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Pension_02-07-2024Min BOARD OF TRUSTEES City of Longwood Police Officers and Firefighters Pension and Trust Fund Longwood City Commission Chambers 175 West Warren Avenue Longwood, Florida REGULAR MEETING MINUTES February 7, 2024 6:00 P.M. Present: Robert Redditt, Chair Kevin Little, Secretary Chris Eichler, Member Stefanie Reardon, 5th Member Madison Levine, Board Attorney Pedro Herrera, Board Attorney Michelle Longo, City Clerk Jeremy Langley, Florida League of Cities 1. Call to Order. Chair Redditt called the meeting to order at 6:00 p.m. 2. Pledge of Allegiance. 3. Election of Officers. A. Chair Trustee Little moved to keep Trustee Redditt as the Chair. Seconded by Trustee Reardon and carried by a unanimous voice vote. B. Vice-Chair Trustee Eichler moved to elect Trustee Little as the Vice-Chair. Seconded by Trustee Reardon and carried by a unanimous voice vote. C. Secretary Trustee Reardon moved to elect Trustee Eichler as the Secretary. Seconded by Trustee Little and carried by a unanimous voice vote. 4. Approval of Minutes: November 1, 2023, Regular Meeting The Board reviewed the minutes. Trustee Reardon noted a correction. "Stephanie" needs to be corrected to "Stefanie." Trustee Kubeck moved to approve the minutes as corrected. Seconded Pension 2-7-2024/1 Agenda Packet Page 3 by Trustee Eichler and carried by a unanimous voice vote. 5. Review of Agenda Packet Material. A. Expense Report for Approval. The Board reviewed the Expense Report. Trustee Eichler moved to approve the expenses as presented. Seconded by Trustee Little and carried by a unanimous voice vote. B. Distributions and New Retirees. Chair Redditt presented the report. Trustee Eichler moved to approve the payments as presented. Seconded by Trustee Little and carried by a unanimous voice vote. C. Quarterly Investment Report ending September 30, 2023. Mr. Langley presented the quarterly report. The beginning balance was $27,445,835.29; contributions were $764,213.42; earnings were $693,625.54; distributions were $271,010.37; expenses were $28,417.03; and the ending balance was $27,227,993.77. He informed the Board that the Plan ended the quarter down at-2.48% but ended the fiscal year up at 8.61%which is above the assumed rate of return. Mr. Langley informed the Board that one of the Large Cap investment managers has been replaced with an S&P 500 Index Fund. Trustee Eichler moved to accept the Plan Account Statements as presented. Seconded by Trustee Little and carried by a unanimous voice vote. 6. Other Business. A. Annual Report. Mr. Langley informed the that the annual report was being worked on and would be submitted into the State by the March 15th deadline. 7. Board Attorney Report. A. Electronic Filing of Florida Commission on Ethics Form 1 Ms. Levine informed the Board that the form will now be submitted only through the State via the new online portal. B. Examples of COLA'a Pension 2-7-2024/2 Agenda Packet Page 4 Mr. Herrera informed the Board that a COLA can be structured many different ways. He provided a few examples. The Board discussed the possibilities and various way to inplement a COLA. The Board would like to keep this manner under Old Business. The Union Representatives will bring back COLA options for a cost study. Mr. Herrera informed the Board that there was a bill in the Legistature to reinstate the COLA for the FRS. 8. Member Comments. The Board asked about one of the actuary bills and its description that the DRAGO Fund and DROP were discussed. The Board asked for clarification on that discussion. Mr. Langlely informed the Board that the City and the actuary had a general conversation on these matters. 9. Administrator Comments. The Board asked how the DRAGO Fund was funded. Mr. Langley informed the Board that the DRAGO Fund was funded by the State Money and was invested along with the plan's assets. Mr. Herrera informed the Board that is was valued once a year. At the next meeting, Mr. Langley will bring back the particulars of the DRAGO Fund. 10. Public Participation. None. 11. Next Meeting: May 1, 2024 12. Adjournment. Chair Redditt adjourned the meeting at 7:07 p.m. Robert Redditt, Chair ATTEST: Jeremy Langley, Recording Secretary Pension 2-7-2024/3 Agenda Packet Page 5