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Cape Coral Police Officers' Pension Trust Fund
 
               
    The Resource Centers are located at:

 

   
    Trustees :
 
   

Linda Davidson (Chairperson)

Christopher Ellis, Chairman

Paul Blanchard

Lyndia Bradley

David Toumey

Michael Urraro

 

 

Trustee Resources

   
               
    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.

 


   
   
   
         
    Forms :
 
   

2010 W-4P Tax Withholding
Address Change
Application for Retirement Package
BuyBack (Military)
BuyBack (Prior service)
Confidentiality Agreement
Designation of Beneficiary

Direct Deposit
Disability Application
DROP Entry Forms
DROP Exit Forms
Refunds of Contributions
Special Tax Notice

   
               
    Fund Performance :
 
   

1Q2008 Investment Summary
1Q2009 Investment Summary
1Q2010 Investment Summary
2Q2008 Investment Summary
2Q2009 Investment Summary

3Q2008 Investment Summary
3Q2009 Investment Summary
4Q2008 Investment Summary.pdf
4Q2009 Investment Summary

Archives

   
               
    Minutes :
 
   

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

Minutes 11-5-09
Minutes 11-6-08
Minutes 2-19-09

Minutes 5-8-09
Minutes 8-6-09

Archives

   
               
    Online Calculators :
 
   

Pension Benefit Calculator

   
               
    Plan Documents :
 
   

Ordinance

Summary Plan Description

   
               
    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
Allegiance Capital
www.allegiancecapital.com

ICC Capital Management
www.icccapital.com

Penn Capital Management

www.penncapital.com

Sawgrass Asset Management
www.saw-grass.com

Investment Monitor
Southeastern Advisory Services
www.seadvisory.com

 


   
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Please Note:

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