ATU Local 1596 Pension Plan
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    Trustees
 
   

Ronald Morgan, Chairperson

Bert Francis, Secretary

Brian Anderson, Trustee

Michelle Daley, Trustee

Rodney Hrobar, Trustee

Marlenis Medina, Trustee

 

Trustee Resources

   
               
    Required Documents and Disclosures
 
   

2020 Signed FS Audit

2020 Valuation Report Dated 2021-07-08

   
               
    Pension Workshop
 
   

2018 Pension Status Sheet
Workshop 03-26-18

Workshop 09-05-19 Annual Enrollment

   
               
    Administrator    
   

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

 

Main Office:

 

Resource Centers LLC

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.


   
    Quarterly Meeting Notice
 
   

The Board will hold regular Quarterly Meetings on the following dates in 2024:  

 

LOCATION:                                Second Floor Open Space

                                                455 N. Garland Avenue

                                                Orlando, FL 32801

                                                Meeting Contact: (800) 206-0116 (Plan Administrator)

 

MEETING DATES:                      February 27, 2024 @ 9:00 AM

May 28, 2024 @ 9:00 AM

August 27, 2024 @ 9:00 AM

December 3, 2024 @ 9:00 AM

 

TIME:                                     Quarterly Meetings Begin at 9:00 AM

 

 

AGENDA:                                 A copy of the Agenda will be made available through the Administrator in advance of the meeting date.

Board 2024 Meeting Dates

   
               
   
   
         
    Quarterly Meeting Agenda and Materials (February 27, 2024)
 
   

Agenda & Notice 02-27-24 Quarterly Meeting

Meeting Items

   
               
    Meeting Archives
 
   

Archives

   
               
    Plan Documents
 
   

Amendment 1A (Voting & Indemnity)
Amendment 2 Definition Compensation
Amendment 3 Actuarial Equivalents
Amendment 4 Closing Plan
Amendment 5 Removing Interest on Contributions
Amendment 6 Interpretative Aid

Amendment 6 Unreduced Early Retirement
Divorcing Member Memo
Executed ATU 1596 CBA Amendment for 102021-092022 (09232021)
Plan Document (2011 Restatement)
What to Expect Upon Retirement

   
               
    Forms
 
   

Application for Disability Benefits
Application for Retirement (Package)
Application to Enter the DROP (Package)
Designation Of Beneficiary
DROP Exit Forms (Package)
DROP or Share Account Distribution (Package)

Earnings Method Election
Pension Forms
Refund of Contributions (Package)
Reinstatement of Pension Credit
Special Tax Notice
Spousal Consent (active)

   
               
    Minutes
 
   

To open a file select the files from this year or to open previous years select "Archives":

Archives

   
               
    Online Calculators
 
   

Pension Benefit Calculator
Share and DROP Account Balances

   
               
    Fund Performance
 
   

BCA 03-31-20 Quarterly Report

Archives

   
               
    Public Records    
   

ALL NOTICES AND REQUESTS UNDER THE PUBLIC RECORDS LAW, CH. 119, FLA. STAT., SHOULD BE DIRECTED TO THE CUSTODIAN OF PUBLIC RECORDS AS FOLLOWS.

 

BY MAIL:

 

Custodian of Public Records

ATU Local 1596 Pension Fund

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL  33410

 

BY EMAIL:

 

RecordsRequest@ResourceCenters.com

 

FOR INQUIRIES, Please Call 561-624-3277

 

 

 

 


   
    Service Providers    
   

Service Providers for the Plan:

 

Actuary

Gabriel, Roeder, Smith & Company
www.grsnet.com


Attorney

Robert Sugarman
www.sugarmansusskind.com


Investment Consultant

Burgess Chambers and Associates
www.burgesschambers.com

Investment Custodian

Amalgamated Bank
www.amalgamatedbank.com

 

Investments (Managed Accounts)

Eagle Capital Management

www.eaglecap.com


Fiduciary Management
www.fiduciarymgt.com

Investments (Funds)

Amalgamated Bank
Longview Core Bond Fund

Amalgamated Bank
Longview Large Cap Index Fund

Amalgamated Bank
Longview Mid Cap Index Fund

Amalgamated Bank
Longview Small Cap Index Fund

   
JP Morgan
JPMCB Strategic Property Fund

SPDR Barclays
Convertible Securities ETF

VOYA
Large Cap Growth Trust Fund

American Funds
EuroPacific Growth Fund

Vanguard
TIPS Fund

 


   
         
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