Venice Police Officers Pension Fund
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    Trustees
 
   

Kevin McGrath, Chairperson

Andy DeVries, Vice Chairman/Secretary

Oscar Guinart, Trustee

Brett Woodworth, Trustee

 

Meeting Packets
Trustee Resources

   
               
    Administrator    
   

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

 

Local Office:

4100 Center Pointe Drive

Mr. Toby Rabelo, Plan Administrator

Suite 108

Fort Myers, FL 33916

Phone: 239.573.4750

Main Office:

4360 Northlake Boulevard
Suite 206
Palm Beach Gardens, FL  33410
Phone: 800.206.0116

 

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
 
   

112.664-2024-VenicePolice
2024 Actuarial Valuation

2024-09-30 Venice Police (Rate of Return and Asset Allocation)
GASB67-68_Venice_Police_MD_09.30.2024

   
               
    Agenda
 
   

The Board of Trustees meets quarterly during February, May, August, and November at 1:00 PM.

 

MEETING DATES FOR 2021:

February 19, 2025

May 21, 2025

August 20, 2025

November 19, 2025                                          

 

LOCATION:        Administrative Conference Room

Venice Police Department

1575 E Venice Avenue

Venice, FL 34292

 

 

Agenda 11-13-24 Venice Police

Archive

   
               
    Plan Documents
 
   

GASB67-68_Venice_Police_MD_09.30.2024
Pension Ordinance 10-1-14

Summary Plan Description 08-01-24

   
               
    Forms
 
   

Access common forms for the plan:

Address - Contact Information Form
Beneficiary Designation
Buyback Application - Military
Buyback Application - Prior Police
Buyback Rollover Request Certification
Disability Retirement Application
DROP Beneficieary Designation
DROP Entry Application

DROP Pay-Out Options Form
Lump Sum Distribution Form
Refund Waiver (Non-Vested)
Refund Waiver (Vested)
Retirement Application
Special Tax Notice & Certification of Receipt
W-4P 2021

   
               
    Minutes
 
   

Venice Police 02-14-24 Minutes
Venice Police 05-08-24 Minutes

Venice Police 08-14-24 Minutes
Venice Police 11-08-23 Minutes

Archive

   
               
    Fund Performance
 
   

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

 

Investment Consultant 03-31-24 Report
Investment Consultant 06-30-24 Report

Investment Consultant 09-30-24 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

Venice Police Officers 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    
   

Links to service providers for the plan:

 

Actuary
Foster & Foster, Inc.
www.foster-foster.com

Attorney
Klausner, Kaufman, Jenson & Levinson

Lindsey Garber, P.A.

Custodian
Salem Trust Company
www.salemtrust.com

 

 

Investment Managers
Bowen, Hanes and Company
www.bowenhanes.com

Investment Consultant
Mariner

www.marinerwealthadvisors.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