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

October 29, 2004 10 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

Scott Glover, Financial Adviser

Shirlee Walker, Recording Secretary

             

II.          OATH OF OFFICE FOR NEW MEMBER

 

A.                 Mike Biamonte was sworn in as a new member and welcomed by the Board.

 

III.       APPROVAL OF MINUTES JULY 21, 2004

 

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

 

IV.           REPORT FROM SCOTT GLOVER

 

Mr. Glover presented his report. The year to date return through September 30, 2004 is +2.79% exceeding the benchmark of  +2.25%. No changes were recommended.

 

The current portfolio is valued at $2,210,336.00.

 

Mr. Kowalski moved to approve the report. Sgt. Elliott seconded. Motion passed unanimously.

 

V.             OTHER

 

A.                Approve retirement benefits for Fire Chief Tom Barker

 

Mr. Biomonte moved to approve retirement benefits for Fire Chief Tom Barker. Sgt. Elliott seconded. Motion passed unanimously.

 

B.                 Disbursement of State Funds

 

Mr. Kowalski moved to approve the investment of $85,00 of the $109,909.62 funds available. Keeping $95,000 liquid for ordinary expenses. Sgt. Elliott seconded. Motion passed unanimously.

 

Mr. Glover will distribute $85,000 through the portfolio as the target allocation dictates.

 

 

 

 

VI.        ADJOURNMENT

 

          Mr. Kowalski moved to adjourn at 9:35 a.m. Sgt. Elliott seconded. Motion passed unanimously.

          Next meeting January 19, 2004.

 

 

 

                                                                                                                                 

                                                                                  Eugene Terkoski, Chairman

 

 

 

                                                         

          Shirlee Walker, Secretary