Local government pension plan · Miami-Dade County
Hialeah Employees' Retirement System
Hialeah, FL · Official site ↗
Next meeting
Not found in fetched documents
Coverage
100%
of what this plan publishes
Signal timeline 4
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2026-06-16 REBALANCE_APPROVED auto-approvedThe Hialeah Employees' Retirement System board approved, by a 4-0-2 vote, a rebalance of $10m from US equity to Fixed Income. June 16, 2026,... · p.2
“To approve rebalance $10m from US equity (slight overweight) to Fixed Income (underweight).” MOTION carried a 4-0-2 vote with B. Williams, Moreno, Webb, and Rosengaus voting “Yes”.
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2025-03-18 IPS_AMENDED auto-approvedHialeah Employees' Retirement System amended its investment policy statement effective March 18, 2025 to reflect changes to the asset target allocation percentages. Hialeah ERS -... · p.11Hialeah ERS -... · p.11
The investment policy statement was last amended on March 18, 2025.
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2023-10-17 IPS_AMENDED auto-approvedHialeah Employees' Retirement System disclosed that its investment policy statement was last amended on October 17, 2023. Hialeah ERS -... · p.11
The investment policy statement was last amended on October 17, 2023 (subsequently amended on March 18, 2025).
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2022-03-22 IPS_AMENDED auto-approvedThe Hialeah Employees' Retirement System's audited financial statements for fiscal year 2023 reported that the investment policy statement was last amended on March 22, 2022. CITY OF HIALEAH... · p.17
The investment policy statement was last amended on March 22, 2022.
Target vs actual allocation
| Asset class (as labeled) | Target 2025-09-30 | Range | Actual 2025-09-30 |
|---|---|---|---|
| Alternatives | 10% | — | — |
| Alternative | 10% | — | 9.1% |
| Domestic equity | 48% | — | 48.74% |
| Domestic fixed income | 37% | — | 36.91% |
| International equity | 5% | — | 5.25% |
Source: Hialeah ERS -... · p.26
Coverage checklist 100%
| Document | Status |
|---|---|
| Agendas, last 18 months 9 of 9 |
✓ held |
| Minutes, last 18 months 8 of 8 |
✓ held |
| 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 2025-09-30
| Asset class (as labeled) | Manager | Amount | Status | Source |
|---|---|---|---|---|
| International Pooled Index Trust | RhumbLine | 5.25% | ACTIVE | Hialeah ERS -... · p.28 |
Officers and trustees as printed
None extracted yet.
Documents we watch 29
Listing pages: plan page, View Most Recent Agendas and Minutes