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Eustis Police Officers' Retirement System

Linda Davidson (Chairperson)

Ken Birkhofer, Chairman

Danielle Wiles, Secretary

Nicole Kerley

Sue Hooper

John Sommer


Trustee Resources

    The Pension Resource Center administers the plan

The Resource Centers serves as the plan Administrator.  You can contact our office as follows:


Pension Resource Centers

Amanda Kish, 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

112.664 Compliance Report 2015
Actuarial Valuation Report October 1, 2015
Audited Financial Statements 9-30-2014

GASB 67 Dislosures 9-30-2014
Investment Reporting Disclosure 9-30-2014



The Board of Trustees normally meets quarterly on the fourth Monday of February, May, August, and November at 1:30 PM

The Board of Trustees meets quarterly on the second Wednesday of the second month at 3:30 PM in Council Chambers. The Board will meet on the following dates in 2017:

·          February 8, 2017

·          May 10, 2017

·          August 9, 2017

·          November 8, 2017


You can access the next meeting Agenda:

    Plan Documents

Chapter 112.664 Florida Statues Compliance Report 06-24-16
Operating Rules and Procedures
ORD 00-07
ORD 01-12
ORD 03-65
ORD 04-41

ORD 94-15
ORD 94-35
ORD 96-11
ORD 96-34
Summary Plan Description


Linda Davidson (Chairperson)

Commonly used forms used by members of the plan: 

Application for Disability Benefits
Beneficiary Designation Form
Direct Deposit Form
Refund of Contributions

Retirement Application
Special Tax Notice 2015
W-4P Tax Withholding Form


Minutes 11-9-2016
Minutes 2-10-16
Minutes 2-11-15
Minutes 5-13-15

Minutes 8-6-16
Minutes 9-9-16 (2)
Minutes 9-9-16

Minutes Archive

    Online Calculators

Please Note:

Pardon our dust during this transition in Plan Administration! Please check back soon for the online benefit calculator.

    Fund Performance

Linda Davidson (Chairperson)

We will soon add quarterly investment reports for the assets of the plan.

Performace Report 4Q16
Performance Report 2Q16

Performance Report 3Q16

    Service Providers    


Gabriel Roeder Smith                




Stone and Gerken, P.A.




United Southern Bank    



Investment Consultant               

Wells Fargo Advisors


Investment Managers


Capstone Asset Management


Highland Capital Management


    Service Providers_files



    Please Note:

Please Note:

Our working Hours are from Monday to Friday
from 9:00 am to 5:00 pm




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All Rights Reserved