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MET Compliance Report NOVEMBER 2020

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Page 1: MET Compliance Report

MET Compliance Report

NOVEMBER 2020

Page 2: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Abilene Firemen's Relief & Retirement Fund 62.5% CompliantName Trustee Type ComplianceBaker Bryant Active CompliantCadon Barrett Active CompliantMike Rains CFO CompliantWill McBride Active CompliantJack Rich Citizen Not CompliantMike Whalen Citizen Not CompliantWeldon Hurt Mayor Designee Not Compliant

System Administrator: Rodney Goodman Compliant

Amarillo Firemen's Relief & Retirement Fund 62.5% CompliantName Trustee Type ComplianceBrandon Mason Active CompliantDean Frigo Citizen CompliantLaura Storrs Employer: Asst City Manager CompliantChad Munkres Active In ProgressArick Wray Active Not CompliantJoseph Peterson Mayor Designee Not CompliantRodney Ruthart Citizen Not Compliant

System Administrator: Debbie Reid In Progress

Arlington Employees Deferred Income Plan 100% CompliantName Trustee Type ComplianceDon Crowson Active CompliantGilbert Perales Active CompliantGincy Thoppil Active CompliantLemuel Randolph Active CompliantMike Finley Active CompliantPete Jamieson Retired CompliantYoko Matsumoto Active Compliant

System Administrator: Exempt

This report contains METcompliance information reported to the PRB for Texas public retirement system trustees' and system administrators' most recently completed training cycle.

Compliant: has successfully completed previous training cycleNot Compliant: has been not compliant in one or more previous training cyclesIn Progress: working toward completion of first training cycleExempt: systems that have met the criteria for their system administrators to be exempt from MET requirements

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Page 3: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Atlanta Firemen's Relief & Retirement Fund 57% CompliantName Trustee Type ComplianceDaniel Camp Active CompliantRandy Sanders Citizen CompliantRicky Draper Active CompliantTravis Ransom Mayor CompliantAlton Endsley Citizen Not CompliantDanica Porter CFO Not CompliantMark Hill Active Not Compliant

System Administrator: Exempt

Austin Employees' Retirement System 100% CompliantName Trustee Type ComplianceAmy Hunter Active CompliantAnthony Ross Sr. Retiree Elected CompliantChris Noak Active Elected Member CompliantEd Van Eenoo City Manager Designee CompliantEyna Canales-Zarate Retired CompliantFrank Merriman Citizen (appointed by City Council) CompliantJ. Randall Spencer Citizen- Board Appointed CompliantLeslie Pool City Council Member CompliantMichael Benson Active Elected Member CompliantStephanie Beach Citizen (appointed by City Council) CompliantYuejiao Liu Active Compliant

System Administrator: Chris Hanson Compliant

Austin Fire Fighters Relief & Retirement Fund 100% CompliantName Trustee Type ComplianceBelinda Weaver Secretary-Treasurer CompliantBrad Landi Member CompliantJeremy Burke Fund Member CompliantKeith Johnson Fund Member CompliantSteve Adler Mayor Compliant

System Administrator: William Stefka Compliant

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Page 4: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Austin Police Retirement System 100% CompliantName Trustee Type ComplianceBelinda Weaver Employer CompliantCarl Zimmerman Retired Member CompliantChesley Wood Citizen Member CompliantEd Van Eenoo Active CompliantKathie Tovo City Member CompliantKeith Harrison Retired Member CompliantThomas Hugonett Active CompliantTyler Link Police Member CompliantMichael Cowden Active In ProgressNick Moore Active In ProgressSheldon "Scott" Askew Active In Progress

System Administrator: Pattie Featherston Compliant

Beaumont Firemen's Relief & Retirement Fund 87.5% CompliantName Trustee Type ComplianceBrian Hebert Active CompliantCarl Whitehead, Jr. Active CompliantClint Cheshire Active CompliantKristin Ferguson Mayor Designee CompliantLaura Clark Citizen CompliantTodd Simoneaux CFO CompliantBill Darling Citizen Not Compliant

System Administrator: Joni Hanley Compliant

Big Spring Firemen's Relief & Retirement Fund 87.5% CompliantName Trustee Type ComplianceCecil Cevallos Citizen CompliantChad Pederson Active CompliantChanley Delk Active CompliantDon Moore CFO CompliantJake Sparks Active CompliantPaul Brown Citizen CompliantTodd Darden Mayor Designee Compliant

System Administrator: Tom Ferguson Not Compliant

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Page 5: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Brazos River Authority Retirement Plan 100% CompliantName Trustee Type ComplianceFord Taylor BRA Board Member CompliantJeff Tallas BRA Board Member CompliantJohn Luton BRA Board Member CompliantJen Henderson BRA Board Member In ProgressRoyce Lesley Board of Directors In Progress

System Administrator: David Thompson Compliant

Brownwood Firemen's Relief & Retirement Fund 14.3% CompliantName Trustee Type ComplianceJohn Cadenhead Active In ProgressCarey Stewart Citizen Not CompliantJoe Stieber Active Not CompliantMelanie Larose Mayor Designee Not CompliantRobert Myers Citizen Not CompliantWalter Middleton CFO Not CompliantWilliam Campbell Active Not Compliant

System Administrator: Exempt

Capital MTA Retirement Plan for Administrative Employees 0% CompliantName Trustee Type ComplianceDonna Simmons Active Not CompliantElaine Timbes Active Not CompliantGerardo Castillo Active Not CompliantJohn Hodges Retired Not CompliantLea Sandoz Active Not Compliant

System Administrator: Exempt

Capital MTA Retirement Plan for Bargaining Unit Employees 16.7% CompliantName Trustee Type ComplianceKerri Butcher Sponsor - Employer CompliantBrent Payne Retiree - Bargaining Unit Not CompliantDonna Simmons Employer Not CompliantGreg Talley Active-Bargaining Unit Not CompliantLawrence Prosser Active - Bargaining Unit Not CompliantMichael "Kevin" Conlan Sponsor - Employer Not Compliant

System Administrator: Exempt

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Page 6: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Cleburne Firemen's Relief & Retirement Fund 85.7% CompliantName Trustee Type ComplianceEddie Norton Citizen CompliantHoward Lillagore Active CompliantJohn Harrell Active CompliantSean Herren Active CompliantSteve Polasek Mayor Designee CompliantTroy Lestina CFO CompliantRoger Trussell Citizen Not Compliant

System Administrator: Exempt

57% CompliantName Trustee Type ComplianceDan Hollman Employer CompliantJeff Knowles Employer CompliantJohn Grant Active CompliantJohn Womack Active CompliantClif Talbot Employer Not CompliantKarla Oliva Active Not CompliantMireya Castilaw Active Not Compliant

System Administrator: Exempt

Conroe Fire Fighters' Retirement Fund 42.8% CompliantName Trustee Type ComplianceMarcus Winberry Mayor Designee CompliantSteve Cottar Active CompliantTom Garvey Active CompliantCary Wortham Citizen Not CompliantJoe Craig Active Not CompliantRussell Moss Citizen Not CompliantSteve Williams CFO Not Compliant

System Administrator: Exempt

100% CompliantName Trustee Type ComplianceConstance Sanchez CFO CompliantDarron Bergstrom Citizen CompliantJavier Jasso Active CompliantLaurelyn Pohlmeier Citizen CompliantMatthew Wood Active CompliantMichael Gilley Active CompliantPenn Thomas Mayor Designee Compliant

System Administrator: Gracie Flores Compliant

Colorado River Municipal Water District Defined Benefit Retirement Plan & Trust

Corpus Christi Fire Fighters' Retirement System

5

Page 7: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

72.7% CompliantName Trustee Type ComplianceAnna Jimenez Active CompliantDan Leyendecker Active CompliantGlenn Martin Citizen CompliantLynn Alison Active CompliantMatthew Woolbright Active CompliantPatricia Dominguez Active CompliantPhilip Skrobarczyk Active CompliantEloy Salazar Active In ProgressAnne Bauman Active Not CompliantEdward Martinez Citizen Not CompliantMichael Reeves Citizen Not Compliant

System Administrator: Exempt

Corsicana Firemen's Relief & Retirement Fund 42.8% CompliantName Trustee Type ComplianceBobby Willingham Citizen CompliantConnie Standridge City Manager/Admin CompliantKevin Putman Active CompliantBrandy Harrison Citizen Not CompliantDon Denbow Mayor Not CompliantJohnny Pattison Active Not CompliantTravis Ellington Active Not Compliant

System Administrator: Exempt

CPS Energy Pension Plan 100% CompliantName Trustee Type ComplianceLois Emerson Retired CompliantPaul Barham Active CompliantPaul Escamilla Active CompliantPaul White Active CompliantRichard Medina Active CompliantJeffrey Kruse Active In ProgressShannon R. Albert Active In Progress

System Administrator: Shanna Wadsworth Compliant

Corpus Christi Regional Transportation Authority

6

Page 8: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

66.7% CompliantName Trustee Type ComplianceJeff Tillotson Citizen CompliantJesse Vallejo Citizen CompliantMichael Williams Active CompliantNatalie Sorrell Citizen CompliantPaula Dobbs-Wiggins Citizen CompliantRobert Martinez Citizen CompliantDon O'Bannon Active In ProgressLisa Sutter Active In ProgressElizabeth Palacios Active Not CompliantJohn Proctor Active Not CompliantRamon Migiuez Active Not Compliant

System Administrator: J.D. Davis Not Compliant

Dallas Employees' Retirement Fund 85.7% CompliantName Trustee Type ComplianceCarla Brewer Active CompliantHenry Talavera Citizen - Council Appointed CompliantLee Kleinman Citizen CompliantMark Swann City Auditor - Ex Officio CompliantTina Richardson Active CompliantJohn Jenkins Active Not Compliant

System Administrator: Cheryl Alston Compliant

Dallas Police & Fire Pension System-Combined Plan 91.7% CompliantName Trustee Type ComplianceArmando Garza Active CompliantGilbert Garcia Non-Member-Elected CompliantNicholas Merrick Citizen Mayor-Appointed CompliantRobert French Citizen (Elected Non-Member) CompliantTina Hernandez-Patterson Non-Member-Elected CompliantAllen Vaught Mayoral Appointee In ProgressKenneth Haben Retired - Police In ProgressMark Malveaux Mayoral Appointee In ProgressMichael Brown Citizen In ProgressSteve Idoux Citizen In ProgressWilliam Quinn Citizen Mayor-Appointed Not Compliant

System Administrator: Kelly Gottschalk Compliant

Dallas County Hospital District Retirement Income Plan

7

Page 9: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

75% CompliantName Trustee Type ComplianceBen Leal Citizen CompliantBetsy Price Active CompliantHenry Borbolla III Active CompliantMario Quintanilla Citizen CompliantRaj Narayanan Citizen CompliantVernon Evans Citizen CompliantWilliam Meadows Active CompliantGloria Tarpley Citizen In ProgressEddie Reeves Citizen Not CompliantEric Johnson Dallas Mayor Not CompliantMatrice Elis-Kirk Vice Chair Not Compliant

System Administrator: Linda Valdez-Thompson In Progress

50% CompliantName Trustee Type ComplianceLarry Knott Active-Elected CompliantNicole Fontayne-Bardowell Active Employer CompliantReginald Moore Active-Elected CompliantDavid Leininger Employer- Chairman Appointment Not CompliantJesse Oliver Employer- President Appointed Not CompliantJoseph Costello Active Employer Not CompliantWilliam Velasco Chairman of the Board Appointee Not Compliant

System Administrator: Philip Perez Compliant

Denison Firemen's Relief & Retirement Fund 100% CompliantName Trustee Type ComplianceLandon Lindsey Active CompliantLee Thornton Citizen CompliantRenee Waggoner CFO CompliantSeth Foltermann Active CompliantAaron Mallory Active In ProgressJanet Gott Mayor In Progress

System Administrator: Raj Allada Compliant

Dallas/Fort Worth Airport Board DPS Retirement Plan

DART Employees' Defined Benefit Retirement Plan & Trust

8

Page 10: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Denton Firemen's Relief & Retirement Fund 75% CompliantName Trustee Type ComplianceCharlie Parker Citizen CompliantDavid Reeder Active CompliantDerek Oswald Active CompliantDonald Manes Active CompliantRichard Smith Citizen CompliantDavid Gaines Director of Finance In ProgressErik Clark Mayor Appointee Not Compliant

System Administrator: Gary Calmes Not Compliant

City of El Paso Employees Retirement Trust 100% CompliantName Trustee Type ComplianceDiana Nunez Active Participant CompliantIsabel Salcido City Representative CompliantKarl Rimkus Active Participant CompliantMario Hernandez Active Participant CompliantMatt Kerr Citizen CompliantNicholas Costanzo Retired CompliantRobert Studer Active CompliantSam Morgan City Representative CompliantTamara Gladkowski Citizen Compliant

System Administrator: Robert Ash Compliant

El Paso Firemen & Policemen’s Pension Fund 100% CompliantName Trustee Type ComplianceDaniel Roy Trustee CompliantGary Borsch Citizen CompliantJerry Armendariz Active CompliantJohn Schneider Active Police CompliantLee Banks Citizen CompliantLeila Melendez Citizen CompliantPaul Thompson Active Fire CompliantRicci Carson Active Fire CompliantSean Shelton Active Police CompliantSusanna Visconti Citizen CompliantWilliam Veliz Citizen Compliant

System Administrator: Tyler Grossman Compliant

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Page 11: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Employees Retirement System of Texas 100% CompliantName Trustee Type ComplianceBrian Barth Elected Member CompliantCatherine Melvin Elected Member CompliantCraig Hester Appointed by Chief Justice CompliantIlesa Daniels Elected Member CompliantJames Kee Appointed by Speaker of the House Compliant

System Administrator: Porter Wilson Compliant

Fort Worth Employees' Retirement Fund 78.6% CompliantName Trustee Type ComplianceAndrea Wright Active Municipal CompliantKevin Foster Retired Police CompliantLoriane Coleman Active Municipal CompliantMarsha Anderson Retired General Employee CompliantReginald Zeno Trustee CompliantSteve Litke Council Appointee CompliantThomas Lewis Retired Fire CompliantTodd Cox Active Fire CompliantJarod Cox Council Appointee CompliantDavid (Lloyd) Cook Active Police In ProgressBryan Barrett Council Appointee Not CompliantJames (Jim) Lacamp Council Appointee Not CompliantJesus Payan Council Appointee Not Compliant

System Administrator: Benita Falls Harper Compliant

Galveston Employees' Retirement Fund 75% CompliantName Trustee Type ComplianceDon Davison Citizen CompliantJeff Ammerman Trustee CompliantMike Loftin Active CompliantRodney Low Trustee CompliantLewis Rosen Citizen In ProgressJames Patterson Citizen Not CompliantRobert Simmons Active Not Compliant

System Administrator: Jacque Vasquez Compliant

10

Page 12: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

88.9% CompliantName Trustee Type ComplianceAndre Mitchell Active CompliantDaniel Buckley Active CompliantDestin Sims Active CompliantHal Rochkind Citizen CompliantMatthew Cauley Active CompliantMike Loftin Council Appointment CompliantRichard Moore Citizen CompliantGeoffrey Gainer Active Not Compliant

System Administrator: Jacque Vasquez Compliant

87.5% CompliantName Trustee Type ComplianceCarol Gaylord Citizen CompliantGary Staudt Active CompliantJohn Ovalle Citizen CompliantTravis Hill Active CompliantClint Wayne Brown Mayor Rep In ProgressJames Kothmann Active In ProgressMike Loftin CFO Not Compliant

System Administrator: Rebecca Johnson Compliant

Galveston Wharves Pension Plan 40% CompliantName Trustee Type ComplianceDr. Craig Brown Active CompliantLaura Camciouglu Active CompliantMark Murchison CFO CompliantRodger Rees Active CompliantAlbert Shannon Active Not CompliantE.L."Ted" O'Rourke Active Not CompliantElizabeth Beeton Active Not CompliantHarry Maxwell, Jr., CPA Active Not CompliantRichard DeVries Active Not CompliantTodd Sullivan Active Not Compliant

System Administrator: Exempt

Galveston Employees' Retirement Plan for Police

Galveston Firefighter's Relief & Retirement Fund

11

Page 13: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

57% CompliantName Trustee Type ComplianceDerek Sheets Active CompliantGreg Parsons Citizen CompliantGlenn Wieghat Active In ProgressJay Pratt Active In ProgressDavid Dreiling Mayor Not CompliantHoward Winans Citizen Not CompliantSummer Spurlock CFO Not Compliant

System Administrator: Exempt

Guadalupe-Blanco River Authority 100% CompliantName Trustee Type ComplianceAnna Daniels Employee CompliantDarel Ball Active CompliantKenneth Motl Employer CompliantLauren Willis Active CompliantRon Hermes Employer CompliantSusan Hubbert Active CompliantWilliam Carbonara Employer Compliant

System Administrator: Randy Staats Compliant

100% CompliantName Trustee Type ComplianceCirilo Rodriguez Jr. Citizen CompliantGabriel Gonzalez Employer CompliantGary Tipton Active CompliantMario Alvarado Active CompliantOwen Flinn Citizen CompliantSamuel Albritton Active CompliantRobert Rodriguez Employer In Progress

System Administrator: Nanette Fox Compliant

Harris County Hospital District Pension Plan 90% CompliantName Trustee Type ComplianceAlicia Reyes Active CompliantAndrea Caracostis Active CompliantAnne Clutterbuck Active CompliantArthur Bracey Active CompliantElena Marks Active CompliantEwan Johnson Active CompliantLawrence Finder Active CompliantLinda Morales Active CompliantKimberly Monday Active Not Compliant

System Administrator: Michael Norby Compliant

Greenville Firemen's Relief & Retirement Fund

Harlingen Firemen's Relief & Retirement Fund

12

Page 14: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

100% CompliantName Trustee Type ComplianceAlbertino "AL" May Citizen Member CompliantArif Rasheed City Treasurer Designee CompliantBrett Besselman Active CompliantDavid Lantrip Retired Firefighter CompliantDavid Riegor Active CompliantErnest Wotring Mayor's Representative CompliantGerard Daniels Active CompliantLisa Slagle Citizen Member CompliantPete Ng Active CompliantStephen Whitehead Active Compliant

System Administrator: Ralph Marsh Compliant

100% CompliantName Trustee Type ComplianceArthur Smiley, III Active CompliantDebbie Sechler Active CompliantHeidi Davis Citizen CompliantJason Simpson Citizen CompliantMarcus Smith Citizen CompliantReynaldo Reza Citizen CompliantSean Cagan Active CompliantThomas Jasien Active Compliant

System Administrator: Daniel Weber Compliant

Houston MTA Workers Union Pension Plan 100% CompliantName Trustee Type ComplianceArthur Smiley, III Active CompliantAuturo Jackson Employer CompliantDebbie Sechler Employer CompliantHorace Marves Active CompliantJohn Bland Retired CompliantJ. Cruz Torres Retired In Progress

System Administrator: Daniel Weber Compliant

Houston Firefighters' Relief & Retirement Fund

Houston MTA Non-Union Pension Plan

13

Page 15: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

100% CompliantName Trustee Type ComplianceAdrian Patterson City Council Appointee CompliantBarbara Chelette Board Appointee CompliantDavid Donnelly Mayoral Appointee CompliantDenise Castillo-Rhodes City Council Appointee CompliantEdward Hamb II Controller Appointee CompliantLenard Polk Active CompliantLonnie Vara Retired CompliantRoderick Newman Retired CompliantRoy Sanchez Active CompliantSherry Mose Active CompliantRhonda Smith Active In Progress

System Administrator: David Long Compliant

Houston Police Officers' Pension System 100% CompliantName Trustee Type ComplianceDavid Coleman Active CompliantDon Sanders Mayor's Representative CompliantDwayne Ready Active CompliantGeorge Guerrero Active CompliantJ. Scott Siscoe Retired CompliantMelissa Dubowski CFO Designee CompliantTerry Bratton Retired Compliant

System Administrator: Patrick Franey Compliant

Irving Firemen's Relief & Retirement Fund 100% CompliantName Trustee Type ComplianceColvin Gibson Citizen CompliantDavid Florance Active CompliantJeff Litchfield CFO CompliantJill McAdams Active CompliantMicah Johnson Active CompliantTony Harvey Active CompliantKenneth Wallace Citizen In Progress

System Administrator: Kelly Slater Compliant

Houston Municipal Employees Pension System

14

Page 16: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Irving Supplemental Benefit Plan 70% CompliantName Trustee Type ComplianceAndrew Bah Active CompliantBrad Duff Active/Elected CompliantDavid Cardenas Active/Elected CompliantJeff Litchfield Active/Appointed CompliantJill McAdams Active CompliantKuruvilla Oommen Active CompliantTeresa Adrian Active CompliantDurenda Pena Active Not CompliantOscar Ward Active/Elected Not Compliant

System Administrator: Robert Cascante-Diaz Not Compliant

JPS Pension Plan - Tarrant County Hospital District 100% CompliantName Trustee Type ComplianceIgnacio Zamarron Active CompliantJohn Graves Active CompliantMike Olson Active CompliantPenny Wallace Acitve CompliantSam Schultz Active CompliantSharon Clark Active CompliantTed Matthews Active Compliant

System Administrator: Lea Anne Porter Compliant

Killeen Firemen's Relief & Retirement Fund 87.5% CompliantName Trustee Type ComplianceGerald Pittman Active CompliantJerry Sutton Citizen CompliantJonathan Locke CFO CompliantOtis Evans Citizen CompliantScotty Jones Active CompliantTimothy Rabroker Active CompliantDaniel Corbin Mayor Designee Not Compliant

System Administrator: Jennifer Hanna Compliant

15

Page 17: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Laredo Firefighters Retirement System 71.4% CompliantName Trustee Type ComplianceAlberto Chapa Active CompliantJesus Esparza CFO CompliantLouis Vaillancourt Citizen CompliantOscar Lopez Mayor Appointee CompliantJohn Hourigan Active Not CompliantNorberto Gonzalez Active Firefighter Not Compliant

System Administrator: Jaime Jasso Compliant

Longview Firemen's Relief & Retirement Fund 100% CompliantName Trustee Type ComplianceAndy Parker Active CompliantAngela Coen CFO CompliantBrian Jones Active CompliantKolby Beckham Active CompliantKristen Ishihara Mayor Designee CompliantMaria Mills Citizen CompliantVickie Boggio Citizen In Progress

System Administrator: Pam Randolph Compliant

100% CompliantName Trustee Type ComplianceAimee Lerman Employee Representative CompliantCharles Johnson Board of Director Appointee CompliantDale Jurecka Employee Representative CompliantDavid Smith GM Executive Appointee CompliantJim Travis CFO CompliantRaymond Gill Jr Board of Director Appointee CompliantStephen Kellicker Employee Representative Compliant

System Administrator: Laura Flores Compliant

100% CompliantName Trustee Type ComplianceNancy Conway Active CompliantScott Hall Active CompliantSteve Lucas Active Compliant

System Administrator: Annette Purington Compliant

Lower Colorado River Authority Retirement Plan

Lower Neches Valley Authority Employees Benefit Plan

16

Page 18: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Lubbock Fire Pension Fund 100% CompliantName Trustee Type ComplianceBlu Kostelich CFO CompliantCory McLaurin Active CompliantDub Wade Citizen CompliantKevin Ivy Active CompliantSteve Exter Mayor Designee CompliantCade Holt Active In ProgressJames Butcher Retired In Progress

System Administrator: Krista Bailey Compliant

Lufkin Firemen's Relief & Retirement Fund 100% CompliantName Trustee Type ComplianceHilary Walker Citizen CompliantJimmy Ragsdale Active CompliantJohn Thannisch Citizen CompliantLevi Cole Active CompliantWilliam "Bill" Gates Active CompliantBruce Green CFO In ProgressWes Taylor Mayor's Designated Representative In Progress

System Administrator: Cristi Elmore Compliant

Marshall Firemen's Relief & Retirement Fund 71.4% CompliantName Trustee Type ComplianceDavid Scholl Citizen CompliantMike Verhalen Citizen CompliantTerri Brown Citizen (City of Marshall Mayor) CompliantGlenna Williams City Finance Director In ProgressScott Simmons Active In ProgressJoseph Dunagan Active Not CompliantJoseph Hudson Active Not Compliant

System Administrator: Exempt

McAllen Firemen's Relief & Retirement Fund 100% CompliantName Trustee Type ComplianceAbel Leal Citizen CompliantJavier Gutierrez Active CompliantJose Castillo Citizen CompliantLeonard Dalhberg Active CompliantRoel "Roy" Rodriguez Mayor Designee CompliantLeocadio Mendoza Active In ProgressSergio Villasana CFO In Progress

System Administrator: Exempt

17

Page 19: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Midland Firemen's Relief & Retirement Fund 75% CompliantName Trustee Type ComplianceBrian McGary Active CompliantDavid Stacy Active CompliantJames Martin Active CompliantMark Mason Director of Finance In ProgressPatrick Payton Mayor In ProgressAlan Meyers Citizen Not CompliantVan Pearcy Citizen Not Compliant

System Administrator: Shera Crow Compliant

Nacogdoches County Hospital District Retirement Plan 100% CompliantName Trustee Type ComplianceAnita Kite Active CompliantFarrar Bentley Active CompliantFred Groover Active CompliantJames Stockman, Jr. Active CompliantLisa King Active CompliantRhonda McCabe Employer CompliantRyan Head, MD Active CompliantSean Hightower Active Compliant

System Administrator: Exempt

100% CompliantName Trustee Type ComplianceRoger Brown Retirement Committee In Progress

System Administrator: Exempt

100% CompliantName Trustee Type ComplianceMitchell Normand HR Director Compliant

System Administrator: Debbie Reid In Progress

Northeast Medical Center Hospital Retirement Plan

Northwest Texas Healthcare System Retirement Plan

18

Page 20: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Odessa Firemen's Relief & Retirement Fund 100% CompliantName Trustee Type ComplianceBen Marts Active CompliantJames "Jay" Kirk Citizen CompliantKathy McIntyre Citizen CompliantPeggy Dean Mayor Designee CompliantSeth Boles CFO Designee CompliantTravis Jones Active CompliantErik Brown Active In Progress

System Administrator: Jill Contreras Compliant

Orange Firemen's Relief & Retirement Fund 44.4% CompliantName Trustee Type ComplianceCheryl Zeto CFO CompliantDonald Gravett Active CompliantJason Maddox Active CompliantJohn Bilbo Active CompliantJohn Tallant Citizen Not CompliantKenneth Parsons Citizen Not CompliantLarry Spears Mayor Not CompliantWalter Riedel Citizen Not Compliant

System Administrator: Carol Wetherington Not Compliant

Paris Firefighters' Relief & Retirement Fund 57% CompliantName Trustee Type ComplianceAustin Sugg Active CompliantBob Rast Chair CompliantCasey Ressler Citizen CompliantSandy Collard Mayor Designee CompliantGene Anderson CFO Not CompliantKenny Dority Citizen Not CompliantThomas McMonigle Vice Chair Not Compliant

System Administrator: Exempt

57% CompliantName Trustee Type ComplianceMichael Frizzell Active CompliantRachael Foster Employer CompliantSarianne Beversdorf CFO CompliantSteve Martinez Citizen CompliantBobby Gipson Active Not CompliantKevin Whisenant Citizen Not CompliantRandall "Shane" Rowell Not Compliant

System Administrator: Exempt

Plainview Firemen's Relief & Retirement Fund

19

Page 21: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Plano Retirement Security Plan 100% CompliantName Trustee Type ComplianceAbby Owens Active Employee CompliantChris Biggerstaff Active CompliantKaren Rhodes Active CompliantMyra Conklin Active CompliantSean Sullivan Citizen CompliantJerry Smith Retiree In Progress

System Administrator: Fannie Layer Compliant

40% CompliantName Trustee Type ComplianceMercer Nessour Active CompliantBernard Brown Citizen Not CompliantDall Kole Active Not CompliantPaul Washburn Active Not Compliant

System Administrator: Debra Jones Compliant

Port of Houston Authority Retirement Plan 100% CompliantName Trustee Type ComplianceClyde Fitzgerald Active CompliantDean Corgey Active CompliantRichard Campo Active CompliantRoy Mease Active CompliantStephen DonCarlos Active CompliantWendolynn Cloonan Active CompliantCheryl Creuzot Active In Progress

System Administrator: Roland Gonzalez In Progress

0% CompliantName Trustee Type ComplianceSandra Ermis Active Not Compliant

System Administrator: Exempt

Port Arthur Firemen's Relief & Retirement Fund

Refugio County Memorial Hospital District Retirement Plan

20

Page 22: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

20% CompliantName Trustee Type ComplianceMargie Recio Active In ProgressEduardo Campirano Active Not CompliantJaime Martinez Active Not CompliantJohn Wood Employer - Elected Commissioner Not CompliantLorena Hernandez Active Not Compliant

System Administrator: Exempt

44.4% CompliantName Trustee Type ComplianceCory Word Active CompliantMichael Anderson Active CompliantVincent Young Active CompliantAna Henderson Citizen Not CompliantBrian Dunn Mayor Designee Not CompliantLeslie Williams Active Not CompliantSteve Cecil Citizen Not CompliantTina Dierschke CFO Not Compliant

System Administrator: Ron Partusch Compliant

San Antonio Fire & Police Pension Fund 100% CompliantName Trustee Type ComplianceClayton Perry City Council- Sponsor CompliantDean Pearson Active Fire CompliantDr. Adriana Garcia City Council Member CompliantHarry Griffin Retired Police CompliantJames Foster Active Police CompliantJim Smith Active Police CompliantJustin Rodriguez City Council CompliantLarry Reed Retired Fire CompliantVance Meade Active Fire Compliant

System Administrator: Warren Schott Compliant

San Angelo Firemen's Relief & Retirement Fund

Retirement Plan for Employees of Brownsville Navigation District

21

Page 23: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

54.5% CompliantName Trustee Type ComplianceJordana Mathews CompliantLouis Cooper CompliantMarina Gavito CompliantPatricia Rodriguez Active CompliantRobert "Bob" Comeaux Active CompliantA David Marne Active Not CompliantAkeem Brown Not CompliantAmanda Merck Not CompliantEzra Johnson Not CompliantHope Andrade Active Not Compliant

System Administrator: Cathy Schnitzer Compliant

San Benito Firemen Relief & Retirement Fund 85.7% CompliantName Trustee Type ComplianceAdan Gonzalez Active CompliantBelen Pena CFO CompliantBoris Esparza Active CompliantCaleb Silva Citizen CompliantIda Martinez Citizen CompliantRafael Perez Active Not Compliant

System Administrator: Ana Tinsley Compliant

75% CompliantName Trustee Type ComplianceBrad Payne Active CompliantGail Rose Citizen CompliantGrant Madden Mayor Designee CompliantPatty Torres CFO CompliantRussell Reeves Active CompliantChris Kiser Citizen Not CompliantTad Baird Active Not Compliant

System Administrator: Debra Jones Compliant

San Antonio Metropolitan Transit Retirement Plan

Sweetwater Firemen's Relief & Retirement Fund

22

Page 24: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Teacher Retirement System of Texas 100% CompliantName Trustee Type ComplianceChristopher Moss State Board of Education CompliantDavid Corpus State Board of Education CompliantJames Nance Retiree CompliantJarvis Hollingsworth Direct Appointee CompliantJohn Elliott Appointed by the Governor CompliantMichael Ball Active CompliantNanette Sissney Active Public Education Position CompliantRobert Walls Jr. Governor Direct Appointment Compliant

System Administrator: Brian Guthrie Compliant

Temple Firemen's Relief & Retirement Fund 87.5% CompliantName Trustee Type ComplianceBlake Stapp Citizen CompliantBryan Daniel CFO CompliantDaniel Meyer Active CompliantJason Haltom Secretary CompliantMatthew Byrd Active CompliantPatrick Kelly Retired CompliantRandy Ramsey Mayor Designee Compliant

System Administrator: Jessica Vanderveer Not Compliant

87.5% CompliantName Trustee Type ComplianceClay Roberts Citizen CompliantJodie Lee CFO Designee CompliantPaul Lauck Active CompliantRick Wisdom Mayor Designee CompliantScott Daniel Active CompliantTim Martin Active CompliantDavid Cook Citizen Not Compliant

System Administrator: Debra Jones Compliant

57% CompliantName Trustee Type ComplianceJennifer Price CFO CompliantJoe Tumbleson Active CompliantMichael Rusnak Active CompliantShane Martin Retired In ProgressBob Senter Citizen Not CompliantMatt Doyle Mayor Not CompliantRoyce Medina Active Not Compliant

System Administrator: Exempt

Texarkana Firemen's Relief & Retirement Fund

Texas City Firemen's Relief & Retirement Fund

23

Page 25: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

Texas County & District Retirement System 100% CompliantName Trustee Type ComplianceBridget McDowell Retired CompliantChris Davis Active CompliantChris Hill Active CompliantDeborah Hunt Active CompliantKara Sands Active CompliantMary Louise Nicholson Active CompliantRobert "Bob" Willis Active CompliantRobert Eckels Retired CompliantSusan Fletcher Active Compliant

System Administrator: Amy Bishop Compliant

Texas Emergency Services Retirement System 80% CompliantName Trustee Type ComplianceEdward Keenan Active Member CompliantMatthew Glaves Retired CompliantRod Ryalls Active Member CompliantStephanie Wagner Investment CompliantVirginia "Jenny" Moore Active CompliantJerry Romero Finance Member In ProgressNathan Douglas Active In ProgressCourtney Bechtol Investment Advisor Not CompliantPilar Rodriguez Trustee Not Compliant

System Administrator: Kevin Deiters Compliant

Texas Municipal Retirement System 100% CompliantName Trustee Type ComplianceAnali Alanis Acitve CompliantBill Philibert Active CompliantDavid Landis Active CompliantJesus Garza Active CompliantJuan "Johnny" Huizar Active In ProgressRobert "Bob" Scott Active In Progress

System Administrator: David Wescoe In Progress

24

Page 26: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

75% CompliantName Trustee Type ComplianceAnthony Fasone Citizen CompliantDoug Adams Active CompliantErik Secrest Active CompliantJeff Johnston Active CompliantSusan Welbes CFO CompliantAndrew Pitre Citizen Not CompliantMonique Sharp Mayor Designee Not Compliant

System Administrator: Jennifer Hanna Compliant

37.5% CompliantName Trustee Type ComplianceBrad King Active CompliantScott Falltrick Active CompliantGraham Taylor Active Not CompliantJeff Timlin Citizen Not CompliantJim DeWitt CFO Not CompliantPaula Barr Mayor Designee Not CompliantRick White Citizen Not Compliant

System Administrator: Ana Tinsley Compliant

Tyler Firemen's Relief & Retirement Fund 100% CompliantName Trustee Type ComplianceDarren McCawley Active CompliantJames Mullicane Active CompliantKeidric Trimble CFO CompliantKenny Vent Active CompliantLeesa Hedge Citizen CompliantSteve Kean Mayor Designee CompliantSteve Roosth Citizen Compliant

System Administrator: Exempt

University Health System Pension Plan 11% CompliantName Trustee Type ComplianceChristopher Hurley Active CompliantCarlos Resendez Citizen Not CompliantDavid Wallace Citizen Not CompliantIra Smith Board of Manager Volunteer Not CompliantKevin Harris Citizen Not CompliantRobert Engberg Board of Manager Volunteer Not CompliantSteven Klaffke Citizen Not CompliantTheresa Scepanski Active Not Compliant

System Administrator: George Hernandez Jr Not Compliant

The Woodlands Firefighters' Retirement System

Travis County ESD #6 Firefighter's Relief & Retirement Fund

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Page 27: MET Compliance Report

Public Retirement System Compliance With Minimum Educational Training RequirementsTexas Pension Review Board

42.8% CompliantName Trustee Type ComplianceBrandon Ferguson Active CompliantDustin Lewis Active CompliantRobert Abel Active CompliantAshley Cook Citizen Not CompliantCivic Yip Mayor Designee Not CompliantMike Williams Citizen Not CompliantTom Tvardzik CFO Not Compliant

System Administrator: Exempt

85.7% CompliantName Trustee Type ComplianceDavid Hill Mayor Designee CompliantGary Myers Active CompliantJohn Tillery Citizen CompliantLee Stratham Citizen CompliantMatt Dorsey Active CompliantScott Safford Active CompliantCharles Harris CFO Not Compliant

System Administrator: Exempt

Weslaco Firemen's Relief & Retirement Fund 75% CompliantName Trustee Type ComplianceCharles Warren Citizen CompliantDavid Cuellar Active CompliantFlorentino Vela Active CompliantFred Reyes CFO Designee CompliantJaime Hernandez Active CompliantDavid Suarez Mayor Not CompliantJim Hiebert Citizen Not Compliant

System Administrator: Debra Jones Compliant

87.5% CompliantName Trustee Type ComplianceJessica Williams City Finance Officer CompliantJohn Luig Citizen CompliantMichelle Riggins Citizen CompliantRay Wood Active CompliantTravis Skelton Active/Firefighter CompliantTrent Mays Fire Fighter CompliantStephen Santellana Mayor Not Compliant

System Administrator: James Duncan Compliant

Waxahachie Firemen's Relief & Retirement Fund

Wichita Falls Firemen's Relief & Retirement Fund

University Park Firemen's Relief & Retirement Fund

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