Gulfport General Employees' Pension Plan
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    Trustees
 
   

Larry Cooper, Chair

Heather Wyble, Secretary

Theresa Carrico, Trustee

Chris Muth, Trustee

Dwayne Stefanski, Trustee

 

 

 

Trustee Resources

   
               
    Administrator    
   

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

 

Pension Resource Centers

Dale Everhart, 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

2024 Actuarial Valuation Report

   
               
    Pension Workshop
 
   

Slides from Workshop on April 17, 2024:

Workshop Slides 04-17-24

   
               
    Meeting Schedule and Notice
 
   

The Board of Trustees normally meets quarterly at 1:00 PM on the following dates in 2025:

January 16, 2025

April 17, 2025

July 17, 2025

October 16, 2025

 

LOCATION:     City Council Chambers

2401 53rd Street

Gulfport, FL 33707

   
               
    Plan Documents
 
   

Investment Policy Statememt
Ordinance

Summary Plan Description 2023

   
               
    Forms
 
   

Access common forms for the plan:

2025 Form W-4P
Beneficiary Designation
Confidentiality Form

New Employee
Pre-Retirement Election of Benefit Option

Buyback Forms
DROP Forms
Refund Contributions
Retirees (Update Payment)
Retirement Forms

   
               
    Minutes
 
   

Minutes 01-16-25
Minutes 04-18-24

Minutes 07-18-24
Minutes 10-17-24

Archives

   
               
    Online Calculators
 
   

Pension Benefit Calculator

   
               
    Fund Performance
 
   

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

Mariner 03-31-25 Quarterly Report
Mariner 06-30-24 Quarterly Report

Mariner 09-30-24 Quarterly Report
Mariner 12-31-24 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

Gulfport General EmployeesÂ’

Pension Plan

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, Inc.                 

www.foster-foster.com             

  

Custodian

Salem Trust

www.SalemTrust.com

 

Legal Counsel

Klausner, Kaufman, Jensen & Levinson

www.klausnerkaufman.com

 

Investment Consultant

Mariner, LLC

www.marinerwealthadvisors.com

 

Investment Managers & Funds

American Core Realty Fund

American EuroPacific R6

Columbia Overseas Value

Dodge & Cox Income Fund

Dodge & Cox Stock

Nuveen Winslow Large Cap Growth

PIMCO All Asset Fund

PIMCO Diversified Income Fund

Vanguard Capital Opportunity

Vanguard REIT Index

Wells Fargo Special Midcap Value

 

 

 


   
         
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