San Bernardino County Employees Retirement Association
File #: 24-324    Name:
Type: Closed Session
File created: 7/24/2024 In control: BOARD OF RETIREMENT
On agenda: 9/5/2024 Final action: 9/5/2024
Title: Review and determine the Nonservice-Connected Disability Retirement application of Guillermina Trejo - San Bernardino County - Library.

FROM:                                          Barbara Hannah, Chief Counsel

 

SUBJECT:                                          Disability Retirement Application of Guillermina Trejo                     

 

RECOMMENDATION:

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Review and determine the Nonservice-Connected Disability Retirement application of Guillermina Trejo - San Bernardino County - Library.

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Requested Benefit:

1.                     Nonservice-Connected Disability Retirement with Supplemental Retirement Allowance

 

Staff Recommendation:

1.                     Guillermina Trejo is permanently incapacitated for the performance of duties and a disability retirement should be granted.

 

2.                     Guillermina Trejo’s disability is nonservice-connected based on the claimed injury(ies)/disease as listed in Exhibit A; therefore, grant a nonservice-connected disability benefit.

 

3.                     Guillermina Trejo is capable of gainful employment; therefore, deny the supplemental disability retirement allowance.

 

4.                     Staff shall initiate disability benefit payments with an effective date of June 6, 2023, date of application.

 

BACKGROUND:

This matter is in closed session because the applicant is capable of gainful employment and not eligible for the supplemental disability retirement allowance.  Also, the member has requested an earlier effective date, but the evidence does not support granting an earlier effective date, this matter has been placed in closed session.   

 

Medical Advisor - Lance Mohr, M.D.

Attorney - None

 

STAFF CONTACT:

Barbara Hannah

David Lantzer

 

ATTACHMENTS:

Exhibit A:                     Claimed Injury or Disease

Exhibit B:                     Demographic Information

Exhibit C:                     Medical Advisor’s Report - Dr. Mohr 07/19/24

Exhibit D:                     Independent Medical Examiner’s Report - Dr. Rothberg 05/07/24

Exhibit E:                     Supplemental Independent Medical Examiner’s Report - Dr. Rothberg 06/07/24                     

Exhibit F:                     Applicant’s Statement of Facts and Physician’s Report

Exhibit G:                     Department Statement of Facts

Exhibit H:                     Job Description, Physical Requirements