2007
• 9_2007
• 12_2007
• 11_2007
• 10_2007
• 8_2007
• 2_2007
• 7_2007
• 4_2007
• 3_2007
• 1_2007

---

2007

• 12_2007
• 11_2007
• 10_2007
• 9_2007
• 8_2007
• 7_2007
• 6_2007
• 5_2007
• 4_2007
• 3_2007
• 2_2007
• 1_2007

---

2007

• San Jose 20073Q Report
• Mercer 20072Q San Jose
• Mercer 4Q2007FINAL
• 2007Q1BoardFinal

---

2006

• 12_2006
• 15_2006
• 14_2006
• 13_2006
• 11_2006
• 7_2006
• 10_2006
• 9_2006
• 8_2006
• 6_2006
• 2_2006
• 5_2006
• 4_2006
• 3_2006
• 1_2006

---

2006

• 12_2006
• 11_2006
• 10_2006
• 9_2006
• 8_2006
• 7_2006
• 6_2006
• 5_2006
• 4_2006
• 3_2006
• 2_2006
• 1_2006

---

2006

• Mercer_4TH-Q-2006
• Mercer_3RD Q 2006
• Mercer_2ND Q 2006
• Mercer_1ST Q 2006

---

Popular Annual Financial Reports

• 2023-2024
• 2022-2023
• 2021-2022
• 2020-2021
• 2019-2020
• 2018-2019
• 2017-2018
• 2016-2017
• 2015-2016
• 2014-2015
• 2013-2014

---

Policy

• FED Pension IPS Approved 02-25-2025
• FED HCT IPS Approved 01-20-2022
• Placement Agent Disclosure Policy
• Placement Agent Disclosure Form

---

FY 25-26

• FED Contribution Rate ltr eff 6.22.25 - Tier 1 Pension Only
• FED Contribution Rate ltr eff 6.22.25 - Tier 1 with Healthcare
• FED Contribution Rate ltr eff 6.22.25 - Tier 1 Classic Pension Only
• FED Contribution Rate ltr eff 6.22.25 - Tier 1 Classic with Healthcare
• FED Contribution Rate ltr eff 6.22.25 - Tier 1 Rehire Pension Only
• FED Contribution Rate ltr eff 6.22.25 - Tier 1 Rehired with Healthcare
• FED Contribution Rate ltr eff 6.22.25 - Tier 2 Pension Only
• FED Contribution Rate ltr eff 6.22.25 - Tier 2 with Healthcare

---

FY 24-25

• FED Contribution Rate ltr Tier 1 with pension only eff 6.23.24
• FED Contribution Rate ltr Tier 1 with medical eff 6.23.24
• FED Contribution Rate ltr Classic Tier 1 with pension only eff 6.23.24
• FED Contribution Rate ltr Classic Tier 1 with medical eff 6.23.24
• FED Contribution Rate ltr Rehire Tier 1 with pension only eff 6.23.24
• FED Contribution Rate ltr Rehire Tier 1 with medical eff 6.23.24
• FED Contribution Rate ltr Tier 2 with pension only eff 6.23.24
• FED Contribution Rate ltr Tier 2 with medical eff 6.23.24

---

FY 23-24

• FED Contribution Rate ltr Tier 1 with pension only eff 6.25.23 wo name
• FED Contribution Rate ltr Tier 1 with medical eff 6.25.23 wo name
• FED Contribution Rate ltr Classic Tier 1 with pension only eff 6.25.23 wo name
• FED Contribution Rate ltr Classic Tier 1 with medical eff 6.25.23 wo name
• FED Contribution Rate ltr Rehire Tier 1 with pension only eff 6.25.23 wo name
• FED Contribution Rate ltr Rehire Tier 1 with medical eff 6.25.23 wo name
• FED Contribution Rate ltr Tier 2 with pension only eff 6.25.23 wo name
• FED Contribution Rate ltr Tier 2 with medical eff 6.25.23 wo name

---

Federated Files

• Minutes - February 2006 Fed
• Action Mins - December 2008, Fed
• Minutes - February 4, 2011 FCERS-Special 7th Bd Interviews (Signed)
• 5-2-13 Action Minutes-GC -JOINT.
• 3-16-11adhocfed
• 3-16-11_Ad_Hoc_Disability_Committee_Agenda_MPL
• 01-05-12 - Joint Ad Hoc Board Governance Agenda PF FED
• Special Board Agenda - January 28, 2010 Federated~links
• Minutes - September 2008 Fed
• Minutes - September 2007 Fed
• Minutes - October 2008 Fed
• Tax Qualification Review - Joint Special Meeting Agenda
• Tax Qual Review-Joint Session 10-20-10
• Minutes ~ FCERS December 2009
• Minutes - October 2006, Fed
• Minutes - November 2008 Fed
• Minutes - November 2007 Fed
• Minutes - November 2006, Fed
• Minutes - October 2007 Fed
• Minutes - November Special 2008 Fed
• Minutes - March 2008 Fed
• Minutes - March 2006 Fed
• Minutes - June 2009 Fed
• Minutes - June 2008 Fed
• Minutes - June 2007, Fed
• Minutes - May 2008 Fed
• Minutes - May 2007, Fed
• Minutes - March 2007, Fed
• Minutes - January 2008 Fed
• Minutes - January 2006 Fed
• Minutes - February 2008 Fed
• Minutes - February 2007, Fed
• Minutes - June 2006, Fed
• Minutes - January 2010 FCERS
• Minutes - January 2007, Fed
• Minutes - December 2006 Fed
• Minutes - August 2008 Fed
• Minutes - August 2007, Fed
• Minutes - August 2006, Fed
• Minutes - February 2006 Fed
• Minutes - December 2008 Fed
• Minutes - December 2007 Fed
• Minutes - April 2006 Fed
• Microsoft Word - Agenda - April 2007, Fed
• MeetingAgenda-FINAL-SUPPLEMENT
• Joint Investment Committee 09-30-11
• Joint Audit Committee Agenda-June 20, 2013- with Links
• Joint Audit Committee Agenda - May 16, 2013-with links
• Minutes - April 2008 Fed
• Minutes - April 2007, Fed
• Microsoft Word - Minutes - May 2006 Fed
• FED Audit Committee Agenda - Nov 26 2012 with links
• Board Minutes - Sept 2010 Fed (Signed)
• Board Minutes - Sept 2009 Fed (Signed)
• Joint Audit Committee Agenda - March 21.2013
• Federated Spec Mtg 4-9-09
• FED Disability Study Session Agenda
• Fed Action Minutes-December 2010
• Board Minutes - May 2009 Fed (Signed)
• Board Minutes - October 2010 Fed (Signed)
• Board Minutes - October 2009 Fed (Signed)
• Board Minutes - November 2010 Fed (Signed)
• Board Minutes - Nov 2009 Fed (Signed)
• Board Minutes - May 2010 Fed (Signed)
• Board Minutes - March 2010 Fed (Signed)
• Board Minutes - Nov 2009 Fed (Signed)
• Board Minutes - January 2009 Fed (Signed)
• Board Minutes - February 2011 FCERS (Signed)
• Board Minutes - February 2009 Fed (Signed)
• Board Minutes - March 2009 Fed (Signed)
• Board Minutes - June 2010 Fed (Signed)
• Board Minutes - January 2011 FCERS (Signed)
• Board Minutes - Fedruary 2010 Fed (Signed)
• Board Minutes - August 2009 Fed (Signed)
• Board Minutes - April 2009 Fed (Signed)
• Amended Agenda - October 2011 FED Health Care with links
• Amended Agenda - June 2011 FED
• Agenda-September 2010 Fed
• Agenda-October 2010 Fed with links
• Board Minutes - December 10 Fed (Signed)
• Board Minutes - August 2010 Fed (Signed)
• Board Minutes - April 2010 Fed (Signed)
• Agenda-June 2010 Fed
• Agenda-Joint Inv Comm 9-28-11
• Agenda-February 2011 Fed
• Agenda-December 2010 Fed with links-amended 12-7-10
• Agenda-August 2010 Fed
• Agenda-November 2010 Fed-with links
• Agenda-Joint Special Mtg-12-04-12 PF-FED
• AGENDA FCERS 6-20-13-REV FINAL v3
• Agenda Addendum - May 2008, Fed
• Agenda Addendum - June 2008, Fed
• Agenda Addendum - February 2008, Fed
• Agenda -February 2006, Fed
• Agenda Addendum - September 2007, Fed
• Agenda - September 2011 FED with links
• Agenda - September 2009, Fed
• Agenda Addendum - August 2006, Fed
• Agenda ~ Solutions to Health Care ~ November 6 2007
• Agenda - Solutions to Health Care Committee - october 2007 P&F FCERS
• Agenda - September 2011 FED Health Care with links
• Agenda - September 2008, Fed
• Agenda - September 2006, Fed
• Agenda - Sept 2012 FED with links
• Agenda - September 2009, Fed closed session milpitas
• Agenda - September 2007, Fed
• Agenda - October 2009 Fed (2)
• Agenda - October 2008, Fed
• Agenda - October 2007, Fed
• Agenda - Sept 2012 FED Health Care with links
• Agenda - October 2011 FED with links~amended 101411
• Agenda - November 2011 FED with links
• Agenda - November 2011 FED Health Care with links
• Agenda - November 2009, Fed
• Agenda - October 2006, Fed
• Agenda - Oct 2012 FED with links
• Agenda - Oct 2012 FED Health Care with links
• Agenda - November 2006, Fed
• Agenda - Nov 2012 FED Health Care with links
• Agenda - November 2008, Fed
• Agenda - November 2007, Fed
• Agenda - Nov 2012 FED with links
• Agenda - May 2012 FED Health Care with links
• Agenda - May 2009, Fed
• Agenda - May 2013 FED with links
• Agenda - May 2012 FED with links
• Agenda - May 2011 FED linked
• Agenda - May 2010, Fed
• Agenda - March 2010 FCERS
• Agenda - May 2008, Fed
• Agenda - May 2007, Fed
• Agenda - May 2006, Fed
• Agenda - March 2012 FED with links
• Agenda - March 2009 Fed (2)
• Agenda - Mar 2013 FED HC with links
• Agenda - March 2008, Fed
• Agenda - March 2007, Fed
• Agenda - March 2006, Fed
• Agenda - Mar 2013 FED with links
• Agenda - June 2012 FED with links
• Agenda - June 2007, Fed
• Agenda - June 2012 FED Health Care with links
• Agenda - June 2009, Fed
• Agenda - June 2008, Fed
• Agenda - June 2006, Fed
• Agenda - January 2009, Fed
• Agenda - Jun 2013 FED HC with links
• Agenda - July 2012 FED - Special Mtg with Links
• Agenda - January 2012 with links
• Agenda - January 2010, Fed
• Agenda - January 2008, Fed
• Agenda - February 2012 FED with links
• Agenda - January 2007, Fed
• Agenda - January 2006, Fed
• Agenda - Jan 2013 FED with links
• Agenda - February 2012 FED Health Care with links
• Agenda - Feb 2013 FED with links
• Agenda - February 2010 FCERS
• Agenda - February 2009, Fed
• Agenda - February 2008, Fed
• Agenda - February 2007, Fed
• Agenda - Feb 2013 FED HC with links
• Agenda - Disability Committee-Jan 2011-FED
• Agenda - Feb 21, 2013-Audit Committee
• Agenda - Disability Committee-Nov 2010 FED
• Agenda - Disability Committee-May 2011
• Agenda - Disability Committee-Mar 2011
• Agenda - Disability Committee-Feb 2011 CANCELED
• Agenda - December 2011 FED Health Care with links
• Agenda - Disability Committee-April 2011
• Agenda - Disability Committee Dec 2010
• Agenda - December 2011 FED with links
• Agenda - December 2009, Fed
• Agenda - Dec 2012 FED HC with links
• Agenda - December 2008, Fed
• Agenda - December 2007, Fed
• Agenda - December 2006, Fed
• Agenda - Dec 2012 FED with links
• Agenda - August 2011 FED with links
• Agenda - August 2007, Fed
• Agenda - August 2011 FED Health Care with links
• Agenda - August 2009, Fed
• Agenda - August 2008, Fed
• Agenda - August 2006, Fed
• Agenda - April 2011 FED-2
• AGENDA - Aug 2013 FED HC - FINAL REVISED
• Agenda - Aug 2012 FED with links
• Agenda - April 2012 FED with links
• Agenda - April 2010, Fed
• Agenda - Apr 2013 FED with links
• Agenda - April 2009, Fed
• Agenda - April 2008, Fed
• Agenda - April 2006, Fed
• 14th Annual FCERS Retreat Agenda
• 12-20-12 MINUTES HC - FED (Signed)
• 13th Annual Retreat Agenda for FCERS draft 2006
• 12-20-12 MINUTES - FED (Signed)
• 12-19-13 - MINUTES - FED (Signed)
• 10-20-11 MINUTES HC - FED (Signed)
• 12-15-12 MINUTES HC -FED (Signed)
• 12-15-11 MINUTES HC - FED (Signed)
• 12-15-11 MINUTES FED (Signed)
• 11-21-13 - MINUTES - FED (Signed)
• 11-17-11 MINUTES HC - FED (Signed)
• 11-17-11 MINUTES - FED (Signed)
• 11-15-12 MINUTES HC - FED (Signed)
• 11-15-12 MINUTES - FED (Signed)
• 9-20-12 MINUTES HC - FED (Signed)
• 10-20-11 MINUTES - FED (Signed)
• 10-20-11 - Joint Ad Hoc Board Governance Agenda PF FED
• 10-18-12 MINUTES HC - FED (Signed)
• 10-18-12 MINUTES - FED (Signed)
• 10-17-13 MINUTES - FCERS HC (Signed)
• 10-17-13 MINUTES - FCERS (Signed)
• 9-20-12 MINUTES - FED (Signed)
• 9-15-11 - Joint Ad Hoc Board Gov-PF-FED
• 9-19-13 MINUTES - FED HC (Signed)
• 9-19-13 MINUTES - FED (Signed)
• 9-15-11 MINUTES HC - FED (Signed)
• 9-15-11 MINUTES - FED (Signed)
• 8-18-11 MINUTES HC - FED (Signed)
• 6-21-12 MINUTES HC - FED (Signed)
• 8-18-11 Minutes Fed (Signed)
• 8-16-12 MINUTES FED (Signed)
• 8-15-13 MINUTES -HC PF (Signed)
• 8-15-13 MINUTES - PF (Signed)
• 7-26-12 MINUTES - FED Spec Mtg (Signed)
• 6-21-12 MINUTES - FED (Signed)
• 6-20-13 - MINUTES - FED HC (Signed)
• 5-2-13 Agenda - Governance Committee with links
• 6-20-13 - MINUTES - FED (Signed)
• 6-16-11 MINUTES FED (Signed)
• 5-26-11 Ad Hoc Disability Committee Process-Minutes
• 5-26-11 Ad Hoc Disability Committee Agenda
• 5-19-11 Minutes FED (Signed)
• 5-17-12 MINUTES HC - FED (Signed)
• 5-17-12 MINUTES - FED (Signed)
• 5-16-13 MINUTES - FED (Signed)
• 3-16-11 Ad Hoc Disability Committee Action Minutes
• 4-28-11 Ad Hoc Disability Committee Amended Agenda
• 4-21-11 Minutes FED (Signed)
• 4-19-12 MINUTES - FED (Signed)
• 4-18-13 MINUTES - FED (Signed)
• 3-21-13 MINUTES-FED (Signed)
• 3-21-13 MINUTES HC - FED (Signed)
• 3-15-12 MINUTES - FED (Signed)
• 3-10-11 Fed Minutes (Signed)
• 2-16-12 MINUTES HC - FED (Signed)
• 2-4-11 Fed 7th board member interviews
• 02-16-12 - Joint Ad Hoc Board Governance Agenda PF FEDx
• 1-19-12 MINUTES - FED (Signed)
• 1-17-13 MINUTES - FED (Signed)
• 01-05-12 - Joint Ad Hoc Board Governance Agenda PF FEDx
• 3-10-11 Fed Agenda with links
• 2-28-11 Fed Ad Hoc Disability Determination Process Minutes
• 2-23-11 Ad-Hoc Disability Committee Agenda
• 2-21-13 MINUTES HC - FED (Signed)
• 2-21-13 MINUTES - FED (Signed)
• 2-16-12 MINUTES - FED (Signed)
• 01-05-12 - Joint Ad Hoc Board Governance Agenda PF FEDx
• AGENDA FCERS 6-20-13-REV FINAL v3
• MeetingAgenda-FINAL-SUPPLEMENT
• AGENDA - Aug 2013 FED HC - FINAL REVISED
• 115 Federated Trust Fund
• Reciprocity

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Fact Sheets

• Fact Sheet Tier 2a
• Fact Sheet Tier 1
• Fact Sheet Tier 2B
• Fact Sheet Tier 1 Classic

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Contribution Rate Letters 2021

• FED Contribution Rate ltr Tier 2 with medical eff 6.27.21
• FED Contribution Rate ltr Classic Tier 1 with medical eff 6.27.21
• FED Contribution Rate ltr Classic Tier 1 with pension only eff 6.27.21
• FED Contribution Rate ltr Rehire Tier 1 with medical eff 6.27.21
• FED Contribution Rate ltr Rehire Tier 1 with pension only eff 6.27.21
• FED Contribution Rate ltr Tier 1 with medical eff 6.27.21
• FED Contribution Rate ltr Tier 1 with pension only eff 6.27.21
• FED Contribution Rate ltr Tier 2 with pension only eff 6.27.21

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Annual Comprehensive Financial Reports

• 2023-2024
• 2022-2023
• 2021-2022
• 2020-2021
• 2019-2020
• 2018-2019
• 2017-2018
• 2016-2017
• 2015-2016
• 2014-2015
• 2013-2014
• 2012-2013
• 2011-2012
• 2010-2011
• 2009-2010
• 2008-2009
• 2007-2008
• 2006-2007
• 2005-2006
• 2004-2005
• 2003-2004
• 2002-2003
• 2001-2002
• 2000-2001
• 1999-2000
• 1998-1999
• 1997-1998
• 1996-1997
• 1995-1996

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Actuarial Valuation

• 2024
• 2023
• 2022
• 2021
• 2020
• 2019
• 2018
• 2017
• 2016
• 2015
• 2014
• 2013
• 2012
• 2011
• 2010
• 2009
• 2007
• 2006
• 2005
• 2003
• 2001
• 1999
• 1997
• 1995
• 1993
• 1991
• 1989
• 1985
• 1979

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Actuarial Post Employment Benefits Valuation

• 2024
• 2023
• 2022
• 2021
• 2020
• 2019
• 2018
• 2017
• 2016
• 2015
• 2014
• 2013
• 2012
• 2011
• 2010
• 2007

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2025

• 1Q2025 FED Pension Performance
• 1Q2025 FED Healthcare Performance

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2024

• 4Q2024 FED Private Markets Performance
• 4Q2024 FED Private Equity Performance
• 4Q2024 FED Pension Performance
• 4Q2024 FED Healthcare Performance
• 3Q2024 FED Private Markets Performance
• 3Q2024 FED Private Equity Performance
• 3Q2024 FED Pension Performance
• 3Q2024 FED Healthcare Performance
• 2Q2024 FED Private Markets Performance
• 2Q2024 FED Private Equity Performance
• 2Q2024 FED Pension Performance
• 2Q2024 FED Healthcare Performance
• 1Q2024 FEd Private Markets Performance
• 1Q2024 FED Private Equity Performance
• 1Q2024 FED Pension Performance
• 1Q2024 FED Healthcare Performance

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2023

• 4Q2023 FED Private Markets Performance
• 4Q2023 FED Private Equity Performance
• 4Q2023 FED Pension Performance
• 4Q2023 FED Healthcare Performance
• 3Q2023 FED Private Markets Performance
• 3Q2023 FED Private Equity Performance
• 3Q2023 FED Pension Performance
• 3Q2023 FED Healthcare Performance
• 2Q2023 FED Private Markets Performance
• 2Q2023 FED Private Equity Performance
• 2Q2023 FED Pension Performance
• 2Q2023 FED Healthcare Performance
• 1Q2023 FED Private Markets Performance
• 1Q2023 FED Private Equity Performance
• 1Q2023 FED Pension Performance
• 1Q2023 FED Healthcare Performance

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2022

• 4Q2022 FED Private Markets Performance
• 4Q2022 FED Private Equity Performance
• 4Q2022 FED Pension Performance
• 4Q2022 FED Healthcare Performance
• 3Q2022 FED Private Markets Performance
• 3Q2022 FED Private Equity Performance
• 3Q2022 FED Pension Performance
• 3Q2022 FED Healthcare Performance
• 2Q2022 FED Private Markets Performance
• 2Q2022 FED Private Equity Performance
• 2Q2022 FED Pension Performance
• 2Q2022 FED Healthcare Performance
• 1Q2022 FED Private Markets Performance
• 1Q2022 FED Private Equity Performance
• 1Q2022 FED Pension Performance
• 1Q2022 FED Healthcare Performance

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2021

• 4Q2021 FED Private Markets Performance
• 4Q2021 FED Private Equity Performance
• 4Q2021 FED Pension Performance report
• 4Q2021 FED Healthcare Performance report
• 3Q2021 FED Private Markets Performance report
• 3Q2021 FED Private Equity Performance report
• 3Q2021 FED Pension Performance
• 3Q2021 FED Healthcare Performance
• 2Q2021 FED Private Markets Performance
• 2Q2021 FED Private Equity Performance
• 2Q2021 FED Pension Performance
• 2Q2021 FED Healthcare Performance
• 1Q2021 FED Private Markets Performance
• 1Q2021 FED Private Equity Performance
• 1Q2021 FED Pension Performance
• 1Q2021 FED Healthcare Performance

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2020

• 4Q2020 FED Private Markets Performance
• 4Q2020 FED Pension Performance
• 4Q2020 FED Healthcare Performance
• 3Q2020 FED Private Markets Performance
• 3Q2020 FED Private Equity Performance
• 3Q2020 FED Pension Performance
• 3Q2020 FED Healthcare Performance
• 2Q2020 FED Private Markets Performance
• 2Q2020 FED Private Equity Performance
• 2Q2020 FED Pension Performance
• 2Q2020 FED Healthcare Performance
• 1Q2020 FED Private Markets Performance
• 1Q2020 FED Private Equity Performance
• 1Q2020 FED Pension Performance
• 1Q2020 FED Healthcare Performance

---

2019

• 4Q2019 FED Private Markets Perforamce
• 4Q2019 FED Private Equity Performance
• 4Q2019 FED Pension Performance
• 4Q2019 FED Healthcare Performance
• 3Q2019 FED Private Markets Performance
• 3Q2019 FED Private Equity Performance
• 3Q2019 FED Pension Performance
• 3Q2019 FED Healthcare Performance
• 2Q2019 FED Private Markets Performance
• 2Q2019 FED Private Equity Performance
• 2Q2019 FED Pension Performance
• 2Q2019 FED Healthcare Performance
• 1Q2019 FED Private Markets Performance
• 1Q2019 FED Private Equity Performance
• 1Q2019 FED Pension Performance
• 1Q2019 FED Healthcare Performance

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2018

• 4Q2018 FED Private Markets Performance
• 4Q2018 FED Pension Performance Review
• 4Q2018 FED Healthcare Performance
• 3Q2018 FED Private Markets Performance
• 3Q2018 FED Pension Performance
• 3Q2018 FED Healthcare Performance
• 2Q2018 FED Private Markets Performance
• 2Q2018 FED Pension Performance
• 2Q2018 FED Healthcare Performance
• 1Q2018 FED Private Markets Performance
• 1Q2018 FED Pension Performance
• 1Q2018 FED Healthcare Performance

---

2017

• 4Q2017 FED Private Markets Performance
• 4Q2017 FED Pension Performance
• 4Q2017 FED Healthcare Performance
• 3Q2017 FED Private Markets Performance
• 3Q2017 FED Pension Performance
• 3Q2017 FED Healthcare Performance
• 2Q2017 FED Private Markets Performance
• 2Q2017 FED Pension Performance
• 2Q2017 FED Healthcare Performance
• 1Q2017 FED Private Markets Performance
• 1Q2017 FED Pension Performance
• 1Q2017 FED Healthcare Performance

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2016

• 4Q2016 FED Private Markets Performance
• 4Q2016 FED Pension Performance
• 4Q2016 FED Healthcare Performance
• 3Q2016 FED Private Markets Performance
• 3Q2016 FED Pension Performance
• 3Q2016 FED Healthcare Performance
• 2Q2016 FED Private Markets Performance
• 2Q2016 FED Pension Performance
• 2Q2016 FED Healthcare Performance
• 1Q2016 FED Private Markets Performance
• 1Q2016 FED Pension Performance
• 1Q2016 FED Healthcare Performance

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2015

• 4Q2015 FED Private Markets Performance
• 4Q2015 FED Pension Performance
• 4Q2015 FED Healthcare Performance
• 3Q2015 FED Private Markets Performance
• 3Q2015 FED Pension Performance
• 3Q2015 FED Healthcare Performance
• 2Q2015 FED Private Markets Performance
• 2Q2015 FED Pension Performance
• 2Q2015 FED Healthcare Performance
• 1Q2015 FED Private Markets Performance
• 1Q2015 FED Pension Performance
• 1Q2015 FED Healthcare Performance

---

2014

• 4Q2014 FED Private Markets Performance
• 4Q2014 FED Pension Performance
• 4Q2014 FED Healthcare Performance
• 3Q2014 FED Private Markets Performance
• 3Q2014 FED Pension Performance
• 3Q2014 FED Healthcare Performance
• 2Q2014 FED Private Markets Performance
• 2Q2014 FED Pension Performance
• 2Q2014 FED Healthcare Performance
• 1Q2014 FED Private Markets Performance
• 1Q2014 FED Pension Performance
• 1Q2014 FED Healthcare Performance

---

2013

• 4Q2013 FED Private Markets Performance
• 4Q2013 FED Pension Performance
• 4Q2013 FED Healthcare Performance
• 3Q2013 FED Private Markets Performance
• 3Q2013 FED Pension Performance
• 3Q2013 FED Healthcare Performance
• 2Q2013 FED Private Marekts Performance
• 2Q2013 FED Pension Performance
• 2Q2013 FED Healthcare Performance
• 1Q2013 FED Private Markets Performance
• 1Q2013 FED Pension Performance
• 1Q2013 FED Healthcare Performance

---

2012

• 4Q2012 FED Private Markets Performance
• 4Q2012 FED Pension Performance
• 4Q2012 FED Healthcare Performance
• 3Q2012 FED Private Markets Performance
• 3Q2012 FED Pension Performance
• 3Q2012 FED Healthcare Performance
• 2Q2012 FED Private Markets Performance
• 2Q2012 FED Pension Performance
• 2Q2012 FED Healthcare Performance
• 1Q2012 FED Pension Performance
• 1Q2012 FED Healthcare Performance

---

2011

• 4Q2011 FED Private Markets Performance
• 3Q2011 FED Pension Performance
• 3Q2011 FED Healthcare Performance
• 2Q2011 FED Pension Performance
• 1Q2011 FED Pension Performance

---

2010

• 4Q2010 FED Pension Performance
• 3Q2010 FED Pension Performance
• 2Q2010 FED Pension Performance
• 1Q2010 FED Pension Performance

---

2009

• 4Q2009 FED Pension Performance
• 3Q2009 FED Pension Performance
• 2Q2009 FED Pension Performance
• 1Q2009 FED Pension Performance

---

2008

• 4Q2008 FED Pension Performance
• 3Q2008 FED Pension Performance
• 2Q2008 FED Pension Performance
• 1Q2008 FED Pension Performance

---

2007

• 4Q2007 FED Pension Performance
• 3Q2007 FED Pension Performance
• 2Q2007 FED Pension Performance
• 1Q2007 FED Pension Performance

---