Williamson County Board of Commissioners v. Board of Trustees of the Illinois Municipal Retirement Fund

2020 IL 125330, 178 N.E.3d 1099, 449 Ill. Dec. 248
CourtIllinois Supreme Court
DecidedJune 4, 2020
Docket125330
StatusPublished
Cited by3 cases

This text of 2020 IL 125330 (Williamson County Board of Commissioners v. Board of Trustees of the Illinois Municipal Retirement Fund) is published on Counsel Stack Legal Research, covering Illinois Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Williamson County Board of Commissioners v. Board of Trustees of the Illinois Municipal Retirement Fund, 2020 IL 125330, 178 N.E.3d 1099, 449 Ill. Dec. 248 (Ill. 2020).

Opinion

2020 IL 125330

IN THE SUPREME COURT OF THE STATE OF ILLINOIS

(Docket No. 125330)

THE WILLIAMSON COUNTY BOARD OF COMMISSIONERS et al., Appellees, v. THE BOARD OF TRUSTEES OF THE ILLINOIS MUNICIPAL RETIREMENT FUND et al., Appellants.

Opinion filed June 4, 2020.

JUSTICE KILBRIDE delivered the judgment of the court, with opinion.

Chief Justice Anne M. Burke and Justices Garman, Karmeier, Theis, Neville, and Michael J. Burke concurred in the judgment and opinion.

OPINION

¶1 The issue in this case is whether section 7-137.2(a) of the Illinois Pension Code (40 ILCS 5/7-137.2(a) (West 2016)), altering the certification process and eligibility requirements for elected county board members’ participation in the Illinois Municipal Retirement Fund (IMRF), violates the pension protection clause of article XIII, section 5, of the Illinois Constitution (Ill. Const. 1970, art. XIII, § 5). Plaintiffs’ continued eligibility and participation in IMRF was terminated, effective February 2017, after the Williamson County Board of Commissioners failed to comply with that provision. In an administrative hearing, the defendant Board of Trustees of the Illinois Municipal Retirement Fund (Fund) affirmed that decision.

¶2 On administrative review, the trial court reversed the Fund’s decision. In relevant part, the court found that section 7-137.2(a) of the Pension Code was unconstitutional because it violated the pension protection clause of article XIII, section 5, of the Illinois Constitution.

¶3 The Fund appealed directly to this court. For the following reasons, we affirm the circuit court’s judgment.

¶4 I. BACKGROUND

¶5 This controversy involves three plaintiffs, Robert Gentry, Ronald M. Ellis, and James D. Marlo, all duly elected members of the Williamson County Board of Commissioners. 1 In pertinent part, the Pension Code originally allowed elected county board members to participate as contributing members and participants in the IMRF if the following two conditions were met: (1) the IMRF participant must occupy a position requiring 1000 hours of service annually if, as here, the employer adopted a resolution or ordinance limiting IMRF participation to public employees in positions expected to require 1000 hours of public service (40 ILCS 5/7- 137(b)(1), (e) (West 2012)) and (2) the public employee, here a county board member, individually filed with the IMRF an election to participate in it (40 ILCS 5/7-137(b)(2) (West 2012)).

¶6 The parties agree that in 1968 the Fund, pursuant to authority granted by the Pension Code (40 ILCS 5/7-198 (West 2012)), adopted an administrative rule requiring the governing body of a participating employer to adopt a resolution certifying that the position of elected governing body member required the hourly standard for any individual member of that body to participate in the IMRF. Ill. Mun. Ret. Fund Bd. Res. No. 1968-7273 (Nov. 22, 1968), superseded by Ill. Mun.

1 Williamson County operates under the commission form of government. See 55 ILCS 5/2- 4001 to 2-4010 (West 2016). It is governed by a three-person board of commissioners.

-2- Ret. Fund Bd. Res. No. 2019-05-09(d) (May 17, 2019). The parties also agree that Williamson County, plaintiffs’ employer, complied with the Fund’s 1968 administrative rule.

¶7 There is also no dispute that all three plaintiffs satisfied the original requirements for IMRF participation. Plaintiff Gentry was first elected to the Williamson County Board of Commissioners in the 2004 general election and became a participant member in IMRF on December 6, 2004. Plaintiff Ellis was first elected to the Williamson County Board of Commissioners in the 2008 general election and became a participant member in IMRF on November 12, 2008. Plaintiff Marlo was first elected to the Williamson County Board of Commissioners in the 2012 general election and became a participant member in IMRF on November 30, 2012.

¶8 On August 26, 2016, however, the General Assembly enacted Public Act 99- 900, § 10 (eff. Aug. 26, 2016), amending parts of section 7-137 of the Pension Code. This appeal focuses on the legislature’s creation of a new section 7-137.2 of the Pension Code that altered the IMRF eligibility for elected county board members. Generally, section 7-137.2 required for the first time that (1) all county boards certify within 90 days of each general election that their county board members were required to work sufficient hours to meet the hourly standard for IMRF participation (40 ILCS 5/7-137.2(a) (West 2016)) and (2) county board members who participate in IMRF submit monthly time sheets demonstrating that they met the annual hourly standard (40 ILCS 5/7-137.2(b) (West 2016)).

¶9 Four days after the enactment of Public Act 99-900, the Fund issued “Special Memorandum #334” to the authorized IMRF agent in every Illinois county. See 40 ILCS 5/7-135 (West 2016) (the authorized agent is an individual at every IMRF participating employer who is designated to act on behalf of the employer). Special Memorandum #334 explained that, for a county board member to be eligible for IMRF participation, the county board must adopt a resolution certifying that the position of county board member will require the performance of at least that county’s applicable hourly standard. In addition, the resolution must be adopted within 90 days of each election when a member of the county board is elected or reelected.

-3- ¶ 10 Special Memorandum #334 admonished that, “[i]f the County Board fails to adopt the required IMRF participation resolution within 90 days after an election, the entire Board will become ineligible and IMRF participation will end for those Board members in IMRF, as of the last day of the last month in which the resolution could have been adopted.” The memo further provided a variety of instructions on compliance with the monthly time sheet requirements.

¶ 11 The Fund also sent a direct mailing to every individual county board member who was participating in IMRF when Public Act 99-900 took effect. These direct mailings were nearly identical, with the only substantive difference addressing the applicable hourly standard. The Fund contends that plaintiffs were sent the “1,000- hour standard” letter in a mass mailing on September 9, 2016. Although not at issue in this appeal, plaintiffs deny that they received this letter.

¶ 12 On November 8, 2016, plaintiff Gentry was reelected to the Williamson County Board of Commissioners, triggering the new requirement in section 7-137.2(a) that the county board adopt a resolution certifying that the position of elected county board member required the performance of duty in excess of 1000 hours per year. Under the 90-day window of that provision, the resolution was required to be adopted by February 6, 2017. The Williamson County Board of Commissioners, however, did not adopt the required resolution until February 23, 2017, more than two weeks after the lapse of the statutory deadline.

¶ 13 On March 9, 2017, the Fund notified plaintiffs Gentry, Ellis, and Marlo that the Williamson County Board of Commissioners did not adopt within 90 days of the 2016 general election a resolution certifying that its members were expected to work at least 1000 hours per year.

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Cite This Page — Counsel Stack

Bluebook (online)
2020 IL 125330, 178 N.E.3d 1099, 449 Ill. Dec. 248, Counsel Stack Legal Research, https://law.counselstack.com/opinion/williamson-county-board-of-commissioners-v-board-of-trustees-of-the-ill-2020.