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Police and fire pension plan · Broward County

Coral Springs Firefighters' Pension

Coral Springs, 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: 2026-04-14).
Total assets
$203,010,304
as of 2025-09-30
2026-04-14_Coral_Spri... · p.2
Investment consultant
Mariner Institutional
as of 2025-09-30
2024-09-30_Coral_Spri... · p.1
Assumed return
7.25%
as of 2024-10-01
112.664_Compliance_20... · p.6
Next meeting
Not found in fetched documents
Actuary
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 1

  1. 2015-11-24 IPS_AMENDED auto-approved
    The City of Coral Springs Firefighters' Retirement Plan disclosed that its investment policy statement was last amended on November 24, 2015. Summary of Plan for... · p.12
    The investment policy statement was last amended on November 24, 2015.

Target vs actual allocation

Asset class (as labeled)Target 2023-09-30RangeActual 2025-09-30
Domestic equity 45% — 48%
International equity 15% — 16.3%
Broad market fixed income 10% — —
Real estate 15% — 8.3%
Infrastructure 5% — 4.2%
Global Tactical Asset Allocation (GTAA) 5% — —
Private equity 5% — 3.2%
Restricted Account — — 0%
Domestic Fixed Income — — 8.9%
Total Senior Direct Lending — — 2.5%
GTAA — — 4.7%
Total Other Assets — — 2.29%
Cash Equivalent — — 1.6%
Total Cash Equivalent — — 1.56%
Total Domestic Equity — — 47.93%
Total International Equity — — 16.3%
Total Domestic Fixed Income — — 8.94%
Total Real Estate — — 8.29%
Total Private Equity — — 3.31%
Total Infrastructure — — 4.15%
Total GTAA — — 4.74%

Source: Summary of Plan for... · p.12

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 2026-04-14
 ✓ held 2026-04-14_Coral_Springs_Fire_P... 2026-04-14
Audited financial statements (latest)
dated 2023-07-01
 ✓ held Summary of Plan for... 2023-07-01
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 as of 2025-09-30

Asset class (as labeled)ManagerAmountStatusSource
Domestic EquityFidelity Total Stock Market (FSKAX) $12,217,097 ACTIVE2026-04-14_Coral_Spri... · p.3
Alger LCG $13,154,724 ACTIVE2026-04-14_Coral_Spri... · p.3
Polen Capital LCG $7,994,240 ACTIVE2026-04-14_Coral_Spri... · p.3
Vanguard Growth Index (VIGIX) $15,461,454 ACTIVE2026-04-14_Coral_Spri... · p.3
Aristotle LCV $16,517,154 ACTIVE2026-04-14_Coral_Spri... · p.3
DFA US Large Cap Value (DFLVX) $16,840,710 ACTIVE2026-04-14_Coral_Spri... · p.3
Eaton Vance SMID-Cap R6 (ERASX) $15,201,402 ACTIVE2026-04-14_Coral_Spri... · p.3
Domestic Fixed IncomeGarcia Hamilton & Associates $18,161,961 ACTIVE2026-04-14_Coral_Spri... · p.3
GTAABlackRock Multi-Asset Income Fund (BKMIX) $9,631,892 ACTIVE2026-04-14_Coral_Spri... · p.3
InfrastructureIFM Infrastructure $8,437,042 ACTIVE2026-04-14_Coral_Spri... · p.3
International EquityAmerican Funds EuroPacific Gr R6 (RERGX) $12,568,043 ACTIVE2026-04-14_Coral_Spri... · p.3
DFA Intl Value (DFIVX) $13,756,458 ACTIVE2026-04-14_Coral_Spri... · p.3
DFA Emerging Markets (DFCEX) $6,802,092 ACTIVE2026-04-14_Coral_Spri... · p.3
Private EquityCapital Dynamics Global Secondaries VI $1,961,770 ACTIVE2026-04-14_Coral_Spri... · p.3
PA Capital Secondary Fund VI $3,522,236 ACTIVE2026-04-14_Coral_Spri... · p.3
Taurus Private Markets Fund II $1,062,158 ACTIVE2026-04-14_Coral_Spri... · p.3
Real EstateJP Morgan Special Situation Property Fund $4,313,691 ACTIVE2026-04-14_Coral_Spri... · p.3
ARA Core Realty Fund $12,526,065 ACTIVE2026-04-14_Coral_Spri... · p.3
Total Other AssetsSerenitas $4,645,783 ACTIVE2026-04-14_Coral_Spri... · p.3
Total Senior Direct LendingChurchill Middle Market Senior Loan Fund V $2,529,070 ACTIVE2026-04-14_Coral_Spri... · p.3
Bloomfield Capital Income Fund V Series D $2,544,982 ACTIVE2026-04-14_Coral_Spri... · p.3

Officers and trustees as printed

NameTitleAs ofSource
Sara E. Carlson, ASA, EA, MAAAEnrolled Actuary #23-85462025-06-03112.664_Compliance_20... · p.2
Ron CohenBoard Attorney2025-06-03112.664_Compliance_20... · p.2
Kandyce MossPlan Administrator2025-06-03112.664_Compliance_20... · p.2
Ms. Kandyce MossPlan Administrator2025-06-03112.664_Compliance_20... · p.2

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

Documents we watch 6

Listing pages: plan page, Firefighters' Retirement Plan, General Employees Pension Plan, Police Officers' Retirement Plan

DocumentTypeDatedFetchedPages
2026-04-14_Coral_Springs_Fire_PL-2_Annual_Report_of_Investment_Acti... ACTUARIAL 2026-04-14 2026-11-06 4 (3 w/ terms)
112.664_Compliance_2024_Coral_Springs_Fire__20251219.pdf Section... ACTUARIAL 2025-12-19 2026-11-06 11 (2 w/ terms)
2024-09-30_Coral_Springs_Fire_60T_report__20251219.pdf Asset... ACTUARIAL 2024-09-30 2026-11-06 2 (1 w/ terms)
6a-20240614-CoralSpringsFire-2023ActuarialValuation.pdf Actuarial... ACTUARIAL 2024-06-14 2026-11-06 14 (2 w/ terms)
Summary of Plan for Firefighters Retirement Summary of Plan for... OTHER 2023-07-01 2026-11-06 23 (7 w/ terms)
2021 Final Administrative Budget (PDF, 239KB) ACTUARIAL 2022-01-13 2026-11-06 1 (1 w/ terms)