Police and fire pension plan · Broward County
Deerfield Beach Municipal Firefighters' Pension Trust Fund
Deerfield Beach, 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 4
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2024-07-17 IPS_AMENDED auto-approvedDeerfield Beach Municipal Firefighters' Pension Trust Fund disclosed that its investment policy statement was last amended on July 17, 2024. DEERFIELD BEACH... · p.10DEERFIELD BEACH... · p.10
The investment policy statement was last amended on July 17, 2024.
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2023-09-11 IPS_AMENDED auto-approvedThe Deerfield Beach Municipal Firefighters' Pension Trust Fund disclosed in its audited financial statements that its investment policy statement was last amended on September 11, 2023. DEERFIELD BEACH... · p.9DEERFIELD BEACH... · p.15
The investment policy statement was last amended on September 11, 2023.
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2023-08-14 IPS_AMENDED auto-approvedThe Deerfield Beach Nonuniformed Employees' Retirement Plan audited financial statements disclosed that the investment policy statement was last amended on August 14, 2023. DEERFIELD BEACH... · p.9DEERFIELD BEACH... · p.14
The investment policy statement was last amended on August 14, 2023.
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2022-06-06 IPS_AMENDED auto-approvedDeerfield Beach Municipal Firefighters' Pension Trust Fund's audited financial statements disclosed that the investment policy statement was last amended on June 6, 2022. DEERFIELD BEACH... · p.9
The investment policy statement was last amended on June 6, 2022.
Target vs actual allocation
| Asset class (as labeled) | Target 2025-09-30 | Range | Actual 2025-10-01 |
|---|---|---|---|
| Domestic equity | 55% | — | — |
| International equity | 2% | — | — |
| Bonds | 15% | — | — |
| Real Estate | 10% | — | — |
| Private credit | 7% | — | — |
| Private Equity | 7% | — | — |
| Infrastructure | 4% | — | — |
| Cash | 0% | — | — |
| Equity securities | — | — | 63% |
| Government securities | — | — | 3% |
| Corporate bonds | — | — | 2% |
| Fixed income mutual funds | — | — | 11% |
| Real estate funds | — | — | 10% |
| Hedge funds | — | — | 0% |
| Private equity funds | — | — | 4% |
| Private credit funds | — | — | 4% |
| Self‐directed DROP accounts | — | — | 0% |
| Money market | — | — | 3% |
Source: DEERFIELD BEACH... · p.24
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) | 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 2023-09-30
| Asset class (as labeled) | Manager | Amount | Status | Source |
|---|---|---|---|---|
| mutual funds | Euro Pacific Growth Fund | 6.3% | ACTIVE | DEERFIELD BEACH... · p.17 |
| SPDR Bloomburg convertible securities | 7.8% | ACTIVE | DEERFIELD BEACH... · p.17 | |
| real estate fund | U.S Real Estate Investment Fund | 8.6% | ACTIVE | DEERFIELD BEACH... · p.17 |
| TA Realty Core Property Fund | 6.5% | ACTIVE | DEERFIELD BEACH... · p.17 |
Officers and trustees as printed
| Name | Title | As of | Source |
|---|---|---|---|
| Piotr Krekora | ASA, MAAA, FCA, Enrolled Actuary No. 23-8432 (Gabriel, Roeder, Smith & Company) | 2025-10-01 | DEERFIELD BEACH... · p.4 |
| Theora P. Braccialarghe | FSA, MAAA, FCA, Enrolled Actuary No. 23-2826 (Gabriel, Roeder, Smith & Company) | 2025-10-01 | DEERFIELD BEACH... · p.4 |
| Piotr Krekora | ASA, MAAA, FCA, Enrolled Actuary No. 23-8432 | 2024-10-01 | DEERFIELD BEACH... · p.4 |
| Theora P. Braccialarghe | FSA, MAAA, FCA, Enrolled Actuary No. 23-2826 | 2024-10-01 | DEERFIELD BEACH... · p.4 |
| Piotr Krekora | ASA, MAAA, FCA, Enrolled Actuary No. 23-8432 | 2023-10-01 | DEERFIELD BEACH... · p.4 |
| Theora P. Braccialarghe | FSA, MAAA, FCA, Enrolled Actuary No. 23-2826 | 2023-10-01 | DEERFIELD BEACH... · p.4 |
Names and titles only, exactly as the documents print them. No contact details are stored.
Documents we watch 13
Listing pages: Non-Uniformed Employees' Retirement Plan, plan page