St Lucie County Fire District General Employees Pension Fund
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    Trustees
 
   

Carl Trabulsy, Chairman

Linda Gaskill, Secretary

Mike Grace

Kelly Machado

 

Trustee Resources

   
               
    Appointments Calendar
 
   

Appointment Calendar

August 2024

 

 

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    Administrator    
   

The Resource Centers provide administrative services to the Board.  You can contact our office at:

 

Resource Centers

Scott Baur, Plan Administrator

Albert Lovingood, 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

2023 SLCFD-GE 60T Disclosure
2023 SLCFD-GE Actuarial Valuation Report
2023 SLCFD-GE Audited Financial Statement

2023 SLCFD-GE Chapter 112.664 Compliance Report
2023 SLCFD-GE GASB 67 and 68 Statement

Archive

   
               
    Meeting Notice
 
   

The Board of Trustees meets on the third Thursday, every other month, at 12:30 PM in the Commission Chambers:

 

    January 16, 2025 @ 12:30 PM (As Needed)

    March 27, 2025 @ 12:30 PM (2024 Valuation & 12/31/24 Investment Consultant Report)

    May 15, 2025 @ 12:30 PM (2024 Audit & 03/31/25 Investment Consultant Report)

    July 17, 2025 @ 12:30 PM (As Needed)

    September 18, 2025 @ 12:30 PM (06/30/25 Investment Consultant Report)

    November 20, 2025 @ 12:30 PM (09/30/25 Investment Consultant Report) 

 

Location:     Electronic Meeting + Commission Chambers

                    St Lucie County Fire District Commission Chambers

                    5160 N.W. Milner Drive

                    Port St Lucie, FL 34983

 

Contact:      (561) 624-3277 (Plan Administrator)

 

Agenda & Notice 03-27-2025 Quarterly Meeting - SLCFD (General)

SLCFD-GE 2025 Board Meeting Dates

   
               
    Meeting Archive
 
   

Archives

   
               
    Plan Documents
 
   

DROP Expense Policy for Post Termination
Resolution 584-14 with Ex B - Plan Restatement CBA Changes 9-17-14
SLCFD-General Buyback Policy
SLCFD-General Plan Restatement (2021)

SLCFD-General Resolution 707-20 Vesting Provisions (Effective 10-01-2019)
SLCFD-General Special Tax Notice (2022)
SLCFD-General Summary Plan Description (2024)

   
               
    Workshop
 
   

The Board and the Plan Administrator held recent educational workshops for members of the Plan. You can access the complete set of workshop presentation slides:

Workshop 11-15-21 DROP Entry

   
               
    Minutes
 
   

St Lucie County Fire District General Employees Pension Fund 03-28-2024 Quarterly Board Meeting Minutes
St Lucie County Fire District General Employees Pension Fund 05-16-2024 Quarterly Board Meeting Minutes
St Lucie County Fire District General Employees Pension Fund 08-29-2024 Special Board Meeting Minutes

St Lucie County Fire District General Employees Pension Fund 09-19-2024 Quarterly Board Meeting Minutes

Archive

   
               
    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
2025 Form W-4R
Address Direct Deposit Form Notice
St Lucie General - Beneficiary Form R 8-16-13
St Lucie General - Election of Benefit Option

St Lucie General - Fifth Third Residency Payment Form
St Lucie General - Intent to Defer Retirement
St Lucie General - Lump Sum Distribution Election

Buyback Prior Fire-Military Service Packet
Disability Retirement Packet
DROP Entry Packet
DROP Exit Packet
DROP Withdrawal Packet
Refund of Contributions Packet
Retirement Packet
Survivor Benefit Packet

   
               
    Online Calculators
 
   

DROP Account Balances
Pension Benefit Calculator

   
               
    Fund Performance
 
   

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

SLCFD-GE 12-31-2024 Quarterly Performance 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

St. Lucie County Fire District

  Firefighters Pension Fund

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            
Foster & Foster

Attorney
Perry & Jensen, P.A.

Custodian
Fifth Third Bank


Investment Consultant
Burgess Chambers & Associates

 


   
         
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