<tr><td class="xsl" colspan="3"><p> </p> </td></tr></td></tr><tr><td class="xsl" colspan="3"><table class="xsl" width="100%"><colgroup width="5%"></colgroup><colgroup width="5%"></colgroup><colgroup width="30%"></colgroup><colgroup width="20%"></colgroup><colgroup width="40%"></colgroup><tr><td class="number"></td><td class="junk"></td><td class="xsl" align="left">HB3657 Engrossed</td><td class="xsl" align="center"></td><td class="xsl" align="right">LRB104 08622 RPS 18674 b</td></tr></table></td></tr><tr><td class="xsl"> </td></tr><tr><td class="number">1</td><td class="junk"></td><td class="xsl" ><code> </code><code>AN ACT concerning public employee benefits.</code> </td></tr><tr><td class="number">2</td><td class="junk"></td><td class="xsl" ><code> </code><b><code>Be it enacted by the People of the State of Illinois, </code></b></td></tr><tr><td class="number">3</td><td class="junk"></td><td class="xsl" ><b><code>represented in the General Assembly:</code></b> </td></tr><tr><td class="number">4</td><td class="junk"></td><td class="xsl" ><code> </code><code>Section 5. </code><code>The Illinois Pension Code is amended by </code></td></tr><tr><td class="number">5</td><td class="junk"></td><td class="xsl" ><code>changing Sections 13-207, 13-310, and 13-706 as follows:</code> </td></tr><tr><td class="number">6</td><td class="junk"></td><td class="xsl" ><code> </code><code>(40 ILCS 5/13-207)</code><code> </code><code>(from Ch. 108 1/2, par. 13-207)</code></td></tr><tr><td class="number">7</td><td class="junk"></td><td class="xsl" ><code> </code><code>Sec. 13-207. </code><code>"Salary": </code><code>The salary paid to an employee for </code></td></tr><tr><td class="number">8</td><td class="junk"></td><td class="xsl" ><code>service to the District or to the Board, including salary paid </code></td></tr><tr><td class="number">9</td><td class="junk"></td><td class="xsl" ><code>for vacation and sick leave and any amounts deferred under a </code></td></tr><tr><td class="number">10</td><td class="junk"></td><td class="xsl" ><code>deferred compensation plan established under this Code, but </code></td></tr><tr><td class="number">11</td><td class="junk"></td><td class="xsl" ><code>excluding (1) payment for unused vacation or sick leave, (2) </code></td></tr><tr><td class="number">12</td><td class="junk"></td><td class="xsl" ><code>overtime pay, (3) termination pay, and (4) any compensation in </code></td></tr><tr><td class="number">13</td><td class="junk"></td><td class="xsl" ><code>the form of benefits other than the salary. </code><u><code>Salary for a member </code></u></td></tr><tr><td class="number">14</td><td class="junk"></td><td class="xsl" ><u><code>on a disability benefit is the salary on which the disability </code></u></td></tr><tr><td class="number">15</td><td class="junk"></td><td class="xsl" ><u><code>benefit is based.</code></u><code> </code></td></tr><tr><td class="number">16</td><td class="junk"></td><td class="xsl" ><code>(Source: P.A. 90-12, eff. 6-13-97.)</code> </td></tr><tr><td class="number">17</td><td class="junk"></td><td class="xsl" ><code> </code><code>(40 ILCS 5/13-310)</code><code> </code><code>(from Ch. 108 1/2, par. 13-310)</code></td></tr><tr><td class="number">18</td><td class="junk"></td><td class="xsl" ><code> </code><code>Sec. 13-310. </code><code>Ordinary disability benefit. </code></td></tr><tr><td class="number">19</td><td class="junk"></td><td class="xsl" ><code> </code><code>(a) Any employee who becomes disabled as the result of any </code></td></tr><tr><td class="number">20</td><td class="junk"></td><td class="xsl" ><code>cause other than injury or illness incurred in the performance </code></td></tr><tr><td class="number">21</td><td class="junk"></td><td class="xsl" ><code>of duty for the employer or any other employer, or while </code></td></tr><tr><td class="number">22</td><td class="junk"></td><td class="xsl" ><code>engaged in self-employment activities, shall be entitled to an </code></td></tr></table><table class="xsl" width="650"><tr><td class="lineNum" colspan="3"><p> </p><p> </p></td></tr><tr><td class="xsl" colspan="3"><table class="xsl" width="100%"><colgroup width="5%"></colgroup><colgroup width="5%"></colgroup><colgroup width="30%"></colgroup><colgroup width="20%"></colgroup><colgroup width="40%"></colgroup><tr><td class="number"></td><td class="junk"></td><td class="xsl" align="left">HB3657 Engrossed</td><td class="xsl" align="center">- 2 -</td><td class="xsl" align="right">LRB104 08622 RPS 18674 b</td></tr></table></td></tr><tr><td class="xsl"> </td></tr><tr><td class="number">1</td><td class="junk"></td><td class="xsl" ><code>ordinary disability benefit. The eligible period for this </code></td></tr><tr><td class="number">2</td><td class="junk"></td><td class="xsl" ><code>benefit shall be 25% of the employee's total actual service </code></td></tr><tr><td class="number">3</td><td class="junk"></td><td class="xsl" ><code>prior to the date of disability with a cumulative maximum </code></td></tr><tr><td class="number">4</td><td class="junk"></td><td class="xsl" ><code>period of 5 years.</code></td></tr><tr><td class="number">5</td><td class="junk"></td><td class="xsl" ><code> </code><code>(b) The benefit shall be allowed only if the employee </code></td></tr><tr><td class="number">6</td><td class="junk"></td><td class="xsl" ><code>files an application in writing with the Board </code><u><code>that includes</code></u> <strike><code>, </code></strike></td></tr><tr><td class="number">7</td><td class="junk"></td><td class="xsl" ><strike><code>and</code></strike><code> a medical report </code><strike><code>is submitted</code></strike><code> by at least one licensed </code></td></tr><tr><td class="number">8</td><td class="junk"></td><td class="xsl" ><code>health care professional </code><u><code>and the employee is examined, at </code></u></td></tr><tr><td class="number">9</td><td class="junk"></td><td class="xsl" ><u><code>least annually, by a licensed health care professional </code></u></td></tr><tr><td class="number">10</td><td class="junk"></td><td class="xsl" ><u><code>appointed by the Board</code></u><code> </code><strike><code>as part of the employee's application</code></strike><code>.</code></td></tr><tr><td class="number">11</td><td class="junk"></td><td class="xsl" ><code> </code><code>The benefit is not payable for any disability which begins </code></td></tr><tr><td class="number">12</td><td class="junk"></td><td class="xsl" ><code>during any period of unpaid leave of absence. No benefit shall </code></td></tr><tr><td class="number">13</td><td class="junk"></td><td class="xsl" ><code>be allowed for any period of disability prior to 30 days before </code></td></tr><tr><td class="number">14</td><td class="junk"></td><td class="xsl" ><code>application is made, unless the Board finds good cause for the </code></td></tr><tr><td class="number">15</td><td class="junk"></td><td class="xsl" ><code>delay in filing the application. The benefit shall not be paid </code></td></tr><tr><td class="number">16</td><td class="junk"></td><td class="xsl" ><code>during any period for which the employee receives or is </code></td></tr><tr><td class="number">17</td><td class="junk"></td><td class="xsl" ><code>entitled to receive any part of salary.</code></td></tr><tr><td class="number">18</td><td class="junk"></td><td class="xsl" ><code> </code><code>The benefit is not payable for any disability which begins </code></td></tr><tr><td class="number">19</td><td class="junk"></td><td class="xsl" ><code>during any period of absence from duty other than allowable </code></td></tr><tr><td class="number">20</td><td class="junk"></td><td class="xsl" ><code>vacation time in any calendar year. An employee whose </code></td></tr><tr><td class="number">21</td><td class="junk"></td><td class="xsl" ><code>disability begins during any such ineligible period of absence </code></td></tr><tr><td class="number">22</td><td class="junk"></td><td class="xsl" ><code>from service may not receive benefits until the employee </code></td></tr><tr><td class="number">23</td><td class="junk"></td><td class="xsl" ><code>recovers from the disability and is in service for at least 15 </code></td></tr><tr><td class="number">24</td><td class="junk"></td><td class="xsl" ><code>consecutive working days after such recovery.</code></td></tr><tr><td class="number">25</td><td class="junk"></td><td class="xsl" ><code> </code><code>In the case of an employee who first enters service on or </code></td></tr><tr><td class="number">26</td><td class="junk"></td><td class="xsl" ><code>after June 13, 1997, an ordinary disability benefit is not </code></td></tr></table><table class="xsl" width="650"><tr><td class="lineNum" colspan="3"><p> </p><p> </p></td></tr><tr><td class="xsl" colspan="3"><table class="xsl" width="100%"><colgroup width="5%"></colgroup><colgroup width="5%"></colgroup><colgroup width="30%"></colgroup><colgroup width="20%"></colgroup><colgroup width="40%"></colgroup><tr><td class="number"></td><td class="junk"></td><td class="xsl" align="left">HB3657 Engrossed</td><td class="xsl" align="center">- 3 -</td><td class="xsl" align="right">LRB104 08622 RPS 18674 b</td></tr></table></td></tr><tr><td class="xsl"> </td></tr><tr><td class="number">1</td><td class="junk"></td><td class="xsl" ><code>payable for the first 3 days of disability that would </code></td></tr><tr><td class="number">2</td><td class="junk"></td><td class="xsl" ><code>otherwise be payable under this Section if the disability does </code></td></tr><tr><td class="number">3</td><td class="junk"></td><td class="xsl" ><code>not continue for at least 11 additional days.</code></td></tr><tr><td class="number">4</td><td class="junk"></td><td class="xsl" ><code> </code><code>Beginning on </code><u><code>August 18, 2005 (</code></u><code>the effective date of </code><u><code>Public </code></u></td></tr><tr><td class="number">5</td><td class="junk"></td><td class="xsl" ><u><code>Act 94-621)</code></u><code> </code><strike><code>this amendatory Act of the 94th General Assembly</code></strike><code>, </code></td></tr><tr><td class="number">6</td><td class="junk"></td><td class="xsl" ><code>an employee who first entered service on or after June 13, 1997 </code></td></tr><tr><td class="number">7</td><td class="junk"></td><td class="xsl" ><code>is also eligible for ordinary disability benefits on the 31st </code></td></tr><tr><td class="number">8</td><td class="junk"></td><td class="xsl" ><code>day after the last day worked, provided all sick leave is </code></td></tr><tr><td class="number">9</td><td class="junk"></td><td class="xsl" ><code>exhausted. </code></td></tr><tr><td class="number">10</td><td class="junk"></td><td class="xsl" ><code> </code><code>(c) The benefit shall be 50% of the employee's salary at </code></td></tr><tr><td class="number">11</td><td class="junk"></td><td class="xsl" ><code>the date of disability, and shall terminate when the earliest </code></td></tr><tr><td class="number">12</td><td class="junk"></td><td class="xsl" ><code>of the following occurs:</code></td></tr><tr><td class="number">13</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(1) The employee returns to work or receives a </code></td></tr><tr><td class="number">14</td><td class="junk"></td><td class="xsl" > <code>retirement annuity paid wholly or in part under this </code></td></tr><tr><td class="number">15</td><td class="junk"></td><td class="xsl" > <code>Article;</code></td></tr><tr><td class="number">16</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(2) The disability ceases;</code></td></tr><tr><td class="number">17</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(3) The employee willfully and continuously refuses to </code></td></tr><tr><td class="number">18</td><td class="junk"></td><td class="xsl" > <code>follow medical advice and treatment to enable the employee </code></td></tr><tr><td class="number">19</td><td class="junk"></td><td class="xsl" > <code>to return to work. However</code><u><code>,</code></u><code> this provision does not apply </code></td></tr><tr><td class="number">20</td><td class="junk"></td><td class="xsl" > <code>to an employee who relies in good faith on treatment by </code></td></tr><tr><td class="number">21</td><td class="junk"></td><td class="xsl" > <code>prayer through spiritual means alone in accordance with </code></td></tr><tr><td class="number">22</td><td class="junk"></td><td class="xsl" > <code>the tenets and practice of a recognized church or </code></td></tr><tr><td class="number">23</td><td class="junk"></td><td class="xsl" > <code>religious denomination, by a duly accredited practitioner </code></td></tr><tr><td class="number">24</td><td class="junk"></td><td class="xsl" > <code>thereof;</code></td></tr><tr><td class="number">25</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(4) The employee (i) refuses to submit to a reasonable </code></td></tr><tr><td class="number">26</td><td class="junk"></td><td class="xsl" > <code>physical examination within 30 days of application by a </code></td></tr></table><table class="xsl" width="650"><tr><td class="lineNum" colspan="3"><p> </p><p> </p></td></tr><tr><td class="xsl" colspan="3"><table class="xsl" width="100%"><colgroup width="5%"></colgroup><colgroup width="5%"></colgroup><colgroup width="30%"></colgroup><colgroup width="20%"></colgroup><colgroup width="40%"></colgroup><tr><td class="number"></td><td class="junk"></td><td class="xsl" align="left">HB3657 Engrossed</td><td class="xsl" align="center">- 4 -</td><td class="xsl" align="right">LRB104 08622 RPS 18674 b</td></tr></table></td></tr><tr><td class="xsl"> </td></tr><tr><td class="number">1</td><td class="junk"></td><td class="xsl" > <code>licensed health care professional appointed by the Board, </code></td></tr><tr><td class="number">2</td><td class="junk"></td><td class="xsl" > <code>(ii) in the case of chronic alcoholism, the employee </code></td></tr><tr><td class="number">3</td><td class="junk"></td><td class="xsl" > <code>refuses to join a rehabilitation program licensed by the </code></td></tr><tr><td class="number">4</td><td class="junk"></td><td class="xsl" > <code>Department of Public Health of the State of Illinois and </code></td></tr><tr><td class="number">5</td><td class="junk"></td><td class="xsl" > <code>certified by the Joint Commission on the Accreditation of </code></td></tr><tr><td class="number">6</td><td class="junk"></td><td class="xsl" > <code>Hospitals, (iii) fails or refuses to consent to and sign </code></td></tr><tr><td class="number">7</td><td class="junk"></td><td class="xsl" > <code>an authorization allowing the Board to receive copies of </code></td></tr><tr><td class="number">8</td><td class="junk"></td><td class="xsl" > <code>or to examine the employee's medical and hospital records, </code></td></tr><tr><td class="number">9</td><td class="junk"></td><td class="xsl" > <code>or (iv) fails or refuses to provide complete information </code></td></tr><tr><td class="number">10</td><td class="junk"></td><td class="xsl" > <code>regarding any other employment for compensation he or she </code></td></tr><tr><td class="number">11</td><td class="junk"></td><td class="xsl" > <code>has received since becoming disabled; or</code></td></tr><tr><td class="number">12</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(5) The </code><u><code>eligibility</code></u><code> </code><strike><code>eligible</code></strike><code> period for this benefit </code></td></tr><tr><td class="number">13</td><td class="junk"></td><td class="xsl" > <code>has been exhausted.</code></td></tr><tr><td class="number">14</td><td class="junk"></td><td class="xsl" ><code> </code><code>The first payment of the benefit shall be made not later </code></td></tr><tr><td class="number">15</td><td class="junk"></td><td class="xsl" ><code>than one month after the same has been granted, and subsequent </code></td></tr><tr><td class="number">16</td><td class="junk"></td><td class="xsl" ><code>payments shall be made at least monthly.</code></td></tr><tr><td class="number">17</td><td class="junk"></td><td class="xsl" ><code>(Source: P.A. 102-210, eff. 7-30-21; 103-523, eff. 1-1-24; </code></td></tr><tr><td class="number">18</td><td class="junk"></td><td class="xsl" ><code>revised 7-17-24.)</code> </td></tr><tr><td class="number">19</td><td class="junk"></td><td class="xsl" ><code> </code><code>(40 ILCS 5/13-706)</code><code> </code><code>(from Ch. 108 1/2, par. 13-706)</code></td></tr><tr><td class="number">20</td><td class="junk"></td><td class="xsl" ><code> </code><code>Sec. 13-706. </code><code>Board powers and duties. </code><code>The Board shall have </code></td></tr><tr><td class="number">21</td><td class="junk"></td><td class="xsl" ><code>the powers and duties set forth in this Section, in addition to </code></td></tr><tr><td class="number">22</td><td class="junk"></td><td class="xsl" ><code>such other powers and duties as may be provided in this Article </code></td></tr><tr><td class="number">23</td><td class="junk"></td><td class="xsl" ><code>and in this Code:</code></td></tr><tr><td class="number">24</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(a) To supervise collections. To see that all amounts </code></td></tr><tr><td class="number">25</td><td class="junk"></td><td class="xsl" > <code>specified in this Article to be applied to the Fund, from </code></td></tr></table><table class="xsl" width="650"><tr><td class="lineNum" colspan="3"><p> </p><p> </p></td></tr><tr><td class="xsl" colspan="3"><table class="xsl" width="100%"><colgroup width="5%"></colgroup><colgroup width="5%"></colgroup><colgroup width="30%"></colgroup><colgroup width="20%"></colgroup><colgroup width="40%"></colgroup><tr><td class="number"></td><td class="junk"></td><td class="xsl" align="left">HB3657 Engrossed</td><td class="xsl" align="center">- 5 -</td><td class="xsl" align="right">LRB104 08622 RPS 18674 b</td></tr></table></td></tr><tr><td class="xsl"> </td></tr><tr><td class="number">1</td><td class="junk"></td><td class="xsl" > <code>any source, are collected and applied.</code></td></tr><tr><td class="number">2</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(b) To notify of deductions. To notify the Clerk of </code></td></tr><tr><td class="number">3</td><td class="junk"></td><td class="xsl" > <code>the Water Reclamation District of the deductions to be </code></td></tr><tr><td class="number">4</td><td class="junk"></td><td class="xsl" > <code>made from the salaries of employees.</code></td></tr><tr><td class="number">5</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(c) To accept gifts. To accept by gift, grant, bequest </code></td></tr><tr><td class="number">6</td><td class="junk"></td><td class="xsl" > <code>or otherwise any money or property of any kind and use the </code></td></tr><tr><td class="number">7</td><td class="junk"></td><td class="xsl" > <code>same for the purposes of the Fund.</code></td></tr><tr><td class="number">8</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(d) To invest the reserves. To invest the reserves of </code></td></tr><tr><td class="number">9</td><td class="junk"></td><td class="xsl" > <code>the Fund in accordance with the provisions set forth in </code></td></tr><tr><td class="number">10</td><td class="junk"></td><td class="xsl" > <code>Section 1-109, 1-109.1, 1-109.2, 1-110, 1-111, 1-114, and </code></td></tr><tr><td class="number">11</td><td class="junk"></td><td class="xsl" > <code>1-115 of this Code. Investments made in accordance with </code></td></tr><tr><td class="number">12</td><td class="junk"></td><td class="xsl" > <code>Section 1-113 of Article 1 of this Code shall be deemed </code></td></tr><tr><td class="number">13</td><td class="junk"></td><td class="xsl" > <code>prudent. The Board is also authorized to transfer </code></td></tr><tr><td class="number">14</td><td class="junk"></td><td class="xsl" > <code>securities to the Illinois State Board of Investment for </code></td></tr><tr><td class="number">15</td><td class="junk"></td><td class="xsl" > <code>the purpose of participation in any commingled investment </code></td></tr><tr><td class="number">16</td><td class="junk"></td><td class="xsl" > <code>fund as provided in Article 22A of this Code.</code></td></tr><tr><td class="number">17</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(e) To authorize payments. To consider and pass upon </code></td></tr><tr><td class="number">18</td><td class="junk"></td><td class="xsl" > <code>all applications for annuities and benefits; to authorize </code></td></tr><tr><td class="number">19</td><td class="junk"></td><td class="xsl" > <code>or suspend the payment of any annuity or benefit; to </code></td></tr><tr><td class="number">20</td><td class="junk"></td><td class="xsl" > <code>inquire into the validity and legality of any grant of </code></td></tr><tr><td class="number">21</td><td class="junk"></td><td class="xsl" > <code>annuity or benefit paid from or payable out of the Fund; to </code></td></tr><tr><td class="number">22</td><td class="junk"></td><td class="xsl" > <code>increase, reduce, or suspend any such annuity or benefit </code></td></tr><tr><td class="number">23</td><td class="junk"></td><td class="xsl" > <code>whenever the annuity or benefit, or any part thereof, was </code></td></tr><tr><td class="number">24</td><td class="junk"></td><td class="xsl" > <code>secured or granted, or the amount thereof fixed, as the </code></td></tr><tr><td class="number">25</td><td class="junk"></td><td class="xsl" > <code>result of misrepresentation, fraud, or error. No such </code></td></tr><tr><td class="number">26</td><td class="junk"></td><td class="xsl" > <code>annuity or benefit shall be permanently reduced or </code></td></tr></table><table class="xsl" width="650"><tr><td class="lineNum" colspan="3"><p> </p><p> </p></td></tr><tr><td class="xsl" colspan="3"><table class="xsl" width="100%"><colgroup width="5%"></colgroup><colgroup width="5%"></colgroup><colgroup width="30%"></colgroup><colgroup width="20%"></colgroup><colgroup width="40%"></colgroup><tr><td class="number"></td><td class="junk"></td><td class="xsl" align="left">HB3657 Engrossed</td><td class="xsl" align="center">- 6 -</td><td class="xsl" align="right">LRB104 08622 RPS 18674 b</td></tr></table></td></tr><tr><td class="xsl"> </td></tr><tr><td class="number">1</td><td class="junk"></td><td class="xsl" > <code>suspended until the affected annuitant or beneficiary is </code></td></tr><tr><td class="number">2</td><td class="junk"></td><td class="xsl" > <code>first notified of the proposed action and given an </code></td></tr><tr><td class="number">3</td><td class="junk"></td><td class="xsl" > <code>opportunity to be heard. No trustee of the Board shall </code></td></tr><tr><td class="number">4</td><td class="junk"></td><td class="xsl" > <code>vote upon that trustee's own personal claim for annuity, </code></td></tr><tr><td class="number">5</td><td class="junk"></td><td class="xsl" > <code>benefit or refund, or participate in the deliberations of </code></td></tr><tr><td class="number">6</td><td class="junk"></td><td class="xsl" > <code>the Board as to the validity of any such claim. The Board </code></td></tr><tr><td class="number">7</td><td class="junk"></td><td class="xsl" > <code>shall have exclusive original jurisdiction in all matters </code></td></tr><tr><td class="number">8</td><td class="junk"></td><td class="xsl" > <code>of claims for annuities, benefits and refunds.</code></td></tr><tr><td class="number">9</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(f) To submit an annual report. To submit a report in </code></td></tr><tr><td class="number">10</td><td class="junk"></td><td class="xsl" > <code>July of each year to the Board of Commissioners of the </code></td></tr><tr><td class="number">11</td><td class="junk"></td><td class="xsl" > <code>Water Reclamation District as of the close of business on </code></td></tr><tr><td class="number">12</td><td class="junk"></td><td class="xsl" > <code>December 31st of the preceding year. The report shall </code></td></tr><tr><td class="number">13</td><td class="junk"></td><td class="xsl" > <code>include the following:</code><code> </code></td></tr><tr><td class="number">14</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code> </code><code>(1) A balance sheet, showing the financial and </code></td></tr><tr><td class="number">15</td><td class="junk"></td><td class="xsl" > <code>actuarial condition of the Fund as of the end of the </code></td></tr><tr><td class="number">16</td><td class="junk"></td><td class="xsl" > <code>calendar year;</code><code> </code></td></tr><tr><td class="number">17</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code> </code><code>(2) A statement of receipts and disbursements </code></td></tr><tr><td class="number">18</td><td class="junk"></td><td class="xsl" > <code>during such year;</code><code> </code></td></tr><tr><td class="number">19</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code> </code><code>(3) A statement showing changes in the asset, </code></td></tr><tr><td class="number">20</td><td class="junk"></td><td class="xsl" > <code>liability, reserve and surplus accounts during such </code></td></tr><tr><td class="number">21</td><td class="junk"></td><td class="xsl" > <code>year;</code><code> </code></td></tr><tr><td class="number">22</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code> </code><code>(4) A detailed statement of investments as of the </code></td></tr><tr><td class="number">23</td><td class="junk"></td><td class="xsl" > <code>end of the year; and</code><code> </code></td></tr><tr><td class="number">24</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code> </code><code>(5) Any additional information as is deemed </code></td></tr><tr><td class="number">25</td><td class="junk"></td><td class="xsl" > <code>necessary for proper interpretation of the condition </code></td></tr><tr><td class="number">26</td><td class="junk"></td><td class="xsl" > <code>of the Fund.</code></td></tr></table><table class="xsl" width="650"><tr><td class="lineNum" colspan="3"><p> </p><p> </p></td></tr><tr><td class="xsl" colspan="3"><table class="xsl" width="100%"><colgroup width="5%"></colgroup><colgroup width="5%"></colgroup><colgroup width="30%"></colgroup><colgroup width="20%"></colgroup><colgroup width="40%"></colgroup><tr><td class="number"></td><td class="junk"></td><td class="xsl" align="left">HB3657 Engrossed</td><td class="xsl" align="center">- 7 -</td><td class="xsl" align="right">LRB104 08622 RPS 18674 b</td></tr></table></td></tr><tr><td class="xsl"> </td></tr><tr><td class="number">1</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(g) To subpoena witnesses </code><u><code>and compel the production of </code></u></td></tr><tr><td class="number">2</td><td class="junk"></td><td class="xsl" > <u><code>records</code></u><code>. </code><u><code>To issue subpoenas to compel the attendance of </code></u></td></tr><tr><td class="number">3</td><td class="junk"></td><td class="xsl" > <u><code>witnesses to testify before the Board and to compel the </code></u></td></tr><tr><td class="number">4</td><td class="junk"></td><td class="xsl" > <u><code>production of documents and records upon any matter </code></u></td></tr><tr><td class="number">5</td><td class="junk"></td><td class="xsl" > <u><code>concerning the Fund, including, but not limited to, in </code></u></td></tr><tr><td class="number">6</td><td class="junk"></td><td class="xsl" > <u><code>conjunction with:</code></u></td></tr><tr><td class="number">7</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code> </code><u><code>(1) a disability claim;</code></u></td></tr><tr><td class="number">8</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code> </code><u><code>(2) an administrative review proceeding;</code></u></td></tr><tr><td class="number">9</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code> </code><u><code>(3) an attempt to obtain information to assist in </code></u></td></tr><tr><td class="number">10</td><td class="junk"></td><td class="xsl" > <u><code>the collection of sums due to the Fund;</code></u></td></tr><tr><td class="number">11</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code> </code><u><code>(4) obtaining any and all personal identifying </code></u></td></tr><tr><td class="number">12</td><td class="junk"></td><td class="xsl" > <u><code>information necessary for the administration of </code></u></td></tr><tr><td class="number">13</td><td class="junk"></td><td class="xsl" > <u><code>benefits;</code></u></td></tr><tr><td class="number">14</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code> </code><u><code>(5) the determination of the death of a benefit </code></u></td></tr><tr><td class="number">15</td><td class="junk"></td><td class="xsl" > <u><code>recipient or a potential benefit recipient; or</code></u></td></tr><tr><td class="number">16</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code> </code><u><code>(6) a felony forfeiture investigation.</code></u></td></tr><tr><td class="number">17</td><td class="junk"></td><td class="xsl" ><code> </code><u><code>The fees of witnesses for attendance and travel shall be </code></u></td></tr><tr><td class="number">18</td><td class="junk"></td><td class="xsl" ><u><code>the same as the fees of witnesses before the circuit courts of </code></u></td></tr><tr><td class="number">19</td><td class="junk"></td><td class="xsl" ><u><code>this State and shall be paid by the party seeking the subpoena. </code></u></td></tr><tr><td class="number">20</td><td class="junk"></td><td class="xsl" ><u><code>The Board may apply to any circuit court in the State for an </code></u></td></tr><tr><td class="number">21</td><td class="junk"></td><td class="xsl" ><u><code>order requiring compliance with a subpoena issued under this </code></u></td></tr><tr><td class="number">22</td><td class="junk"></td><td class="xsl" ><u><code>Section. Subpoenas issued under this Section shall be subject </code></u></td></tr><tr><td class="number">23</td><td class="junk"></td><td class="xsl" ><u><code>to the applicable provisions of the Code of Civil Procedure. </code></u></td></tr><tr><td class="number">24</td><td class="junk"></td><td class="xsl" ><u><code>The President or other members of the Board may administer </code></u></td></tr><tr><td class="number">25</td><td class="junk"></td><td class="xsl" ><u><code>oaths to witnesses.</code></u><code> </code><strike><code>To compel witnesses to attend and testify </code></strike></td></tr><tr><td class="number">26</td><td class="junk"></td><td class="xsl" ><strike><code>before it upon any matter concerning the Fund and allow </code></strike></td></tr></table><table class="xsl" width="650"><tr><td class="lineNum" colspan="3"><p> </p><p> </p></td></tr><tr><td class="xsl" colspan="3"><table class="xsl" width="100%"><colgroup width="5%"></colgroup><colgroup width="5%"></colgroup><colgroup width="30%"></colgroup><colgroup width="20%"></colgroup><colgroup width="40%"></colgroup><tr><td class="number"></td><td class="junk"></td><td class="xsl" align="left">HB3657 Engrossed</td><td class="xsl" align="center">- 8 -</td><td class="xsl" align="right">LRB104 08622 RPS 18674 b</td></tr></table></td></tr><tr><td class="xsl"> </td></tr><tr><td class="number">1</td><td class="junk"></td><td class="xsl" ><strike><code>witness fees not in excess of $6 for attendance upon any one </code></strike></td></tr><tr><td class="number">2</td><td class="junk"></td><td class="xsl" ><strike><code>day. The President and other members of the Board may </code></strike></td></tr><tr><td class="number">3</td><td class="junk"></td><td class="xsl" ><strike><code>administer oaths to witnesses.</code></strike></td></tr><tr><td class="number">4</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(h) To appoint employees and consultants. To appoint </code></td></tr><tr><td class="number">5</td><td class="junk"></td><td class="xsl" > <code>such actuarial, medical, legal, investigational, clerical </code></td></tr><tr><td class="number">6</td><td class="junk"></td><td class="xsl" > <code>or financial employees and consultants as are necessary, </code></td></tr><tr><td class="number">7</td><td class="junk"></td><td class="xsl" > <code>and fix their compensation.</code></td></tr><tr><td class="number">8</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(i) To make rules. To make rules and regulations </code></td></tr><tr><td class="number">9</td><td class="junk"></td><td class="xsl" > <code>necessary for the administration of the affairs of the </code></td></tr><tr><td class="number">10</td><td class="junk"></td><td class="xsl" > <code>Fund.</code></td></tr><tr><td class="number">11</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(j) To waive guardianship. To waive the requirement of </code></td></tr><tr><td class="number">12</td><td class="junk"></td><td class="xsl" > <code>legal guardianship of a person under legal disability or </code></td></tr><tr><td class="number">13</td><td class="junk"></td><td class="xsl" > <code>any minor unmarried beneficiary of the Fund for a </code></td></tr><tr><td class="number">14</td><td class="junk"></td><td class="xsl" > <code>representative managing such person or beneficiary's </code></td></tr><tr><td class="number">15</td><td class="junk"></td><td class="xsl" > <code>affairs, whenever the Board deems such waiver to be in the </code></td></tr><tr><td class="number">16</td><td class="junk"></td><td class="xsl" > <code>best interest of the person or beneficiary.</code></td></tr><tr><td class="number">17</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(k) To collect amounts due. To collect any amounts due </code></td></tr><tr><td class="number">18</td><td class="junk"></td><td class="xsl" > <code>to the Fund from any participant or beneficiary prior to </code></td></tr><tr><td class="number">19</td><td class="junk"></td><td class="xsl" > <code>payment of any annuity, benefit or refund.</code></td></tr><tr><td class="number">20</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(l) To invoke rule of offset. To offset against any </code></td></tr><tr><td class="number">21</td><td class="junk"></td><td class="xsl" > <code>amount payable to an employee or to any other person such </code></td></tr><tr><td class="number">22</td><td class="junk"></td><td class="xsl" > <code>sums as may be due to the Fund or may have been paid by the </code></td></tr><tr><td class="number">23</td><td class="junk"></td><td class="xsl" > <code>Fund due to misrepresentation, fraud or error.</code></td></tr><tr><td class="number">24</td><td class="junk"></td><td class="xsl" ><code> </code><code> </code><code>(m) To assess and collect interest on amounts due to </code></td></tr><tr><td class="number">25</td><td class="junk"></td><td class="xsl" > <code>the Fund using the annual rate as shall from time to time </code></td></tr><tr><td class="number">26</td><td class="junk"></td><td class="xsl" > <code>be determined by the Board, compounded annually from the </code></td></tr></table><table class="xsl" width="650"><tr><td class="lineNum" colspan="3"><p> </p><p> </p></td></tr><tr><td class="xsl" colspan="3"><table class="xsl" width="100%"><colgroup width="5%"></colgroup><colgroup width="5%"></colgroup><colgroup width="30%"></colgroup><colgroup width="20%"></colgroup><colgroup width="40%"></colgroup><tr><td class="number"></td><td class="junk"></td><td class="xsl" align="left">HB3657 Engrossed</td><td class="xsl" align="center">- 9 -</td><td class="xsl" align="right">LRB104 08622 RPS 18674 b</td></tr></table></td></tr><tr><td class="xsl"> </td></tr><tr><td class="number">1</td><td class="junk"></td><td class="xsl" > <code>date of notification to the date of payment. </code></td></tr><tr><td class="number">2</td><td class="junk"></td><td class="xsl" ><code>(Source: P.A. 103-523, eff. 1-1-24</code><code>.)</code>