Clermont Police Officers Retirement Plan and Trust
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    Trustees
 
   

Police Officers Board of Trustees:

Jason Sayre, Chair

Jimmie Harper, Secretary

John Baker

 

Kelly Cartier

Mark Marshall

 

 

Trustee Resources

   
               
    Required Documents and Disclosures
 
   

2023 112.664 Compliance Report
2023 GASB Report

2023 Valuation Report Clermont Police

   
               
    Meeting Notice
 
   

The Board of Trustees normally meets quarterly at 9:00 AM on the following dates in 2025:

February 26, 2025

May 28, 2025

August 27, 2025

December 3, 2025

 

LOCATION:     Council Chambers, Clermont City Hall

685 W Montrose Street

Clermont, FL 34711

 

CONTACT:        (800) 206-0116 (Plan Administrator)

 

 

2025 Meeting dates MEMO

The Board of Trustees normally meets quarterly at 11

   
               
    Meeting Agenda and Materials (December 4, 2024)
 
   

Agenda & Notice 12-04-24 Quarterly Meeting (Police)

Meeting Documents

   
               
    Meeting Archives
 
   

Archives

   
               
    Workshop
 
   

The Board and the Plan Administrator held recent educational workshops for members of the Plan. You can access the complete set of workshop presentation slides:

Workshop 05-13-21 Police

   
               
    Plan Documents
 
   

2021 Restated Ordinance
2023 Summary Plan Description
2025 Operating Rules & Procedures

Ordinance No. 2018-32 Share Plan Revisions 09-25-18
Ordinance No. 2018-38 Contribution Increase 11-13-18

   
               
    Forms
 
   

Access common forms for the plan:

To change or update your Address or Direct Deposit Information, please contact our office at 561-624-3277 or 1-800-206-0116.

2023 Special Tax Notice

Designation of Beneficiary

Buyback Packet
Disability Retirement
DROP Exit
DROP Forms
DROP Packet
Refund of Contributions
Retirement Packet
Share Forms

   
               
    Minutes
 
   

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

Minutes 02-28-24
Minutes 05-22-24

Minutes 08-28-24
Minutes 11-29-23

Archives

   
               
    Online Calculators
 
   

Pardon our dust during this transition in Plan Administration! Please check back soon for the online benefit calculator.

   
               
    Fund Performance
 
   

BCA 03-31-2024 Quarterly Performance Report
BCA 06-30-2024 Quarterly Performance Report

BCA 09-30-2024 Quarterly Performance Report
BCA 12-31-2024 Quarterly Performance Report

Archives

   
               
         
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