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Cape Coral General Employees' Pension Trust Fund
 
               
    The Resource Centers are located at:

 

   
    Trustees :
 
   

Linda Davidson (Chairperson)

Brian Fenske, Chairperson
Mike Ilczyszyn, Secretary

Edward Cure, Trustee

Robert Forster, Trustee
Sam Mazzotti, Trustee

 

Trustee Resources

   
               
    Meeting Schedule :    
    Linda Davidson (Chairperson)

February 4, 2010

May 25, 2010

August 5, 2010

November 4, 2010

 

 

 

All meetings commence at 10:00 A.M. and are held in the City of Cape Coral Community Room located at 815 Nicholas Parkway East, Cape Coral, FL 33990. Only the regularly scheduled quarterly meetings have been posted above and other meetings may occur due to special or emergency situations.

 

 


   
    Plan Documents :
 
   

Ordinance

Summary Plan Description

   
               
    Forms :
 
   

2010 W-4P Tax Withholding
Address Change
Application for Advance Payment
Application for DROP
Application for Retirement Package
BuyBack (Governmental Service)
BuyBack (Military)
Confidentiality Request

Designation of Beneficiary
Direct Deposit
DROP Exit Forms
DROP Interest Election
Lump Sum Distribution Form
Refund Contributions
Special Tax Notice

   
               
    Minutes :
 
   

Linda Davidson (Chairperson) To open a file select the files from this year or to open previous years select "Archives":

Minutes 1-22-08
Minutes 11-5-09
Minutes 2-14-08
Minutes 2-19-09
Minutes 3-23-09

Minutes 5-8-08
Minutes 5-8-09
Minutes 8-6-09
Minutes 8-7-08
Minutes Joint Mtg. 3-23-09

Archives

   
               
    Online Calculators :
 
   

Pension Benefit Calculator

   
               
    Administrator :    
    The Pension Resource Center administers the plan

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

 

Local Office:

815 Nicholas Parkway East
(Police Station Lobby)
Cape Coral, FL 33990
Phone: 239.573.4750
Contact: Robert Kovacs 
Office Hours: 9:30 AM to 2:30 PM
Monday through Friday

Main Office:

4360 Northlake Boulevard
Suite 206
Palm Beach Gardens, FL  33410
Phone: 800.206.0116
Contact: Nick Schiess
Office Hours: 8:30 AM to 5:00 PM
Monday through Friday

 

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.

 


   
   
   
         
    Service Providers :    
    Linda Davidson (Chairperson)

Links to service providers for the plan:

 

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

Attorney
Christian & Dehner, P.A.

Custodian
Salem Trust Company
www.salemtrust.com

Investment Managers
Sawgrass Asset Management

www.saw-grass.com

Allegiance Capital, Inc
www.allegiancecapital.com

ICC Capital Management
www.icccapital.com

Investment Monitor
SEGAL
www.segaladvisors.com

 


   
    Fund Performance :
 
   

1Q2008 Investment Summary
1Q2009 Investment Summary
2Q2008 Investment Summary
2Q2009 Investment Summary

3Q2008 Investment Summary
3Q2009 Investment Summary
4Q2008 Investment Summary
4Q2009 Investment Summary

Archives

   
               
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