[PAGE 1] CITY OF TRENTON 2800 Third Street Trenton, Michigan 48183 City of Trenton Retiree Health Care Benefit Plan Board Meeting Minutes January 21, 2026 Draft Minutes of the Regular Meeting January 21, 2026 Members Present: Mike McCullough, Sean McNally Members Absent: Bruce Jocks Others: John Bussa, Michael LoGrasso, Aaron Castle Jill Cooper – Controller Amanda Tackett – Assistant Controller/Deputy Treasurer Holly Nowak - Recording Secretary Meeting was called to order at 1:19 p.m. Re: Agenda Modifications 5. Invoices b. CavMac - Postemployment Benefits Funding Valuation……..$6,200.00 c. CavMac - Postemployment Benefits GASB 74/75……...……$4,140.00 Re: Minutes of the Meeting held October 15, 2025, and Minutes of the Special Meeting held November 19, 2025 2026-01-1 Resolution by Sean McNally, supported by Mike McCullough Resolved, that the minutes of the meeting of 10/15/25, and 11/19/25 be approved as presented. Yeas: all Members present Re: Communications 2026-01-2 Resolution by Sean McNally, supported by Mike McCullough Resolved, that the board receive the following communications and place them on file: a. OSAIC Statement 10/01/2025-10/31/2025 b. OSAIC Statement 11/01/2025 – 11/30/2025 c. OSAIC Statement 12/01/2025 – 12/31/2025 d. Notice of Pendency of Class Action and Proposed Settlement Yeas: all Members present Re: Investment Consultant John Bussa Mr. Bussa reviewed the 4th Quarter report for 2025 along with the Executive Summary check list. 1 [PAGE 2] January 21, 2026, Minutes continued Overall Combined Target Allocation Actual Allocation Allowable Range Asset Target Global Equities 65% 70.49% 50%-70% Fixed Income 35% 27.89% 20%-50% Cash Equivalents 0% 1.63% 0%-10% Equity Investments – total equity allocation as of 12/31/2025 was 70.49% Fixed Income Investments – total fixed income allocation as of 12/31/2025 was 27.89% Cash and equivalents level – 1.63% as of 12/31/2025 Reit Investments – total 1.48% as of 12/31/2025 Foreign Investments – total including emerging markets, as of 12/31/2025 was 6.80% Total value of portfolio assets 01/16/2026 - $24,058,073 2026-01-3 Resolution by Sean McNally, supported by Mike McCullough Resolved that the Board, receive and place on file the Executive summary and Investment Checklist showing Compliance with Michigan PA 314 for Q4 2025. Yeas: all Members present 2026-01-4 Resolution by Sean McNally, supported by Mike McCullough Resolved that the Board, receive and place on file the Quarterly Report Yeas: all Members present 2026-01-5 Resolution by Sean McNally, supported by Mike McCullough Resolved that the board, receive and place on file Section 149 Health Care Timeline. Yeas: all Members present Re: Invoices 2026-01-6 Resolution by Sean McNally, supported by Mike McCullough Whereas, the Board has received and reviewed the following invoices: 1. Invoices a. Segal Select Insurance Services, Inc. ……………………….$2,193.66 b. CavMac – Postemployment Benefits Funding Valuation…...$6,200.00 c. CavMac – Postemployment Benefits GASB 74/75………….$4,140.00 TOTAL………………………………………...…………….$12,533.66 New Business: Sean McNally will not be able to attend the July 2026 meeting 2 [PAGE 3] January 21, 2026, Minutes continued Meeting Adjourned: 1:55 p.m. Next meeting: Regular Meeting: April 15, 2026 @ 1:15 p.m. Minutes prepared by Pension Board Recording Secretary: ______________________________ Holly Nowak _______________________ ___________________________ Mike McCullough-President Bruce Jocks – Secretary/ Treasurer 3