Sunrise General Employees' Retirement Plan
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    Trustees
 
   

Les Santiso, Chair

Ernesto Acosta, Trustee

Ilse Briceno, Secretary

Jose Murillo, Trustee

Mark Pacitti, Trustee

Lina Zapata, Trustee

Vacancy, Trustee

Ed Morton, Alternate Trustee

 

 

 

Trustee Resources

   
               
    Administrator    
   

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

 

Pension Resource Centers

Margie Adcock, 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

Audit 9-30-2024

Archive

   
               
    Plan Documents
 
   

Ordinance

Summary Plan Description April 2024

   
               
    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.

 

2025 Form W-4P
Admin Rule - Buyback Mgmt and Sr Mgmt
Admin Rule - Distribution of DROP Account
Admin Rule - DROP Election of Benefit Option
Admin Rule - Normal Retirement
Admin Rule - Regarding Buyback for GE
Application for Pension or Disability
Beneficiary Form - DROP
Beneficiary Form

Buyback Application - GE
Buyback Application - Mgmt and Sr Mgmt
DROP Account Distribution Form
Refund Contribution Waiver (Add'l for Vested)
Refund of Contributions Non-vested and Vested
Separation from Employment Checklist
Special Tax Notice 2023
What to Expect Upon Retirement

   
               
    Fund Performance
 
   

2024-03 Report - Sunrise General
2024-06 Report - Sunrise General
2024-09 Report - Sunrise General

2024-12 Report - Sunrise General

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

Sunrise General Employees’

Retirement Plan

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL  33410

 

BY EMAIL:

 

RecordsRequest@ResourceCenters.com

 

FOR INQUIRIES, Please Call 561-624-3277

 

 

 

 


   
         
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