Bill Status of SB1235  103rd General Assembly

Short Description:  PENCD-SURS-SERVICE CALCULATION

Senate Sponsors
Sen. Robert F. Martwick and Karina Villa

House Sponsors
(Rep. Stephanie A. Kifowit - Kelly M. Cassidy - Michelle Mussman - Diane Blair-Sherlock - Lakesia Collins, Dave Vella, Martin J. Moylan, Anthony DeLuca, Natalie A. Manley, Aaron M. Ortiz, Katie Stuart, Matt Hanson, Angelica Guerrero-Cuellar, Jaime M. Andrade, Jr., Eva-Dina Delgado, Margaret Croke, Ann M. Williams, Mark L. Walker, Janet Yang Rohr, Debbie Meyers-Martin, Mary Gill, Maurice A. West, II, Jonathan Carroll, Norma Hernandez, Rita Mayfield, Sharon Chung, Joyce Mason, Lindsey LaPointe, Terra Costa Howard, Harry Benton, Jenn Ladisch Douglass, Kam Buckner, Mary Beth Canty, Maura Hirschauer, Laura Faver Dias, Anne Stava-Murray, Kevin John Olickal, Nabeela Syed, Abdelnasser Rashid, Hoan Huynh, Justin Slaughter, Edgar Gonzalez, Jr., Sonya M. Harper, Michael J. Kelly, Gregg Johnson, Kelly M. Burke, Sue Scherer, Daniel Didech and Camille Y. Lilly)

Last Action
DateChamber Action
  8/11/2023SenatePublic Act . . . . . . . . . 103-0548

Statutes Amended In Order of Appearance
40 ILCS 5/15-134.1from Ch. 108 1/2, par. 15-134.1
40 ILCS 5/15-198


Synopsis As Introduced
Amends the State Universities Article of the Illinois Pension Code. Provides that for the purposes of computing service for academic years for any participant, one month of service means a calendar month during which the participant qualifies as an employee for any fraction of the month (instead of at least 15 or more days). Provides that the change applies to all service periods of a member who is a participant on or after January 1, 2024, except for certain service periods subject to purchases of service credit, repayment of a refund or distribution, or transfers of service if payment for such purchase, repayment, or transfer commenced prior to January 1, 2024. Provides that a provision concerning calculating a retirement annuity for a participant who has been employed at 1/2 time or less for 3 or more years shall not apply to a member who is a participant on or after January 1, 2024. Provides that any benefit increase that results from the amendatory Act is excluded from the definition of "new benefit increase". Makes conforming changes. Effective immediately.

 Judicial Note (Admin Office of the Illinois Courts)
 Based on a review of SB1235 as amended by House Amendment 1, the legislation will not increase or decrease the number of judges needed in the state of Illinois.

Senate Floor Amendment No. 1
Provides that for the purposes of computing service for academic years for any participant, one month of service means a calendar month during which the participant qualifies as an employee and contributes to the System (instead of qualifies as an employee for any fraction of the month).

Senate Floor Amendment No. 2
Changes references from January 1, 2024 to September 1, 2024.

 Pension Note (Government Forecasting & Accountability)
 According to SURS, the system’s actuary does not recognize the actuarial liabilities associated with part-time employees; the actuary assumes all employees are full-time. SURS reports approximately 24% of active members (73,307) have some part-time service. In addition, approximately 16% of retirement claims have a part-time adjustment, and the adjustment typically impacts the final pension amount in 10% of retirement claims. Thus, while there will be no change to SURS’ liabilities due to the new service accrual schedule and the elimination of the part-time adjustment (for the aforementioned reason that the actuary assumes all employees are FT employees), SURS claims more assets will be necessary to pay enhanced benefits due to the new accrual schedule and the elimination of the part-time adjustment. The amount by which payouts will increase as a result of these changes has not been provided by SURS.

House Floor Amendment No. 2
Adds reference to:
40 ILCS 5/15-112from Ch. 108 1/2, par. 15-112

Replaces everything after the enacting clause. Reinserts the provisions of the engrossed bill with the following changes. Further amends the State Universities Article of the Illinois Pension Code. Provides that beginning September 1, 2024, a provision excluding specified earnings in the determination of the final rate of earnings applies to an employee who has been employed at 1/2 time or less for 3 or more years. Adds an inseverability provision. Effective immediately.

 Land Conveyance Appraisal Note (Dept. of Transportation)
 No land conveyances are included in Senate Bill 1235, HA 1; therefore, there are no appraisals to be filed.

 State Debt Impact Note (Government Forecasting & Accountability)
 SB 1235, as amended by House Amendment 1, would not change the amount of authorization for any type of State-issued bond, and, therefore, would not affect the level of State indebtedness.

 Housing Affordability Impact Note (Housing Development Authority)
 This bill will have no effect on the cost of constructing, purchasing, owning, or selling a single-family residence and will not impact the cost of housing development in the state of Illinois.

 Balanced Budget Note (Office of Management and Budget)
 Please be advised that the Balanced Budget Note Act does not apply to SB 1235, as amended by House Amendment 1 as it is not a supplemental appropriation that increases or decreases appropriations. Under the Act, a balanced budget note must be prepm·ed only for bills that change a general funds appropriation for the fiscal year in which the new bill is enacted.

 Judicial Note (Admin Office of the Illinois Courts)
 Based on a review of SB1235 as amended by House Amendment 1, the legislation will not increase or decrease the number of judges needed in the state of Illinois.

 State Mandates Fiscal Note, House Floor Amendment No. 1 (Dept. of Commerce & Economic Opportunity)
 SB 1235 HA#1 does not create a State Mandate under the State Mandates Act.

 Home Rule Note, House Floor Amendment No. 1 (Dept. of Commerce & Economic Opportunity)
 SB 1235 HA #1 does not pre-empt home rule authority.

Actions 
DateChamber Action
  2/2/2023SenateFiled with Secretary by Sen. Robert F. Martwick
  2/2/2023SenateFirst Reading
  2/2/2023SenateReferred to Assignments
  2/7/2023SenateAssigned to Senate Special Committee on Pensions
  2/22/2023SenateDo Pass Senate Special Committee on Pensions; 008-001-002
  2/22/2023SenatePlaced on Calendar Order of 2nd Reading February 23, 2023
  2/22/2023SenateAdded as Co-Sponsor Sen. Karina Villa
  3/12/2023HouseJudicial Note Filed
  3/22/2023SenateSenate Floor Amendment No. 1 Filed with Secretary by Sen. Robert F. Martwick
  3/22/2023SenateSenate Floor Amendment No. 1 Referred to Assignments
  3/23/2023SenateSenate Floor Amendment No. 2 Filed with Secretary by Sen. Robert F. Martwick
  3/23/2023SenateSenate Floor Amendment No. 2 Referred to Assignments
  3/28/2023SenateSecond Reading
  3/28/2023SenatePlaced on Calendar Order of 3rd Reading March 29, 2023
  3/28/2023SenateSenate Floor Amendment No. 1 Assignments Refers to Senate Special Committee on Pensions
  3/28/2023SenateSenate Floor Amendment No. 2 Assignments Refers to Senate Special Committee on Pensions
  3/30/2023SenateSenate Floor Amendment No. 1 Recommend Do Adopt Senate Special Committee on Pensions; 011-000-000
  3/30/2023SenateSenate Floor Amendment No. 2 Recommend Do Adopt Senate Special Committee on Pensions; 011-000-000
  3/30/2023SenateRecalled to Second Reading
  3/30/2023SenateSenate Floor Amendment No. 1 Adopted; Martwick
  3/30/2023SenateSenate Floor Amendment No. 2 Adopted; Martwick
  3/30/2023SenatePlaced on Calendar Order of 3rd Reading
  3/30/2023SenateThird Reading - Passed; 055-000-000
  3/31/2023HouseArrived in House
  3/31/2023HouseChief House Sponsor Rep. Stephanie A. Kifowit
  4/11/2023HouseFirst Reading
  4/11/2023HouseReferred to Rules Committee
  4/18/2023HouseAssigned to Personnel & Pensions Committee
  4/27/2023HouseDo Pass / Short Debate Personnel & Pensions Committee; 006-003-000
  4/27/2023HousePlaced on Calendar 2nd Reading - Short Debate
  4/27/2023HouseFiscal Note Requested by Rep. Steven Reick
  4/27/2023HousePension Note Requested by Rep. Steven Reick
  5/8/2023HouseHouse Floor Amendment No. 1 Filed with Clerk by Rep. Stephanie A. Kifowit
  5/8/2023HouseHouse Floor Amendment No. 1 Referred to Rules Committee
  5/9/2023HouseAdded Alternate Chief Co-Sponsor Rep. Kelly M. Cassidy
  5/9/2023HouseAdded Alternate Chief Co-Sponsor Rep. Michelle Mussman
  5/9/2023HouseAdded Alternate Chief Co-Sponsor Rep. Diane Blair-Sherlock
  5/9/2023HouseAdded Alternate Chief Co-Sponsor Rep. Lakesia Collins
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Dave Vella
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Martin J. Moylan
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Anthony DeLuca
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Natalie A. Manley
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Aaron M. Ortiz
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Katie Stuart
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Matt Hanson
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Angelica Guerrero-Cuellar
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Jaime M. Andrade, Jr.
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Eva-Dina Delgado
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Margaret Croke
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Ann M. Williams
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Mark L. Walker
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Janet Yang Rohr
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Debbie Meyers-Martin
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Mary Gill
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Maurice A. West, II
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Jonathan Carroll
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Norma Hernandez
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Rita Mayfield
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Sharon Chung
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Joyce Mason
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Lindsey LaPointe
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Terra Costa Howard
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Harry Benton
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Jenn Ladisch Douglass
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Kam Buckner
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Mary Beth Canty
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Maura Hirschauer
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Laura Faver Dias
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Anne Stava-Murray
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Kevin John Olickal
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Nabeela Syed
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Abdelnasser Rashid
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Hoan Huynh
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Justin Slaughter
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Edgar Gonzalez, Jr.
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Sonya M. Harper
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Michael J. Kelly
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Gregg Johnson
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Kelly M. Burke
  5/9/2023HouseAdded Alternate Co-Sponsor Rep. Sue Scherer
  5/9/2023HouseHouse Floor Amendment No. 1 Rules Refers to Personnel & Pensions Committee
  5/9/2023HousePension Note Filed
  5/10/2023HouseHouse Floor Amendment No. 2 Filed with Clerk by Rep. Stephanie A. Kifowit
  5/10/2023HouseHouse Floor Amendment No. 2 Referred to Rules Committee
  5/10/2023HouseAdded Alternate Co-Sponsor Rep. Daniel Didech
  5/10/2023HouseHouse Floor Amendment No. 2 Rules Refers to Personnel & Pensions Committee
  5/10/2023HouseBalanced Budget Note Requested by Rep. Ryan Spain
  5/10/2023HouseCorrectional Note Requested by Rep. Ryan Spain
  5/10/2023HouseHome Rule Note Requested by Rep. Ryan Spain
  5/10/2023HouseHousing Affordability Impact Note Requested by Rep. Ryan Spain
  5/10/2023HouseJudicial Note Requested by Rep. Ryan Spain
  5/10/2023HouseLand Conveyance Appraisal Note Requested by Rep. Ryan Spain
  5/10/2023HouseRacial Impact Note Requested by Rep. Ryan Spain
  5/10/2023HouseState Debt Impact Note Requested by Rep. Ryan Spain
  5/10/2023HouseState Mandates Fiscal Note Requested by Rep. Ryan Spain
  5/10/2023HouseSecond Reading - Short Debate
  5/10/2023HouseHeld on Calendar Order of Second Reading - Short Debate
  5/11/2023HouseHouse Floor Amendment No. 2 Recommends Be Adopted Personnel & Pensions Committee; 006-003-000
  5/12/2023HouseLand Conveyance Appraisal Note Filed
  5/12/2023HouseState Debt Impact Note Filed
  5/12/2023HouseHousing Affordability Impact Note Filed
  5/12/2023HouseBalanced Budget Note Filed
  5/12/2023HouseJudicial Note Filed
  5/12/2023HouseThird Reading/Final Action Deadline Extended-9(b) May 19, 2023
  5/15/2023HouseHouse Floor Amendment No. 1 State Mandates Fiscal Note Filed as Amended
  5/15/2023HouseHouse Floor Amendment No. 1 Home Rule Note Filed as Amended
  5/16/2023HouseCorrectional Note Requested - Withdrawn by Rep. Ryan Spain
  5/16/2023HouseHome Rule Note Requested - Withdrawn by Rep. Ryan Spain
  5/16/2023HouseRacial Impact Note Requested - Withdrawn by Rep. Ryan Spain
  5/17/2023HouseHouse Floor Amendment No. 2 Adopted by Voice Vote
  5/17/2023HouseNote / Motion Filed - Note Act Does Not Apply Rep. Stephanie A. Kifowit
  5/17/2023HouseMotion Prevailed 072-040-000
  5/17/2023HouseFiscal Note Request is Inapplicable
  5/17/2023HouseState Mandates Fiscal Note Request is Inapplicable
  5/17/2023HousePlaced on Calendar Order of 3rd Reading - Short Debate
  5/17/2023HouseThird Reading - Short Debate - Passed 085-028-002
  5/17/2023HouseHouse Floor Amendment No. 1 Tabled
  5/17/2023SenateSecretary's Desk - Concurrence House Amendment(s) 2
  5/17/2023SenatePlaced on Calendar Order of Concurrence House Amendment(s) 2 - May 18, 2023
  5/17/2023SenateHouse Floor Amendment No. 2 Motion to Concur Filed with Secretary Sen. Robert F. Martwick
  5/17/2023SenateHouse Floor Amendment No. 2 Motion to Concur Referred to Assignments
  5/17/2023HouseAdded Alternate Co-Sponsor Rep. Camille Y. Lilly
  5/18/2023SenateHouse Floor Amendment No. 2 Motion to Concur Assignments Referred to State Government
  5/18/2023SenateHouse Floor Amendment No. 2 Motion To Concur Recommended Do Adopt State Government; 009-000-000
  5/19/2023SenateHouse Floor Amendment No. 2 Senate Concurs 055-000-000
  5/19/2023SenateSenate Concurs
  5/19/2023SenatePassed Both Houses
  6/16/2023SenateSent to the Governor
  8/11/2023SenateGovernor Approved
  8/11/2023SenateEffective Date August 11, 2023
  8/11/2023SenatePublic Act . . . . . . . . . 103-0548