Eustis Police Officers' Retirement System
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    Trustees
 
   

Gary Winheim, Chairman

Diane Thomas, Secretary

Ken Birkhofer, Trustee

Chris Horst , Trustee

Chris Fiedler, 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
 
   

Link to Actuarial Fact Sheet website per Section 112.665(1)(e), Florida Statutes

10-1-2022 Actuarial Valuation Report
10-1-2023 Actuarial Valuation Report
2017 Chapter 112.664 Compliance Report
2017-19 Administrative Budget
2023 Chapter 112.664 Compliance Report

Adminstrative Budget 2025 Plan Budget
GASB 67 and 68 Disclosures Report - FYE 9-30-2023
Investmenet Disclouser 2019
Investment Disclouser 2018
Investment Policy Statement

Archive

   
               
    Agenda
 
   

The Board of Trustees meets quarterly on the second Wednesday of the second month at 10:30 AM in Council Chambers. The Board will meet on the following dates in 2025:

·        February 12, 2025

·        May 14, 2025

·        August 13, 2025

·        November12, 2025

 

   
               
    Plan Documents
 
   

2024 Summary Plan Description -
Chapter 112.664 Florida Statues Compliance Report 06-24-16
Operating Rules and Procedures
ORD 00-07
ORD 01-12
ORD 03-65
ORD 04-41

Ord 24-30
ORD 94-15
ORD 94-35
ORD 96-11
ORD 96-34
Ordinance No. 18-15
Ordinance

   
               
    Forms
 
   

Commonly used forms used by members of the plan: 

Disability Retirement
Normal Retirement
Refund
Share Distribution
Trustee Travel

   
               
    Minutes
 
   

Minutes 2.8.23
Minutes 2.9.2022
Minutes 5.10.2022
Minutes 5.10.23
Minutes 8.9.23

Minutes 11.13.24
Minutes 11.8.23
Minutes 2.14.24
Minutes 5.8.24
Minutes 8.11.24

Minutes Archive

   
               
    Online Calculators
 
   

Pension Benefit Calculator

   
               
    Fund Performance
 
   

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

Quartley Report 1Q24
Quartley Report 3Q24

Quartley Report 4Q23
Quartley Report 4Q24

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

Eustis Police Officers’

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                                    

Gabriel Roeder Smith                

www.GabrielRoeder.com      

                                               

Attorney                                   

Stone and Gerken, P.A.

www.StoneandGerken.com

 

Custodian                                   

United Southern Bank    

www.UnitedSouthernBank.com   

                                               

Investment Consultant               

Wells Fargo Advisors

www.wfadvisors.com

Investment Managers

 

Capstone Asset Management

 

Highland Capital Management

 


   
         
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