Retirement System

• LCRA 401(k) Plan Audited Financial Statements – CY 2023
• LCRA Pension Plan Audited Financial Statements – CY 2023​​
• Retirement Plan Actuarial Valuation – 2024
• Retirement Plan Actuarial Audit Report – Aug. 24, 2023
• Cash Balance Plan Provisions – 2024
• Pension Plan Provisions – 2024
• LCRA 401(k) Plan and Deferred Compensation Plan Investment Policies
• LCRA Retirement Plan and Trust Investment Policies
• Investment Returns and Assumptions Report – CY 2023

LCRA Retirement Benefits Board of Trustees

Jim Travis, Chairman, LCRA Chief Financial Officer
Steve Kellicker, Vice Chairman, LCRA Executive Vice President of Enterprise Resources
David J. Smith, Secretary, LCRA Treasurer
Michael L. “Mike” Allen, LCRA Board of Directors
Stephen F. Cooper, LCRA Board of Directors
Dale Jurecka, LCRA Director of Environmental Laboratory Services
Aimee Lerman, LCRA Principal Asset Manager

System administrator

Laura Flores
3700 Lake Austin Blvd., Mail Stop L121, Austin, TX 78703