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

Brevard County, Florida 32903

PENSION BOARD OF TRUSTEES - POLICE/FIRE

MINUTES 02-01

February 6, 2002 10:00 A.M.

 

I.       CALL TO ORDER AT 10:00 A.M.

 

          Chairman called the meeting to order at 10:00 a.m.

 

         PRESENT                                                 EXCUSED               

Alan Coburn, Chairman                                Richard Bailey, Member

Eugene Terkoski, Member

Sgt. Mike Casey, Police Member

Capt. Dennis Greehy, Fire Member

Scott Glover, Financial Adviser

Ward Foster, Acturial

Shirlee Walker, Secretary

 

II.          APPROVAL OF MINUTES 01-05 NOVEMBER 21, 2001

 

Capt. Greehy moved that Minutes 01-05 be approved as written. Mr. Terkoski seconded. Motion passed unanimously.

 

III.          ELECTION OF OFFICERS

 

Mr. Terkoski nominated Mr. Coburn as Chairman. Mr. Greehy nominated Mr. Terkoski as Vice Chairman. Mr. Greehy nominated Sgt. Casey as Secretary. All nominations approved unanimously.

 

IV.           REPORT FROM SCOTT GLOVER

 

Mr. Glover reported that the portfolio yielded –4.47% through the fourth quarter of the year 2001.  At this point in time no changes were recommended to the Asset Allocation Model, which is:

                        ¨ Fixed Income            40%

                        ¨ International            10%

                        ¨ Large Cap Growth            15%

                        ¨ Large Cap Value            35%

 

The account value is $1,866, 935.00 as of December 2001.

 

V.            ACTUARIAL REPORT FROM WARD FOSTER

 

Mr. Foster gave his report stating that the program is sound. At the request of the Board members, Mr. Foster agreed to write a letter stating the criteria for the 25-out program and the DROP Plan. Mr. Foster recommended an independent pension attorney.  

 

Capt. Greehy moved to approve Mr. Foster’s report. Sgt. Casey seconded. Motion passed unanimously.

 

VI.         OTHER

 

1.      Application from Officer Donald Norsworthy  - Acceptance for Participation

 

Officer Norsworthy was accepted unanimously for participation.

 

VII.      ADJOURNMENT

 

           The meeting was adjourned at 11:30 a.m.

 

 

                                                                                    

                                                           Alan Coburn, Chairman

 

 

 

                                   

Shirlee Walker, Secretary