North Port Police Officers' Pension - Local Option Trust Fund
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    Trustees
 
   

Scott Smith, Chairman

Keith Brown, Secretary

OPEN SEAT, Trustee

 Christine O’Neal, Trustee

Brian Chippendale, Trustee

 

Trustee Resources

   
               
    Administrator    
   

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

 

Pension Resource Center LLC

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL 33410

 

Phone: 561.624.3277

Toll-Free: 800.206.0116

Fax: 561.624.3278

 

Local Office: Fort Myers
Mr. Toby Rabelo, Plan Administrator

4100 Center Pointe Drive, Suite 108

Fort Myers, FL 33916 

  

Local Office Contact:

Office: 239.573.4750

Fax: 239.573.4752

 

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.

 


   
    Administrator_files
 
   

colorschememapping
filelist

themedata.

   
               
   
   
         
    Required Documents and Disclosures
 
   

Link to Actuarial Fact Sheet website per Section 112.665(1)(e), Florida Statutes

112.664_Compliance_2023_North_Port_Police
2022 Actuarial Valuation
2022-09-30 North Port Police 5 year History

GASB67-68_North_Port_Police_MD_09.30.2023
North_Port_Police_2023_Actuarial_Valuation

   
               
    Meeting Schedule
 
   

2024 Meeting Schedule

Meeting Dates 2025

   
               
    Current Meeting (June 10, 2024)
 
   

Agenda & Notice 12-11-23 North Port Police REV for FOSTER and FYE

Meeting Documents

   
               
    Meeting Archive
 
   

Archive

   
               
    Plan Documents
 
   

Investment Policy Statement with Brandywine Addendum 06-14-21
North Port PD IPS with Addendum
Ordinance 2023-15 - Amend Code Police Officers Pensions - 10_24_2023

Ordinances 12-02-22
Summary Plan Description REV 12 11 23

   
               
    Forms
 
   

2024 W4
2024 W4P
Beneficiary Designation Form
Benefit Election Form
Buyback Application (Military)
Buyback Application (Prior Service)
Disability Affidavit
Disability Benefit Election Form
Disability Retirement Application
DROP Application
DROP Beneficiary Form

DROP Change of Interest Return
DROP Pay-Out Option Form
How do I apply for Retirement Info Notice
Lump Sum Distribution Form
Pre-tax Medical Deduction Enrollment Form
Pre-tax Medical Deduction IRS Filing Instructions
Refund Waiver for Non-Vested Member
Refund Waiver for Vested Member
Retirement Application
Special Tax Notice & Certification of Receipt
Written Request for Confidentiality

   
               
    Online Calculators
 
   

Pension Benefit Calculator

   
               
    Minutes
 
   

To open a file select the files from this year or to open previous years select "Archives":

12-11-2023 Mintues
2024-06-10 North Port Police Minutes

NP Minutes 9 16 24 Signed

Archive

   
               
    Fund Performance
 
   

2023-09-30 North Port Police 5 year History
Investment Consultant 03-31-24 Quarterly Report
Investment Consultant 06-30-24 Quarterly Report

Investment Consultant 09-30-24 Quarterly Report
Investment Consultant 12-31-23 Quarterly Report

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

North Port Police Officers’ Pension

Local Option Trust Fund

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL  33410

 

BY EMAIL:

 

RecordsRequest@ResourceCenters.com

 

FOR INQUIRIES, Please Call 561-624-3277

 

 

 

 


   
    Service Providers    
   

Links to service providers for the plan:

 

Actuary
Foster & Foster, Inc.
www.foster-foster.com

Attorney
Christiansen & Dehner, P.A

Custodian
Salem Trust Company
www.salemtrust.com

Investment Consultant
AndCo. Consulting
www.andcoconsulting.com



 


   
         
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