Archived Financial Information


Bank of New York Custody Agreement

Bank of New York Mellon Custody Agreement Press Release

01/06/2014 Letter from Treasurer Loftis to Fiduciaries

State Treasurer Signs Custody Agreement Background Information Sheet

November 2013 Memo from STO to Fiduciaries

Custody Agreement


Retirement System Fiscal Year-end Financial Statements

2015 2014 2013 2012


Retirement System Investment Commission Strategic Assessment

2012 2011


South Carolina Investment Commission Annual Reports

FY 2015 FY 2014 FY 2013 FY 2012 FY 2011 FY 2010 FY 2009 FY 2008 FY 2007


Operational Issues and the Investment Commission

Treasurer Loftis' December 7, 2012 letter to S.C. Investment Commissioners, concerning the resignation of CIO/CEO Borden, and associated legal issues. Treasurer Loftis' January 31, 2012 testimony to the Senate Finance Retirement Subcommittee regarding transparency issues with the state pension plan
Supporting documents from the January 31, 2012 testimony


Ethics and the Investment Commission

Treasurer Loftis’ July 18, 2012 letter to members of the Budget and Control Board regarding the ability of the Retirement Commission Chairman’s ability to serve while under investigation
View a statement by Treasurer Loftis concerning his call for a special session of the Budget and Control Board regarding pension fund transparency and accountability
Opinion from State Ethics Commission re: Reynolds Williams


Miscellaneous Financial Information

How South Carolina Retirement Investment Commission puts retirees and taxpayers at risk 

Treasurer's letter to the Senate Finance Committee regarding S. 527 and continuing poor performance of the SC Investment Commission 4-15-2015

Treasurer's letter to the Senate on S. 527 3-23-2015

View agency spending throughout SC state government.

Treasuer Loftis' Letter to the Senate Finance Special Subcommittee to review the investment of State Retirement Funds.

View Treasurer's Office monthly charge card spending.

Treasurer Loftis' finds 23 State Lawmakers on Unclaimed Property list

Treasurer's letter to Governor on Budget & Control Board meeting rules.

Treasurer's letter on Proviso 76.14 (fraud audit follow up bill)

View GAAP 2012 audit report

Litigation: SC vs. Bank of NY Mellon

Treasurer Loftis' statement about BNY Mellon lawsuit settlement at May 23, 2013 Investment Commission Meeting

Treasurer Loftis' letter to PEBA and Budget and Control Board Re: lawsuit settlement.

File Cover Sheet, Summons & Complaint

First Set of Interrogatories to BNY Mellon

Request For Production to BNY Mellon

Litigation Retention Agreement Special Counsel STO

Addendum Litigation Retention Agreement Special Counsel STO

Treasurer's Work Schedule

State Auditor's Report for 2009 FY 2008-2009 Agreed Upon Procedures Report

SC Treasurer’s Transition Team Final Report Final Report link

Click Here for 2012 Accountability Report

Click Here for 2011 Accountability Report

Click Here for the State Budget Office, See Where Your $$ is Going

Click Here for the SC Public Employee Salary Database

Click Here for State Contract Database Future Scholar Financial Statements
Direct Program Financial Statement June 30, 2011
Financial Advisor Program Financial Statement June 30, 2011

Distributions to Local Government

FY 2011-2012 Report(Excel Spreadsheet)
FY 2010-2011 Report (Excel Spreadsheet)
FY 2009-2010 Report (Excel Spreadsheet)

Status of State Fiscal Stabilization Funds

FY 2010 - 2011 Final Report
Revised Date 10/21/2011: FY 2009 - 2010 FY 2010 - 2011
Revised Date 08/29/2011: FY 2009 - 2010 FY 2009 - 2011
Revised Date 07/22/2011: FY 2009 - 2010 FY 2010 - 2011
Revised Date 07/05/2011: FY 2009 - 2010 FY 2010 - 2011
Revised Date 06/30/2011: FY 2009 - 2010 FY 2010 - 2011
Revised Date 06/10/2011: FY 2009 - 2010 FY 2010 - 2011
Revised Date 05/23/2011: FY 2009 - 2010 FY 2010 - 2011
Revised Date 05/12/2011: FY 2009 - 2010 FY 2010 - 2011
Revised Date 04/29/2011: FY 2009 - 2010 FY 2010 - 2011
Revised Date 04/26/2011: FY 2009 - 2010 FY 2010 - 2011
Revised Date 04/19/2011: FY 2009 - 2010 FY 2010 - 2011
Revised Date 04/01/2011: FY 2009 - 2010 FY 2010 - 2011
Revised Date 03/25/2011: FY 2009 - 2010 FY 2010 - 2011


Where do Court Fines Go? Click Here To Go To The Court Fine Page.

2011 Year End Memos Treasurer's Office Memo SCEIS Memo


South Carolina Tuition Prepayment Program

2009 SCTPP Actuarial Legislative Update Letter
2010 SCTPP Actuarial Legislative Update Letter
2011 SCTPP Actuarial Legislative Update Letter
2012 SCTPP Actuarial Legislative Update Letter
2013 SCTPP Actuarial Legislative Update Letter
2013 SCTPP Assumed Rate of Return Update
2014 SCTPP Actuarial Legislative Update Letter

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