Board meetings, strategic plans, and buyer signals from Scott Brozio’s organization
May 16, 2022·BoardMeeting
Board
City Of Port Orange Fire And Rescue Pension Board Of Trustees Quarterly Meeting
The Port Orange Fire and Rescue Pension Board of Trustees held its quarterly meeting on May 16, 2022, at 4:15 p.m. The meeting included approval of the March 3, 2022, meeting minutes, reports from Burgess Chambers, Pedro Herrera, and Julie Enright, and a review of financial transactions. Key actions involved approving a resolution for signatures with First State Trust, processing a transition from PNC Bank, and addressing a disability application. The board also scheduled the next meeting for August 15, 2022.
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City of Port Orange Police Officers' Pension Board Quarterly Meeting Agenda
The Port Orange Police Officers' Pension Board held its quarterly meeting on May 16, 2022. The agenda included approval of minutes from the February 14, 2022 meeting, ratification of plan expenditures for various services (legal, actuarial, administrative, etc.), and several consultant reports. Key discussion points involved a proposed line-of-duty death benefit, early retirement benefits for Carl Lamirande, and the commencement of survivor benefits for Virginia Waterman.
Mar 28, 2022·BoardMeeting
Board
City Of Port Orange General Employees' Retirement Regular Meeting
The City of Port Orange General Employees' Retirement Plan held its regular meeting on March 28, 2022, where the minutes of the February 28, 2022 meeting were approved. Discussions included a lower assumed rate of return, financial reports showing a flat month and a 5.8% return for the fund in the previous month, and an updated investment policy statement. The consent agenda included approval of several warrants for administrative fees, legal services, audit costs, and account statements.
Mar 3, 2022·BoardMeeting
Board
City of Port Orange Fire And Rescue Pension Board of Trustees Quarterly Meeting
The Port Orange Fire and Rescue Pension Board of Trustees held its quarterly meeting on March 3, 2022. The agenda included approval of the November 15, 2021, meeting minutes; reports from Burgess Chambers, Pedro Herrera, and Julie Enright; consideration of the actuarial valuation and expected rate of return; and a presentation on custodian bank services. The meeting also covered ratification of disbursements and the distribution of annual COLAs.
Extracted from official board minutes, strategic plans, and video transcripts.
