Employees Retirement System of Texas: An Inventory of Employees Retirement System Records at the Texas State Archives, 1942, 1947-2007, undated

Employees Retirement System of Texas:

An Inventory of Employees Retirement System Records at the Texas State Archives, 1942, 1947-2007, undated


Overview
	Creator:	Employees Retirement System of Texas.
	Title:	Employees Retirement System records
	Dates:	1942, 1947-2007, undated
	Abstract:	The Employees Retirement System of Texas (ERS) oversees retirement and health benefits for State of Texas employees to provide for, protect, and enhance the economic well-being of members, retirees, and their beneficiaries through effectively managing benefit programs, using sound actuarial principles and available resources consistent with applicable laws. The programs offered by ERS include benefit payments for both service-related and disability-related retirements and benefits for survivors of active and retired members. These records document the interests, activities, and functions of ERS and consist of correspondence, memoranda, memorandums of understanding, contracts, statements, meeting files, copies of legislation, action plans, proposed resolutions, notes, drafts, printed materials, studies, reports, clippings, statistics, plans, financial records, speeches, presentations, calendars, publications, agreements, newsletters, press releases, pamphlets, and questionnaires, dating 1942, 1947-2007, and undated.
	Quantity:	37.95 cubic ft.
	Language	These materials are written in English.
	Repository:	Texas State Archives

Agency History

During the late 1930s, a group of state employees, some of whom eventually became the leaders of the Texas Public Employees Association, began thinking about a retirement system for state employees. Almost simultaneously, during World War II, officials of the Texas Highway Department were concerned by the loss of qualified employees to private industry and considered proposing a State Highway Department Retirement System. The two groups formed a coalition for all state employees that resulted in legislative action by the 49th Texas Legislature in 1945. Representatives George Parkhouse and Sherwood Brown sponsored House Joint Resolution 10, allowing Texans to vote in November 1946 to approve or reject the formation of a Retirement, Disability and Death Compensation Fund for state employees. The ballot measure passed, and, following two House-Senate Conference Committees, the Employees Retirement System of Texas (ERS) was created effective September 1, 1947 by House Bill 168, 50th Legislature, Regular Session, pursuant to a constitutional amendment (Article XVI, Section 67).

Legislation passed in 1955 by the 54th Legislature (Senate Bill 203, Regular Session) transferred the administration of the Judicial Retirement System of Texas to ERS. In November 1957, Texans approved a constitutional amendment that implemented a major reorganization of ERS, effective September 1, 1958, transforming the agency from a money-purchase plan (based on employer and employee contributions and interest earned divided by life expectancy), to a defined benefit plan (with retirement payments based on length of service and a final average salary). The old system would still be in effect for 10 years, effectively meaning that ERS operated two parallel retirement systems for a decade. In 1963, the membership of ERS expanded to include elected state officials, including legislators. District attorneys were included by the 60th Legislature in 1967 (Senate Bill 281, Regular Session).

The Board of Trustees' investment policies, except where specifically directed otherwise by the state constitution and statutes, are guided by the "Prudent Person" rule set forth in the constitution. The trustees have established investment objectives and investment operating policies to obtain the optimum return on ERS investments consistent with the assumption of prudent risk. The primary objective of ERS is to earn an absolute return on total investments that will ensure the payments due to ERS members and their beneficiaries at a reasonable cost to the taxpayers of the state.

ERS has the powers, privileges, and immunities of a corporation. Although the system is a separate legal entity and by statute must prepare a separate annual financial report, it is also considered a part of the State of Texas financial reporting entity and is included in the state's annual financial report.

ERS was limited in the beginning to investing only in government securities. During its first year, the $2.9 million in member and state contributions was invested in U.S. bonds. After the reorganization in 1958, investments were allowed, within specific parameters, in corporate securities, common stocks, preferred stocks, debentures, bonds, mortgages, etc. The first investment in corporate stocks was in 1960 when ERS purchased 10,000 shares in 30 corporations at a cost of $614 million. The change that possibly affected ERS operation more than any in its 50-year history came in 1975 (Senate Bill 90, 64th Legislature, Regular Session), when the Legislature created the Texas Employees Uniform Group Insurance Program to provide high quality health insurance and other optional coverages for employees, retirees and their eligible dependents beginning September 1, 1976. Known as UGIP, it has grown over the years and now also offers this health insurance coverage to most state institutions of higher education. In 1992 membership in UGIP was expanded to include employees of state institutions of higher education, junior colleges, and community colleges, other than the University of Texas and Texas A&M Systems (which are covered by the Teacher Retirement System of Texas).

Beyond the regular state employee retirement system, the Board of Trustees administers the following additional programs:

Judicial Retirement System of Texas Plan One (established in 1955) and Plan Two (established in 1985)
Death Benefits Program for Commissioned Peace Officers and Firemen (established in 1967)
Uniform Group Insurance Program (UGIP, established in 1976)
Law Enforcement and Custodial Officer Supplemental Retirement Program (established in 1979)
Flexible Benefits Program ("TexFlex," established in 1988)
Proportionate Retirement Program (established in 1991)
Deferred Compensation Program (transferred from the Office of the Comptroller to ERS in 1991)

Between 1947 and 1957, the Board of Trustees of the Employees Retirement System of Texas consisted of seven members, including four ex officio members (the State Life Insurance Commissioner, the Chairman of the Board of Control, the Chairman of the Texas Highway Commission, and the Attorney General) and three members nominated and elected by the members of the Retirement System. The composition of the Board was changed in 1957 to consist of the Attorney General or an Assistant Attorney General (ex officio), one member appointed by the Governor, one member appointed by the Chief Justice of the Supreme Court, one member appointed by the Speaker of the House of Representatives, and three members elected by the members. In 1963, the Attorney General was removed from the Board, leaving the current six members. The appointed members must be confirmed by the Senate. Terms are for six years, overlapping. Positions are non-salaried, and the chair rotates annually.

ERS has had seven Executive Directors:

Gordon H. Lloyd, 1947-1970 (Executive Secretary)
Everett L. Anschutz, 1970-1977
Joseph N. Murphy Jr., 1977-1980
Clayton T. Garrison, 1980-1990
Charles D. "Dickey" Travis, 1990-1996
Sheila W. Beckett, 1996-2004
Ann S. Fuelberg, 2004-present (as of 2009)

ERS began its operation with a $25,000 state appropriation and was housed in several rooms on North Congress Avenue, north of the Capitol, in an apartment building behind a drug store. ERS built and occupied its first building in 1966. At the end of fiscal year 2008, active membership in the system numbered 135,171 persons, with 73,266 retirees and beneficiaries receiving benefits.

(Sources include: Guide to Texas State Agencies, 11th edition (2001); a short summary of the Employees Retirement System of Texas on its website, at http://www.ers.state.tx.us/htdocs/about/history/default.aspx; the agency's Fiscal Year 2007 Annual Report, at http://www.ers.state.tx.us/htdocs/news/legislative/documents/ar_2007.pdf; and statistics found at the agency's website, at http://www.ers.state.tx.us/about/facts/default.aspx; all websites accessed April 2009.)

Scope and Contents of the Records

The first three series consist of meeting files and correspondence of the ERS Board of Trustees and its advisory committees: Board of Trustees minutes and exhibits, Advisory Committee records, and Board of Trustees correspondence. These records document work accomplished at each meeting, including administrative items, fiduciary responsibilities, payment of benefits, and legal issues; and written discussion of matters between Board members, the Executive Director of ERS, advisory committee members, and legislators. Committees represented are the Group Insurance/Benefits Advisory Committee of the Texas Employees Uniform Group Insurance Program, the Joint Coordinating Committee of State of Texas Investment Funds, and the Investment Advisory Committee.

The next three series document the Executive Division of ERS and the agency's division directors. Agency correspondence among ERS Executive Office and division office staff members and between ERS and other agencies, officials, state employees, and the general public cover policies, procedures, and operations of ERS and its benefit programs, as well as administrative issues regarding staffing and employees. Executive Director speeches and presentations concerning ERS programs and budget considerations were given at Board of Trustees workshops; to ERS executive and legislative staff briefings; to legislative committees concerned with health insurance, investment policies and practices, and appropriations; to state employee associations; and to personnel administrators of state employers. Calendars of the ERS Executive Director, division directors, and General Counsel document the daily schedules of those positions.

The results of research and studies by the agency, both for publication and for the development of the agency's programs, are maintained in two series. Reports illustrate the agency's interests in researching and studying issues such as pension and retirement plans around the country, the attitudes of Texas workers (both public and private) toward their retirement and insurance programs, the standards for HMOs (health maintenance organizations) and investment prospects, and the performance of the agency itself. Project files include materials on the examination and selection of insurance companies, particularly Blue Cross/Blue Shield; the development of responses to the agency's sunset review; and the development of insurance policy coverages and a police pension program. A number of files concern the creation and design of the statewide uniform group insurance program, authorized by the Texas Legislature during the 64th Legislative Session (1975).

Legislative files document studies of state legislation affecting ERS and legislation the agency wished to propose. The materials include correspondence and action plans regarding and in response to federal laws and legislation, and presidential orders. Major subjects include the expansion of the ERS system to include judges, law enforcement officers, district attorneys, and university professors; retirement credit for military service; inclusion of certain coverages in insurance contracts, such as for alcoholism, drug dependency, and mental illness; definitions of disability; and issues regarding taxes, contributions, and the payment of benefits.

Several smaller series complete this group of agency records. Financial records document the agency's budget development process as well as the development of its strategic plans. Organization charts display graphically the administrative organization of the entire agency, documenting both the titles of positions and the number of individuals employed within each division. Rules and regulations includes information on constitutional and statutory laws, descriptions and provisions of group insurance plans, ERS rules, and amendments and reforms to insurance plans and rules. Press releases and publications were intended for state agency benefit coordinators, computer users within ERS, and the employees of the State of Texas; these materials provide information regarding health insurance benefits, retirement benefits and annuities, new programs, and relevant changes in rules, policies, and laws. Surveys were completed for the National Council on Governmental Accounting (Financial Accounting Standards Board), the U.S. Postal Service, national corporations and research institutions, other Texas state agencies, the U.S. Congress, and the states of Wisconsin, Louisiana, and others.

To prepare this inventory, the described materials were cursorily reviewed to delineate series, to confirm the accuracy of contents lists, to provide an estimate of dates covered, and to determine record types.


Organization of the Records
	These records include one large accession, 2002/112, that arrived in exceptionally poor order. In the hope of preserving what little original order and context survived the transfer of those records, the files of that accession have been left in the physical order in which they arrived, but they have been roughly intellectually, perhaps artificially, organized into loose series by State Archives staff. The researcher should review each of the series listings to ensure that they have identified all relevant files. The entire records are organized by State Archives staff into fourteen series:

		Board of Trustees minutes and exhibits, 1947-2004, 7.72 cubic ft.
		Advisory Committee records, 1960-1966, 1970-1971, 1982-2000, 0.7 cubic ft.
		Board of Trustees correspondence, 1966-1996, 1.6 cubic ft.
		Agency correspondence, 1942, 1947-1999, 15.5 cubic ft.
		Executive Director speeches and presentations, 1996-2004, 0.8 cubic ft.
		Calendars, 2005-2007, 0.4 cubic ft.
		Reports, 1956, 1973-1984, 1986-1987, 1989-1991, undated, 1.45 cubic ft.
		Project files, 1970-1984, 1990-1993, undated, 2.25 cubic ft.
		Legislative records, 1947-1981, 1984, 1986-1988, undated, 4.4 cubic ft.
		Financial records, 1969-1994, undated, 2.25 cubic ft.
		Organization charts, 1985-2006, undated, 0.1 cubic ft.
		Rules and regulations, 1974-1985, undated, 0.3 cubic ft.
		Press releases and publications, 1960, 1963, 1973-1999, 0.24 cubic ft.
		Surveys, 1975-1980, 1982, 1989, 1994, 0.24 cubic ft.

Restrictions

Restrictions on Access

Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, records of members, annuitants, retirees, beneficiaries, and alternate payees under retirement plans administered by the Employees Retirement System of Texas (V.T.C.A., Government Code, Section 815.503); information relating to competition or bidding (V.T.C.A., Government Code, Section 552.104); and certain addresses, telephone numbers, and personal family information (V.T.C.A., Government Code, Section 552.117), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P.O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (http://www.tsl.state.tx.us/agency/customer/pia.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information. If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Most records created by Texas state agencies are not copyrighted and may be freely used in any way. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).

Technical Requirements

Microfilm readers are available in the Lorenzo de Zavala State Archives and Library Building. Ask staff members for exact locations.


Index Terms
	The terms listed here were used to catalog the records. The terms can be used to find similar or related records.
	Corporate Names:
		Employees Retirement System of Texas. Board of Trustees.
		Employees Retirement System of Texas. Investment Advisory Committee.
		Employees Retirement System of Texas. Group Insurance Advisory Committee.
		Employees Retirement System of Texas. Group Benefits Advisory Committee.
		Joint Coordinating Committee of State of Texas Investment Funds.
		Texas. Legislative Budget Board.
	Subjects:
		Pension trusts--Texas--Investments.
		Pension trusts--Texas--Evaluation.
		Pension trusts--Texas--Accounting.
		Employer-sponsored health insurance--Texas.
	Places:
		Texas--Officials and employees--Pensions.
		Texas--Officials and employees--Retirement.
	Document Types:
		Minutes--Texas--Pension trusts--1947-2004.
		Agendas--Texas--Pension trusts--1947-2004.
		Correspondence--Texas--Pension trusts--1942, 1947-2000.
		Reports--Texas--Pension trusts--1947-2004.
		Drafts (documents)--Texas--Pension trusts--1947-1994.
		Organizational charts--Texas--Pension trusts--1989-2006.
		Legislative records--Texas--Pension trusts--1947-1981, 1984, 1986-1988.
		Press releases--Texas--Pension trusts--1960, 1963, 1973-1999.
		Memorandums--Texas--Pension trusts--1942, 1947-1996.
		Financial records--Texas--Pension trusts--1969-1994.
		Contracts--Texas--Pension trusts--1942, 1947-1996.
		Plans (reports)--Texas--Pension trusts--1947-1994.
		Resolutions (administrative records)--Texas--Pension trusts--1947-1981, 1984, 1986-1988.
		Notes--Texas--Pension trusts--1947-1984, 1986-1988, 1990-1993.
		Clippings--Texas--Pension trusts--1970-1984, 1990-1993.
		Statistics--Texas--Pension trusts--1970-1984, 1990-1993.
		Speeches--Texas--Pension trusts--1988-1989, 1996-2004.
		Calendars--Texas--Pension trusts--2005-2007.
		Publications--Texas--Pension trusts--1974-1990.
		Agreements--Texas--Pension trusts--1974-1985.
		Newsletters--Texas--Pension trusts--1987-1990.
		Questionnaires--Texas--Pension trusts--1975-1980, 1982, 1989, 1994.
	Functions:
		Managing pension trusts.
		Managing employer-sponsored health insurance.

Related Material


	The following materials are offered as possible sources of further information on the agencies and subjects covered by the records. The listing is not exhaustive.
	Texas State Archives
		Texas Legislature, House Committee on Retirement and Aging, Records, 1976-1988, 7 cubic ft. [Restricted]
		Teacher Retirement System of Texas Board of Trustees minutes, agenda, and exhibits, August 1937-November 2000, 6.5 cubic ft. [There is no finding aid for these unprocessed records. Call numbers are 1998/206-1 thru 5 and 2005/026-1 thru 4.]
		Texas Municipal Retirement System minutes, 1947-2009, 0.5 cubic ft., including 2 reels 16mm microfilm. [There is no finding aid for these unprocessed records. Call numbers are 2006/209-1 thru 2.]
		Teacher Retirement System of Texas records, 1978-2002, 20 cubic ft. [There is no finding aid for these unprocessed records. Call numbers are 2003/158-1 thru 10, 2005 Accessions Box 1 (2005/151), and 2008/105-1 thru 10.]

Administrative Information

Preferred Citation

(Identify the item and cite the series), Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 1998/005, 1999/023, 2000/084, 2001/030, 2001/112, 2001/128, 2002/089, 2003/109, 2004/003, 2004/188, 2004/212, 2009/003, 2009/077, 2009/128

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on September 10, 1997; September 30, 1998; December 22, 1999; October 18, 2000; March 28, 2001; May 24, 2001; December 31, 2001; January 24, 2003; September 3, 2003; July 20, 2004; August 10, 2004; September 3, 2008; and December 30, 2008; and by the Texas Legislative Reference Library on May 12, 2009.

Processing Information

Board of Trustees and committee minutes processed by Tony Black, June 1998, September 2000

Addition of Board of Trustees and committee minutes accession, and finding aid encoded in EAD Version 1.0 as part of the TARO project by Tony Black, October 2000

Addition of Board of Trustees and committee minutes accessions, and updating of agency history by Tony Black, May 2001

Addition of Board of Trustees and committee minutes accession by Tony Black, December 2001

Addition of an accession of Board of Trustees and committee minutes; and addition of Advisory committee records, Board of Trustees correspondence, Agency correspondence, Reports, Project files, Legislative records, Financial records, Organization charts, Rules and regulations, Press releases and publications, and Surveys series by Nancy Enneking, June 2002

Finding aid converted from EAD 1.0 to 2002 by TARO using the conversion stylesheet v1to02.xsl, July 22, 2003

Addition of Board of Trustees and committee minutes, Board of Trustees correspondence, Agency correspondence, and Organization charts accessions; addition of Executive Director speeches and presentations and Calendars series; accession information updated for Press releases and publications; DACS compliance; and encoding to EAD 2002 standards by Rebecca Romanchuk, May 2009

Other Formats for the Records

ERS Board of Trustees meeting minutes, 1947-1999, have been microfilmed and are available on four reels. For meetings prior to 1968 (with the exception of the July 16 and 21, 1947 meetings), these are the only copies available at the Texas State Archives.

Electronic versions of agenda and minutes of the Employees Retirement System of Texas Board of Trustees are available for the current year and for past years through 2002 at the agency's website, http://www.ers.state.tx.us/home/default.aspx.

Location of Originals

The record copies of minutes and agenda are maintained by the Employees Retirement System of Texas.

Detailed Description of the Records

Board of Trustees minutes and exhibits, 1947-2004,
7.72 cubic ft.

The Employees Retirement System of Texas (ERS) oversees retirement and health benefits for State of Texas employees to provide for, protect, and enhance the economic well-being of members, retirees, and their beneficiaries through effectively managing benefit programs, using sound actuarial principles and available resources consistent with applicable laws. Minutes of the ERS Board of Trustees, with accompanying exhibits, dating 1947-2004, document the work accomplished at each meeting, including administrative items, fiduciary responsibilities, payment of benefits, and legal issues. Administrative items include: certification of trustee election results, appointments of members to committees, proposal and adoption of operating budgets, selection of auditors, selection of advisors for portfolios, action on additions to the approved broker/dealer list, consideration of Requests for Proposals to conduct audits and to provide actuarial and other services, proposal and adoption of rules, discussion of legislation, and the executive director's report. Items related to the Board of Trustees' fiduciary responsibilities include: approval of transfers between accounts, consideration of investment of the system's assets, review and approval of investment transactions, consideration of investment advisors' recommendations, reports on auditing activity, and review of health insurance programs. Items concerning the payment of benefits include: consideration of supplemental benefits, reports of retirements and death benefits granted, reports on payments for occupational deaths, and reports of payments to survivors of law enforcement officers and firemen. Legal items are primarily appeals of contested cases for retirement and insurance.

Minutes listed below as missing in their paper format are included in the microfilm, 1947-1999. Minutes for 1947-1967 (with the exception of the July 16 and 21, 1947 meetings) are found in microfilm format only.

Arrangement

These records are arranged chronologically as they arrived from the agency.

Preferred Citation

(Identify the item), Board of Trustees minutes and exhibits, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 1998/005, 1999/023, 2000/084, 2001/030, 2001/112, 2001/128, 2002/089, 2003/109, 2004/003, 2004/188, 2004/212

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Technical Requirements

Microfilm readers are available in the Lorenzo de Zavala State Archives and Library Building. Ask staff members for exact locations.

Location of Originals

The record copies of minutes and agenda are maintained by the Employees Retirement System of Texas.

Processing Information

Processed by Tony Black, June 1998, September 2000

Additional accessions processed by Tony Black, October 2000, May 2001, December 2001

Additional accession processed by Nancy Enneking, June 2002

Additional accessions processed and DACS compliance by Rebecca Romanchuk, May 2009

Minutes, 1947-1999
[microfilm]

Reel

3640

September 1947 thru September 26, 1983

Reel

3641

October 24, 1983 thru January 24, 1989

Reel

3642

January 25, 1989 thru July 8-9, 1996

Reel

3643

August 14-15, 1996 thru December 8, 1999

Minutes and exhibits, 1947, 1968-2004
[paper]

Box

2004/188-5

July 16 and 21, 1947

Box

1998/005-1

March 1968

June 1968

August 1968

September 1968

December 1968

March 1969

[June 1969 missing]

August 1969

September 1969

[December 1969 missing]

March 1970

June 1970

August 1970

September 1970

December 1970

[Includes Investment Advisory Committee.]

January 1971

March 1971

[Includes Investment Advisory Committee.]

June 1971

[Includes Investment Advisory Committee.]

August 1971

September 1971

December 1971

March 1972

June 1972

August 1972

September 1972

December 1972

March 1973

June 1973

August 1973

September 1973

December 1973

March 1974

June 1974

Box

1998/005-2

August 1974

December 1974

January 1975

March 1975

June 1975

August 1975

September 1975

October 1975

November 1975

December 1975

February-March 1976

April-May 1976

June 1976

August 1976

September 1976

October-November 1976

December 1976

[February 1977 missing]

March 1977

[May 1977 missing]

June 1977

Box

2001/112-8

July 1977

[Includes Personnel Committee minutes from April, May, and June 1977.]

Box

1998/005-2

July-August 1977

September 1977

December 1977

Box

1998/005-3

March 1978

June 1978

August 1978

September 1978

November 1978

December 1978

February 1, 1979

[February 22, 1979 missing]

March 1979

June 1979

August 1979

September 1979

November 1979

December 1979

March 1980

April 1980

June 1980

July-August 1980

September 1980

November 1980

December 1980

[January 1981 missing]

March 1981

April 1981

[June 1981 missing?]

[August 1981 missing]

September 1981

[December 1981 missing]

Box

1998/005-4

March 17, 1982

March 26, 1982

May 1982

[June 1982 missing]

August 1982

September 1982

October 1982

December 1982

February 1983

March 1983

May 1983

June 1983

August 1983

September 1983

October 1983

Box

1998/005-5

December 1983

January 1984

March 1984

April 1984

June 1984

August 9, 1984

August 27, 1984

September 1984
[includes transcript]

October 1984
[includes transcript]

December 1984

January 1985

Box

1998/005-6

February 1985

March 1985

April 1985

May 1985

June 1985

August 1985

September 1985

October 1985

December 1985

January 1986

February 1986

March 1986

April 1986

June 1986

July 1986

August 1986

September 15, 1986

September 23, 1986

October 1986

December 1986

Box

1998/005-7

January 1987

February 1987

March 1987

April 1987

May 1987

June 1987

July 1987

August 1987

September 1987

October 1987

November 1987

December 1987

January 1988

February 1988

March 1988

April 1988

May 1988

June 1988

July 1988

August 1988

September 13, 1988

Box

1998/005-8

September 27, 1988

October 4, 1988

October 12, 1988

October 25, 1988

November 1988

December 1988

January 24, 1989

January 25, 1989

February 8 and 15, 1989

February 28, 1989

March 28, 1989

March 29, 1989

April 1989

May 1989

June 1989

July 25, 1989

July 26, 1989

August 15, 1989

August 29, 1989

Box

1998/005-9

September 1989

October 1989

November 1989

December 1989

January 1990

February 1990

March 9 and 16, 1990

March 27, 1990

April 1990

May 1990

June 22 and 27, 1990

June 29, 1990

July 1990

August 1990

Box

1998/005-10

September 1990

October 1990

November 1990

December 1990

January 1991

February 1991

March 1991

April 16-17, 1991

April 25, 1991

May 1991

June 1991

July 1991

August 28, 1991

August 29, 1991

September 1991

November 6, 1991

November 7, 1991

December 1991

Box

1998/005-11

January 1992

March 25, 1992

March 26, 1992

April 1992

June 1992

July 1992

August 1992

October 1992

December 1992

February 1993

April 1993

May 1993

August 1993

September 1993

November 1993

January 1994

March 1994

April 1994

June 1994

Box

1998/005-12

August 1994

October 1994

November 1994

December 1994

January 1995

March 1995

April 1995

June 1995

July 1995

August 1995

October 1995

December 1995

Box

2004/003

February 1996

April 1996

Box

1998/005-12

June 1996

July 1996

August 1996

September 1996

October 1996

December 1996

February 1997

April 1997

June 1997

July 1997

Box

1998/005-14

August 1997

September 1997

November 1997

January 1998

Box

1999/023-1

April 1998

June 1998

August 1998

October 1998

November 1998

December 1998

Box

1999/023-2

February 1999

April 13, 1999

[Joint Board of Trustees/Investment Advisory Committee meeting]

April 14, 1999

June 1999

July 1999

August 13, 1999

[Joint Board of Trustees/Investment Advisory Committee meeting]

Box

2000/084

August 18, 1999

October 1999

December 1999

February 2000

April 2000

June 2000

Box

2001/128

August 2000

October 2000

December 2000

February 2001

April 4, 2001

April 18, 2001

May 2001

June 12, 2001

June 13, 2001

Box

2002/089

August 2001

October 11, 2001

October 12, 2001

December 2001

February 2002

April 2002

May 2002

Box

2003/109

August 2002

October 3, 2002

October 4, 2002

[Joint Board of Trustees/Investment Advisory Committee meeting]

November 2002

[Joint Board of Trustees/Investment Advisory Committee meeting]

December 10, 2002

December 11, 2002

February 2003

April 2003

Box

2004/003

June 2003

August 2003

October 16, 2003

October 17, 2003

[Joint Board of Trustees/Investment Advisory Committee meeting]

December 2003

February 2004

April 2004

May 2004

Advisory committee records, 1960-1966, 1970-1971, 1981-2000,
0.7 cubic ft.

The Employees Retirement System of Texas (ERS) oversees retirement and health benefits for State of Texas employees to provide for, protect, and enhance the economic well-being of members, retirees, and their beneficiaries through effectively managing benefit programs, using sound actuarial principles and available resources consistent with applicable laws. Minutes, agenda, and occasional correspondence of three ERS advisory committees, 1960-1966, 1970-1971, 1981-2000, detail items of discussion and decisions made by these bodies. Agenda, meeting materials, and correspondence of the Joint Coordinating Committee of State of Texas Investment Funds (1960-1966) are followed by the minutes for three meetings of the Investment Advisory Committee (1970-1971, 1981-1986). Lastly, the majority of these records are the agenda, minutes, and attachments of the meetings of the Group Insurance Advisory Committee (1982-1991), and its successor the Group Benefits Advisory Committee (1991-2000), of the Texas Employees Uniform Group Insurance Program. Included in these latter minutes are copies of ERS Updates, reports of standing subcommittees (Supplemental Coverages, Communications, Retiree Issues, Trends/Plan Design, and others), and consideration of other insurance or benefits business. See the Board of Trustees minutes and exhibits series for minutes of joint Board of Trustees/Investment Advisory Committee meetings, 1970-1971, 1999, 2002-2003.

Arrangement

These records are arranged chronologically by State Archives staff.

Preferred Citation

(Identify the item), Advisory committee records, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 1998/005, 1999/023, 2001/112

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Tony Black, June 1998

Additional accession processed by Tony Black, September 2000

Additional accession processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

Joint Coordinating Committee for State of Texas Investment Funds

Box

2001/112-6

1960-1966

Staff Conference Committee for State of Texas, 1961-1962

Investment Advisory Committee

Box

1998/005-1

Minutes, December 1970

Minutes, March 1971

Minutes, June 1971

Box

2001/112-8

Correspondence, 1981-1983

Work sessions, 1986

Group Insurance Advisory Committee minutes and agenda

Box

1998/005-13

[June 1982 missing]

September 15, 1982

September 28, 1982

December 1982

May 1983

September 1983

October 1983

November 1983

December 1983

January 1984

February 7, 1984

February 21, 1984

March 1984

October 1984

November 1984

February 1985

May 1985

November 1985

February 1986

July 1986

November 1986

March 1987

June 1987

September 1987

October 1987
[agenda only]

December 1987

January 1988

February 1988

April 1988

May 1988

June 1988

August 1988

September 1988

January 1989

February 1989

April 1989

June 1989

September 1989

October 1989

November 1989

December 1989
[agenda only]

January 1990

February 1990
[agenda only]

March 1990

April 1990

June 1990

[August 1990 missing]

September 1990

January 1991

February 1991

March 1991

April 1991

May 1991

June 1991

August 1991

September 1991

January 1992

April 1992

June 1992

October 1992

January 1993
[agenda only]

[February 1993 missing]

April 1993

July 1993

October 1993

December 1993

February 1994

March 1994

April 1994

May 1994

Box

1998/005-14

October 1994

February 1995

March 1995

October 1995

Group Benefits Advisory Committee agenda

Box

1998/005-14

November 1995

May 1996

August 1996
[including minutes]

October 1996

January 1997

March 1997

May 1997

September 1997
[including minutes]

October 1997

January 1998

March 1998
[including minutes]

May 1998

Box

1999/023-2

November 1998

December 1998

February 1999

March 1999

June 1999

September 1999

February 2000

Board of Trustees correspondence, 1966-1996,
1.6 cubic ft.

Arrangement

These records are arranged in the order in which they arrived from the agency.

Preferred Citation

(Identify the item), Board of Trustees correspondence, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2001/112, 2004/188

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

Additional accession processed, and DACS compliance by Rebecca Romanchuk, May 2009

Box

2001/112-1

Board of Trustees election correspondence, 1967-1979

Pension Review Board Biennial Report (with memorandum), 1983-1984
[loose]

Trustees package, 1988-1990

[Contains issue papers on the Trustees' election process.]

Board of Trustees correspondence:

1978-1981

1973-1978

1969-1973

1966-1969

Box

2001/112-7

General correspondence, 1983-1988

Board of Trustees - history of, election procedures, board meeting procedures, insurance contributions, 1976-1977, 1981-1985

Run-off election of Trustees, correspondence, 1983

Box

2001/112-8

Correspondence, 1983-1984

General correspondence, 1981-1986

Box

2004/188-5

Board of Trustees:

Jack D. Kyle, 1986-1993

B.L. Parker, 1988-1991

Gary R. Rodgers, 1986-1988

J. Michael Weiss, 1988-1994

Marcus L. Yancey, Jr., 1986-1992

Box

2004/188-6

Milton Hixson, 1995-1996

Agency correspondence, 1942, 1947-1996,
15.5 cubic ft.

The Employees Retirement System of Texas (ERS) oversees retirement and health benefits for State of Texas employees to provide for, protect, and enhance the economic well-being of members, retirees, and their beneficiaries through effectively managing benefit programs, using sound actuarial principles and available resources consistent with applicable laws. Agency correspondence was written in the course of the overall management of the agency and consists of correspondence, memoranda, memorandums of understanding, contracts, and statements dating 1942, 1947-1996. Correspondence is among ERS Executive Office and division office staff members and between ERS and other agencies, officials, state employees, and the general public. Topics of discussion include policies, procedures, and operations of ERS and its benefit programs, as well as administrative issues regarding staffing and employees. Leaders of ERS during this time period were Executive Secretary Gordon H. Lloyd, 1947-1970; and Executive Directors: Everett L. Anschutz, 1970-1977; Joseph N. Murphy Jr., 1977-1980; Clayton T. Garrison, 1980-1990; and Charles D. "Dickey" Travis, 1990-1996. Correspondence of Deputy Executive Director James T. Herod, 1989-1990, is also included in these records.

Arrangement

These records remain in the physical order in which they arrived but, where possible, some of them have been roughly arranged by State Archives staff into several groups based on what little remains of the original order. The groups are: general correspondence, interoffice memos, division files, reading files, and state agency correspondence and Executive Office files regarding other agencies and entities. Because the arrangement is rough, the researcher should review the entire list of files to ensure that they have identified all relevant files.

Preferred Citation

(Identify the item), Agency correspondence, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 2001/112, 2004/188

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Executive Office of the Employees Retirement System of Texas on March 28, 2001 and August 10, 2004.

Restrictions on Access

Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, records of members, annuitants, retirees, beneficiaries, and alternate payees under retirement plans administered by the Employees Retirement System of Texas (V.T.C.A., Government Code, Section 815.503); and certain addresses, telephone numbers, and personal family information (V.T.C.A., Government Code, Section 552.117), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P.O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (http://www.tsl.state.tx.us/agency/customer/pia.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information. If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

Additional accession processed, and DACS compliance by Rebecca Romanchuk, May 2009

Box

2001/112-3

General correspondence:

1947-1948

1949-1953

1954-1959

1959-1969

1960-1965

1969-1970

1970-1971

1971-1972

1972-1973

1973-1974

1974

1974-1975

1975-1976

1976-1979

1979-1980

Box

2001/112-20

1980-1981

1981-1982

1982-1983

1983-1984

1984-1985

Box

2001/112-2

General correspondence, Herod (Deputy Executive Director), 1989-1990

Incoming from Herod, 1989-1990

Incoming from Garrison (Executive Director), 1989-1990

Outgoing to Garrison, 1989

Outgoing to Herod, 1989

General correspondence, 1989-1990

Outgoing to Program Division Directors, 1989-1990

Incoming from Flex(ible) Ben(efits Section), 1989-1990

General correspondence, Insurance, 1989-1990

GID (Group Insurance Division) miscellaneous, 1989-1990

Incoming from GID, 1989-1990

Outgoing to GID, 1990

GIAC (Group Insurance Advisory Committee), 1989-1990

Dan Stewart (Director of Flexible Benefits) speeches, 1988-1989

Incoming from BC/BS (Blue Cross/Blue Shield), 1989-1990

HMO (health maintenance organization) Association, 1989-1990

Incoming from Administration, 1989-1990

Incoming from DP (Data Processing?), 1990

DCATS (Deferred Compensation Account Tracing System) Project, 1990

Incoming from Accounting, 1989-1990

Incoming from MB (Member Benefits), 1988-1990

General correspondence, Member Benefits, 1989-1990

General correspondence, 1989-1990

General correspondence, Benefits Communication, 1989

Incoming from Benefits Communication, 1989-1990

Interoffice memos:

Member accounts/refunds, 1984-1986, 1988

Retirement, 1984-1987

Social Security, 1984-1987

Special programs, support services, 1984-1987

Administrative assistant, 1985-1987

Box

2001/112-4

Programs and General Counsel, 1982-1988

Box

2001/112-5

Accounting, 1980, 1984, 1986, 1988

Executive Office and Administration, 1982-1988

Benefits communication, 1985

Data processing, 1985-1987

Governmental relations, 1987-1988

Insurance, 1984-1988

Internal Auditor, 1988

Investments, 1983-1988

Box

2001/112-8

Insurance, 1976-1978

Box

2001/112-12

Memos, January-December 1989; January-June 1990

Memos, January-December 1988

Memos, January-December 1987

Memos, April-December 1986

Memos, January-March 1986

Box

2001/112-20

Interoffice, 1967-1980

Box

2001/112-2

Employee Retirement System, Division Director's code of professional ethics, undated

Group Insurance, notices to state agencies, 1980-1982

Member Benefits, notices to state agencies, 1977-1981

Consultant services, 1977-1982

Public disclosure/invasion of privacy, 1973-1978

Box

2001/112-4

Governor's Budget Office, 1974-1993

Box

2001/112-5

Texas State Employees Union, 1981-1987

Texas State Employees Union, petitions, 1982

Council of State Governments, 1980

National Association of State Retirement Administrators, 1980-1985

State Board of Insurance, 1976-1982

Box

2001/112-6

Highway research program (eligibility of retired members of ERS to work for), 1953-1954

Box

2001/112-7

Texas Research League, 1955-1957

Suspense - Presidential freeze, 1971

Garrison, Clayton T., correspondence, 1977

ESO (Elected State Officials) retirement, 1978

Letter to Ms. Carley from Texas Department of Mental Health and Mental Retardation regarding Blue Cross/Blue Shield pre-certification requirement, 1989

Letter to the Chairman (Ms. Carley), 1989

Box

2001/112-8

National Association of Securities Dealers, Inc., 1983-1984

Correspondence to and from legislators re: distribution of "ERS Summary of Retirement Benefits for Members of the Texas Legislature," 1984-1985

Battleship Commission, 1977-1978

HMO correspondence, 1977-1980

Miscellaneous correspondence, insurance, 1976-1978

Example of each letter to all state agency heads, 1982-1984

GID (Group Insurance Division) correspondence, 1989

GID miscellaneous, 1989

Box

2001/112-9

Republic National Life Insurance, 1974

Prior service - Hwy. (Texas Highway Department), 1942, 1947-1948

Maintenance, 1947-1948, 1961

Maintenance, Adjutant General's Department, 1947

War Department correspondence re: dates of "State of War" to ascertain eligibility for ERS credit during military service, 1949

Division files:

Box

2001/112-6

Executive office, Rudd & Wisdom, Inc., 1985-1988

Administration - 401K plans, 1968

Administration, general correspondence, 1981-1988
[includes organization charts]

Administration, human resources, 1984-1987

Administration, management by objectives, 1985-1988

Texas Growth Fund, 1988-1989

Investments, general correspondence, 1982-1988

Investments, general information, 1985

Investments, constitutional and statutory provisions, undated

Investments, PepsiCo Securities litigation, 1985-1986

Investments, policy book and prudent person rule, 1983, 1986

Investments, South Africa divestiture, 1983-1985

Programs, general information and correspondence, 1987-1988

Box

2001/112-11

Accounting, general correspondence, 1981-1988

Accounting, depository interest, 1985

Accounting, liability, 1986

Benefits communication, general correspondence, 1986

Data processing, general correspondence, 1982-1986

Data processing, computer access privileges, 1985

Data processing, data processing projects, 1987

Flexible benefits, General correspondence, general information, 1987-1988

Group insurance, administration, 1987-1988

Group insurance, AD&D (accidental death and dismemberment) benefits, 1985

Group insurance, beneficiary designations, 1985

Group insurance, Blue Cross/Blue Shield Contract 38000 and amendments, 1985-1993

Group insurance, claims paid, 1987

Group insurance, COBRA (Consolidated Omnibus Budget Reconciliation Act), 1986

Group insurance, coverage for board members, 1984

Group insurance, dependent coverage, 1984-1985

Group insurance, disability benefits, 1985

Group insurance, disposition of insurance appeals, 1984-1985

Group insurance, fraudulent insurance, 1982-1986

Group insurance, general correspondence, 1981-1988

Group insurance, health maintenance organizations, 1982-1988

Group insurance, group insurance advisory committee, 1986-1987

Group insurance, insurance coverage on worker's compensation, 1984

Group insurance, insurance premiums, 1984-1986

Group insurance, life insurance, 1985-1986

Group insurance, retiree insurance, 1984-1985

Group insurance, specifications for bidding Senate Bill 1287 benefits, 1984

Group insurance, state contributions, 1983-1984

Group insurance, uniform group insurance program bidding, 1983-1984

Judicial actuarial studies, 1982

Judicial, county court at law conversion to district court, undated

Box

2001/112-12

Legal section, general correspondence and general information, 1982-1987

Legal section, administrative procedure and Texas Register Act, 1981, 1986

Legal section, contested case procedures, 1984-1986

Legal section, court reporter services, 1984-1986

Legal section, hearing examiners, 1976-1988

Legal section, denial letter and determination process, 1985-1986

Legal section, open meetings act, 1985-1986

Member benefits, general correspondence, information, and administration, 1977-1988

Member benefits, closeout law, commissioned peace officers/custodial officers, 1979-1986

Member benefits, disability retirement, death benefit plans, 1979, 1982, 1985-1987

Membership of older employees, number of retirees by gross annuity category, 1977, 1981, 1988

Member benefits, elective officials, divorce decrees, medical board, 1978, 1980, 1984-1987

Member benefits, military service credit, 1971, 1977-1979, 1984-1986

Member benefits, refunds, 1981, 1983, 1985-1986

Member benefits, retirement booklet, reduction factors, 1982-1983, 1986

Member benefits, service purchase, River Compact Commission in ERS, 1977-1978, 1985-1987

Member benefits, TRS (Teacher Retirement System) service credit, 6228f benefits, 1976-1980, 1982, 1986

Member benefits, temporary employees at TEC (Texas Ethics Commission), waiver of benefits, 1985

Reading files:

[Correspondence, in chronological order, with index that includes the name of the author or recipient, the date, and the subject.]

Letters, January-June 1990

Letters, January-March 1989

Letters, April-June 1989

Letters, July-December 1989

Letters, January-June 1988

Letters, July-December 1988

Letters, July-December 1987

Letters, April-June 1987

Letters, January-March 1987

Reading file, January-March 1986

Letters, July-September 1986

Letters, April-June 1986

Letters, October-December 1986

Box

2001/112-14

Flexible benefits, 1988-1989

Group insurance, 1983, 1989

Programs, 1989-1990

Member Benefits Division, 1989

Position Classification Act files, request for Attorney General opinions, analysis of pending legislation, and appreciation letters to legislature and governor, 1961-1969

Post-doctoral training, 1971-1972

Murphy, Joseph N., speaking engagements, 1972-1980

Murphy, Joseph N., correspondence, 1976-1979

Letters on retirement, 1973-1978

Request for reduction factors, 1969-1970

Correspondence to and from agency administrators and employees re: renewal of the insurance contract with Blue Cross-Blue Shield for 1982-1983 fiscal year, 1982

Correspondence to and from state legislators re: renewal of the insurance contract with Blue Cross-Blue Shield for 1982-1983 fiscal year, 1982

Exhibits sent to agency administrators and state legislators with insurance letter of April 20, 1984

Metropolitan proposed rates, 1978

Martin E. Segal Company, correspondence and survey, 1978, 1980, 1984

Blue Cross/Blue Shield contract development correspondence, 1967-1977

Letters to all state agency administrators, 1985-1987

ERS Divisions, special projects, 1987

ERS Division contingency plans, 1986

State agency correspondence and Executive Office files regarding other agencies and entities:

Box

2001/112-15

Conflict of Interest Subcommittee, Public Servant Standards of Conduct Advisory Committee, 1982

Texas Department of Corrections, 1989

Court Administration, Office of, 1982-1986

Criminal Justice, Texas Department of, 1992-1993

Department of Criminal Justice, Institutional Division, 1980-1994

Deaf, Commission for the, 1983, 1994

Deep Water Port Authority, Texas, 1978

Economic Development Commission, Texas, 1985

Economy and Efficiency in State Government, Commission on, 1986

Education Agency, Texas, 1991, 1993

Texas Ethics Commission, 1992-1994

Correspondence to all state agencies, 1979-1980, 1988-1992

General Land Office, 1986-1987, 1990-1991

Indian Affairs, Texas Commission for, 1975

Incentive and Productivity Commission, Texas, 1990-1993

General Services Commission, 1977-1994

General Services Commission, Policy Advisory Committee, 1981-1982, 1993

Department of Information Resources, 1986-1990

Insurance, State Department of, 1978-1979, 1983-1994

Governor's Committee on People with Disabilities, 1992-1993

Health, Department of, 1981-1992

Higher Education Coordinating Board, 1994

Commission on Human Rights, 1983, 1990

Human Services, Department of, 1977-1992

Railroad Commission of Texas, 1982, 1990, 1992

Rehabilitation Commission, Texas, 1978, 1984-1991

Secretary of State, 1969, 1978-1993

Securities Board, State, 1989, 1994-1995

Office of State-Federal Relations, 1978, 1983-1984, 1987, 1990-1994

Sunset Advisory Commission, 1983-1994

Supreme Court of Texas, 1979-1992

Surplus Property Agency, Texas, 1978

Teacher Retirement System, 1987-1994

Texas Growth Fund, 1986, 1992, 1995

Transportation, State Department of, 1982-1992

Treasury Department, 1983-1993

University of Texas System, University of Texas at Austin, Texas A&M University, 1989-1990

TENRAC (Texas Energy and Natural Resources Advisory Council), 1978

Water Commission, Texas, 1986-1991

Water Development Board, Texas, 1990, 1992

Water Resources, Department of, 1971, 1982-1983

Texas Worker's Compensation Commission, 1990, 1992-1993

Workforce Commission, Texas (formerly Texas Employment Commission), 1978-1992

Youth Commission, Texas, 1982, 1987, 1990-1995

Box

2001/112-18

Automated Information and Telecommunications Council, 1987

Comptroller of Public Accounts, correspondence, 1985-1986, 1990

Battleship Texas Commission, 1976

Employment Commission, 1981

Good Neighbor Commission, 1982

General Land Office, 1988

Governor's Task Force on State Trust and Asset Management, 1982

Highways and Public Transportation, 1972, 1982, 1984

New ERS building correspondence, 1985

AGO (Attorney General's Office), correspondence and procedures, 1982-1988

Attorney General's Office, opinions, requests for opinions and advice, 1977-1988

Box

2001/112-11

Human Resources, 1984, 1988, 1990

Mental Health/Mental Retardation, 1981, 1987-1988

Miscellaneous state agencies, 1989

Office of State-Federal Relations, 1987

Pension Review Board, 1981-1989

Secretary of State's Office, 1982-1983

State Auditor, 1981, 1986, 1989-1990

State Purchasing and General Services Commission, 1985

Sunset Commission, 1988

Texas Board of Private Investigators and Private Security Agencies, 1984

Texas Department of Corrections, 1984

Texas Department of Health, 1984-1988

Texas Department of Water Resources, 1982-1984

Texas Rehabilitation Commission, 1987

University of Texas, 1982, 1989

National Association of Retirement Administrators, 1981-1987

Pension and retirement systems (out of state), 1983-1987

Public Employees Retirement System of Ohio, 1990

Teacher Retirement System, 1980-1985

Texas County and District Retirement System, 1982

Texas Municipal Retirement System, 1981

Attorney General, 1975-1993

Auditor's Office, 1991-1994

Administrative Hearings, State Office of, 1992-1993

Advisory Committee on Intergovernmental Relations, Texas, 1983, 1985

Aging, Texas Department of, 1982-1983, 1990

Agriculture, Texas Department of, 1980, 1984-1992

Air Control Board, 1989-1990

Aircraft Pooling Board, 1981-1982, 1986

Alcohol and Drug Abuse, Texas Commission on, 1990

Alcoholic Beverage Commission, Texas, 1978, 1983, 1990, 1990

Box

2001/112-21

State Auditor's Office, 1974-1991

Automated Advisory System Advisory Council, 1982-1984

Blind, Commission for the, 1980, 1990

Blind and Visually Impaired, School for the, 1994

Board of Law Examiners, 1992

Commerce, Texas Department of, 1991-1992

Comptroller of Public Accounts, 1974-1994

Law Enforcement Officer Standards and Education, 1986

Legislative Council, 1980, 1991

Library and Archives Commission, 1981, 1983, 1985

Mental Health and Mental Retardation, 1986-1994

Merit System Council, Texas, 1984

Office of Public Insurance Counsel, 1992-1994

Parks and Wildlife Department, 1983-1991

State Pension Review Board, 1980-1996

Public Safety, Department of, 1979-1983, 1990-1992

Federal correspondence:

Box

2001/112-15

U.S. Department of Commerce, 1991-1994

U.S. Department of Treasury, 1991

Box

2001/112-18

Letters to state agency administrators re: fraudulent insurance claims and GIAC (Group Insurance Advisory Committee) elections, 1978, 1982, 1984

Correspondence, agency heads, 1978-1979

Correspondence, agency heads, 1975-1978

Box

2001/112-20

Memos from Jim Sessions to Mr. Garrison, 1987

Correspondence from Executive Office, 1971-1972

Pre-retirement seminars, 1975-1977

Box

2004/188-1

State and local organizations:

Texas Association of Public Employees Retirement Systems, 1989-1994

Texas AFL-CIO (American Federation of Labor and Congress of Industrial Organizations), 1994

Texas Public Employees Association, 1987-1993

Texas State Employees Union, 1990-1991

Retired State Employees Association, 1993

Texas Retired Employees Association, Inc., 1977-1987

Texas Health Maintenance Organization Association, 1988-1991

Texas Research League, 1977-1994

City of Austin Employees Retirement Board, 1989

Texas County and District Retirement System, 1976-1994

Texas Municipal Retirement System, 1976, 1991

National organizations:

ERS memberships, 1990, 1994

Government Finance Officers Association, 1989-1994

National Conference on Public Employee Retirement Systems, 1991

National Conference of State Legislators, 1989

Institute for Fiduciary Education, 1989-1992

International Foundation of Employee Benefit Plans, 1991-1994

National Association of State Retirement Administrators, 1985-1986, 1994

National Association of State Retirement Administrators, 1986-1987

National Association of State Retirement Administrators, 1987-1988

National Association of State Retirement Administrators, 1990-1994

STRIMA (State Risk and Insurance Management Association), 1990-1992

Consultant information:

Consultants correspondence, 1990-1994

Alexander and Alexander Benefits Services, Inc., 1989-1991

Buck Consultants, 1981-1982

Box

2004/188-2

Member benefits:

General correspondence, 1988-1994

Judicial Retirement System of Texas, Plans I and II, 1985-1986

Support services correspondence, 1988-1997

Group insurance:

Central Texas Health Plan, 1985-1986

HMO (health maintenance organization) correspondence, 1986-1996

COBRA (Consolidated Omnibus Budget Reconciliation Act of 1986), 1986

Correspondence, 1988-1994

HMO complaints, 1992, 1994

HealthSelect, 1987-1995

Higher Education Insurance Program, 1991-1994

Local school districts, 1992

National Health Security Act (health care reform), 1994

Strategic plan (Uniform Group Employees Program), 1990

Group Benefits Advisory Committee, 1976-1991

Group Benefits Advisory Committee, 1991-1994

Universal Life, 1987, 1994

Correspondence:

Executive Officer, 1989-1992

Out of state, 1990-1993

Board of Trustees, 1987-1991

Presentations by Executive Director Charles D. "Dickey" Travis, 1991-1994

Box

2004/188-3

Investments:

Correspondence, 1989-1994

Callan Associates, 1991-1995

Duff and Phelps Investment Management Co., 1984-1992

International investments, 1989, 1994

Investment Advisory Committee, 1985-1992

NationsBank Corp., 1992

Texas Growth Fund, 1990-1994

Executive Office correspondence:

Governor's Office, 1997-1998

House of Representatives, 1997-1998

Senate, 1997-1998

General Services Commission, 1997-1998

Comptroller of Public Accounts, 1997-1998

Attorney General's Office, 1998

State Auditor's Office, 1997-1998

State agencies, 1998

Box

2004/188-4

Teachers Retirement System, 1998

Legislative Budget Board, 1998

Gifts log/letters, 1996-1998

UGIP (Uniform Group Insurance Program), 1998

GBAC (Group Benefits Advisory Committee), 1998

Callan Associates, 1998

Delloitte and Touche 1998

Y2K (Year 2000), 1998

Miscellaneous, 1998

Investments Division, 1997-1998

Information Systems Division, 1998

Benefit Contracts Division, 1997-1998

Benefit Operations Division, 1998-1999

Customer Service Division, 1998

Finance and Administration Division, 1998

Internal Auditing Division, 1998

Legal Division, 1996-1998

Box

2004/188-5

Member correspondence, 1998

Blue Cross / Blue Shield, 1998

Surveys / questionnaires, 1997-1998

Box

2004/188-6

Governor's Office, 1982-1997

Lieutenant Governor's Office, 1983-1996

Senate, 1996-1997

House of Representatives, 1995-1997

Speaker's Office, House of Representatives, 1984-1991

State Auditor's Office, 1995-1997

Legislative Budget Board, 1994-1996

Comptroller of Public Accounts, 1993-1997

General Services Commission, 1995-1997

Department of Insurance, 1995-1997

State agencies, 1995-1997

ERS members, 1995-1997

Consultant and customer correspondence, 1996-1997

ERS Divisions, 1995-1997

Box

2004/188-7

GBAC (Group Benefits Advisory Committee), 1997

Clinton Health Plan, 1993-1994

Deferred compensation program, 1990-1991

Communication plan, 1989-1990

Federal issues, 1990

Medical access services, 1991

Senate Bill 111 (Texas Performance Review), 1991

Texas Growth Fund, 1990

UGIP (Uniform Group Insurance Program), 1996-1997

Blue Cross / Blue Shield, 1995-1997

House Bill 2885, Insurance program for school district employees, 1992-1993

UGIP $100 million surplus (LBB - Legislative Budget Board), 1994

UGIP excess / contingency reserve funds, 1990

Investments Division, 1996-1997

Surveys and questionnaires, 1996-1997

Public retirement systems surveys and questionnaires, 1976, 1988-1997

Executive Director speeches and presentations, 1996-2004,
0.8 cubic ft.

Arrangement

These records are arranged chronologically as they arrived from the agency.

Preferred Citation

(Identify the item), Executive Director speeches and presentations, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2009/077

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on December 30, 2008.

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Rebecca Romanchuk, May 2009

Box

2009/077

Presentations by Sheila W. Beckett:

1996-2000
[wallet]

2001
[wallet]

2002
[wallet]

2003-2004
[wallet]

Calendars, 2005-2007,
0.4 cubic ft.

Arrangement

These records are arranged in roughly chronological order as they arrived from the agency.

Preferred Citation

(Identify the item), Calendars, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2009/003

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on September 3, 2008.

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Rebecca Romanchuk, May 2009

Box

2009/003

Division director and above electronic calendar printouts:

2005

2006

2007
[2 folders]

Reports, 1956, 1973-1984, 1986-1987, 1989-1991, undated,
1.45 cubic ft.

Arrangement

These records are arranged in the order in which they arrived from the agency.

Preferred Citation

(Identify the item), Reports, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2001/112

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on March 28, 2001.

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

Box

2001/112-1

Police Pension Study Report, 1973-1974

Box

2001/112-2

All statewide retirement systems, undated

Box

2001/112-5

Texas Research League, material received, 1956

Study of American Attitudes Toward Pensions and Retirement, Louis Harris and Associates, Inc., 1979

Report on the Results of a Dental Insurance Questionnaire for the Employees Retirement System of Texas, Buck Consultants, June 1, 1982

Box

2001/112-7

Performance and funds management report, 1989

A Report on a Study of Organization, Staffing, and Compensation of the Investment Office, Touche Ross & Co., August 31, 1984

Box

2001/112-8

Public utility investment prospects in Texas, 1986

Buck Consultants - "Criteria for Evaluation of Health Maintenance Organizations for ERS," 1982

"Feasibility Study to Determine the Cost of Providing Retirement Service Credit for Certain County Child Welfare Workers," in response to Senate Concurrent Resolution 41, 66th Legislature, 1979

Box

2001/112-14

Miscellaneous reports and plans re: group insurance:

Microcomputer report, 1989

Special reports on group insurance division operations, 1989

Renewal Rating Report, Uniform Group Insurance Program of the Employees Retirement System of Texas, 1990-1991

Packet - Washington Updates, supplemental retirement arrangements, and tax qualifications, 1989

Health Plan Statistical Data and Program Orientation, Uniform Group Insurance Program, 1989

Maxicare closure, 1989

MBO (Management By Objective?) Program for FY (fiscal year) 1989

Transfer of Insurance Report Reconciliation Responsibilities from GID (Group Insurance Division) to Accounting, 1987

Report on the Results of a Survey of the Life, Accident, and Health Insurance Benefits and Coverages Commonly Provided in Private Industry for the Employees Retirement System of Texas, 1982

A.G. Becker, 1983-1984

Employees Retirement System Performance Review, 1983

ERS annual report (distribution and attachments), 1970-1979

"Uniform Group Insurance Program Issues: Past, Present, Future" 1976 to 1982
[loose]

"Feasibility Study to Determine the Cost of Providing Retirement Service Credit for Certain County Child Welfare Workers," in response to Senate Concurrent Resolution No. 41, Sixty-sixth Legislature, 1979

Interim report, 66th Legislature, the Joint Study Committee on Public Pension Plans, 1978

Project files, 1970-1984, 1990-1993, undated,
2.25 cubic ft.

The Employees Retirement System of Texas (ERS) oversees retirement and health benefits for State of Texas employees to provide for, protect, and enhance the economic well-being of members, retirees, and their beneficiaries through effectively managing benefit programs, using sound actuarial principles and available resources consistent with applicable laws. ERS project files consist of correspondence, memoranda, notes, printed materials, minutes, studies, reports, drafts, clippings, and statistics, dating 1970-1984, 1990-1993, and undated. Projects include the examination and selection of insurance companies, particularly Blue Cross/Blue Shield, the development of responses to the agency's sunset review, and the development of insurance policy coverages and a police pension program. A number of files concern the creation and design of the statewide uniform group insurance program, authorized by the Texas Legislature during the 64th Session. The files document the work of a group of state employees to ascertain the insurance needs of employees and their dependents, to recommend benefits, and to work with the Trustees in implementing the program. The consulting firm of Peat, Warwick, Mitchell & Company was hired to complete the final program specifications and to supervise the insurance carriers bidding process.

Arrangement

These records are generally arranged in the order in which they arrived from the agency, though several items that appear to be a part of the same project have been intellectually grouped together by State Archives staff.

Preferred Citation

(Identify the item), Project files, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 2001/112

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on March 28, 2001.

Restrictions on Access

Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, records of members, annuitants, retirees, beneficiaries, and alternate payees under retirement plans administered by the Employees Retirement System of Texas (V.T.C.A., Government Code, Section 815.503), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P.O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (http://www.tsl.state.tx.us/agency/customer/pia.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information. If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

Box

2001/112-5

Memorandum of Advisory Comments Relating to Procedures and Controls of Blue Cross/Blue Shield, by Alexander Grant, 1982

Report to Subcommittee on Appropriative Matters Regarding the Uniform Group Insurance Program, 1982

Examination of Metropolitan Claims, by Alexander Grant, 1978-1981

Examination of Blue Cross Claims, by Alexander Grant and Company, September 1, 1981 - August 31, 1982

Examination of Blue Cross Claims, and Memorandum of Advisory Comments Relating to Procedures and Controls of Blue Cross and Blue Shield of Texas, by Alexander Grant and Company, 1980-1982

Coopers & Lybrand CPAs, Audit of Blue Cross/Blue Shield, 1983

UGIP (Uniform Group Insurance Program) plan prior to September 1, 1976, 1971-1976

Blue Cross Audit, Alexander Grant, 1978

General correspondence, Blue Cross/Blue Shield, 1975-1980

Group 35044, Blue Cross/ Blue Shield, 1970-1975

Uniform Group Insurance Program, Issues: Past, Present, Future, 1976-1978
[loose]

Complaint letters, insurance, 1985

Employees Uniform Group Insurance Program: Analysis and Evaluation of the Proposals in Response to the April 1979 Specifications, 1979

Box

2001/112-7

I.H. Sunset (Sunset Commission), 1992-1993
[4 files]

Bond exchange accounting, 1972-1975

Box

2001/112-8

Group Insurance working papers, 1975

I.K. (MHMR - Mental Health and Mental Retardation) School Closures, 1992-1993

II.F.2.b. Coverage eligibility of prostheses, 1991

II.F.2.i. UGIP (Uniform Group Insurance Program) funding methodology, 1977, 1990

Box

2001/112-19

I.G.1. Annual Membership Fees (each member of regular retirement program to pay $2), 1990

I.G.5. FY 1992-1993 Operating Budget, 1990

I.G.18. Real Information Systems (Flippo), 1990-1991

I.G.24. USA Healthnet Inc., (Mark White), 1991-1992

Box

2001/112-8

III.I. Organization and compensation committee (Board of Trustees), 1990

Box

2001/112-2

Loose records:

III.C.1 Uniform Group Insurance Plan, FY 1990

III.C.1 Rate and utilization data, 1990
[confidentiality requested in letter and stamped on document]

III.C.1 Texas Higher Education Coordinating Board Health Care Study, 1989

Box

2001/112-19

Blue Cross/Blue Shield final settlement of agencies, 1977-1978

Box

2001/112-9

Aetna, Blue Cross, Prudential, Metropolitan Life correspondence, 1975-1976

Interested insurance companies, correspondence, 1975-1976

Consultant correspondence, miscellaneous, 1975-1976

Description of consultation required, qualifications of bidders, 1975

35999 information, undated

Peat, Warwick, Mitchell & Co., 1975-1976

Report on the Uniform Statewide Insurance Plan, Peat, Warwick, Mitchell & Co., 1976

Consultant contracts and progress reports, 1976

Information regarding insurance programs for 1975-pre UGIP (Uniform Group Insurance Program) (individual programs), 1975
[2 wallet files]

"Employees Uniform Group Insurance Benefits Specifications," Peat, Warwick, Mitchell & Co., 1977

Box

2001/112-14

Touche Ross & Co., 1984

Staff analysis of investment advisor candidates, 1983

Letters re: canvassing large organizations to determine their interest in entering into consulting agreement to provide investment advisor services for equity portion of ERS, 1983

Police officers pension study task force, 1972-1973

Police pension study, 1972-1976

A Program to Improve Retirement Protection for Police Officers in the State of Texas, 1974

Administration of Employees Retirement Act, financial statements, notes, comments, 1976-1977

Group 28500, enrollments and premiums, 1977, 1980

Negotiations for the premiums rates, 1981-1982

Box

2001/112-18

Intergovernmental Personnel Act, 1971-1973

Intergovernmental Personnel Task Force, 1972-1973

Governor's Task Force on State Employees' Health Insurance Quality and Cost Containment, 1983-1984

The Governor's Task Force on State Employee Health Insurance, Quality and Cost Containment, 1984

Insurance bids, supplemental maternity benefits, 1978-1979

Insurance for contract year, 1979

Metropolitan correspondence, 1977-1980

Comparison of monthly premiums for uniform group health insurance program, FY 1983-1984

BRILAB (Bribery and Labor), 1980

Final accounting, Metropolitan contract #25900-G, 1982

Results, Uniform Group Insurance questionnaire survey for FY 1978-1979

Box

2001/112-19

Executive Director statistics, planning and correspondence, 1973-1977

Legislative records, 1947-1981, 1984, 1986-1988, undated,
4.4 cubic ft.

Arrangement

These records are arranged in the physical order in which they arrived from the agency. Where possible records in this series have been intellectually grouped in bill number order by legislative session, and files documenting proposed legislation developed by the Texas Public Employees Association have been grouped together, by State Archives staff. All other files remain in the order in which they were found.

Preferred Citation

(Identify the item), Legislative records, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2001/112

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on March 28, 2001.

Restrictions on Access

Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, certain addresses, telephone numbers, and personal family information (V.T.C.A., Government Code, Section 552.117), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P.O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (http://www.tsl.state.tx.us/agency/customer/pia.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information. If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

Bill files:

Box

2001/112-2

Senate Bill 357 information and action plan, 1989

Box

2001/112-19

Senate and House Joint Resolutions, 1962-1971

House and Senate Bills, amendments, 1947, 1963

House Bill 169, 50th Legislature, 1951

House Bill 349, 58th Legislature, 1963

House Bill 12, undated

House and Senate Bills, 61st Legislature, 1969

Senate Bill 55, 61st Legislature, 1969

Senate Bill 389, Judges, 61st Legislature, 1969

Senate Committee Investigating Investments, 1959-1962

62nd and 63rd Legislatures:

Box

2001/112-19

House and Senate Bills, 1971

Senate Bill 531, 1971

Senate Bill 572, Early retirement for judges, 1971

House Concurrent Resolution 58, 1971

Senate Bills 53, 872, 925 and House Bills 224 and 1553, 1973

63rd Legislature, 1973

House Bill 6, 1973

Box

2001/112-4

House Bill 750, relating to the payment of sums to the ERS, amending Section 4, Chapter 352, Acts of the 50th Legislature, 1947; and Senate Bill 899 membership, service, funding, benefits and expense fund of ERS, amending the Employees Retirement Act, 1971, 1973

64th Legislature, 1975:

Box

2001/112-13

Monitoring file

Senate Bill 56

Box

2001/112-19

Senate Bill 18

Senate Bill 1, Doggett, (also proposed committee amendment) See House Bill 2, 10% salary increase

Senate Bill 56, certified copies and committee substitute,

Senate Bill 28
[loose]

Senate Bill 464, Doggett, Social security, relating to federal old age and survivors insurance coverage for certain public employees and employees receiving salaries from funds administered by county board of school trustees and declared emergency

65th Legislature, 1977:

Box

2001/112-10

House Bill 25, Wilson, Optional membership in ERS

House Bill 48, Leland, Payroll deductions for certain public employee organizations

House Bill 49, Clark, Inclusion of certain coverages in insurance contract (sickness of alcoholism)

House Bill 75, Coleman, Amending T.R.S. (Teachers Retirement System) relating to contributions and benefits

Box

2001/112-13

House Bill 87, Kaster, Insurance coverage for certain cancer radiation centers by joint underwriting association (Senate Bill 27)

Box

2001/112-10

House Bill 106, Harris, Redefining the term "Peace Officer"

House Bill 118, Washington, Judicial retirement with 20 years (Senate Bill 12)

Box

2001/112-13

House Bill 128, Simpson, Appointment, territorial jurisdiction, assignment, and use of number and term of office of notary public

House Bill 132, Hudson, Service retirement allowance under ERS for Law Enforcement Officers (6228a)

House Bill 148, Authorization for discovery entry on land or other property and use of reports in agency proceedings

House Bill 149, Maloney, Parties to administrative proceedings may file exceptions and replies to administrative decisions

House Bill 151, Hudson, Supplemental pay for law enforcement officers who work in excess of 40 hour work week

Box

2001/112-10

House Bill 152, Jones of El Paso, Credit Court of Domestic Relations for judicial retirement purpose

House Bill 176, Green, Add to list of peace officers certain persons of school districts

House Bill 253, Kubiak, Age of minor child of deceased peace officer (Article 6228f)

House Bill 290, Semos, Inclusion of judges and credit for prior service as a judge of these courts

Box

2001/112-13

House Bill 314, Regulation of the style and format of certain periodic reports to the governor or the legislature

Box

2001/112-10

House Bill 339, Allen, Creation of a state personnel system and a state personnel board having powers, duties, and functions regarding employment policies and practices of certain state agencies

Box

2001/112-13

House Bill 360, Vale, The right to psychological services and reimbursement for service under certain policies and certificates of group insurance and hospital plans

House Bill 364, Advances for travel expenses of state officials and employees

Box

2001/112-10

House Bill 396, Olson, Creation of state personnel system (also see Senate Bill 127 and House Bill 339)

House Bill 408, Polumbo, Reinstatement of service credit in the Texas County and District Retirement System

House Bill 446, Edwards, Eligibility for military service credit in the Employees Retirement System of Texas

House Bill 470, Hudson, Period for vesting of benefits for certain persons in the Texas County and District Retirement System

Box

2001/112-13

House Bill 510, Presnel

House Bill 514, Powers of fiduciaries and custodian with regard to certain securities

House Bill 580, A process for legislative review of proposed rules of state agencies

House Bill 609, Benedict, Active duty, assignment, and compensation of former district judges

House Bill 612, Amending the Texas Education Code under the TRS system (Senate Bills 74 and 550 and House Bill 797 combined)

Box

2001/112-10

House Bill 614, Bryant, Creation of state and local charitable deduction committees

Box

2001/112-13

House Bill 617, Wyatt, Proportionate service retirement benefits

House Bill 625, Blake, The lease of space for state agencies

House Bill 628, Weddington, A system for gathering and dispensing notices of certain job responsibilities

Box

2001/112-10

House Bill 742, Cartwright, The deposit of all or part of a state employee's monthly salary in a designated account

House Bill 846, Peveto, New tax code

Box

2001/112-13

House Bill 890, Military leave of absence and restoration of employment to veterans

House Bill 940, Blythe, Relating to audits, reports, and actuarial studies of certain Public Retirement System

Box

2001/112-10

House Bill 979, Increase in monthly benefits payable by the TRS system

House Bill 980, Creation of public school group insurance plan

House Bill 1032, Evans, Establishing a prosecuting attorney retirement system

Box

2001/112-13

House Bill 1033, Salary of Criminal D.A. (District Attorney)

Box

2001/112-10

House Bill 1063, Evans, Estate tax exemption for certain annuities and individual retirement accounts exempted under federal law

House Bill 1080, Clark et al., Retirement benefits based on years of service for members of the Judicial Retirement System

Prosecuting Attorney Retirement System

House Bill 1115, Moreno, Credit in state-financed public retirement systems for service as a federal employee

House Bill 1129, Cates, Uher, Hubenak, Collaza, Law enforcement supplemental benefits

House Bill 1154, Kubiak, Retirement benefits for teachers employed by Texas Youth Council

House Bill 1303, Wyatt, Practice of law by a person retired under the Judicial Retirement System

House Bill 1369, Wyatt, Credit in the Judicial Retirement System for service as a county judge

House Bill 1457, Wilson, Contributions to the Employees, Teacher, and Judicial Retirement System of Texas

Box

2001/112-13

House Bill 1466, Laney, Assistant prosecuting attorneys

Box

2001/112-10

House Bill 1545, Tejada, Continuation of certain insurance benefits after death of insured

House Bill 1546, Cartwight, Method of payment of salaries of state employees

House Bill 1561, Wyatt, Disposition and allocation of certain state revenue

House Bill 1572, Hernandez, Practice of law by retired judges

House Bill 1597, Salaries of certain district personnel

Box

2001/112-13

House Bill, 1796, Craddick, Notice of certain meetings that are open to the public

Box

2001/112-10

House Bill 1882, Davis, Credit in the ERS for certain military service

House Bill 1930, Nugent, Transfer of land to ERS (Senate Bill 1250)

House Bill 2017, Hill of Travis, Death benefit plan for active employees

Box

2001/112-13

House Bill 2067, Withholding warrants to persons owing delinquent taxes

House Bill 2194, Relating to the disposition of surplus of state property

House Concurrent Resolution 78, Application for state employment

Box

2001/112-10

Senate Bills 8, 13, 31, 49, and 51

Box

2001/112-13

Senate Bill 12, Brooks, Judicial retirement with 20 years (see House Bill 118)

Senate Bill 20, Doggett, State pays social security contribution

Box

2001/112-4

Senate Bill 12 and Senate Bill 20, Judicial retirement and state contributions to OASI (Old Age and Survivors Insurance)

Senate Bill 37 and Senate Bill 54, Defense of state officers and employees by the Attorney General and periodic review and termination of certain state regulatory agencies and advisory committees

Box

2001/112-13

Senate Bill 37, Moore, Defense of state officers and employees by Attorney General

Senate Bill 54, Doggett (received no copy) (see House Bill 154 by Wilson)

Senate Bill 65, Schwartz, Active duty, assignment, and compensation of former district judges

Box

2001/112-4

Senate Bill 65 and Senate Bill 93, Active duty, assignment, and compensation of former district judges and exclusion of higher education from Uniform Insurance Program

Box

2001/112-10

Senate Bill 74, Aiken and Snelson, Affecting the Teacher Retirement System

Senate Bill 79, Farabee, Compensation of certain retired district judge

Senate Bill 89, Brooks, Prevention of drug dependence and to treatment and rehabilitation of drug-dependent persons

Senate Bill 90, Relating to ERS; amending Chapter 352, Acts of the 50th Legislature, 1947, and amended (Article 6228a, VTCS (Vernon's Texas Civil Statutes))

Box

2001/112-13

Senate Bill 90
[loose]

Senate Bill 93, Traeger, Exclusion of higher education employees from uniform insurance

Senate Bill 95, Traeger, Providing retirement and annuity insurance and group life, accident, and health insurance for employees of public community/junior and senior colleges

Box

2001/112-4

Senate Bill 95, Providing insurance for employees of public community/junior and senior colleges and universities

Senate Bill 102 and Senate Bill 146, issuance of duplicate state warrants and definition of "peace officers"

Box

2001/112-13

Senate Bill 102, Doggett, Issuance of duplicate warrants under certain circumstances

Box

2001/112-10

Senate Bill 127, Meier, Creation of state personnel system (also see House Bill 339 and House Bill 396)

Senate Bill 134, Jones of Harris, Public access to certain information in the custody of governmental bodies

Box

2001/112-13

Senate Bill 146, Mengden, Definition of "Peace Officer"

Box

2001/112-10

Senate Bill 179, Clower, Deposit a portion of a state employee's monthly salary in a designated account

Box

2001/112-13

Senate Bill 193, Exemption from inheritance taxes of community property interests in annuities and individual retirement accounts

Box

2001/112-4

Senate Bill 193 and Senate Bill 266, Exemption from inheritance taxes of community property interests in annuities and individual retirement accounts and judicial retirement credit for service on on domestic relations and juvenile courts

Box

2001/112-10

Senate Bill 195, Meier, Inclusion of judges of certain special statutory courts in the state judicial retirement system

Senate Bill 211, Aiken, General appropriations bill

Senate Bill 255, Parker, Credit in the Employee Retirement for certain service performed for a county child welfare board

Senate Bill 261, Harris, Availability of certain information maintained by governmental bodies as public information

Senate Bill 263, Harris, Reasonable charges by governmental bodies for providing the public with access to information

Box

2001/112-13

Senate Bill 266, Relating to judges

Box

2001/112-10

Senate Bill 312, Moore, The liability of the state for certain actions of state officers or employees

Senate Bill 319, Truan, The definition of "permanent and total disability" as used in determining eligibility for assistance grants

Senate Bill 321, Truan, The payment of benefits and the amount of benefits to be paid under certain policies of group insurance

Box

2001/112-13

Senate Bill 332, Biennial reports by the governor on the organization and efficiency of state agencies

Senate Bill 343, Moore, Retirement benefits of judges who retire at or before 70 years of age

Box

2001/112-4

Senate Bill 343, Senate Bill 332, and Senate Bill 513, biennial reports, retirement benefits of state judges, accounting and inventory of state property

Box

2001/112-10

Senate Bill 376, Hance, The defense of and payment of damages in certain causes of action against certain state employees

Senate Bill 457, Moore, Eligibility for certain retirement benefits under the Judicial Retirement System of Texas

Senate Bill 466, Mauzy, Retired district judges or appellate judges sitting as commissioners to the courts of civil appeals

Senate Bill 474, Jones of Taylor, Requirement that each agency of the state file an annual statement of financial condition with the comptroller and the governor

Senate Bill 478, Mauzy, Pension contributions on offset benefits and pension benefits of employees of political subdivisions who are incapacitated from work due to injury

Box

2001/112-13

Senate Bill 513, Transfer of certain duties of the Comptroller of Public Accounts

Box

2001/112-10

Senate Bill 550, Moore, Increase in monthly benefits by the Teacher Retirement System to certain annuities

Box

2001/112-13

Senate Bill 559, Mengden, TRS providing for the security of the system's assets, increasing the permissible number of days a retired member may be employed as a substitute employee

Box

2001/112-4

Senate Bill 559 and Senate Bill 612, Teachers Retirement System and central clearing house for computer software

Box

2001/112-10

Senate Bill 564, Doggett, Defining "Peace Officer," an act amending Article 2.12, Code of Criminal Procedure, 1965

Box

2001/112-13

Senate Bill 612, Computer software

Box

2001/112-10

Senate Bill 621, Mauzy, Assignment, rights, and duties of judges of the special juvenile courts

Senate Bill 623, Longoria, The creation, jurisdiction, administration, and procedures of the Texas State Wide Court

Senate Bill 644, Hance and Traeger, Supplemental retirement benefits for certain peace officers and custodial officers

Senate Bill 647, Mengden, Serving retirement benefits for commissioned peace officers of the State Board of Control

Senate Bill 652, Doggett, Defining members of the Board of Regents of the University of Texas System as appointed officers of a major state agency

Senate Bill 711, Schartz and Mauzy, Individual's access to personally identifiable information maintained by a state agency

Box

2001/112-4

Senate Bill 737, Senate Bill 756, and Senate Bill 759, Use of private consultants, defining creditable service, abolition of State Building Commission and State Building Fund

Box

2001/112-13

Senate Bill 737, Doggett, Use of private consultants by state agencies

Senate Bill 747, Commissioning certain security officers as peace officers, vetoed

Senate Bill 754, Moore, Increase in monthly benefits payable by the Employees Retirement System to certain annuitants (75 cent bill)

Box

2001/112-4

Senate Bill 754 and Senate Bill 792, Increase in ERS monthly benefits

Box

2001/112-10

Senate Bill 755, Moore, Relating to retirement pay for certain judges

Senate Bill 756, Moore, Defining creditable service (clean up bill)

Box

2001/112-13

Senate Bill 759, Abolition of the State Building Commission and State Building Fund and transfer powers to the State Board of Control

Box

2001/112-10

Senate Bill 778, Moore, Interest charges on the purchase of service not previously established for retirement (100% bill)

Box

2001/112-13

Senate Bill 792, Establishing and governing the Texas County and District Retirement System

Box

2001/112-4

Senate Bill 793, Senate Bill 859, and Senate Bill 912, Establishing the Texas County and District Retirement System, three year average bill, amending Administrative Procedure and Texas Register Act

Box

2001/112-13

Senate Bill 793, Amending Chapter 127, Acts of the Regular Session of the 60th Legislature

Box

2001/112-10

Senate Bill 795, Mengden, Reinstatement of active membership in the Teacher Retirement System of certain retired members of the System

Senate Bill 830, Doggett, Establishing uniform grievance procedures; providing for policies, practices, procedures for certain state agencies; defining terms and declaring emergency

Box

2001/112-13

Senate Bill 859, three year average bill

Box

2001/112-10

Senate Bill 901, Brooks, Open meetings of government bodies

Box

2001/112-13

Senate Bill 912, Certain sections of the Administrative Procedure and Texas Register Act

Senate Bill 917, Funding deferred compensation programs for certain public employees

Box

2001/112-4

Senate Bill 917 and Senate Bill 949, Funding deferred compensation plans and retirement allowance of judges

Box

2001/112-13

Senate Bill 949, Brooks, Retirement allowance of judges of this state while assigned to a court or serving as a commissioner to the Court of Criminal Appeals

Box

2001/112-10

Senate Bill 1026, Clower, Notice of a hearing in a contested case under the Administrative Procedure and Texas Register Act

Senate Bill 1027, Clower, Failure to provide public notice of the meetings of certain governmental bodies

Box

2001/112-4

Senate Bill 1045, Senate Bill 1183, and Senate Bill 1212, lump sum death benefit for teachers, uniform group insurance, retirement benefits for teachers employed by the Texas Youth Council

Box

2001/112-13

Senate Bill 1045, Doggett, $5000 lump sum death benefit for teachers

Box

2001/112-10

Senate Bill 1086, Ogg, Compensation of certain retired district judges

Senate Bill 1132, Clower, Comprehensive health insurance coverage and health care cost quality control

Senate Bill 1157, Moore, Providing for standard provisions and provisions of conversion on group insurance

Senate Bill 1166, Doggett, Group life and health insurance for certain retired public employees and their survivors

Box

2001/112-13

Senate Bill 1183, Traeger, Insurance bill

Box

2001/112-10

Senate Bill 1205, Doggett, Transfer of land (same as House Bill 1930)

Box

2001/112-13

Senate Bill 1212, Jones, Retirement benefits employed by teachers of the Texas Youth Council (same as House Bill 1145)

Box

2001/112-4

Senate Bill 1310, Travel reimbursement and state participation in insurance premiums

Box

2001/112-13

Senate Bill 1310, (Same as House Bill 2242), Travel expense and insurance premiums

Box

2001/112-10

Senate Bill 1328, Contributions to and benefits payable under TRS System

House Joint Resolution 83, Wilson of Harris, Relating to the contributions of the state retirement systems

The Sixty-Fifth Texas Legislature, 1977-1978

TPEA (Texas Public Employees Association) Insurance-Retirement Committee, 1977

Aiken letter, 1977

Service retirement benefits for appointive officers and employees, 1977

Legislators with 20 years service (Head), 1977

Increase in monthly benefits, 10% bill, 1977

Sick leave, 1977

Uniform Group Insurance Benefit Act, undated

Central Education Agency, 1976

65th Legislature, 1976-1977

Box

2001/112-6

Legislative correspondence, 1948-1968

Phase 2 - Presidential executive order 11615, 1971-1972

Presidential freeze order no. 11615, 1971

Proposed retirement bill (House Bill 925 and Senate Bill 531), 1971

Resource data, interim study, 1967-1977

U.S. Congress, general correspondence, 1986-1988

Trustee resolution to Texas Congressional Delegation, 1984

Present constitution, Senate Joint Resolution 3, 64th Legislature, amends Senate Joint Resolution 39, undated

Texas Constitution, 1974-1977

Federal legislation, 1966-1981

ERS interpretations, 1970

Survey of Texas Independent School Districts with Respect to Requirements of House Bill 2885, 1992
[2 copies]

Draft Subtitle A General Provisions and Subtitle B Provisions Generally Applicable to Public Retirement Systems, A Subtitle of Proposed Title IIOB Public Retirement Systems, 1980

Draft Subtitle C Employees Retirement System of Texas, A Subtitle of Proposed Title IIOB Public Retirement Systems, 1980
[2 copies]

94th Congress, 2nd Session, House Resolution 13040, bill notes, statistics, 1976

Box

2001/112-7

TPEA (Texas Public Employees Association):

Legislation, 1978

Retired chapter, 1977-1979, 1984-1985

1973

1973-1977

1978-1988

Legislative Committee and Employee Assistance Plan, 1970-1980

Insurance and Retirement Committee, 1978

Box

2001/112-9

General file, 1973-1974

Legislative committee, 1972-1973

EMPACT (Employees Political Action Council of Texas), 1973-1976

TPEA through August 31, 1971, 1949-1962, 1966-1971

TPEA, 1971-1974

Resolutions, 1970

Resolutions, 1971

Box

2001/112-18

EMPACT (Employees Political Action Council of Texas), 1972-1973

Box

2001/112-8

Investment bills follow-up correspondence, 68th Legislature, House Bill 1699, House Bill 1701, and House Concurrent Resolution 117
[empty]

Texas Department of Human Resources, House Bill 1812, 1980

Box

2001/112-9

Senate Bill 439, 1949

Reciprocity, (Senate Bill) 438, 1949-1950



Financial records, 1969-1994, undated, 2.25 cubic ft.
	The Employees Retirement System of Texas (ERS) oversees retirement and health benefits for State of Texas employees to provide for, protect, and enhance the economic well-being of members, retirees, and their beneficiaries through effectively managing benefit programs, using sound actuarial principles and available resources consistent with applicable laws. Records comprise correspondence, reports, memoranda, plans, drafts, and financial records that document the ERS budget development process during the years 1969-1994, and undated. The materials document correspondence with the Texas Legislative Budget Board, as well as the development of the agency's strategic plans. Also included are budget estimates, balance sheets, and records of expenditure and other operating costs.
	Arrangement
	These records are arranged in the order in which they arrived from the agency.
	Preferred Citation
	(Identify the item), Financial records, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.
	Accession Information
	Accession number: 2001/112
	These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on March 28, 2001.
	Restrictions on Access
	Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.
	Restrictions on Use
	Most records created by Texas state agencies are not copyrighted and may be freely used in any way. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).
	Processing Information
	Processed by Nancy Enneking, June 2002
	DACS compliance by Rebecca Romanchuk, May 2009
Box
2001/112-4		Legislative Budget Board correspondence:
			1994
			1993-1994
			1992-1993
			1991-1992
			1990-1991
			1989-1990
			1987-1989
			1986-1987
Box
2001/112-7			1981, 1983, 1989
Box
2001/112-16			Prior to FY 1976-1977, (1973-1976)
			1976-1977
			1977-1978
			1978-1979
			1979-1980
			1980-1981
			1981-1982
			1982-1983
			1983-1984
			1984-1985
		Budget information, 1980-1981
		Budget estimates, 1984-1985
		Assumptions / LBB (Legislative Budget Board) request:
			[The following untitled files consist of different budget estimates based upon differing variables, such as the amount of the next legislative salary increase, the growth rate, merit increases, and insurance contributions.]
			(Estimates for), FY 1980-1981 [7 untitled files]
			(Estimates for), FY 1978-1979 [20 untitled files]
			Approved figures, December 14, 1976 [6 untitled files]
Box
2001/112-17		Zero-based budgeting, 1973
		State contributions, 1976-1978
		ERS expenditures, FY 1978
		ERS budget request by division, FY 1985
		ERS statement of funds:
			1970-1971
			1972-1973
			1973-1974
			1974-1976
			1977-1978
			1978-1979
			1980-1981
		Budget estimates:
			1977
			1982-1983
			1984-1985
		Comparison of 1984 budget and expenditures with 1985 proposed budget summary, undated
		Internal budget:
			1969-1973
			1973-1974
			1974-1975
			1975-1976
			1976-1977
			1977-1978
			1978-1979
		Budget:
			1970-1971
			1971-1972
			1972-1973
			1972-1974
			1974-1975
			1974-1977
			1977-1978
			1982-1983
		Schedule of classified positions, operating budget for fiscal year ending August 31, 1980-1981
			Schedule of classified positions, operating budget for fiscal year ending August 31, 1982
		Committee on Appropriations correspondence, 1984
		Creditable service of contributing members as of August 31, 1975
		Operating budget, FY 1988
		Operating budget, FY 1988-1989
		Budget estimates, 1978-1979
Box
2001/112-18		Support data, budget request for Uniform Group Insurance Program, undated

Organization charts, 1985-2006, undated,
0.1 cubic ft.

See also the series Press releases and publications for an additional organization chart in the file "Press releases and pamphlets" and the series Correspondence in the files "Administration, general correspondence."

Arrangement

These records are arranged in chronological order as they arrived from the agency.

Preferred Citation

(Identify the item), Organization charts, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 2001/112, 2004/188, 2009/003

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

Additional accessions processed, and DACS compliance by Rebecca Romanchuk, May 2009

Box

2001/112-5

Organization charts, undated

Box

2004/188-1

Organization charts, 1985, 1989, 1991, 1996, 2004

Box

2009/003

Organization charts, 1989-2006

Rules and regulations, 1974-1985, undated,
0.3 cubic ft.

Arrangement

These records are arranged in the order in which they arrived from the agency.

Preferred Citation

(Identify the item), Rules and regulations, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2001/112

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on March 28, 2001.

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

Box

2001/112-7

Laws: Constitutional and Statutory Provisions, Employees Retirement System of Texas, September 1981

Laws: Constitutional and Statutory Provisions, Amended, Employees Retirement System of Texas, September 1983

Investment Policy, Amended, Employees Retirement System of Texas, September 1983

Uniform Group Insurance Program of the State of Texas for Employees Under Age 65 and Retirees Under Age 65, undated

Uniform Group Insurance Program of the State of Texas: Comprehensive Medical Plan and Term Life Insurance, Dependents' Life Insurance, Accident Insurance and Disability Insurance for Active State Employees Under Age 70, undated

Rules of the Employees Retirement System, 1981
[untitled binder]

Memorandum and agreement regarding amendments and reforms to insurance plans and rules, 1983, 1985
[loose]

Box

2001/112-8

Investment limitations and restrictions, policies, rules, regulations, 1974-1984

Tarrant Health Protection Plan, Inc., 1978-1979

Box

2001/112-14

Direct deposit for retirees, 1983

Press releases and publications, 1960, 1963, 1973-1999,
0.24 cubic ft.

Arrangement

These records are arranged in the order in which they arrived from the agency.

Preferred Citation

(Identify the item), Press releases and publications, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 2001/112, 2009/128

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

Accession information updated, and DACS compliance by Rebecca Romanchuk, May 2009

Box

2001/112-2

Update newsletter, 1990

Computers newsletter, 1990

Newsletters, 1987-1989

Box

2001/112-22

"Getting the Most From Your Health Insurance Plan," 1988
[2 copies]

Press releases and pamphlets, 1960, 1963, 1973-1999

Surveys, 1975-1980, 1982, 1989, 1994,
0.24 cubic ft.

Arrangement

These records are arranged in the order in which they arrived from the agency.

Preferred Citation

(Identify the item), Surveys, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2001/112

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on March 28, 2001.

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

Box

2001/112-2

Surveys, 1989

Box

2001/112-6

Completed questionnaires, 1975-1980, 1982, 1994

National Council on Governmental Accounting, Financial Accounting Standards Board, 1976-1979