Home
About Resource Centers
Benefit Funds
Pension Funds
Private Client Services
Secure File Exchange
Resource Centers Clients
Knowledge Center
Contact Us
 
 
North Port Police Officers' Pension - Local Option Trust Fund
 
               
    Trustees :
 
   

Linda Davidson (Chairperson)

Robert Estrada, Chairman

Tony Sirianni, Secretary

Charles Ayers, Trustee

Howard Henriksen, Trustee
Eric Sineath, Trustee

 

Trustee Resources

   
               
    Administrator :    
    The Pension Resource Center administers the plan

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

 

Pension Resource Center LLC                    OR             Linda Runkle

4360 Northlake Blvd. Suite 206                                   Plan Administrator

Palm Beach Gardens, FL 33410                                   P.O. Box 152665

Phone: 561.624.3277                                                 Cape Coral, FL  33915

Toll-Free: 800.206.0116                                              239-573-4750

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.

 


   
   
   
         
    Forms :
 
   

2010 W-4P Tax Withholding
Application Disability Benefits
Application for DROP
Application Retirement
Beneficiary Designation
Buyback - Military
Buyback - Prior Service

Confidentiality Request
DROP Exit Forms
Pre-tax Medical Deduction Enrollment Package
Pre-tax Medical Deduction IRS Filing Instructions
Refund Pension Contributions
Salem Trust Direct Deposit

   
               
    Fund Performance :
 
   

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

2Q2010 Investment Summary
3Q2009 Investment Summary
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 03-09-09

Archives

   
               
    Plan Documents :
 
   

2009-03-09 North Port Police (Complete IPS)
Ordinance 07-04

Summary Plan Description

   
               
    Service Providers :    
    Linda Davidson (Chairperson)

Links to service providers for the plan:

 

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

Attorney
Christiansen & Dehner, P.A

Custodian
Salem Trust Company
www.salemtrust.com

Investment Monitor
Bogdahn Consulting
www.bogdahnconsulting.com

Investment Managers
Lateef Management Associates
www.lateef.com

 
Sawgrass Asset Management
www.saw-grass.com

Moody Aldrich Partners
www.moodyaldrich.com

Wentworth, Hauser and Violich
www.whv.com