Okeechobee Utility Authority Employees Retirement System
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    Trustees
 
   

Jamie Mullis, Chair

Kristy Arnold, Secretary

John F. Hayford

Raul Marrero

Jeff Sumner

 

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 Comparative Performance Fiscal Years
2022 Audited Financial Statements
2023 Actuarial Valuation
2023 Chapter 112.664 Compliance Report - OUA

GASB 67 forecasts
GASB 67
GASB No. 68 Disclosure FYE 2023
Letter to Governance

   
               
    Pension Workshop
 
   

Slides and handout from the March 28, 2018 Pension Workshops for members of the Retirement System: 

2018 Pension Status Sheet

Workshop 03-28-18 Slides

   
               
    Meeting Notice
 
   

The Board of Trustees meets quarterly on the first Monday of the second month at 2:00 PM in the Commission Chambers.

 

The Board will meet on the following dates in 2025:

·          February 3

·          May 5

·          August 4

·          November 3

 

 

 

Okeechobee Utility Authority 2025 Meeting Dates

   
               
    Current Meeting
 
   

Meeting Documents

   
               
    Meeting Archive
 
   

Archives

   
               
    Plan Documents
 
   

Investment Policy Statement 08-15-23
Plan Document

Summary Plan Description 02-07-22

   
               
    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.

 

2024 Form W-4P
Designation of Beneficiary

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

   
               
    Fund Performance
 
   

 

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

Quarterly Report 09-30-2024
Quarterly Report 12-31-2023

   
               
    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 Utility Authority Employees

Retirement System

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.grsconsulting.com      

                                               

Attorney                                   

Lewis Longman Walker

www.llw-law.com

 

Auditor

Nowlen, Holt, & Miner, P.A.

www.NHMCPA.com

                                               

Custodian                                   

Salem Trust

www.SalemTrust.com

                                               

Investment Consultant               

AndCo

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