Okeechobee General Employees Retirement System
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    Trustees
 
   

Melissa Henry, Chair

Donna Howard, Secretary

Caya Ortega

Willie Hall, Jr.

John Creasman

 

Trustee Resources

   
               
    Administrator    
   

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

 

Pension Resource Centers

Kyle Tintle, 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
 
   

2021 Exhibit B
2023 Actuarial Valuation
2023 Chapter 112.664 Compliance Report - OKG

2023 GASB 67 True Up
2023-09-30 Audit
Comparative Performance 10 Fiscal Years

   
               
    Meeting Notice
 
   

The Board of Trustees meets quarterly on the first Monday of the second month at 5:30 PM in the Council Chambers.

 

The Board will meet on the following dates in 2025:

·          February 3

·          May 5

·          August 4

·          November 3

 

 

Okeechobee General Meeting Dates for 2025

   
               
    Special Meeting (September 8, 2022)
 
   

Agenda 09-08-22 Special Meeting

Meeting Documents

   
               
    Plan Documents
 
   

2021 Summary Plan Description
2023 Investment Policy Statement
Ordinance No. 1053 10-06-09
Ordinance No. 1100 07-16-13
Ordinance No. 1189 08-06-19

Ordinance No. 1190 8-06-19
Ordinance No. 828 06-17-03
Ordinance No. 887 03-15-05
Ordinance No. 947 05-16-06
Ordinance No. 968 01-02-07

   
               
    Forms
 
   

Access common forms for the plan:

To change or update your Address or Direct Deposit Information, please contact our office at 561-624-3277 or 1-800-206-0116.

 

2025 Form W-4P
Affidavit of Disability Benefit Recipient
Designation of Beneficiary

Special Tax Notice & Certification of Receipt
Travel Advance
Travel Expense

Buyback
Disability
DROP Exit
DROP Forms
New Member
Refund
Retirement

   
               
    Minutes
 
   

Minutes 02-05-2024
Minutes 05-06-2024

Minutes 08-05-2024
Minutes 11-04-2024

Minutes Archive

   
               
    Online Calculators
 
   

Pardon our dust during this transition in Plan Administration! Please check back soon for the online benefit calculator.

   
               
    Fund Performance
 
   

Mariner 2024-03-31 Quarterly Report
Mariner 2024-06-30 Quarterly Report

Mariner 2024-09-30 Quarterly Report
Mariner 2024-12-31 Quarterly Report

   
               
    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

Okeechobee General Employees

Lane Gamiotea, CMC, City Clerk

55 Southeast 3rd Avenue

Okeechobee, FL  34974

 

BY EMAIL:

 

LGamiotea@cityofokeechobee.com

 

 

FOR INQUIRIES:

Please Call 863-763-3372 ext. 9814 

Fax 863-763-1686

 

 

 

 


   
    Service Providers    
   

Actuary                                    

Gabriel Roeder Smith

www.grsconsulting.com      

                                               

Attorney                                   

Sugarman, Susskind, Braswell & Herrera

www.sugarmansusskind.com

 

Auditor

DiBartolomeo, McBee, Hartley, & Barnes

www.dmhbcpa.com

                                               

Custodian                                   

Truist

www.Truist.com

                                               

Investment Consultant               

AndCo Consulting

www.andcoconsulting.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