Longboat Key Consolidated Retirement System
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    Trustees
 
   

Steven Branham, Chairman

Frank Cona, Vice-Chairman

Rabbi Peter Kasdan, Secretary

Mark Fultz, Trustee (Fire)

Chris Kopp, Trustee

Andrew Sawyer, Trustee

Steve Schield, Trustee (General)

Martin Sharkey, Trustee (Police)

 

Trustee Resources

   
               
    Administrator    
   

The Resource Centers administers the plan.  You can contact our office at:

 

Resource Centers LLC

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL 33410

 

Phone: 561.624.3277

Toll-Free: 800.206.0116

Fax: 561.624.3278

Email: ClientServices@ResourceCenters.com

 

Important Notice: Under Florida law, e-mail addresses are public records. If you do not want your e-mail address release in response to a public records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing.

 


   
   
   
         
    How Are We Doing
 
   

View the new Pension Status Sheet to see how the Consolidated Retirement System is improving at a glance:

2022 Pension Status Sheet

   
               
    Required Documents and Disclosures
 
   

GASB67-68 (Longboat_Key_Fire) MD 09.30.2023
GASB67-68 (Longboat_Key_General) MD 09.30.2023
GASB67-68 (Longboat_Key_Police) MD 09.30.2023

October 1, 2023 Actuarial Valuation
October 1, 2023 Valuation Executive Summary
Pension FS - FY23

Archive

   
               
    Meeting Notice
 
   

The Board of Trustees meets quarterly on the third Friday of the second month of each calendar quarter:

 

LOCATION:       Town Hall Commission Chambers

  501 Bay Isles Road

  Longboat Key, FL 34228

 

DATES:             Meeting dates and times are subject to change by the Board.

 

The Board has scheduled the following meeting dates and time for 2024:

Longboat Key 2024 Meeting Dates

   
               
    Plan Documents
 
   

Investment Policy Statement May 2023
Operating Rules and Procedure
Ordinance (Fire)
Ordinance (General)
Ordinance (Police)

Ordinance 2014-26 Consolidated Retirement System
Ordinance 2023-11 Board of Trustees
Summary Plan Description (Fire)
Summary Plan Description (General)
Summary Plan Description (Police)

   
               
    Forms
 
   

Please contact the Plan Administrator for retirement and change forms.

   
               
    Minutes
 
   

Minutes for prior meetings of the Board will be added soon. To open a file select the files from this year or to open previous years select "Archives".

Minutes 02.16.24

Minutes 05.17.24

Archive

   
               
    Fund Performance
 
   

You can view the latest quarterly investment report for the assets of the plan:

Graystone 1Q 2024 Performance Evaluation
Graystone 1Q 2024 Quarterly Summary

Graystone 2Q 2024 Performance Evaluation
Graystone 2Q 2024 Quarterly Summary

Archive

   
               
    Public Records    
   

ALL NOTICES AND REQUESTS UNDER THE PUBLIC RECORDS LAW, CH. 119, FLA. STAT., SHOULD BE DIRECTED TO THE CUSTODIAN OF PUBLIC RECORDS AS FOLLOWS.

 

BY MAIL:

 

Custodian of Public Records

Longboat Key Consolidated

Retirement System

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL  33410

BY EMAIL:

 

RecordsRequest@ResourceCenters.com

 

FOR INQUIRIES, Please Call 561-624-3277

 

 


   
    Service Providers    
   

Actuary                        

Foster & Foster, Inc.      

www.foster-foster.com   

                                               

Auditor 

Mauldin & Jenkins                      

 

Custodians        

First State Trust Company

Morgan Stanley

 

Investment Consultants

Graystone Consultants (Morgan Stanley)                         

                                               

Attorney

Ron Cohen

Lorium Law      


   
         
Main Office

4360 Northlake Blvd, Suite 206,
Palm Beach Gardens, FL 33410

Phone: (561) 624-3277
Fax: (561) 624-3278

Fort Myers Office

4100 Center Pointe Dr, Suite 108,
Fort Myers, FL 33916

Phone: (239) 573-4750
Fax: (239) 573-4752

Orlando Office

231 East Colonial Dr. Suite 100,
Orlando, FL 32801

Phone (561) 855-2209