TOWN OF I N D I A L A N T I C

Brevard County, Florida 32903

PENSION BOARD OF TRUSTEES - POLICE/FIRE

MINUTES 05-01

January 19, 2005, 10:00 A.M.

 

I.       CALL TO ORDER AT 10:00 A.M.

 

         PRESENT

Eugene Terkoski, Chairman

Mike Biamonte, Fire Dept. Member

Sgt. Scott Elliott, Police Dept. Member

Gerald Kowalski, Member

Ann Prasch, Financial Adviser

Shirlee Walker, Recording Secretary

             

II.          APPROVAL OF MINUTES October 29, 2004

 

Mr. Kowalski moved to approve the minutes as written. Sgt. Elliott seconded. Motion passed unanimously.

 

III.          REPORT FROM MR. GLOVER

 

In the absence of Mr. Glover, Ann Prasch gave the report as follows:

 

The year to date return of the portfolio through December 31, 2004 is +8.89%. The policy index yielded +9.18%. At this point in time, no changes are recommended to the Asset Allocation Model.

 

The portfolio value is $2,432,147.00.

 

IV.          OTHER

 

A.                Acceptance for participation in retirement system – Jon Macdonald, Fire Chief

 

Mr. Kowalski moved to accept Fire Chief, Macdonald into the retirement system. Sgt. Elliott seconded. Motion passed unanimously.

 

Mr. Ward Foster was present to go over the Actuarial Valuation Report as of October 1, 2004. Mr. Foster stated that the plan is well funded and the program in great shape.

 

Mr. Kowalski moved to accept the report presented by Mr. Foster. Sgt. Elliott seconded. Motion passed unanimously.

 

Sgt. Elliott questioned why no one has been appointed to a vacancy on the Board and  stated that Sgt. Mike Casey, a former member, would be willing to serve on the Board.

 

Sgt. Casey was present and informed the Board of his past experience as a Pension Board of trustee member.

 

 

 

 

Mr. Biamonte moved to elect Sgt. Casey to fill the vacancy of the Board. Sgt. Elliott seconded. Motion passed unanimously.

 

Sgt. Elliott advised the Board that the town has not acted upon the DROP Program recommended by this Board on February 19, 2003.

 

Mr. Foster informed the members that a change of ordinance would be required and that he could provide a letter of “no impact”.

 

Chairman Terkoski requested that the town council be advised that this Board has recommended participation into the DROP Program and would like a report on any action toward this goal by the April 20, 2005 meeting.

 

Mr. Biamonte and Sgt. Elliott expressed a desire to attend a state pension educational seminar in Boca Raton, June 26-29, 2005. Chairman Terkoski encouraged the new members to attend, as educational funds are available in the Pension Board budget.

 

 

V.           ADJOURNMENT

 

          Chairman Terkoski adjourned the meeting at 9:45 a.m. Next meeting April 20, 2005.

 

 

 

                                                                                                                                 

                                                                                  Eugene Terkoski, Chairman

 

 

                                               

          Shirlee Walker, Secretary