Local government pension plan · Miami-Dade County
Retirement Plan for General Employees of the City of North Miami Beach
North Miami Beach, FL · Official site ↗
Not on the main table yet: no document dated in the last 6 months (newest: 2024-02-28).
Total assets
Not found in fetched documents
Assumed return
Not found in fetched documents
Next meeting
Not found in fetched documents
Custodian
Not found in fetched documents
Coverage
100%
of what this plan publishes
Signal timeline 0
No signals yet.
Target vs actual allocation
Not found in fetched documents.
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 2013-08-30 |
✓ held |
| Audited financial statements (latest) | not published |
| 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 2024-02-28
| Asset class (as labeled) | Manager | Amount | Status | Source |
|---|---|---|---|---|
| Fixed Income | Garcia Hamilton | — | ACTIVE | General Employees... · p.2 |
| Int’l Growth | Harding Loevner | — | ACTIVE | General Employees... · p.2 |
| Large Cap Growth | Sawgrass | — | ACTIVE | General Employees... · p.2 |
| ClearBridge Investments | — | ACTIVE | General Employees... · p.2 | |
| Large Cap Value | Buckhead Capital | — | ACTIVE | General Employees... · p.2 |
| Mid Cap Growth | MDT | — | ACTIVE | General Employees... · p.2 |
| Short Term | Garcia Hamilton | — | ACTIVE | General Employees... · p.2 |
| Small/Mid Cap Value | Boston Partners | — | ACTIVE | General Employees... · p.2 |
Officers and trustees as printed
| Name | Title | As of | Source |
|---|---|---|---|
| Jennifer Borregard | Actuary | 2024-02-28 | General Employees... · p.1 |
| Scott Owens | Investment Consultant | 2024-02-28 | General Employees... · p.1 |
| Robert Sugarman | Plan Attorney | 2024-02-28 | General Employees... · p.1 |
| Renaldo Gayle | Plan Administrator | 2024-02-28 | General Employees... · p.1 |
| Commissioner Daniela Jean | Retirement Committee | 2024-02-28 | General Employees... · p.1 |
| Juliet Pennant-Allen | Retirement Committee | 2024-02-28 | General Employees... · p.1 |
Names and titles only, exactly as the documents print them. No contact details are stored.
Documents we watch 8
Listing pages: plan page, Pension Plan Reforms, View Most Recent Agendas and Minutes