Texas State Library and Archives Commission

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

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.

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 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.

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
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; and August 10, 2004.
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.).
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 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
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; and 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 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.

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. Correspondence of the ERS Board of Trustees, dating 1966-1996, documents their oversight of the agency's functions and consists of correspondence, memoranda, meeting minutes, agenda, and attachments. The majority of the materials consist of correspondence between the trustees and the ERS Executive Director, Advisory Committee members, and legislators regarding notification of and lists of agenda items for upcoming meetings, legislation, the appointment of new Board members, contracts, and policy issues. Some records concern the election of employee-members to the Board of Trustees and include orientation materials for new members.
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
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 and August 10, 2004.
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
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
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
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.

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. Executive Director speeches and presentations, 1996-2004, 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. Sheila W. Beckett was ERS Executive Director during the time period of these records; she served in that position from September 1996 until June 2004.
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
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 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.

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. Calendars, 2005-2007, of the ERS Executive Director, division directors, and General Counsel document the daily schedules of those positions. The records are printouts of electronic calendars, listing dates and times of meetings and appointments and the subjects of those events. The employee's name, and usually the employee's position, appears at the head or foot of each calendar page.
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
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 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.

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. Reports and correspondence, dating 1956, 1973-1984, 1986-1987, 1989-1991, and undated, 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.
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
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
2001/112-1 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
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
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
2001/112-5 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.

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. Legislative records contain memoranda, copies of legislation, correspondence, action plans, proposed resolutions, notes, and drafts, 1947-1981, 1984, 1986-1988, and undated, that document studies of legislation affecting ERS and legislation the agency wished to propose during the period. The materials also include correspondence and action plans regarding and in response to federal laws, 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.
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
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
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.

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. Organization charts, 1985-2006, undated, display graphically the administrative organization of the entire agency, documenting both the titles of positions and the number of individuals employed within each division. Some of the charts delineate the functions and tasks for which each division was responsible.
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
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; August 10, 2004; and 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
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
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.

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 publications, printed materials, memoranda, agreements that document the rules, regulations, and procedures of ERS from 1974 to 1985 and undated. The records include information on constitutional and statutory laws, descriptions and provisions of group insurance plans, ERS rules, and amendments and reforms to insurance plans and rules.
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
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
2001/112-7 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.

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 newsletters, press releases, pamphlets, and an ERS organization chart dating 1960, 1963, 1973-1999. Some of the newsletters were intended for state agency benefit coordinators, others were intended for computer users within ERS, but the majority of the records were intended for the employees of the State of Texas. The materials provide information regarding health insurance benefits, retirement benefits and annuities, new programs, and relevant changes in rules, policies, and laws.
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
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; and by the Texas Legislative Reference Library on May 12, 2009.
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
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.

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 consist of correspondence, questionnaires, drafts, and publications that document the surveys completed by ERS for a variety of organizations during 1975-1980, 1982, 1989, and 1994. 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.
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
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
2001/112-2 Surveys, 1989
Box
2001/112-6 Completed questionnaires, 1975-1980, 1982, 1994
National Council on Governmental Accounting, Financial Accounting Standards Board, 1976-1979