Police and fire pension plan · Broward County
Hallandale Beach Police Officers' and Firefighters' Pension Plan
Hallandale 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 1
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2023-08-02 IPS_AMENDED auto-approvedThe Hallandale Beach Police Officers' and Firefighters' Personnel Retirement Trust disclosed that its investment policy statement was last amended on August 2, 2023. Audit 9/30/2025 for... · p.9Audit 9/30/2025 for... · p.18
The investment policy statement was last amended on August 2, 2023.
Target vs actual allocation
| Asset class (as labeled) | Target 2025-09-30 | Range | Actual 2025-09-30 |
|---|---|---|---|
| Hedge fund | 5% | — | — |
| Domestic equity | 52.5% | — | — |
| International equity | 10% | — | — |
| Fixed income | 17.5% | — | 17% |
| Real estate fund | 5% | — | — |
| Private equity fund | 5% | — | — |
| Infrastructure fund | 5% | — | — |
| Equities | — | — | 65% |
| Real estate funds | — | — | 3.3% |
| Infrastructure funds | — | — | 5.6% |
| Private equity funds | — | — | 2% |
| Cash and cash equivalents | — | — | 2.3% |
| Hedge funds | — | — | 4.8% |
Source: Audit 9/30/2025 for... · p.25
Coverage checklist 100%
| Document | Status |
|---|---|
| Agendas, last 18 months | not published |
| Minutes, last 18 months | not published |
| Investment policy statement (latest) dated 2023-12-14 |
✓ held |
| 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 2025-06-30 |
✓ 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 |
|---|---|---|---|
| Douglas H. Lozen, EA, MAAA | Enrolled Actuary | 2024-07-29 | Section 112.664,... · p.2 |
| Adam Levinson | Board Attorney | 2024-07-29 | Section 112.664,... · p.2 |
| Michelle Rodriguez | Plan Administrator | 2024-07-29 | Section 112.664,... · p.2 |
Names and titles only, exactly as the documents print them. No contact details are stored.
Documents we watch 10
Listing pages: plan page
| Document | Type | Dated |
|---|---|---|
| As of October 1, 2025 for forest park for forest park for forest... | ACTUARIAL | 2025-10-01 |
| Audit 9/30/2025 for forest park for forest park for forest park... | FINANCIAL | 2025-09-30 |
| As of October 1, 2024 for forest park for forest park for forest... | ACTUARIAL | 2024-10-01 |
| Investment Policy Statement 12/14/2023 for forest park for forest... | IPS | 2023-12-14 |
| Investment Policy Statement 08/02/2023 for forest park for forest... | IPS | 2023-08-02 |
| Summary Plan Document - Tier 2 for forest park for drainage... | OTHER | — |
| Summary Plan Document - Tier 1 Opens in new window Summary Plan... | OTHER | — |
| Retirement Plan Administrative Budget FY 2025-2026 for forest park... | DISCLOSURE_112664 | — |
| 2023 Fiscal Year Return & Asset Allocation Analysis for forest... | DISCLOSURE_112664 | — |
| Section 112.664, Florida Statutes Compliance - 2024 for forest... | DISCLOSURE_112664 | — |