Boynton Beach General Employees' Pension Fund
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    Trustees
 
   

Ty Penserga, (City Mayor)                                  

Daniel Dugger, Trustee (City Manager)                Steven Grant, Trustee (Appointed)

Greg Malesev   (Appointed)                                Abaroa Belkis (Bargaining Unit)

Sheryl Claude, Trustee (At Large)

 

 

Trustee Resources

   
               
    Administrator    
   

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

 

Resource Centers

Amanda Kish, Plan Administrator

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.


   
   
   
         
    Required Documents and Disclosures
 
   

2018 Audited
2018 Valuation Report
2019 Valuation Report
2019 Audit Financial Statement
2020 Valuation Report
2022 Audit Financial Report
2023 Audit Financial Report

2024 Audit Financial Statement
Chapter 112.664 Compliance Report 2016
Chapter 112.664 Compliance Report 2018
DMS Actuarial Summary Fact Sheet
Investment Policy Statement 4.15.21
Investment Policy Statement

   
               
    Plan Documents
 
   

Investment Policy
Ordinance 15-008(Sick & Vacation time,Buybacks)

Ordinance
Summary Plan Description 2021

   
               
    Forms
 
   

Access common forms for the plan:

Designation Beneficiary and Contigent

DROP Distribution
DROP Entry Packet
DROP Exit
Refund Contributions
Retirement Packet

   
               
    Minutes
 
   

Minutes 11.27.23
Minutes 2.26.2024
Minutes 8.26.2024

Workshop Minutes 11.24.2025

Archive

   
               
    Online Calculators
 
   

DROP Account Balances
Pension Benefit Calculator

   
               
    Fund Performance
 
   

You can view the latest quarterly investment report for the assets of the plan:

03-31-24 Quarterly Report
06-30-24 Quarterly Report

09-30-24 Quarterly Report
12-31-2024 Quaterly Report

Archive

   
               
    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

Boynton Beach General Employees’
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    
   

Links to service providers for the plan:

 

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

Administrator

Pension Resource Centers

www.ResourceCenters.com

 

Attorney
Bonni Jensen, Esq.

 

Investment Managers

 

Alliance Bernstein

 

Atlanta Capital

 

Garcia Hamilton

 

 

Custodian
WellsFargo

www.Wellsfargo.com 

 

Investment Consultant
Southeastern  Advisory Services
www.seadvisory.com 

 

 

 

 

 

 

Mutual of America

Tradewinds

 

JP Morgan (Real Estate)

 

 

 

 

 

 

 

 

 

 

 

 

                           


   
         
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