Eustis Firefighters' Retirement System
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    Trustees
 
   

Jeffrey Stephan, Chairman

Michael Peckahm, Secretary

Rachel Hortzclaw, Trustee

Charles McMaster, Trustee

Kevin Saxon, Trustee

 

Trustee Resources

   
               
    Administrator    
   

The Resource Centers serves as the plan Administrator.  You can contact our office as follows:

 

Pension 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
 
   

2016 Valuation Report
2017 Valuation Report
2019-20 Plan Budget
2020 Actuarial Valuation
2023 Actuarial Valuation
Exhibit_B-EustisFire-2022

Expense Report FY2017
GASB 67 and GASB 68
Investment Disclosure 2018
Investment Policy Statement
Investment Policy
Summary Plan Description

Archive

   
               
    Agenda
 
   

The Board of Trustees meets quarterly on the first Friday of the second month at 1:00 PM in Council Chambers. The Board will meet on the following dates in 2025:

·        February 12, 2025

·        May 14, 2025

·        August 13, 2025

·        November 12, 2025

25 Meeting Dates

   
               
    Plan Documents
 
   

2022_Summary_Plan_Description_
Ord 24-29

Ordinance

   
               
    Forms
 
   

Commonly used forms used by members of the plan: 

DROP Entry
Refund
Retirement
Share Distribution
Trustee Travel

   
               
    Minutes
 
   

Minutes 11.13.2024
Minutes 2.13.2024
Minutes 2.14.24

Minutes 5.13.2024
Minutes 8.14.2024

Minutes Archive

   
               
    Online Calculators
 
   

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

   
               
    Fund Performance
 
   

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

Quarterly Report 2023-12-31
Quarterly Report 2024-06-30
Quarterly Report 2024-12-31

Quarterly Report 3-31-24
Quarterly Report 9.30.2024

Archieve

   
               
    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

Eustis Firefighters’ Retirement System

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL  33410

 

BY EMAIL:

 

RecordsRequest@ResourceCenters.com

 

FOR INQUIRIES, Please Call 561-624-3277

 

 

 

 


   
    Service Providers    
   

Actuary                                    

Foster & Foster

www.Foster-Foster.com      

                                               

Attorney                                   

Stone and Gerken, P.A.

www.StoneandGerken.com

 

Custodian                                   

Salem Trust

www.SalemTrust.com   

                                               

Investment Consultant               

Bogdahn Group

www.BogdahnGroup.com

Investment Managers

 

Dana Investment Advisors

 


   
         
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