Allocator Radar South Florida

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Police and fire pension plan · Broward County

Hollywood Firefighters' Pension

Hollywood, 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: 2024-02-06).
Total assets
$253,973,120
as of 2019-10-01
112.664 Compliance -... · p.5
Investment consultant
Mariner
as of 2024-12-06
View Most Recent... · p.3
Assumed return
7.5%
as of 2019-10-01
112.664 Compliance -... · p.5
Next meeting
Not found in fetched documents
Actuary
Foster & Foster, Inc.
as of 2020-07-16
112.664 Compliance -... · p.2
Custodian
Not found in fetched documents
Auditor
Not found in fetched documents
Coverage
100%
of what this plan publishes

Signal timeline 1

  1. 2024-12-06 COMMITMENT_MADE auto-approved
    Hollywood Firefighters' Pension board voted to approve allocating $5M to Affiliated Fund II as recommended by Mariner. View Most Recent... · p.3
    The Board voted to approve allocating $10M to Mavik Fund II as recommended by Mariner, upon motion by Brian Wilkie and second by David Hernandez. All were in favor.

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) not published —
Audited financial statements (latest)
dated 2024-02-06
✓ held View Most Recent Annual Report... 2024-02-06
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 2024-12-06

Asset class (as labeled)ManagerAmountStatusSource
Affiliated Fund II $5,000,000 PENDING_FUNDINGView Most Recent... · p.3
Mavik Fund II $10,000,000 PENDING_FUNDINGView Most Recent... · p.3

Officers and trustees as printed

NameTitleAs ofSource
Alex DiazChairman2024-12-06View Most Recent... · p.3
Brian RitchieTrustee2024-12-06View Most Recent... · p.3
Brian WilkieSecretary2024-12-06View Most Recent... · p.3
David HernandezTrustee2024-12-06View Most Recent... · p.3
Derek FleischnerTrustee2024-12-06View Most Recent... · p.3
James RussoTrustee2024-12-06View Most Recent... · p.3
Bradley R. Heinrichs, FSA, EA, MAAAEnrolled Actuary #20-69012020-07-16112.664 Compliance -... · p.2
Stu KaufmanBoard Attorney2020-07-16112.664 Compliance -... · p.2
Michelle RodriguezLead Plan Administrator2020-07-16112.664 Compliance -... · p.2

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

Documents we watch 3

Listing pages: plan page, Police Officer's Pension Board, Employees' Retirement Fund Pension Board

DocumentTypeDatedFetchedPages
Boards & Committee’s Handbook OTHER — 2026-11-06 28 (21 w/ terms)
View Most Recent Annual Report Opens in new window View Most... FINANCIAL — 2026-11-06 4 (4 w/ terms)
112.664 Compliance - 2019 Opens in new window 112.664 Compliance - 2019 FINANCIAL — 2026-11-06 9 (2 w/ terms)