Marco Island Police Officers' Pension Plan
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    Trustees
 
   

Mark Haueter, Chairperson, Police Officer

Ryan Montgomery, Vice Chairperson, Police Officer

Cato Ealy, Council Appointed

Glenn Zirgibel, Fifth Seat

Open Seat

 

Trustee Resources

   
               
    Administrator    
   

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

 

Pension Resource Center 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
Mr. 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.

 


   
   
   
         
    Required Documents and Disclosures
 
   

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

04-04-16 112.664 Compliance - 2015 - Marco Island Police
04-09-15, GASB No. 67 and No. 68 Statements per 09-30-14 - Marco Island Police
112.664 Compliance 2018

Actuarial Valuation - 2015
Admin Plan 2015-16 Budget

   
               
    Agenda
 
   

The Board of Trustees normally meets quarterly on the first Thursday of the second month at 9:00 AM:

·           February 12, 2020

·          May 13, 2020

·          August 12, 2020

·          November 11, 2020

 

Agenda for next regularly scheduled quarterly meeting:

 

Agenda 08-12-20

Archive

   
               
    Plan Documents
 
   

03-05-15, GASB No. 67 Statement per 09-30-2013, Revised - Marco Island Police
112.664 Compliance 2018

Actuarial Valuation Report of 10-01-2013 revised 04-02-2015
Codified Ordinance 06-01-15

   
               
    Forms
 
   

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

Application for Benefits Payable Election Form
Application for Disability Retirement Form
Deduction Authorization Form
Lump Sum Distribution Form

Plan Enrollment Form
Retirement Checklist
W-4P 2021

   
               
    Minutes
 
   

Minutes 02-10-21 SIGNED

Archive

   
               
    Online Calculators
 
   

(Please check back soon for our online calculator.)

   
               
    Fund Performance
 
   

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

 

(Online Materials Pending)

Marco Island Police Investment Consultant 03-31-23 Report
Marco Island Police Investment Consultant 06-30-23 Report

Marco Island Police Investment Consultant 09-30-23 Report

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 Police Officers’

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                                                 Investment Managers

Foster and Foster, Inc.                            Anchor Capital

www.foster-foster.com                            www.anchorcapital.com

                                               

Custodian                                              Apex Capital Partners

Morgan Stanley                                      www.apexcapital.partners

www.morganstanley.com        

                                                            BlackRock

Investment Consultant                            www.blackrock.com  

Graystone Consulting

www.morganstanley.com/graystone         Connors Investor Services

                                                www.connorsinvestor.com          

Attorney

Sugarman & Susskind, P.A.                     Harding Loevner

www.sugarmansusskind.com                   www.hardingloevner.com

 

                                                            Renaissance Investment Management

                                                            www.reinv.com

 

                                                            Franklin Templeton Investments

                                                            www.franklintempleton.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