Lake Mary Firefighters' Retirement System
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    Trustees
 
   

Gabe Vella, Chairman

Jeffrey Koltun, Secretary

Martin Bel, Trustee

Elizabeth Stack, Trustee

Kevin Whitman, Trustee

 

 

Trustee Resources

   
               
    Fund Performance
 
   

BCA 03-31-24 Quarterly Report
BCA 06-30-24 Quarterly Report

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

Archive

   
               
    Administrator    
   

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

 

Pension Resource Centers

Scott Baur, 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 Lake Mary Fire Actuarial Valuation Report
Chapter 112.664 Compliance Report

FY23 Admin Expense Report FY25 Budget

   
               
    Meeting Notice
 
   

The Board meets on the first Friday of February, May, August, and November at 7:30 AM in the Training Room at the Lake Mary Fire Department:

 

LOCATION:       911 Wallace Court

                           Lake Mary, Florida

 

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

 

The Board has the following meeting dates and times scheduled:

2025 Meeting Dates

Archive

   
               
    Current Meeting
 
   

Meeting Documents

   
               
    Meeting Archive
 
   

Archives

   
               
    Plan Documents
 
   

2023 Summary Plan Description
Ordinance - Fire

Ordinance 1529 Fire Pension

   
               
    Forms
 
   

All Forms w Index
Beneficiary

Membership

Buyback Packet
Disability Packet
DROP Entry Packet
DROP Exit Packet
Oh No! I am getting a divorce
Refund of Contributions
Retirement Packet
Share Account Distribution

   
               
    Minutes
 
   

Archive

   
               
    Online Calculators
 
   

Pension Benefit Calculator
Share and DROP Account Balances

   
               
    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

Lake Mary FirefightersÂ’

Retirement System

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL  33410

 

BY EMAIL:

 

RecordsRequest@ResourceCenters.com

 

FOR INQUIRIES, Please Call 561-624-3277

 

 

 

 


   
         
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