From: White, Sean

    Sent: Tue Aug 28 09:42:59 2018

    To: Newcomb, Kellee J.

    Cc: Albert, Nick; Cox, Ian

    Subject: RE: CANCELLING: Everett School Employee Benefit Trust Meeting

    Importance: Normal

    Attachments: image002.png; image004.png; image006.png; image007.png

     
     
    Agreed – thanks Kellee!
      
      
    Sean White, Principal
     
     
    MercerSeattle | 1301 Fifth Avenue Suite 1900, Seattle, WA 98101, USA 
     
    MercerBoise | 800 West Main Suite 1250, Boise, ID 83702, USA 
      
    P: +1 206 214 3705 (Seattle)| +1 208 338 6418 (Boise)
     
    M: +1 206 234 5683
    sean.white@mercer.com 
     
    Assistant: Dee Thompson | +1 206 214 3708 | dee.thompson@mercer.com 
       
    www.mercer.com| Mercer Health & Benefits LLC
         
    Linked In| Facebook| Twitter
      
    Making a difference in the health, wealth and careers of 110 million people every day 
      
     
      
          
    MERCER MAKE TOMORROW, TODAY
      
     
    Services provided by Mercer Health & Benefits LLC
     
    California License # 0E75483
      
    As you are aware, Mercer Health & Benefits is a firm of benefit consultants and not licensed to provide tax or legal advice. To the extent the matters discussed herein include tax and legal issues, you may wish to consult with tax or legal counsel about the issues addressed. 
      
      
     KNewcomb@everettsd.org 
    From:Newcomb, Kellee J. < >
      
    Sent:Tuesday, August 28, 2018 9:42 AM
     Sean.White@mercer.com 
    To:White, Sean < >
     Nick.Albert@mercer.com
    Cc:Albert, Nick < >; Cox, Ian <Ian.Cox@mercer.com > 
     
    Subject:RE: CANCELLING: Everett School Employee Benefit Trust Meeting 
      
      
    I think scheduling another meeting after the 19thmight be a better way to go. There are enrollment meetings every day after the start of school that Jeff and Larry must attend. 
      
      
    I am waiting to hear from Adam regarding the 10th. I will let you know when I hear back from him. 
      
     
    Thank you Sean!
      
      
      

          		  

          		  

          		Kellee Newcomb 

    Executive Assistant 

    Teaching & Learning – South Region 

    knewcomb@everettsd.org  

    425-385-4023   |     425-385-4012   Fax 

     
    alt

          		  

          		  

           		 
      

      

    From: White, Sean < Sean.White@mercer.com > 

    Sent: Tuesday, August 28, 2018 9:38 AM 

    To: Newcomb, Kellee J. < KNewcomb@everettsd.org > 

    Cc: Albert, Nick < Nick.Albert@mercer.com >; Cox, Ian < Ian.Cox@mercer.com > 

    Subject: RE: CANCELLING: Everett School Employee Benefit Trust Meeting 

      

    9/17 and 9/18 are out for me, I have a meeting in Chicago Tue morning, I am flying there Mon and then flying to Seattle Tue afternoon. Although with the meeting already scheduled for 9/19, I am not sure how useful it is meeting just a day or two in advance of that. 

      

    Worst case scenario, and I’d want Randi’s input on this, but we could use the 9/19 meeting to present the renewal/budget info. With SEBB on the horizon, I suspect there won’t be much appetite for any plan changes, and the discussion will center around the level of reserve spenddown via ee contribution adjustments to get as close to a $0 reserve by the end of 2019 - and if they get that close to $0, we’d have a scenario in which plans aren’t changing, and ee contribution increases are pretty modest, so perhaps less prep time needed for OE, and we could schedule a meeting after the week of the 9/19 meeting for formal approval? 

      

    Sean White , Principal 

     

    Mercer Seattle | 1301 Fifth Avenue Suite 1900, Seattle, WA 98101, USA 

    Mercer Boise | 800 West Main Suite 1250, Boise, ID 83702, USA 

    P: +1 206 214 3705 (Seattle) | +1 208 338 6418 (Boise) 

    M: +1 206 234 5683 

    sean.white@mercer.com  

    Assistant: Dee Thompson | +1 206 214 3708 |  dee.thompson@mercer.com 

    www.mercer.com  | Mercer Health & Benefits LLC 

    Linked In  | Facebook  | Twitter 

      

    Making a difference in the health, wealth and careers of 110 million people every day 

      


     


      

    MERCER      MAKE TOMORROW, TODAY 

      

    Services provided by Mercer Health & Benefits LLC 

    California License # 0E75483 

      

    As you are aware, Mercer Health & Benefits is a firm of benefit consultants and not licensed to provide tax or legal advice. To the extent the matters discussed herein include tax and legal issues, you may wish to consult with tax or legal counsel about the issues addressed. 

      

      

    From: Newcomb, Kellee J. < KNewcomb@everettsd.org > 

    Sent: Tuesday, August 28, 2018 9:23 AM 

    To: White, Sean < Sean.White@mercer.com > 

    Cc: Albert, Nick < Nick.Albert@mercer.com >; Cox, Ian < Ian.Cox@mercer.com > 

    Subject: RE: CANCELLING: Everett School Employee Benefit Trust Meeting 

      

    Hi Sean, 

      

    Yes finding a time for them to meet after school starts will not be easy. I can propose the 10 th although I see Larry and Jeff are both not available. What is your schedule like on the 17 th ? 

      

      
      

          		  

          		  

          		Kellee Newcomb 

    Executive Assistant 

    Teaching & Learning – South Region 

    knewcomb@everettsd.org  

    425-385-4023   |     425-385-4012   Fax 

     
    alt

          		  

          		  

           		 
      

      

    From: White, Sean < Sean.White@mercer.com > 

    Sent: Tuesday, August 28, 2018 9:17 AM 

    To: Newcomb, Kellee J. < KNewcomb@everettsd.org > 

    Cc: Albert, Nick < Nick.Albert@mercer.com >; Cox, Ian < Ian.Cox@mercer.com > 

    Subject: RE: CANCELLING: Everett School Employee Benefit Trust Meeting 

      

    Hi Kellee – Nick and I could both do the afternoon of Mon 9/10 if that happens to work for the group. The reschedule is unfortunate, calendars may be a bit tricky this time of year on such short notice, but we’ll do our best to make it work. 

      

    Sean White , Principal 

     

    Mercer Seattle | 1301 Fifth Avenue Suite 1900, Seattle, WA 98101, USA 

    Mercer Boise | 800 West Main Suite 1250, Boise, ID 83702, USA 

    P: +1 206 214 3705 (Seattle) | +1 208 338 6418 (Boise) 

    M: +1 206 234 5683 

    sean.white@mercer.com  

    Assistant: Dee Thompson | +1 206 214 3708 |  dee.thompson@mercer.com 

    www.mercer.com  | Mercer Health & Benefits LLC 

    Linked In  | Facebook  | Twitter 

      

    Making a difference in the health, wealth and careers of 110 million people every day 

      


     


      

    MERCER      MAKE TOMORROW, TODAY 

      

    Services provided by Mercer Health & Benefits LLC 

    California License # 0E75483 

      

    As you are aware, Mercer Health & Benefits is a firm of benefit consultants and not licensed to provide tax or legal advice. To the extent the matters discussed herein include tax and legal issues, you may wish to consult with tax or legal counsel about the issues addressed. 

      

      

    From: Newcomb, Kellee J. < KNewcomb@everettsd.org > 

    Sent: Tuesday, August 28, 2018 8:55 AM 

    To: Adam Goldstein [WA] < AGoldstein@WashingtonEA.org >; Lindsey, Susan M. < SLindsey@everettsd.org >; Elder, Gregory V. < GElder@everettsd.org >; Fleckenstein, Larry C. < LFleckenstein@everettsd.org >; Shepherd, Kelly A. < KShepherd@everettsd.org >; Moore, Jeffrey D. < JMoore@everettsd.org > 

    Cc: Davidson, Jayson < jdavidson@hyasgroup.com >; Erickson, Angela C. < AErickson@everettsd.org >; Henderson, Shelly L. < SHenderson@everettsd.org >; Jenner, Gayla I. < GJenner@everettsd.org >; Kovacs, Debra D. < DKovacs@everettsd.org >; mcurtice@perkinscoie.com ; Montgomery, Deborah J. < DMontgomery@everettsd.org >; Albert, Nick < Nick.Albert@mercer.com >; Seaberg, Randi K < rseaberg@everettsd.org >; White, Sean < Sean.White@mercer.com >; Vanduren, Darla A. < DVanduren@everettsd.org > 

    Subject: CANCELLING: Everett School Employee Benefit Trust Meeting 

    Importance: High 

      

    Adam has requested that we cancel tomorrow’s meeting. I will look for a date to schedule a special meeting prior to the September 19 meeting. 

      

    Thank you all for your input. 

      
      

          		  

          		  

          		Kellee Newcomb 

    Executive Assistant 

    Teaching & Learning – South Region 

    knewcomb@everettsd.org  

    425-385-4023   |     425-385-4012   Fax 

     
    alt

          		  

          		  

           		 
      

      

    From: Adam Goldstein [WA] < AGoldstein@WashingtonEA.org > 

    Sent: Tuesday, August 28, 2018 7:39 AM 

    To: Newcomb, Kellee J. < KNewcomb@everettsd.org >; Lindsey, Susan M. < SLindsey@everettsd.org >; Elder, Gregory V. < GElder@everettsd.org >; Fleckenstein, Larry C. < LFleckenstein@everettsd.org >; Moore, Brandon T. < BMoore@everettsd.org >; Shepherd, Kelly A. < KShepherd@everettsd.org > 

    Cc: Davidson, Jayson < jdavidson@hyasgroup.com >; Erickson, Angela C. < AErickson@everettsd.org >; Henderson, Shelly L. < SHenderson@everettsd.org >; Jenner, Gayla I. < GJenner@everettsd.org >; Kovacs, Debra D. < DKovacs@everettsd.org >; mcurtice@perkinscoie.com ; Montgomery, Deborah J. < DMontgomery@everettsd.org >; Nick Albert < Nick.Albert@mercer.com >; Seaberg, Randi K < rseaberg@everettsd.org >; sean.white@mercer.com  ; Vanduren, Darla A. < DVanduren@everettsd.org > 

    Subject: RE: ACTION NEEDED: Everett School Employee Benefit Trust Meeting 

      

    Do we have anything of significance that needs to get discussed / decided tomorrow? If not, I move we cancel. 

      

      

    Adam Goldstein 

    c: 360.318.3384 

      

    From: Newcomb, Kellee J. < KNewcomb@everettsd.org > 

    Sent: Tuesday, August 28, 2018 7:21 AM 

    To: Lindsey, Susan M. < SLindsey@everettsd.org >; Elder, Gregory V. < GElder@everettsd.org >; Adam Goldstein [WA] < AGoldstein@WashingtonEA.org >; Fleckenstein, Larry C. < LFleckenstein@everettsd.org >; Moore, Brandon T. < BMoore@everettsd.org >; Shepherd, Kelly A. < KShepherd@everettsd.org > 

    Cc: Davidson, Jayson < jdavidson@hyasgroup.com >; Erickson, Angela C. < AErickson@everettsd.org >; Henderson, Shelly L. < SHenderson@everettsd.org >; Jenner, Gayla I. < GJenner@everettsd.org >; Kovacs, Debra D. < DKovacs@everettsd.org >; mcurtice@perkinscoie.com ; Montgomery, Deborah J. < DMontgomery@everettsd.org >; Nick Albert < Nick.Albert@mercer.com >; Seaberg, Randi K < rseaberg@everettsd.org >; sean.white@mercer.com  ; Vanduren, Darla A. < DVanduren@everettsd.org > 

    Subject: ACTION NEEDED: Everett School Employee Benefit Trust Meeting 

    Importance: High 

      

    Trustees, 

      

    I have heard from Kelly, Gregg and Susan that they are likely not able to attend the meeting tomorrow. If that is the case, we would not have a quorum and no decisions or actions could be taken at the meeting. 

      

    Adam…would you like to proceed with the meeting tomorrow without a quorum or would you like to cancel the meeting? If a decision is made to cancel, I need to put a notification on the district webpage as soon as possible. The next regularly scheduled meeting is on September 19. The Trustees can decide to hold a special meeting before September 19 if necessary. 

      

    Thank you. 

      

      
      

          		  

          		  

          		Kellee Newcomb 

    Executive Assistant 

    Teaching & Learning – South Region 

    knewcomb@everettsd.org  

    425-385-4023   |     425-385-4012   Fax 

     
    alt

          		  

          		  

           		 
      

      

    From: Lindsey, Susan M.

    Sent: Monday, August 27, 2018 11:34 PM 

    To: Elder, Gregory V. < GElder@everettsd.org > 

    Cc: Newcomb, Kellee J. < KNewcomb@everettsd.org >; Davidson, Jayson < jdavidson@hyasgroup.com >; Erickson, Angela C. < AErickson@everettsd.org >; Henderson, Shelly L. < SHenderson@everettsd.org >; Jenner, Gayla I. < GJenner@everettsd.org >; Kovacs, Debra D. < DKovacs@everettsd.org >; mcurtice@perkinscoie.com ; Montgomery, Deborah J. < DMontgomery@everettsd.org >; Nick Albert < Nick.Albert@mercer.com >; Seaberg, Randi K < rseaberg@everettsd.org >; sean.white@mercer.com  ; Vanduren, Darla A. < DVanduren@everettsd.org >; Adam Goldstein < agoldstein@washingtonea.org >; Fleckenstein, Larry C. < LFleckenstein@everettsd.org >; Moore, Jeffrey D. < JMoore@everettsd.org >; Shepherd, Kelly A. < KShepherd@everettsd.org > 

    Subject: Re: REMINDER: Everett School Employee Benefit Trust Meeting 

      

    Yes, assuming that the contract is approved, I will also be in PD at that time. 

    Susan 

     

    Sent from my iPad 

     

    On Aug 27, 2018, at 10:02 PM, Elder, Gregory V. < GElder@everettsd.org > wrote: 


    Hi Kellee- 

    Like , Kelly I will also be involved in PD on Wed. the 28th at my building. Of course,  assuming the membership passes the Tentative Agreement. I will be unable to attend this Trust meeting. I believe Susan will be in the same boat......., but can't confirm that. 

    gregg 

      


     


    From: Newcomb, Kellee J. 

    Sent: Monday, August 27, 2018 3:41 PM 

    To: Davidson, Jayson; Erickson, Angela C.; Henderson, Shelly L.; Jenner, Gayla I.; Kovacs, Debra D.; mcurtice@perkinscoie.com ; Montgomery, Deborah J.; Nick Albert; Seaberg, Randi K; sean.white@mercer.com ; Vanduren, Darla A.; Adam Goldstein; Elder, Gregory V.; Fleckenstein, Larry C.; Lindsey, Susan M.; Moore, Jeffrey D.; Shepherd, Kelly A. 

    Subject: REMINDER: Everett School Employee Benefit Trust Meeting 

      

    Hello, 

      

    Attached are the agenda and subsequent attachments for the ESEBT meeting on Wednesday, August 29 – 2:00 p.m. at the CRC – Port Gardner Room B. 

      

    Please contact me with any questions. 

      

    Thank you. 

      

      
      

          		  

          		  

          		Kellee Newcomb 

    Executive Assistant 

    Teaching & Learning – South Region 

    knewcomb@everettsd.org  

    425-385-4023   |     425-385-4012   Fax 

     
    < image003.png > 

          		  

          		  

           		 
      

      


      


     


     

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