St Lucie County Fire District Firefighters' Pension Fund
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    Trustees
 
   

 

Tony Napolitano, Chairman

Jeff Lee, Secretary

 

Nate Spera

Serge Greene

Ryan Sapp 

 

Trustee Resources

   
               
    Appointments Calendar
 
   

Appointment Calendar

June 2024

 

 

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    Administrator    
   

The Resource Centers provide administrative services to the Board.  You can contact our office at:

 

Resource Centers

Scott Baur, Plan Administrator

Albert Lovingood, Plan Administrator

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL 33410

 

Phone: 561.624.3277

Toll-Free: 800.206.0116

Fax: 561.624.3278

 

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.


   
   
   
         
    Required Documents and Disclosures
 
   

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

2022 SLCFD-FF Audited Financial Statement
2022 SLCFD-FF Chapter 112.664 Compliance Report
2022 SLCFD-FF GASB 67 & 68 Disclosures Report
2023 SLCFD-FF 60T Disclosure

2023 SLCFD-FF Actuarial Valuation Report
2023 SLCFD-FF Confirmation of Use of State Moneys Form

Archive

   
               
    Meeting Notice
 
   

The Board of Trustees meets on the third Thursday, every other month, at 2:30 PM in the Commission Chambers:

 

    January 20, 2023 @ 2:30 PM

    March 23, 2023 @ 2:30 PM (2022 Valuation & 12/31/22 Investment Consultant Report)

    May 18, 2023 @ 2:30 PM (2022 Audit & 03/31/23 Investment Consultant Report)

    July 21, 2022 @ 2:30 PM

    September 21, 2023 @ 2:30 PM (06/30/23 Investment Consultant Report)

    November 15, 2023 @ 2:30 PM (09/30/23 Investment Consultant Report) 

 

Location:     Electronic Meeting + Commission Chambers

                    St Lucie County Fire District Commission Chambers

                    5160 N.W. Milner Drive

                    Port St Lucie, FL 34983

 

Contact:      (561) 624-3277 (Plan Administrator)

 

2024 Meeting Dates SLCFD-FF
Agenda & Notice 07-19-2024 Quarterly Meeting - SLCFD Fire Riv1

SLCFD-Fire 07-19-2024 Informal Disability Hearing Agenda and Notice - SLCFD Fire

   
               
    Meeting Archive
 
   

Archives

   
               
    Plan Documents
 
   

Buyback Policy Rev 1-21-16
DROP Policy Rev 1-16-14
DROP Vacation Agreement CBA 12-01-09
Plan Restatement 04-01-21 eff 10-01-20 (Fire)
Policy Estimated Benefit Payment

Policy Regarding Payment of Estimated Benefits
Resolution #642-17
Resolution 583-14 Plan Restatement CBA Changes 9-17-14
SLCFD-Fire Summary Plan Description 2021

   
               
    Workshop
 
   

The Board and the Plan Administrator held recent educational workshops for members of the Plan. You can access the complete set of workshop presentation slides:

Workshop 11-15-21 DROP Entry

   
               
    Forms
 
   

Access common forms for the plan:

To change or update your Address or Direct Deposit Information, please contact our office at 561-624-3277 or 1-800-206-0116.

St Lucie Fire - Beneficiary Form R 8-16-13
St Lucie Fire - Intent to Defer Retirement
St Lucie Fire - Special Tax Notice (2023)

St Lucie Fire - Statement of Policy Regarding DROP Distributions – 07-26-2021

Buyback Prior Fire-Military Service Packet
Disability Retirement Packet
DROP Entry Packet
DROP Exit Packet
DROP Withdrawal Packet
Refund of Contributions Packet
Retirement Packet
Survivor Benefit Packet

   
               
    Minutes
 
   

St Lucie County Fire District Firefighters Pension Fund 01-19-2024 Quarterly Board Meeting Minutes
St Lucie County Fire District Firefighters Pension Fund 03-28-2024 Quarterly Board Meeting Minutes

St Lucie County Fire District Firefighters Pension Fund 05-16-2024 Quarterly Board Meeting Minutes

Archive

   
               
    Online Calculators
 
   

DROP Account Balances
Pension Benefit Calculator

   
               
    Fund Performance
 
   

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

BCA 03-31-2024 Quarterly Performance Report SLCFD-FF - PRELIM
BCA 12-31-2023 Quarterly Performance Report SLCFD-FF

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

St. Lucie County Fire District

  Firefighters Pension 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    
   

 

Actuary
Gabriel, Roeder, Smith & Company
www.grsconsulting.com


Attorney
Klausner, Kaufman, Jensen & Levinson P.A.

Custodian
Fifth Third Bank

Investment Consultant
Burgess Chambers & Associates www.burgesschambers.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