Police and fire pension plan · Miami-Dade County
Bal Harbour Village Police Officers' Retirement Fund
Bal Harbour, FL · Official site ↗
Not on the main table yet: no document dated in the last 6 months (newest: 2025-10-01); investment consultant not identified in fetched documents.
Investment consultant
Not found in fetched documents
Next meeting
Not found in fetched documents
Custodian
Not found in fetched documents
Auditor
Not found in fetched documents
Coverage
100%
of what this plan publishes
Signal timeline 0
No signals yet.
Target vs actual allocation
| Asset class (as labeled) | Target 2025-09-30 | Range | Actual 2025-09-30 |
|---|---|---|---|
| Foreign Securities | 10% | 5–15% | — |
| Private Real Estate | 15% | 0–20% | — |
| Domestic Equity | 50% | 45–65% | — |
| Fixed Income | 25% | 10–35% | 27.99% |
| Domestic equities | — | — | 53.83% |
| International equities | — | — | 12.95% |
| Real estate | — | — | 3.83% |
| Cash and cash equivalents | — | — | 1.4% |
Source: Annual Comprehensive... · p.82
Coverage checklist 100%
| Document | Status |
|---|---|
| Agendas, last 18 months | not published |
| Minutes, last 18 months | not published |
| Investment policy statement (latest) | not published |
| Quarterly investment report (latest) | not published |
| Actuarial valuation (latest) dated 2025-10-01 |
✓ held |
| Audited financial statements (latest) dated 2025-09-30 |
✓ held |
| F.S. 112.664 disclosure (latest) dated 2024-10-01 |
✓ held |
"Not published" means not found on the plan's approved listing pages. "Missing" means listed there but not fetched yet.
Current managers by asset class
Not found in fetched documents.
Officers and trustees as printed
| Name | Title | As of | Source |
|---|---|---|---|
| Rick Rivera | administrator of the Plan (Pension Consultants of Florida) | 2025-09-30 | Bal Harbour Police... · p.10 |
| Piotr Krekora, ASA, FCA, MAAA | Senior Consultant & Actuary | 2025-05-16 | Chapter 112.664... · p.3 |
| Travis N. Robinson, ASA, FCA, MAAA | Senior Analyst & Actuary | 2025-05-16 | Chapter 112.664... · p.3 |
Names and titles only, exactly as the documents print them. No contact details are stored.
Documents we watch 15
Listing pages: Request Crash Report, Request Police Report, Financial Reports, State Required Pension Disclosures, plan page, Council Meetings & Agendas
| Document | Type | Dated |
|---|---|---|
| Bal Harbour General Employees’ Actuarial Valuation 10-1-2025 | ACTUARIAL | 2025-10-01 |
| Bal Harbour Police Actuarial Valuation 10-1-2025 | ACTUARIAL | 2025-10-01 |
| Bal Harbour Police Officers Pension Plan 9-30-25 Audited | OTHER | 2025-09-30 |
| Chapter 112.664 Compliance Report - As of 10-1-2024 | DISCLOSURE_112664 | 2024-10-01 |
| Chapter 112.664 Report-10-1-2024 | DISCLOSURE_112664 | 2024-10-01 |
| GFOA Award - FYE 2022 | OTHER | 2022-01-16 |
| Proposed and Adopted Operating and Capital Plan - FYE 2023 | OTHER | — |
| Proposed and Adopted Operating and Capital Plan - FYE 2024 | OTHER | — |
| Proposed and Adopted Operating and Capital Plan - FYE 2025 | OTHER | — |
| Proposed and Adopted Operating and Capital Plan - FYE 2026 | OTHER | — |
| Proposed and Adopted Operating and Capital Plan - FYE 2027 | OTHER | — |
| Utilization Report | OTHER | — |
| Annual Comprehensive Financial Report - FYE 2023 | FINANCIAL | — |
| Annual Comprehensive Financial Report - FYE 2024 | FINANCIAL | — |
| Annual Comprehensive Financial Report - FYE 2025 | FINANCIAL | — |