Public Act 102-0956
 
HB4926 EnrolledLRB102 24854 RPS 34102 b

    AN ACT concerning public employee benefits.
 
    Be it enacted by the People of the State of Illinois,
represented in the General Assembly:
 
    Section 5. The Illinois Pension Code is amended by
changing Sections 1-160, 14-110, and 14-152.1 as follows:
 
    (40 ILCS 5/1-160)
    Sec. 1-160. Provisions applicable to new hires.
    (a) The provisions of this Section apply to a person who,
on or after January 1, 2011, first becomes a member or a
participant under any reciprocal retirement system or pension
fund established under this Code, other than a retirement
system or pension fund established under Article 2, 3, 4, 5, 6,
7, 15, or 18 of this Code, notwithstanding any other provision
of this Code to the contrary, but do not apply to any
self-managed plan established under this Code or to any
participant of the retirement plan established under Section
22-101; except that this Section applies to a person who
elected to establish alternative credits by electing in
writing after January 1, 2011, but before August 8, 2011,
under Section 7-145.1 of this Code. Notwithstanding anything
to the contrary in this Section, for purposes of this Section,
a person who is a Tier 1 regular employee as defined in Section
7-109.4 of this Code or who participated in a retirement
system under Article 15 prior to January 1, 2011 shall be
deemed a person who first became a member or participant prior
to January 1, 2011 under any retirement system or pension fund
subject to this Section. The changes made to this Section by
Public Act 98-596 are a clarification of existing law and are
intended to be retroactive to January 1, 2011 (the effective
date of Public Act 96-889), notwithstanding the provisions of
Section 1-103.1 of this Code.
    This Section does not apply to a person who first becomes a
noncovered employee under Article 14 on or after the
implementation date of the plan created under Section 1-161
for that Article, unless that person elects under subsection
(b) of Section 1-161 to instead receive the benefits provided
under this Section and the applicable provisions of that
Article.
    This Section does not apply to a person who first becomes a
member or participant under Article 16 on or after the
implementation date of the plan created under Section 1-161
for that Article, unless that person elects under subsection
(b) of Section 1-161 to instead receive the benefits provided
under this Section and the applicable provisions of that
Article.
    This Section does not apply to a person who elects under
subsection (c-5) of Section 1-161 to receive the benefits
under Section 1-161.
    This Section does not apply to a person who first becomes a
member or participant of an affected pension fund on or after 6
months after the resolution or ordinance date, as defined in
Section 1-162, unless that person elects under subsection (c)
of Section 1-162 to receive the benefits provided under this
Section and the applicable provisions of the Article under
which he or she is a member or participant.
    (b) "Final average salary" means, except as otherwise
provided in this subsection, the average monthly (or annual)
salary obtained by dividing the total salary or earnings
calculated under the Article applicable to the member or
participant during the 96 consecutive months (or 8 consecutive
years) of service within the last 120 months (or 10 years) of
service in which the total salary or earnings calculated under
the applicable Article was the highest by the number of months
(or years) of service in that period. For the purposes of a
person who first becomes a member or participant of any
retirement system or pension fund to which this Section
applies on or after January 1, 2011, in this Code, "final
average salary" shall be substituted for the following:
        (1) (Blank).
        (2) In Articles 8, 9, 10, 11, and 12, "highest average
    annual salary for any 4 consecutive years within the last
    10 years of service immediately preceding the date of
    withdrawal".
        (3) In Article 13, "average final salary".
        (4) In Article 14, "final average compensation".
        (5) In Article 17, "average salary".
        (6) In Section 22-207, "wages or salary received by
    him at the date of retirement or discharge".
    A member of the Teachers' Retirement System of the State
of Illinois who retires on or after June 1, 2021 and for whom
the 2020-2021 school year is used in the calculation of the
member's final average salary shall use the higher of the
following for the purpose of determining the member's final
average salary:
        (A) the amount otherwise calculated under the first
    paragraph of this subsection; or
        (B) an amount calculated by the Teachers' Retirement
    System of the State of Illinois using the average of the
    monthly (or annual) salary obtained by dividing the total
    salary or earnings calculated under Article 16 applicable
    to the member or participant during the 96 months (or 8
    years) of service within the last 120 months (or 10 years)
    of service in which the total salary or earnings
    calculated under the Article was the highest by the number
    of months (or years) of service in that period.
    (b-5) Beginning on January 1, 2011, for all purposes under
this Code (including without limitation the calculation of
benefits and employee contributions), the annual earnings,
salary, or wages (based on the plan year) of a member or
participant to whom this Section applies shall not exceed
$106,800; however, that amount shall annually thereafter be
increased by the lesser of (i) 3% of that amount, including all
previous adjustments, or (ii) one-half the annual unadjusted
percentage increase (but not less than zero) in the consumer
price index-u for the 12 months ending with the September
preceding each November 1, including all previous adjustments.
    For the purposes of this Section, "consumer price index-u"
means the index published by the Bureau of Labor Statistics of
the United States Department of Labor that measures the
average change in prices of goods and services purchased by
all urban consumers, United States city average, all items,
1982-84 = 100. The new amount resulting from each annual
adjustment shall be determined by the Public Pension Division
of the Department of Insurance and made available to the
boards of the retirement systems and pension funds by November
1 of each year.
    (c) A member or participant is entitled to a retirement
annuity upon written application if he or she has attained age
67 (age 65, with respect to service under Article 12 that is
subject to this Section, for a member or participant under
Article 12 who first becomes a member or participant under
Article 12 on or after January 1, 2022 or who makes the
election under item (i) of subsection (d-15) of this Section)
and has at least 10 years of service credit and is otherwise
eligible under the requirements of the applicable Article.
    A member or participant who has attained age 62 (age 60,
with respect to service under Article 12 that is subject to
this Section, for a member or participant under Article 12 who
first becomes a member or participant under Article 12 on or
after January 1, 2022 or who makes the election under item (i)
of subsection (d-15) of this Section) and has at least 10 years
of service credit and is otherwise eligible under the
requirements of the applicable Article may elect to receive
the lower retirement annuity provided in subsection (d) of
this Section.
    (c-5) A person who first becomes a member or a participant
subject to this Section on or after July 6, 2017 (the effective
date of Public Act 100-23), notwithstanding any other
provision of this Code to the contrary, is entitled to a
retirement annuity under Article 8 or Article 11 upon written
application if he or she has attained age 65 and has at least
10 years of service credit and is otherwise eligible under the
requirements of Article 8 or Article 11 of this Code,
whichever is applicable.
    (d) The retirement annuity of a member or participant who
is retiring after attaining age 62 (age 60, with respect to
service under Article 12 that is subject to this Section, for a
member or participant under Article 12 who first becomes a
member or participant under Article 12 on or after January 1,
2022 or who makes the election under item (i) of subsection
(d-15) of this Section) with at least 10 years of service
credit shall be reduced by one-half of 1% for each full month
that the member's age is under age 67 (age 65, with respect to
service under Article 12 that is subject to this Section, for a
member or participant under Article 12 who first becomes a
member or participant under Article 12 on or after January 1,
2022 or who makes the election under item (i) of subsection
(d-15) of this Section).
    (d-5) The retirement annuity payable under Article 8 or
Article 11 to an eligible person subject to subsection (c-5)
of this Section who is retiring at age 60 with at least 10
years of service credit shall be reduced by one-half of 1% for
each full month that the member's age is under age 65.
    (d-10) Each person who first became a member or
participant under Article 8 or Article 11 of this Code on or
after January 1, 2011 and prior to July 6, 2017 (the effective
date of Public Act 100-23) this amendatory Act of the 100th
General Assembly shall make an irrevocable election either:
        (i) to be eligible for the reduced retirement age
    provided in subsections (c-5) and (d-5) of this Section,
    the eligibility for which is conditioned upon the member
    or participant agreeing to the increases in employee
    contributions for age and service annuities provided in
    subsection (a-5) of Section 8-174 of this Code (for
    service under Article 8) or subsection (a-5) of Section
    11-170 of this Code (for service under Article 11); or
        (ii) to not agree to item (i) of this subsection
    (d-10), in which case the member or participant shall
    continue to be subject to the retirement age provisions in
    subsections (c) and (d) of this Section and the employee
    contributions for age and service annuity as provided in
    subsection (a) of Section 8-174 of this Code (for service
    under Article 8) or subsection (a) of Section 11-170 of
    this Code (for service under Article 11).
    The election provided for in this subsection shall be made
between October 1, 2017 and November 15, 2017. A person
subject to this subsection who makes the required election
shall remain bound by that election. A person subject to this
subsection who fails for any reason to make the required
election within the time specified in this subsection shall be
deemed to have made the election under item (ii).
    (d-15) Each person who first becomes a member or
participant under Article 12 on or after January 1, 2011 and
prior to January 1, 2022 shall make an irrevocable election
either:
        (i) to be eligible for the reduced retirement age
    specified in subsections (c) and (d) of this Section, the
    eligibility for which is conditioned upon the member or
    participant agreeing to the increase in employee
    contributions for service annuities specified in
    subsection (b) of Section 12-150; or
        (ii) to not agree to item (i) of this subsection
    (d-15), in which case the member or participant shall not
    be eligible for the reduced retirement age specified in
    subsections (c) and (d) of this Section and shall not be
    subject to the increase in employee contributions for
    service annuities specified in subsection (b) of Section
    12-150.
    The election provided for in this subsection shall be made
between January 1, 2022 and April 1, 2022. A person subject to
this subsection who makes the required election shall remain
bound by that election. A person subject to this subsection
who fails for any reason to make the required election within
the time specified in this subsection shall be deemed to have
made the election under item (ii).
    (e) Any retirement annuity or supplemental annuity shall
be subject to annual increases on the January 1 occurring
either on or after the attainment of age 67 (age 65, with
respect to service under Article 12 that is subject to this
Section, for a member or participant under Article 12 who
first becomes a member or participant under Article 12 on or
after January 1, 2022 or who makes the election under item (i)
of subsection (d-15); and beginning on July 6, 2017 (the
effective date of Public Act 100-23) this amendatory Act of
the 100th General Assembly, age 65 with respect to service
under Article 8 or Article 11 for eligible persons who: (i) are
subject to subsection (c-5) of this Section; or (ii) made the
election under item (i) of subsection (d-10) of this Section)
or the first anniversary of the annuity start date, whichever
is later. Each annual increase shall be calculated at 3% or
one-half the annual unadjusted percentage increase (but not
less than zero) in the consumer price index-u for the 12 months
ending with the September preceding each November 1, whichever
is less, of the originally granted retirement annuity. If the
annual unadjusted percentage change in the consumer price
index-u for the 12 months ending with the September preceding
each November 1 is zero or there is a decrease, then the
annuity shall not be increased.
    For the purposes of Section 1-103.1 of this Code, the
changes made to this Section by Public Act 102-263 this
amendatory Act of the 102nd General Assembly are applicable
without regard to whether the employee was in active service
on or after August 6, 2021 (the effective date of Public Act
102-263) this amendatory Act of the 102nd General Assembly.
    For the purposes of Section 1-103.1 of this Code, the
changes made to this Section by Public Act 100-23 this
amendatory Act of the 100th General Assembly are applicable
without regard to whether the employee was in active service
on or after July 6, 2017 (the effective date of Public Act
100-23) this amendatory Act of the 100th General Assembly.
    (f) The initial survivor's or widow's annuity of an
otherwise eligible survivor or widow of a retired member or
participant who first became a member or participant on or
after January 1, 2011 shall be in the amount of 66 2/3% of the
retired member's or participant's retirement annuity at the
date of death. In the case of the death of a member or
participant who has not retired and who first became a member
or participant on or after January 1, 2011, eligibility for a
survivor's or widow's annuity shall be determined by the
applicable Article of this Code. The initial benefit shall be
66 2/3% of the earned annuity without a reduction due to age. A
child's annuity of an otherwise eligible child shall be in the
amount prescribed under each Article if applicable. Any
survivor's or widow's annuity shall be increased (1) on each
January 1 occurring on or after the commencement of the
annuity if the deceased member died while receiving a
retirement annuity or (2) in other cases, on each January 1
occurring after the first anniversary of the commencement of
the annuity. Each annual increase shall be calculated at 3% or
one-half the annual unadjusted percentage increase (but not
less than zero) in the consumer price index-u for the 12 months
ending with the September preceding each November 1, whichever
is less, of the originally granted survivor's annuity. If the
annual unadjusted percentage change in the consumer price
index-u for the 12 months ending with the September preceding
each November 1 is zero or there is a decrease, then the
annuity shall not be increased.
    (g) The benefits in Section 14-110 apply only if the
person is a State policeman, a fire fighter in the fire
protection service of a department, a conservation police
officer, an investigator for the Secretary of State, an
investigator for the Office of the Attorney General, an arson
investigator, a Commerce Commission police officer,
investigator for the Department of Revenue or the Illinois
Gaming Board, a security employee of the Department of
Corrections or the Department of Juvenile Justice, or a
security employee of the Department of Innovation and
Technology, as those terms are defined in subsection (b) and
subsection (c) of Section 14-110. A person who meets the
requirements of this Section is entitled to an annuity
calculated under the provisions of Section 14-110, in lieu of
the regular or minimum retirement annuity, only if the person
has withdrawn from service with not less than 20 years of
eligible creditable service and has attained age 60,
regardless of whether the attainment of age 60 occurs while
the person is still in service.
    (h) If a person who first becomes a member or a participant
of a retirement system or pension fund subject to this Section
on or after January 1, 2011 is receiving a retirement annuity
or retirement pension under that system or fund and becomes a
member or participant under any other system or fund created
by this Code and is employed on a full-time basis, except for
those members or participants exempted from the provisions of
this Section under subsection (a) of this Section, then the
person's retirement annuity or retirement pension under that
system or fund shall be suspended during that employment. Upon
termination of that employment, the person's retirement
annuity or retirement pension payments shall resume and be
recalculated if recalculation is provided for under the
applicable Article of this Code.
    If a person who first becomes a member of a retirement
system or pension fund subject to this Section on or after
January 1, 2012 and is receiving a retirement annuity or
retirement pension under that system or fund and accepts on a
contractual basis a position to provide services to a
governmental entity from which he or she has retired, then
that person's annuity or retirement pension earned as an
active employee of the employer shall be suspended during that
contractual service. A person receiving an annuity or
retirement pension under this Code shall notify the pension
fund or retirement system from which he or she is receiving an
annuity or retirement pension, as well as his or her
contractual employer, of his or her retirement status before
accepting contractual employment. A person who fails to submit
such notification shall be guilty of a Class A misdemeanor and
required to pay a fine of $1,000. Upon termination of that
contractual employment, the person's retirement annuity or
retirement pension payments shall resume and, if appropriate,
be recalculated under the applicable provisions of this Code.
    (i) (Blank).
    (j) In the case of a conflict between the provisions of
this Section and any other provision of this Code, the
provisions of this Section shall control.
(Source: P.A. 101-610, eff. 1-1-20; 102-16, eff. 6-17-21;
102-210, eff. 1-1-22; 102-263, eff. 8-6-21; revised 9-28-21.)
 
    (40 ILCS 5/14-110)  (from Ch. 108 1/2, par. 14-110)
    Sec. 14-110. Alternative retirement annuity.
    (a) Any member who has withdrawn from service with not
less than 20 years of eligible creditable service and has
attained age 55, and any member who has withdrawn from service
with not less than 25 years of eligible creditable service and
has attained age 50, regardless of whether the attainment of
either of the specified ages occurs while the member is still
in service, shall be entitled to receive at the option of the
member, in lieu of the regular or minimum retirement annuity,
a retirement annuity computed as follows:
        (i) for periods of service as a noncovered employee:
    if retirement occurs on or after January 1, 2001, 3% of
    final average compensation for each year of creditable
    service; if retirement occurs before January 1, 2001, 2
    1/4% of final average compensation for each of the first
    10 years of creditable service, 2 1/2% for each year above
    10 years to and including 20 years of creditable service,
    and 2 3/4% for each year of creditable service above 20
    years; and
        (ii) for periods of eligible creditable service as a
    covered employee: if retirement occurs on or after January
    1, 2001, 2.5% of final average compensation for each year
    of creditable service; if retirement occurs before January
    1, 2001, 1.67% of final average compensation for each of
    the first 10 years of such service, 1.90% for each of the
    next 10 years of such service, 2.10% for each year of such
    service in excess of 20 but not exceeding 30, and 2.30% for
    each year in excess of 30.
    Such annuity shall be subject to a maximum of 75% of final
average compensation if retirement occurs before January 1,
2001 or to a maximum of 80% of final average compensation if
retirement occurs on or after January 1, 2001.
    These rates shall not be applicable to any service
performed by a member as a covered employee which is not
eligible creditable service. Service as a covered employee
which is not eligible creditable service shall be subject to
the rates and provisions of Section 14-108.
    (b) For the purpose of this Section, "eligible creditable
service" means creditable service resulting from service in
one or more of the following positions:
        (1) State policeman;
        (2) fire fighter in the fire protection service of a
    department;
        (3) air pilot;
        (4) special agent;
        (5) investigator for the Secretary of State;
        (6) conservation police officer;
        (7) investigator for the Department of Revenue or the
    Illinois Gaming Board;
        (8) security employee of the Department of Human
    Services;
        (9) Central Management Services security police
    officer;
        (10) security employee of the Department of
    Corrections or the Department of Juvenile Justice;
        (11) dangerous drugs investigator;
        (12) investigator for the Illinois State Police;
        (13) investigator for the Office of the Attorney
    General;
        (14) controlled substance inspector;
        (15) investigator for the Office of the State's
    Attorneys Appellate Prosecutor;
        (16) Commerce Commission police officer;
        (17) arson investigator;
        (18) State highway maintenance worker;
        (19) security employee of the Department of Innovation
    and Technology; or
        (20) transferred employee.
    A person employed in one of the positions specified in
this subsection is entitled to eligible creditable service for
service credit earned under this Article while undergoing the
basic police training course approved by the Illinois Law
Enforcement Training Standards Board, if completion of that
training is required of persons serving in that position. For
the purposes of this Code, service during the required basic
police training course shall be deemed performance of the
duties of the specified position, even though the person is
not a sworn peace officer at the time of the training.
    A person under paragraph (20) is entitled to eligible
creditable service for service credit earned under this
Article on and after his or her transfer by Executive Order No.
2003-10, Executive Order No. 2004-2, or Executive Order No.
2016-1.
    (c) For the purposes of this Section:
        (1) The term "State policeman" includes any title or
    position in the Illinois State Police that is held by an
    individual employed under the Illinois State Police Act.
        (2) The term "fire fighter in the fire protection
    service of a department" includes all officers in such
    fire protection service including fire chiefs and
    assistant fire chiefs.
        (3) The term "air pilot" includes any employee whose
    official job description on file in the Department of
    Central Management Services, or in the department by which
    he is employed if that department is not covered by the
    Personnel Code, states that his principal duty is the
    operation of aircraft, and who possesses a pilot's
    license; however, the change in this definition made by
    Public Act 83-842 this amendatory Act of 1983 shall not
    operate to exclude any noncovered employee who was an "air
    pilot" for the purposes of this Section on January 1,
    1984.
        (4) The term "special agent" means any person who by
    reason of employment by the Division of Narcotic Control,
    the Bureau of Investigation or, after July 1, 1977, the
    Division of Criminal Investigation, the Division of
    Internal Investigation, the Division of Operations, the
    Division of Patrol Operations, or any other Division or
    organizational entity in the Illinois State Police is
    vested by law with duties to maintain public order,
    investigate violations of the criminal law of this State,
    enforce the laws of this State, make arrests and recover
    property. The term "special agent" includes any title or
    position in the Illinois State Police that is held by an
    individual employed under the Illinois State Police Act.
        (5) The term "investigator for the Secretary of State"
    means any person employed by the Office of the Secretary
    of State and vested with such investigative duties as
    render him ineligible for coverage under the Social
    Security Act by reason of Sections 218(d)(5)(A),
    218(d)(8)(D) and 218(l)(1) of that Act.
        A person who became employed as an investigator for
    the Secretary of State between January 1, 1967 and
    December 31, 1975, and who has served as such until
    attainment of age 60, either continuously or with a single
    break in service of not more than 3 years duration, which
    break terminated before January 1, 1976, shall be entitled
    to have his retirement annuity calculated in accordance
    with subsection (a), notwithstanding that he has less than
    20 years of credit for such service.
        (6) The term "Conservation Police Officer" means any
    person employed by the Division of Law Enforcement of the
    Department of Natural Resources and vested with such law
    enforcement duties as render him ineligible for coverage
    under the Social Security Act by reason of Sections
    218(d)(5)(A), 218(d)(8)(D), and 218(l)(1) of that Act. The
    term "Conservation Police Officer" includes the positions
    of Chief Conservation Police Administrator and Assistant
    Conservation Police Administrator.
        (7) The term "investigator for the Department of
    Revenue" means any person employed by the Department of
    Revenue and vested with such investigative duties as
    render him ineligible for coverage under the Social
    Security Act by reason of Sections 218(d)(5)(A),
    218(d)(8)(D) and 218(l)(1) of that Act.
        The term "investigator for the Illinois Gaming Board"
    means any person employed as such by the Illinois Gaming
    Board and vested with such peace officer duties as render
    the person ineligible for coverage under the Social
    Security Act by reason of Sections 218(d)(5)(A),
    218(d)(8)(D), and 218(l)(1) of that Act.
        (8) The term "security employee of the Department of
    Human Services" means any person employed by the
    Department of Human Services who (i) is employed at the
    Chester Mental Health Center and has daily contact with
    the residents thereof, (ii) is employed within a security
    unit at a facility operated by the Department and has
    daily contact with the residents of the security unit,
    (iii) is employed at a facility operated by the Department
    that includes a security unit and is regularly scheduled
    to work at least 50% of his or her working hours within
    that security unit, or (iv) is a mental health police
    officer. "Mental health police officer" means any person
    employed by the Department of Human Services in a position
    pertaining to the Department's mental health and
    developmental disabilities functions who is vested with
    such law enforcement duties as render the person
    ineligible for coverage under the Social Security Act by
    reason of Sections 218(d)(5)(A), 218(d)(8)(D) and
    218(l)(1) of that Act. "Security unit" means that portion
    of a facility that is devoted to the care, containment,
    and treatment of persons committed to the Department of
    Human Services as sexually violent persons, persons unfit
    to stand trial, or persons not guilty by reason of
    insanity. With respect to past employment, references to
    the Department of Human Services include its predecessor,
    the Department of Mental Health and Developmental
    Disabilities.
        The changes made to this subdivision (c)(8) by Public
    Act 92-14 apply to persons who retire on or after January
    1, 2001, notwithstanding Section 1-103.1.
        (9) "Central Management Services security police
    officer" means any person employed by the Department of
    Central Management Services who is vested with such law
    enforcement duties as render him ineligible for coverage
    under the Social Security Act by reason of Sections
    218(d)(5)(A), 218(d)(8)(D) and 218(l)(1) of that Act.
        (10) For a member who first became an employee under
    this Article before July 1, 2005, the term "security
    employee of the Department of Corrections or the
    Department of Juvenile Justice" means any employee of the
    Department of Corrections or the Department of Juvenile
    Justice or the former Department of Personnel, and any
    member or employee of the Prisoner Review Board, who has
    daily contact with inmates or youth by working within a
    correctional facility or Juvenile facility operated by the
    Department of Juvenile Justice or who is a parole officer
    or an employee who has direct contact with committed
    persons in the performance of his or her job duties. For a
    member who first becomes an employee under this Article on
    or after July 1, 2005, the term means an employee of the
    Department of Corrections or the Department of Juvenile
    Justice who is any of the following: (i) officially
    headquartered at a correctional facility or Juvenile
    facility operated by the Department of Juvenile Justice,
    (ii) a parole officer, (iii) a member of the apprehension
    unit, (iv) a member of the intelligence unit, (v) a member
    of the sort team, or (vi) an investigator.
        (11) The term "dangerous drugs investigator" means any
    person who is employed as such by the Department of Human
    Services.
        (12) The term "investigator for the Illinois State
    Police" means a person employed by the Illinois State
    Police who is vested under Section 4 of the Narcotic
    Control Division Abolition Act with such law enforcement
    powers as render him ineligible for coverage under the
    Social Security Act by reason of Sections 218(d)(5)(A),
    218(d)(8)(D) and 218(l)(1) of that Act.
        (13) "Investigator for the Office of the Attorney
    General" means any person who is employed as such by the
    Office of the Attorney General and is vested with such
    investigative duties as render him ineligible for coverage
    under the Social Security Act by reason of Sections
    218(d)(5)(A), 218(d)(8)(D) and 218(l)(1) of that Act. For
    the period before January 1, 1989, the term includes all
    persons who were employed as investigators by the Office
    of the Attorney General, without regard to social security
    status.
        (14) "Controlled substance inspector" means any person
    who is employed as such by the Department of Professional
    Regulation and is vested with such law enforcement duties
    as render him ineligible for coverage under the Social
    Security Act by reason of Sections 218(d)(5)(A),
    218(d)(8)(D) and 218(l)(1) of that Act. The term
    "controlled substance inspector" includes the Program
    Executive of Enforcement and the Assistant Program
    Executive of Enforcement.
        (15) The term "investigator for the Office of the
    State's Attorneys Appellate Prosecutor" means a person
    employed in that capacity on a full-time full time basis
    under the authority of Section 7.06 of the State's
    Attorneys Appellate Prosecutor's Act.
        (16) "Commerce Commission police officer" means any
    person employed by the Illinois Commerce Commission who is
    vested with such law enforcement duties as render him
    ineligible for coverage under the Social Security Act by
    reason of Sections 218(d)(5)(A), 218(d)(8)(D), and
    218(l)(1) of that Act.
        (17) "Arson investigator" means any person who is
    employed as such by the Office of the State Fire Marshal
    and is vested with such law enforcement duties as render
    the person ineligible for coverage under the Social
    Security Act by reason of Sections 218(d)(5)(A),
    218(d)(8)(D), and 218(l)(1) of that Act. A person who was
    employed as an arson investigator on January 1, 1995 and
    is no longer in service but not yet receiving a retirement
    annuity may convert his or her creditable service for
    employment as an arson investigator into eligible
    creditable service by paying to the System the difference
    between the employee contributions actually paid for that
    service and the amounts that would have been contributed
    if the applicant were contributing at the rate applicable
    to persons with the same social security status earning
    eligible creditable service on the date of application.
        (18) The term "State highway maintenance worker" means
    a person who is either of the following:
            (i) A person employed on a full-time basis by the
        Illinois Department of Transportation in the position
        of highway maintainer, highway maintenance lead
        worker, highway maintenance lead/lead worker, heavy
        construction equipment operator, power shovel
        operator, or bridge mechanic; and whose principal
        responsibility is to perform, on the roadway, the
        actual maintenance necessary to keep the highways that
        form a part of the State highway system in serviceable
        condition for vehicular traffic.
            (ii) A person employed on a full-time basis by the
        Illinois State Toll Highway Authority in the position
        of equipment operator/laborer H-4, equipment
        operator/laborer H-6, welder H-4, welder H-6,
        mechanical/electrical H-4, mechanical/electrical H-6,
        water/sewer H-4, water/sewer H-6, sign maker/hanger
        H-4, sign maker/hanger H-6, roadway lighting H-4,
        roadway lighting H-6, structural H-4, structural H-6,
        painter H-4, or painter H-6; and whose principal
        responsibility is to perform, on the roadway, the
        actual maintenance necessary to keep the Authority's
        tollways in serviceable condition for vehicular
        traffic.
        (19) The term "security employee of the Department of
    Innovation and Technology" means a person who was a
    security employee of the Department of Corrections or the
    Department of Juvenile Justice, was transferred to the
    Department of Innovation and Technology pursuant to
    Executive Order 2016-01, and continues to perform similar
    job functions under that Department.
        (20) "Transferred employee" means an employee who was
    transferred to the Department of Central Management
    Services by Executive Order No. 2003-10 or Executive Order
    No. 2004-2 or transferred to the Department of Innovation
    and Technology by Executive Order No. 2016-1, or both, and
    was entitled to eligible creditable service for services
    immediately preceding the transfer.
    (d) A security employee of the Department of Corrections
or the Department of Juvenile Justice, a security employee of
the Department of Human Services who is not a mental health
police officer, and a security employee of the Department of
Innovation and Technology shall not be eligible for the
alternative retirement annuity provided by this Section unless
he or she meets the following minimum age and service
requirements at the time of retirement:
        (i) 25 years of eligible creditable service and age
    55; or
        (ii) beginning January 1, 1987, 25 years of eligible
    creditable service and age 54, or 24 years of eligible
    creditable service and age 55; or
        (iii) beginning January 1, 1988, 25 years of eligible
    creditable service and age 53, or 23 years of eligible
    creditable service and age 55; or
        (iv) beginning January 1, 1989, 25 years of eligible
    creditable service and age 52, or 22 years of eligible
    creditable service and age 55; or
        (v) beginning January 1, 1990, 25 years of eligible
    creditable service and age 51, or 21 years of eligible
    creditable service and age 55; or
        (vi) beginning January 1, 1991, 25 years of eligible
    creditable service and age 50, or 20 years of eligible
    creditable service and age 55.
    Persons who have service credit under Article 16 of this
Code for service as a security employee of the Department of
Corrections or the Department of Juvenile Justice, or the
Department of Human Services in a position requiring
certification as a teacher may count such service toward
establishing their eligibility under the service requirements
of this Section; but such service may be used only for
establishing such eligibility, and not for the purpose of
increasing or calculating any benefit.
    (e) If a member enters military service while working in a
position in which eligible creditable service may be earned,
and returns to State service in the same or another such
position, and fulfills in all other respects the conditions
prescribed in this Article for credit for military service,
such military service shall be credited as eligible creditable
service for the purposes of the retirement annuity prescribed
in this Section.
    (f) For purposes of calculating retirement annuities under
this Section, periods of service rendered after December 31,
1968 and before October 1, 1975 as a covered employee in the
position of special agent, conservation police officer, mental
health police officer, or investigator for the Secretary of
State, shall be deemed to have been service as a noncovered
employee, provided that the employee pays to the System prior
to retirement an amount equal to (1) the difference between
the employee contributions that would have been required for
such service as a noncovered employee, and the amount of
employee contributions actually paid, plus (2) if payment is
made after July 31, 1987, regular interest on the amount
specified in item (1) from the date of service to the date of
payment.
    For purposes of calculating retirement annuities under
this Section, periods of service rendered after December 31,
1968 and before January 1, 1982 as a covered employee in the
position of investigator for the Department of Revenue shall
be deemed to have been service as a noncovered employee,
provided that the employee pays to the System prior to
retirement an amount equal to (1) the difference between the
employee contributions that would have been required for such
service as a noncovered employee, and the amount of employee
contributions actually paid, plus (2) if payment is made after
January 1, 1990, regular interest on the amount specified in
item (1) from the date of service to the date of payment.
    (g) A State policeman may elect, not later than January 1,
1990, to establish eligible creditable service for up to 10
years of his service as a policeman under Article 3, by filing
a written election with the Board, accompanied by payment of
an amount to be determined by the Board, equal to (i) the
difference between the amount of employee and employer
contributions transferred to the System under Section 3-110.5,
and the amounts that would have been contributed had such
contributions been made at the rates applicable to State
policemen, plus (ii) interest thereon at the effective rate
for each year, compounded annually, from the date of service
to the date of payment.
    Subject to the limitation in subsection (i), a State
policeman may elect, not later than July 1, 1993, to establish
eligible creditable service for up to 10 years of his service
as a member of the County Police Department under Article 9, by
filing a written election with the Board, accompanied by
payment of an amount to be determined by the Board, equal to
(i) the difference between the amount of employee and employer
contributions transferred to the System under Section 9-121.10
and the amounts that would have been contributed had those
contributions been made at the rates applicable to State
policemen, plus (ii) interest thereon at the effective rate
for each year, compounded annually, from the date of service
to the date of payment.
    (h) Subject to the limitation in subsection (i), a State
policeman or investigator for the Secretary of State may elect
to establish eligible creditable service for up to 12 years of
his service as a policeman under Article 5, by filing a written
election with the Board on or before January 31, 1992, and
paying to the System by January 31, 1994 an amount to be
determined by the Board, equal to (i) the difference between
the amount of employee and employer contributions transferred
to the System under Section 5-236, and the amounts that would
have been contributed had such contributions been made at the
rates applicable to State policemen, plus (ii) interest
thereon at the effective rate for each year, compounded
annually, from the date of service to the date of payment.
    Subject to the limitation in subsection (i), a State
policeman, conservation police officer, or investigator for
the Secretary of State may elect to establish eligible
creditable service for up to 10 years of service as a sheriff's
law enforcement employee under Article 7, by filing a written
election with the Board on or before January 31, 1993, and
paying to the System by January 31, 1994 an amount to be
determined by the Board, equal to (i) the difference between
the amount of employee and employer contributions transferred
to the System under Section 7-139.7, and the amounts that
would have been contributed had such contributions been made
at the rates applicable to State policemen, plus (ii) interest
thereon at the effective rate for each year, compounded
annually, from the date of service to the date of payment.
    Subject to the limitation in subsection (i), a State
policeman, conservation police officer, or investigator for
the Secretary of State may elect to establish eligible
creditable service for up to 5 years of service as a police
officer under Article 3, a policeman under Article 5, a
sheriff's law enforcement employee under Article 7, a member
of the county police department under Article 9, or a police
officer under Article 15 by filing a written election with the
Board and paying to the System an amount to be determined by
the Board, equal to (i) the difference between the amount of
employee and employer contributions transferred to the System
under Section 3-110.6, 5-236, 7-139.8, 9-121.10, or 15-134.4
and the amounts that would have been contributed had such
contributions been made at the rates applicable to State
policemen, plus (ii) interest thereon at the effective rate
for each year, compounded annually, from the date of service
to the date of payment.
    Subject to the limitation in subsection (i), an
investigator for the Office of the Attorney General, or an
investigator for the Department of Revenue, may elect to
establish eligible creditable service for up to 5 years of
service as a police officer under Article 3, a policeman under
Article 5, a sheriff's law enforcement employee under Article
7, or a member of the county police department under Article 9
by filing a written election with the Board within 6 months
after August 25, 2009 (the effective date of Public Act
96-745) and paying to the System an amount to be determined by
the Board, equal to (i) the difference between the amount of
employee and employer contributions transferred to the System
under Section 3-110.6, 5-236, 7-139.8, or 9-121.10 and the
amounts that would have been contributed had such
contributions been made at the rates applicable to State
policemen, plus (ii) interest thereon at the actuarially
assumed rate for each year, compounded annually, from the date
of service to the date of payment.
    Subject to the limitation in subsection (i), a State
policeman, conservation police officer, investigator for the
Office of the Attorney General, an investigator for the
Department of Revenue, or investigator for the Secretary of
State may elect to establish eligible creditable service for
up to 5 years of service as a person employed by a
participating municipality to perform police duties, or law
enforcement officer employed on a full-time basis by a forest
preserve district under Article 7, a county corrections
officer, or a court services officer under Article 9, by
filing a written election with the Board within 6 months after
August 25, 2009 (the effective date of Public Act 96-745) and
paying to the System an amount to be determined by the Board,
equal to (i) the difference between the amount of employee and
employer contributions transferred to the System under
Sections 7-139.8 and 9-121.10 and the amounts that would have
been contributed had such contributions been made at the rates
applicable to State policemen, plus (ii) interest thereon at
the actuarially assumed rate for each year, compounded
annually, from the date of service to the date of payment.
    Subject to the limitation in subsection (i), a State
policeman, arson investigator, or Commerce Commission police
officer may elect to establish eligible creditable service for
up to 5 years of service as a person employed by a
participating municipality to perform police duties under
Article 7, a county corrections officer, a court services
officer under Article 9, or a firefighter under Article 4 by
filing a written election with the Board within 6 months after
July 30, 2021 (the effective date of Public Act 102-210) this
amendatory Act of the 102nd General Assembly and paying to the
System an amount to be determined by the Board equal to (i) the
difference between the amount of employee and employer
contributions transferred to the System under Sections
4-108.8, 7-139.8, and 9-121.10 and the amounts that would have
been contributed had such contributions been made at the rates
applicable to State policemen, plus (ii) interest thereon at
the actuarially assumed rate for each year, compounded
annually, from the date of service to the date of payment.
    Subject to the limitation in subsection (i), a
conservation police officer may elect to establish eligible
creditable service for up to 5 years of service as a person
employed by a participating municipality to perform police
duties under Article 7, a county corrections officer, or a
court services officer under Article 9 by filing a written
election with the Board within 6 months after July 30, 2021
(the effective date of Public Act 102-210) this amendatory Act
of the 102nd General Assembly and paying to the System an
amount to be determined by the Board equal to (i) the
difference between the amount of employee and employer
contributions transferred to the System under Sections 7-139.8
and 9-121.10 and the amounts that would have been contributed
had such contributions been made at the rates applicable to
State policemen, plus (ii) interest thereon at the actuarially
assumed rate for each year, compounded annually, from the date
of service to the date of payment.
    Notwithstanding the limitation in subsection (i), a State
policeman or conservation police officer may elect to convert
service credit earned under this Article to eligible
creditable service, as defined by this Section, by filing a
written election with the board within 6 months after July 30,
2021 (the effective date of Public Act 102-210) this
amendatory Act of the 102nd General Assembly and paying to the
System an amount to be determined by the Board equal to (i) the
difference between the amount of employee contributions
originally paid for that service and the amounts that would
have been contributed had such contributions been made at the
rates applicable to State policemen, plus (ii) the difference
between the employer's normal cost of the credit prior to the
conversion authorized by Public Act 102-210 this amendatory
Act of the 102nd General Assembly and the employer's normal
cost of the credit converted in accordance with Public Act
102-210 this amendatory Act of the 102nd General Assembly,
plus (iii) interest thereon at the actuarially assumed rate
for each year, compounded annually, from the date of service
to the date of payment.
    (i) The total amount of eligible creditable service
established by any person under subsections (g), (h), (j),
(k), (l), (l-5), and (o), and (p) of this Section shall not
exceed 12 years.
    (j) Subject to the limitation in subsection (i), an
investigator for the Office of the State's Attorneys Appellate
Prosecutor or a controlled substance inspector may elect to
establish eligible creditable service for up to 10 years of
his service as a policeman under Article 3 or a sheriff's law
enforcement employee under Article 7, by filing a written
election with the Board, accompanied by payment of an amount
to be determined by the Board, equal to (1) the difference
between the amount of employee and employer contributions
transferred to the System under Section 3-110.6 or 7-139.8,
and the amounts that would have been contributed had such
contributions been made at the rates applicable to State
policemen, plus (2) interest thereon at the effective rate for
each year, compounded annually, from the date of service to
the date of payment.
    (k) Subject to the limitation in subsection (i) of this
Section, an alternative formula employee may elect to
establish eligible creditable service for periods spent as a
full-time law enforcement officer or full-time corrections
officer employed by the federal government or by a state or
local government located outside of Illinois, for which credit
is not held in any other public employee pension fund or
retirement system. To obtain this credit, the applicant must
file a written application with the Board by March 31, 1998,
accompanied by evidence of eligibility acceptable to the Board
and payment of an amount to be determined by the Board, equal
to (1) employee contributions for the credit being
established, based upon the applicant's salary on the first
day as an alternative formula employee after the employment
for which credit is being established and the rates then
applicable to alternative formula employees, plus (2) an
amount determined by the Board to be the employer's normal
cost of the benefits accrued for the credit being established,
plus (3) regular interest on the amounts in items (1) and (2)
from the first day as an alternative formula employee after
the employment for which credit is being established to the
date of payment.
    (l) Subject to the limitation in subsection (i), a
security employee of the Department of Corrections may elect,
not later than July 1, 1998, to establish eligible creditable
service for up to 10 years of his or her service as a policeman
under Article 3, by filing a written election with the Board,
accompanied by payment of an amount to be determined by the
Board, equal to (i) the difference between the amount of
employee and employer contributions transferred to the System
under Section 3-110.5, and the amounts that would have been
contributed had such contributions been made at the rates
applicable to security employees of the Department of
Corrections, plus (ii) interest thereon at the effective rate
for each year, compounded annually, from the date of service
to the date of payment.
    (l-5) Subject to the limitation in subsection (i) of this
Section, a State policeman may elect to establish eligible
creditable service for up to 5 years of service as a full-time
law enforcement officer employed by the federal government or
by a state or local government located outside of Illinois for
which credit is not held in any other public employee pension
fund or retirement system. To obtain this credit, the
applicant must file a written application with the Board no
later than 3 years after January 1, 2020 (the effective date of
Public Act 101-610) this amendatory Act of the 101st General
Assembly, accompanied by evidence of eligibility acceptable to
the Board and payment of an amount to be determined by the
Board, equal to (1) employee contributions for the credit
being established, based upon the applicant's salary on the
first day as an alternative formula employee after the
employment for which credit is being established and the rates
then applicable to alternative formula employees, plus (2) an
amount determined by the Board to be the employer's normal
cost of the benefits accrued for the credit being established,
plus (3) regular interest on the amounts in items (1) and (2)
from the first day as an alternative formula employee after
the employment for which credit is being established to the
date of payment.
    (m) The amendatory changes to this Section made by Public
Act 94-696 this amendatory Act of the 94th General Assembly
apply only to: (1) security employees of the Department of
Juvenile Justice employed by the Department of Corrections
before June 1, 2006 (the effective date of Public Act 94-696)
this amendatory Act of the 94th General Assembly and
transferred to the Department of Juvenile Justice by Public
Act 94-696 this amendatory Act of the 94th General Assembly;
and (2) persons employed by the Department of Juvenile Justice
on or after June 1, 2006 (the effective date of Public Act
94-696) this amendatory Act of the 94th General Assembly who
are required by subsection (b) of Section 3-2.5-15 of the
Unified Code of Corrections to have any bachelor's or advanced
degree from an accredited college or university or, in the
case of persons who provide vocational training, who are
required to have adequate knowledge in the skill for which
they are providing the vocational training.
    (n) A person employed in a position under subsection (b)
of this Section who has purchased service credit under
subsection (j) of Section 14-104 or subsection (b) of Section
14-105 in any other capacity under this Article may convert up
to 5 years of that service credit into service credit covered
under this Section by paying to the Fund an amount equal to (1)
the additional employee contribution required under Section
14-133, plus (2) the additional employer contribution required
under Section 14-131, plus (3) interest on items (1) and (2) at
the actuarially assumed rate from the date of the service to
the date of payment.
    (o) Subject to the limitation in subsection (i), a
conservation police officer, investigator for the Secretary of
State, Commerce Commission police officer, investigator for
the Department of Revenue or the Illinois Gaming Board, or
arson investigator subject to subsection (g) of Section 1-160
may elect to convert up to 8 years of service credit
established before January 1, 2020 (the effective date of
Public Act 101-610) this amendatory Act of the 101st General
Assembly as a conservation police officer, investigator for
the Secretary of State, Commerce Commission police officer,
investigator for the Department of Revenue or the Illinois
Gaming Board, or arson investigator under this Article into
eligible creditable service by filing a written election with
the Board no later than one year after January 1, 2020 (the
effective date of Public Act 101-610) this amendatory Act of
the 101st General Assembly, accompanied by payment of an
amount to be determined by the Board equal to (i) the
difference between the amount of the employee contributions
actually paid for that service and the amount of the employee
contributions that would have been paid had the employee
contributions been made as a noncovered employee serving in a
position in which eligible creditable service, as defined in
this Section, may be earned, plus (ii) interest thereon at the
effective rate for each year, compounded annually, from the
date of service to the date of payment.
    (p) Subject to the limitation in subsection (i), an
investigator for the Office of the Attorney General subject to
subsection (g) of Section 1-160 may elect to convert up to 8
years of service credit established before the effective date
of this amendatory Act of the 102nd General Assembly as an
investigator for the Office of the Attorney General under this
Article into eligible creditable service by filing a written
election with the Board no later than one year after the
effective date of this amendatory Act of the 102nd General
Assembly, accompanied by payment of an amount to be determined
by the Board equal to (i) the difference between the amount of
the employee contributions actually paid for that service and
the amount of the employee contributions that would have been
paid had the employee contributions been made as a noncovered
employee serving in a position in which eligible creditable
service, as defined in this Section, may be earned, plus (ii)
interest thereon at the effective rate for each year,
compounded annually, from the date of service to the date of
payment.
(Source: P.A. 101-610, eff. 1-1-20; 102-210, eff. 7-30-21;
102-538, eff. 8-20-21; revised 10-12-21.)
 
    (40 ILCS 5/14-152.1)
    Sec. 14-152.1. Application and expiration of new benefit
increases.
    (a) As used in this Section, "new benefit increase" means
an increase in the amount of any benefit provided under this
Article, or an expansion of the conditions of eligibility for
any benefit under this Article, that results from an amendment
to this Code that takes effect after June 1, 2005 (the
effective date of Public Act 94-4). "New benefit increase",
however, does not include any benefit increase resulting from
the changes made to Article 1 or this Article by Public Act
96-37, Public Act 100-23, Public Act 100-587, Public Act
100-611, Public Act 101-10, Public Act 101-610, Public Act
102-210, or this amendatory Act of the 102nd General Assembly
this amendatory Act of the 102nd General Assembly.
    (b) Notwithstanding any other provision of this Code or
any subsequent amendment to this Code, every new benefit
increase is subject to this Section and shall be deemed to be
granted only in conformance with and contingent upon
compliance with the provisions of this Section.
    (c) The Public Act enacting a new benefit increase must
identify and provide for payment to the System of additional
funding at least sufficient to fund the resulting annual
increase in cost to the System as it accrues.
    Every new benefit increase is contingent upon the General
Assembly providing the additional funding required under this
subsection. The Commission on Government Forecasting and
Accountability shall analyze whether adequate additional
funding has been provided for the new benefit increase and
shall report its analysis to the Public Pension Division of
the Department of Insurance. A new benefit increase created by
a Public Act that does not include the additional funding
required under this subsection is null and void. If the Public
Pension Division determines that the additional funding
provided for a new benefit increase under this subsection is
or has become inadequate, it may so certify to the Governor and
the State Comptroller and, in the absence of corrective action
by the General Assembly, the new benefit increase shall expire
at the end of the fiscal year in which the certification is
made.
    (d) Every new benefit increase shall expire 5 years after
its effective date or on such earlier date as may be specified
in the language enacting the new benefit increase or provided
under subsection (c). This does not prevent the General
Assembly from extending or re-creating a new benefit increase
by law.
    (e) Except as otherwise provided in the language creating
the new benefit increase, a new benefit increase that expires
under this Section continues to apply to persons who applied
and qualified for the affected benefit while the new benefit
increase was in effect and to the affected beneficiaries and
alternate payees of such persons, but does not apply to any
other person, including, without limitation, a person who
continues in service after the expiration date and did not
apply and qualify for the affected benefit while the new
benefit increase was in effect.
(Source: P.A. 101-10, eff. 6-5-19; 101-81, eff. 7-12-19;
101-610, eff. 1-1-20; 102-210, eff. 7-30-21.)
 
    Section 99. Effective date. This Act takes effect upon
becoming law.