Sarasota Firefighters Insurance Trust Fund
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    Trustees
 
   

Phil Vets, Chair

Johnny Rigney, Secretary

Robert Flynn

Matt Scarbrough

Tim Baker

Marty Ferris, Founding Chairman

Merv Kennell, Consultant

 

 

Trustee Resources

   
               
    Administrator    
   

The Resource Centers administers the plan.  You may contact our office as follows:

 

Main Office:

Resource Centers LLC

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL 33410

 

Main Office Contact:

Phone: 561.624.3277

Toll-Free: 800.206.0116

Fax: 561.624.3278

 

Reimbursement Claim Forms

 

Address to submit ALL Reimbursement Claims:

Sarasota Firefighters Insurance Trust Fund

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL 33410

Local Office: Fort Myers
Ms. Amber McNeill, Plan Administrator

4100 Center Pointe Drive, Suite 108

Fort Myers, FL 33916 

  

Local Office Contact:

Office: 239.573.4750

Fax: 239.573.4752

 

Important Notice: Under Florida law, e-mail 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.


   
   
   
         
    Agenda
 
   

The Board of Trustees typically meets quarterly on the third Monday of January, April, July, and October. The Board has the following tentative meeting schedule for 2023:

 

January 25, 2023 (12 PM)

April 24, 2023

July 24, 2023

October 24, 2023

December 4, 2023

 

 

Location:              Union Hall

                           752 Commerce Drive Unit 1

                           Venice, FL 34292

 

Meeting Contact: (941) 485-5193 (Union)

 

Time:                    9:00 AM

 

 

You can access the current meeting Agenda:

Agenda 01-25-23

Archive

   
               
    Plan Documents
 
   

2022 Health Trust Valuation
Declaration of Trust & Plan Document
Health Plan SPD 07-28-21

IPS 2023
Plan Document - Disability
Supplemental Disability Plan SPD 07-28-21

   
               
    Forms
 
   

Commonly used forms used by members of the plan: 

Beneficiary DesignationForm
Health Trust Application
Health Trust Claim Form

Retiree Information Form
SAMPLE Trust Fund Cover Letter

   
               
    Minutes
 
   

04-27-22 Minutes
07-27-22 Minutes

10-26-22 Minutes

Archive

   
               
    Access Your Account
 
   

Online Claim Filing System
Online Reimbursement Account Access

   
               
    Fund Performance
 
   

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

Investment Consultant 03-31-22 Summary
Investment Consultant 06-30-22 Summary

Investment Consultant 09-30-22 Summary
Investment Consultant 12-31-22 Summary

Archive

   
               
    Service Providers    
   

Accountant

Menzel & Associates, CPAs

 

 

Actuary        

Gabriel Roeder Smith

www.GabrielRoeder.com  

                                               

Attorney

Sugarman & Susskind, P.A.

www.SugarmanSusskind.com

Auditor

Cherry Bekaert

 

Custodian  

Morgan Stanley

www.MorganStanley.com  

                                               

Investment Consultant

Graystone Consulting

www.MSGraystone.com

 


   
    Service Providers_files
 
   

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themedata.

   
               
         
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