Allocator Radar South Florida

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Local government pension plan · Miami-Dade County

Town of Bay Harbor Islands Employees Retirement System (General Employees)

Bay Harbor Islands, FL · Official site ↗

WATCHING Documents current; no qualifying approved signal in window.
Not on the main table yet: no document dated in the last 6 months (newest: 2024-10-01); investment consultant not identified in fetched documents.
Total assets
Not found in fetched documents
Investment consultant
Not found in fetched documents
Assumed return
6%
as of 2025-09-30
2025 Actuarial... · p.19
Next meeting
Not found in fetched documents
Actuary
Southern Actuarial Services Company, Inc.
as of 2025-10-01
2025 Actuarial... · p.7
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

Not found in fetched documents.

Coverage checklist 100%

DocumentStatusNewest held
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 2024-10-01
✓ held 2013-100_BayHarborIslands pdf... 2024-10-01
Audited financial statements (latest) not published —
F.S. 112.664 disclosure (latest) not published —

"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

NameTitleAs ofSource
Charles T. CarrActuary2024-10-012013-100_BayHarborIsl... · p.1

Names and titles only, exactly as the documents print them. No contact details are stored.

Documents we watch 3

Listing pages: plan page

DocumentTypeDatedFetchedPages
FY2026 General Valuation pdf file FY2026 General Valuation ACTUARIAL — 2026-11-09 37 (15 w/ terms)
2013-100_BayHarborIslands pdf file 2013-100_BayHarborIslands ACTUARIAL — 2026-11-09 2
2025 Actuarial Valuation_BayHarborIslands_General pdf file 2025... ACTUARIAL — 2026-11-09 38 (14 w/ terms)