Marco Island Firefighters' Pension Plan
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    Trustees
 
   

Steve Gaskill, Chair

Jake Clemmons, Secretary

Joan Taylor, Trustee

Leslie Shade, Trustee

Michael Shone, Trustee

 

Trustee Resources

   
               
    Required Documents and Disclosures
 
   

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

2022_marco_island City CAFR
2023 CITY OF MARCO ISLAND - Final52124
FY 2023 Budget
Marco Island Fire 112.664 disclosures 2023

Marco Island Fire Chapter 112.664 Report 10-1-2023
Marco Island Fire GASB 68 FYE 9-30-2024
Marco Island Fire SPD Signed Sept 2024
Marco Island Firefighters Pension Plan 10-1-2023 Valuation Report

Archive

   
               
    Administrator    
   

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

 

Main Office:

Resource Centers LLC

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL 33410

 

Phone: 561.624.3277

Toll-Free: 800.206.0116

Fax: 561.624.3278

Local Office: Fort Myers

Toby Rabelo, Plan Administrator

4100 Center Pointe Drive, Suite 108

Fort Myers, FL 33916 

  

Local Office Contact:

Office: 239.573.4750

Fax: 239.573.4752

 

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.


   
   
   
         
    Meeting Notice
 
   

The Board now meets on the second Friday of March, June, September, and December at 9:30 AM at the Marco Island Fire Department in the Second Floor Training Room:

 

LOCATION:      1280 San Marco Road

                          Marco Island, FL 34145

 

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

 

The Board has the following meeting dates and times scheduled:

Item 6c.3 2025 Meeting Dates

Marco Island Fire 2024 Meeting Schedule

   
               
    Current Meeting (June 2024)
 
   

Agenda 09-13-2024 Fire

Item 6a.2 Marco Fire 2Q 2024

Meeting Documents

   
               
    Meeting Archives
 
   

Archive

   
               
    Plan Documents
 
   

24-13 Secure Act 2.0
IAFF Collective Bargaining Agreement 2021-24

Municode 08-18-22
Ordinance 22-06

   
               
    Forms
 
   

This section contains some of the commonly used forms for the plan:

Affidavit of No QDROs Exist Form
Application for Benefit Election Form
Application for Disability Retirement Form
Application for Refund of Pension Contributions Form
Beneficiary Designation Form
Deduction Authorization Form

Lump Sum Distribution Form
Refund of Contributions and Tax Notice
Retirement Checklist
Return of Contributions Request & Waiver of Rights Form
Share Plan Distribution Application
Special Tax Notice- Updated after Notice 14-74

Refund of Contributions
Retirement
Share Account Distribution

   
               
    Minutes
 
   

Marco FIre June 28 2024 Special Meeting Signed Minutes
Marco Fire June 7 2024 Signed Minutes

Marco Island Fire Dec 8 2023 Minutes
Minutes for March 8 2024 Marco FIRE

Archive

   
               
    Online Calculators
 
   

Pension Benefit Calculator

   
               
    Fund Performance
 
   

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

 

(Online Materials Pending)

Item 6 A 1 Marco Island Fire 4Q 2023
Item 6a.2 Marco Fire 2Q 2024

Item 7a1 Marco Fire 1Q 2024

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

Marco Island Firefighters 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                                       

Gabriel Roeder Smith                              

www.gabrielroeder.com                        

                                               

Custodian                                                

Morgan Stanley                             

www.morganstanley.com

                                                                                                                       

Investment Consultant                             

Graystone Consulting

www.morganstanley.com/graystone

                         

Attorney

Sugarman Susskind                                 

www.sugarmansusskind.com


   
         
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