Request #RT-4225
  Closed
Request received via certified U.S. Mail on November 22, 2013 by the staff of the Oakland Police and Fire Retirement System Board. This Public Records request was not previously entered into the RecordTrac System and is now included here. ************************************************* Our firm ("Davis, Cowell & Bowe, LLP") is counsel to the Retired Oakland Police Officers Association (ROPOA). Under the California Public Records Act, we are requesting the following Oakland Police & Fire Retirement System documents, preferably in electronic format: 1. Copies of any and all correspondence and documents reflecting communications between the Oakland Police & Fire Retirement System ("PFRS") and New York Life Insurance Company ("New York Life") regarding annuities first purchased in approximately 1985-86 ("New York Life Annuities"), from January 1, 1997 to the present. 2. Copies of all records of payments to PFRS related to the New York Life Annuities, and/or made pursuant to the New York Life Contract, from January 1, 1997 to the present. 3. Copies of any and all correspondence between New York Life and PFRS, relating to or referring to status changes for annuitants named in the New York Life Annuities and New York Life Annuity Contract, including any attachments, appendixes or exhibits thereto, from January 1 , 1997 to the present. 4. Copies of all correspondence between Tier Jenkins and New York Life, or any other person or entity, regarding the New York Life Annuities, from January 1, 2000, to the present. 5. Copies of all correspondence between Yvonne Hudson and New York Life or any other person or entity regarding the New York Life Annuities, from January 1, 1997, to the present. 6. Copies of all correspondence between Walter Johnson and New York Life or any other person or entity regarding the New York Life Annuities, from January 1, 1985, to the present. 7. Copies of all correspondence between David Low and New York Life or any other person or entity regarding the New York Life Annuities, from January 1, 2000, to the present.

Received

May 21, 2014 via web


Due

June 13, 2014


Departments

Retirement

Documents

Public

(loading...)

Staff

Point of Contact

David W Low

External Message Public
We released all of the requested documents.
July 3, 2014, 4:35pm by David W Low (Staff)
External Message Public
Attached here are the Annual Statements similar your previously submitted sample. Also included are two (2) memos addressing birth date corrections. Staff has not found any additional documents meeting the criteria of your public records request. The highlighted responses below are amended in answer to your public records request. 1. Copies of any and all correspondence and documents reflecting communications between the Oakland Police & Fire Retirement System (“PFRS”) and New York Life Insurance Company (“New York Life”) regarding annuities first purchased in approximately 1985-86 (“New York Life Annuities”), from January 1, 1997 to the present. (Available correspondences are attached to this reply) 2. Copies of all records of payments to PFRS related to the New York Life Annuities, and/or made pursuant to the New York Life Contract, from January 1, 1997 to the present. Responded to ROPOA in PRR #944 (previously delivered) 3. Copies of any and all correspondence between New York Life and PFRS, relating to or referring to status changes for annuitants named in the New York Life Annuities and New York Life Annuity Contract, including any attachments, appendixes or exhibits thereto, from January 1, 1997 to the present. (Inclusive to response to answer #1 above) 4. Copies of all correspondence between Tier Jenkins and New York Life, or any other person or entity, regarding the New York Life Annuities, from January 1, 2000, to the present. (Inclusive to response to answer #1 above) 5. Copies of all correspondence between Yvonne Hudson and New York Life or any other person or entity regarding the New York Life Annuities, from January 1, 1997, to the present. (Not Available) 6. Copies of all correspondence between Walter Johnson and New York Life or any other person or entity regarding the New York Life Annuities, from January 1, 1985, to the present. (Not Available) 7. Copies of all correspondence between David Low and New York Life or any other person or entity regarding the New York Life Annuities, from January 1, 2000, to the present. (Not Available) This completes the public records request and we are now closing this request. I apologize for the delay.
July 3, 2014, 4:35pm by David W Low (Staff)
Document(s) Added Staff Only
PRR_20140703_4225_NYLIfe.pdf

July 3, 2014, 4:32pm
External Message Public
Request extended:Additional time is required to answer your public records request. We need to compile data or create a computer report to extract data (Government Code Section 6253(c)(4)). 6/17 - Requester asked for a update to public records request #4225. David Low replied via email that responding agency will reply by Friday, June 27, 2014.
June 20, 2014, 10:25am by David W Low (Staff)
Document(s) Added Staff Only
PRR_20140528_Request_4225-RecordTrac_Posting_file.pdf

May 29, 2014, 9:27am
Document(s) Added Staff Only
PRR_20140512_DCB_Follow-up.pdf

May 21, 2014, 1:43pm
Document(s) Added Staff Only
PRR_20140106_Email_Reply.pdf

May 21, 2014, 1:40pm
Document(s) Added Staff Only
PRR_20140106_DCB_Follow-up.pdf

May 21, 2014, 1:37pm
Document(s) Added Staff Only
PRR_20131226_Email_Reply.pdf

May 21, 2014, 1:34pm
Document(s) Added Staff Only
PRR_20131223_DCB_-_NYLife_Follow-up.pdf

May 21, 2014, 11:11am
Document(s) Added Staff Only
PRR_20131122_DCB_-_NYLife.pdf

May 21, 2014, 11:03am