Gulfport Municipal Police Officers' Trust Fund
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    Trustees
 
   

Jason Motte, Chair (Elected Trustee)

Thomas Woodman, Secretary (Elected Trustee)

Daniel Liedtke (Appointed Trustee)

Larry Tosi (Appointed Trustee)

Michael  Vandenberg (Elected Trustee)

 

Trustee Resources

   
               
    Required Documents and Disclosures
 
   

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

2024 Actuarial Valuation
Fiscal Year 2022-2023 Administrative Expenses - Fiscal Year 2023-2024 Budget - Fiscal Year 2024-2025 Budget

Fiscal Year 2023-2024 Administrative Expense Report

   
               
    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.


   
   
   
         
    Pension Workshop
 
   

Slides from Workshop on April 17, 2024:

Workshop Slides 04-17-24

   
               
    Agenda
 
   

The Board of Trustees normally meets quarterly at 4:00 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 Statement
Ordinance (codified)

Summary Plan Description 2023

   
               
    Forms
 
   

Access common forms for the plan:

2025 Form W-4P
Beneficiary

Confidentiality Request
Membership

Buyback
Disability Retirement
DROP
Refund of Contributions
Retiree (Update Payment)
Retirement

   
               
    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
 
   

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 Municipal Police Officers’

Trust 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    
   

 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

Agincourt

American Core Realty

American Europacific Growth

AQR Large Cap Defensive Style

JPMorgan U.S. Research Enhanced Equity

Transamerica International Equity

Vanguard Extended Mkt Index

Vanguard Index 500 Admiral

 


   
         
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