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Police and fire pension plan · Broward County

Pembroke Pines Fire and Police Pension

Pembroke Pines, FL · Official site ↗

WATCHING Documents current; no qualifying approved signal in window.
Total assets
$1,032,122,610
as of 2026-03-31
May · p.1
Investment consultant
Dahab Associates
as of 2026-05-14
May · p.1
Assumed return
7.3%
as of 2026-09-30
Download PDF · p.30
Next meeting
2026-11-19
as of 2026-11-19
View PDF in fullscreen · p.2
Actuary
GRS
as of 2025-10-16
October · p.4
Custodian
FTIOS
as of 2025-09-30
Download PDF · p.18
Auditor
Saltmarsh
as of 2025-09-30
August · p.5
Coverage
100%
of what this plan publishes

Signal timeline 16

  1. 2026-05-14 REBALANCE_APPROVED auto-approved
    The Pembroke Pines Fire and Police Pension board voted to move 3% of Atlanta Capital's current holdings to an SSIM small cap index investment (S&P 600). May · p.1
    to diversify small cap investment by moving 3% of Atlanta Capital's current holdings to SSIM small cap index investment (S&P 600). The motion carried unanimously.
  2. 2026-01-15 FINALISTS_NAMED · manager auto-approved
    The Pembroke Pines Fire and Police Pension board heard presentations from Bental GreenOak, Sagard Real Estate and Virtus Real Estate for core plus real estate management of a portion of its real estate portfolio. January · p.3
    The following firms presented core plus products to the Board, with discussion ensuing. Bental GreenOak Sagard Real Estate Virtus Real Estate
  3. 2026-01-15 MANDATE_AWARDED · manager auto-approved
    The Pembroke Pines Fire and Police Pension board voted unanimously to hire Sagard and Virtus Real Estate as real estate managers, splitting the available investment. January · p.3
    Motion by Jason Palant, second by Raphael Borrero, to hire both Sagard and Virtus Real Estate, splitting the available investment. The motion carried unanimously.
  4. 2025-10-16 FINALISTS_NAMED · manager auto-approved
    Pembroke Pines Fire and Police Pension board voted to interview Principal, BentallGreenOak, Sagard, and Virtus for real estate core plus management. October · p.4
    Motion by Jason Palant, second by Paul Greenwell, to interview Principal, BentallGreenOak, Sagard, and Virtus for real estate core plus management. The motion carried unanimously.
  5. 2025-09-18 MANDATE_AWARDED · manager auto-approved
    Pembroke Pines Fire and Police Pension board voted on a motion to hire Boston Partners as mid cap value equity manager. September · p.3
    Motion by Raphael Borrero, second by Paul Greenwell, to hire Boston Partners.
  6. 2025-09-18 FEE_RENEGOTIATED auto-approved
    Pembroke Pines Fire and Police Pension board approved Chair's signature on an SSGA contract amendment that lowers fees. September · p.3
    Additionally, Mr. McNeillie informed the Board of an amendment to the SSGA contract that results in lowered fees. Motion by Jason Palant, second by Jack McCluskey, to authorize the Chair's signature on the SSGA amendment. The motion carried unanimously.
  7. 2025-06-18 FINALISTS_NAMED · manager auto-approved
    The Pembroke Pines Fire and Police Pension Board voted to interview Disciplined Growth Investors, Federated Hermes, and ClariVest for mid cap growth management. June · p.1
    Motion by Tom Moran, second by JP Kearney, to interview Brandywine, T. Rowe Price, and Boston Partners for midcap value management. The motion carried unanimously.
  8. 2025-06-18 RFP_ISSUED · manager auto-approved
    The Pembroke Pines Fire and Police Pension Board reported that it issued an RFP for real estate. June · p.1
    The Board has also issued an RFP for real estate.
  9. 2025-04-17 RFP_ISSUED · service_provider auto-approved
    The Pembroke Pines Fire and Police Pension Board voted unanimously to issue an RFP for auditing services. April · p.5
    Motion by Jason Palant, second by Paul Greenwell, to issue an RFP for auditing services. The motion carried unanimously.
  10. 2024-11-01 IPS_AMENDED auto-approved
    The City Pension Fund for Firefighters and Police Officers in the City of Pembroke Pines disclosed that its investment policy statement was last amended in November 2024. Download PDF · p.9
    The investment policy statement was last amended in November 2024.
  11. 2024-10-17 ASSET_LIABILITY_STUDY auto-approved
    The Pembroke Pines Fire and Police Pension board voted unanimously to approve "Mix B" from the Asset Allocation Study presented by Dahab Associates. October · p.1
    From several proposed investment mixes, motion by JP Kearney, second by Tim Anderson, to approve "Mix
  12. 2024-10-17 RFP_ISSUED · service_provider auto-approved
    Dahab Associates reported to the Pembroke Pines Fire and Police Pension board that the custodial RFP has been completed, and Plan Attorney Klausner will provide the short list to Dahab Associates. October · p.4
    Chairman - Chairman Johnson requested the status of the custodial RFP. Mr. Klausner will provide the "short list" to Greg McNeillie at Dahab Associates. Mr. McNeillie confirmed that the RFP has been completed
  13. 2024-01-18 FINALISTS_NAMED · manager auto-approved
    Pembroke Pines Fire and Police Pension board voted to interview Putnam, Aristotle, and Seizert at the March 2024 meeting following its Large Cap Value RFP. January · p.4
    Large Cap Value RFP: Greg McNeillie reviewed the results of the Board's recent RFP, discussing the candidates with desirable characteristics including but not limited to performance. Motion by JP Kearney. second by Tom Moran, to interview the firms Putnam, Aristotle, and Seizert at the March 2024 Board meeting. The motion carried unanimously.
  14. 2024-01-18 MANDATE_AWARDED · service_provider auto-approved
    Pembroke Pines Fire and Police Pension board approved a 3-year contract with Rachlin, LLC to review State Chapter monies, with fees split 30/70. January · p.4
    Motion by Timothy Anderson, second by Thomas Moran, to enter into a 3-yr contract with Rachlin, LLC, splitting the fees 30/70. By roll call vote, the motion carried with Trustees Arenson and McCluskey dissenting.
  15. 2023-02-16 RFP_ISSUED · manager auto-approved
    Pembroke Pines Fire and Police Pension board minutes reported the Board recently sent an RFP for fixed income managers; a motion to liquidate the Inverness Fixed Income investment failed in a roll call vote. February · p.3
    RFP Discussion: The Board recently sent an RFP for fixed income managers. Mr. McNeillie provided a report of the firms who responded and pertinent analytics.
  16. 2020-11-19 SEARCH_OPENED · manager auto-approved
    The Pembroke Pines Firefighters and Police Officers Pension Fund board voted to direct Dahab Associates to conduct a large cap growth manager search; the current large cap growth product is with LMCG. November · p.1
    Motion by Vicki Minnaugh, second by Robert Johnson, directing Dahab Associates to conduct a large cap growth manager search. The motion carried unanimously.

Target vs actual allocation

Asset class (as labeled)Target 2025-09-30RangeActual 2025-09-30
Real Assets (Real Estate, Timber, Agg) 19% — 11.7%
Fixed Income 15% — 17.5%
Small Cap 10% — —
Mid Cap 10% — —
Large Cap 35% — —
Cash 0% — 2.6%
Domestic Stocks 55% — 58.4%
International Stocks 11% — 9.8%

Source: Download PDF · p.17

Coverage checklist 100%

DocumentStatusNewest held
Agendas, last 18 months
1 of 1
✓ held View PDF in fullscreen 2026-10-15
Minutes, last 18 months
8 of 8
✓ held July 2026-03-07
Investment policy statement (latest) not published —
Quarterly investment report (latest) not published —
Actuarial valuation (latest)
dated 2026-03-10
✓ held Download PDF 2026-03-10
Audited financial statements (latest)
dated 2025-09-30
✓ held Download PDF 2025-09-30
F.S. 112.664 disclosure (latest)
undated
✓ held Download PDF

"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 2026-03-31

Asset class (as labeled)ManagerAmountStatusSource
EquitiesAtlanta Capital — ACTIVEMay · p.1
Franklin Int'l Growth — UNKNOWNMay · p.1
Corient (Equity) — ACTIVEMay · p.1
SSIM Midcap Core — ACTIVEMay · p.1
SSIM Int'I Equity — ACTIVEMay · p.1
SSIM LargeCap Value — ACTIVEMay · p.1
SSIM LargeCap Growth — ACTIVEMay · p.1

Officers and trustees as printed

NameTitleAs ofSource
Mr. KlausnerAttorney2026-07-16July · p.3
Robert JohnsonChairman2026-05-14May · p.1
Greg McNeillieDahab Associates2026-05-14May · p.1
Blanca Torrents GreenwoodPlan Attorney2026-05-14May · p.1
Cody StognerPolice Member2026-05-14May · p.1
Jason PalantPolice Member2026-05-14May · p.1
John P. KearneyFire Member2026-05-14May · p.1
Marc LiebeskindCity Member2026-05-14May · p.1
Paul GreenwellFire Member2026-05-14May · p.1
Raphael BorreroCity Member2026-05-14May · p.1
Thomas MoranCity Member2026-05-14May · p.1
Thomas TrabuePolice Member2026-05-14May · p.1
Robert JohnsonChairman2025-12-11December · p.1
Blanca Torrents GreenwoodPlan Attorney2025-12-11December · p.1
James FisherPlan Administrator2025-12-11December · p.1
Claudiu BesoagaPlan Custodian2025-12-11December · p.1
Cody StognerPolice Member2025-12-11December · p.1
Jason PalantPolice Member2025-12-11December · p.1
John P. KearneyFire Member2025-12-11December · p.1
Marc LiebeskindCity Member2025-12-11December · p.1
Paul GreenwellFire Member2025-12-11December · p.1
Raphael BorreroCity Member2025-12-11December · p.1
Thomas MoranCity Member2025-12-11December · p.1
Thomas TrabuePolice Member2025-12-11December · p.1
Shelly JonesGRS2025-10-16October · p.4
Shelly Jonesof GRS2025-10-16October · p.4
Kevin CondyDahab Associates2025-10-16October · p.4
Kevin Condyof Dahab Associates2025-10-16October · p.4
MaldonadoAsst. Administrator2025-09-18September · p.3
Cody StognerTrustee2025-09-18September · p.3
Jack McCluskeyTrustee2025-09-18September · p.3
Jason PalantTrustee2025-09-18September · p.3
Paul GreenwellTrustee2025-09-18September · p.3
Raphael BorreroTrustee2025-09-18September · p.3
Greg McNeillieDahab Associates2025-06-18June · p.1
Cody StognerPolice Members2025-06-18June · p.1
Jack McCluskeyCity Members2025-06-18June · p.1
Jason PalantPolice Members2025-06-18June · p.1
John P. KearneyFire Members2025-06-18June · p.1
Paul GreenwellFire Members2025-06-18June · p.1
Robert JohnsonFire Members2025-06-18June · p.1
Thomas MoranCity Members2025-06-18June · p.1
Timothy AndersonPolice Members2025-06-18June · p.1
Ms. JonesActuary2025-04-17April · p.5
Robert JohnsonChairman2025-04-17April · p.5
Mr. KlausnerAttorney2025-04-17April · p.5
AndersonTrustee2025-04-17April · p.5
John P. KeameySecretary2025-04-17April · p.5
Robert JohnsonChairman2025-02-20February · p.1
Greg McNeillieDahab Associates2025-02-20February · p.1
Blanca Torrents GreenwoodPlan Attorney2025-02-20February · p.1
Cody StognerTrustee2025-02-20February · p.1
Jack McCluskeyCity Member2025-02-20February · p.1
Jason PalantTrustee2025-02-20February · p.1
John P. KearneyTrustee2025-02-20February · p.1
Paul GreenwellFire Member2025-02-20February · p.1
Raphael BorreroCity Member2025-02-20February · p.1
Thomas MoranCity Member2025-02-20February · p.1
Timothy AndersonTrustee2025-02-20February · p.1
Robert JohnsonChairman2025-01-16January · p.4
Cody StognerSecretary2025-01-16January · p.4
MaldonadoAsst. Administrator2025-01-16January · p.4
Jennifer BorregardPlan Actuary2024-10-17October · p.1
Shelly JonesPlan Actuary2024-10-17October · p.1
Robert JohnsonChairman2024-10-17October · p.4
Greg McNeillieDahab Associates2024-10-17October · p.1
Kevin CondyDahab Associates2024-10-17October · p.1
Bob KlausnerPlan Attorney2024-10-17October · p.1
James FisherPlan Administrator2024-10-17October · p.1
Maria CoronaOffice Coordinator2024-10-17October · p.1
Rachel MaldonadoAsst. Plan Administrator2024-10-17October · p.1
Cody StognerPolice Members2024-10-17October · p.1
Jack McCluskeyCity Members2024-10-17October · p.1
Jason PalantPolice Members2024-10-17October · p.1
John.P. KearneySecretary2024-10-17October · p.4
Paul GreenwellFire Members2024-10-17October · p.1
Raphael BorreroCity Members2024-10-17October · p.1
Thomas MoranCity Members2024-10-17October · p.1
Tim AndersonVice-Chairman2024-10-17October · p.1
Jennifer BorregardPlan Actuary2024-08-15August · p.1
Shelly JonesPlan Actuary2024-08-15August · p.1
Greg McNeillieDahab Associates2024-08-15August · p.1
Kevin CondyDahab Associates2024-08-15August · p.1
Robert KlausnerPlan Attorney2024-08-15August · p.1
James FisherPlan Administrator2024-08-15August · p.1
Rachel MaldonadoAsst. Plan Administrator2024-08-15August · p.1
Cody StognerPolice Members2024-08-15August · p.1
Jack McCluskeyCity Members2024-08-15August · p.1
Jason PalantPolice Members2024-08-15August · p.1
John P. KearneyFire Members2024-08-15August · p.1
Paul GreenwellFire Members2024-08-15August · p.1
Raphael BorreroCity Members2024-08-15August · p.1
Robert JohnsonFire Members2024-08-15August · p.1
Thomas MoranCity Members2024-08-15August · p.1
Timothy AndersonPolice Members2024-08-15August · p.1
Jennifer BorregardPlan Actuary2024-05-16May · p.5
Shelly JonesPlan Actuary2024-05-16May · p.5
Bob KlausnerAttorney2024-05-16May · p.5
FisherAdministrator2024-05-16May · p.5
MaldonadoAsst. Administrator2024-05-16May · p.5
Jennifer BorregardPlan Actuary2024-02-15February · p.1
Shelly JonesPlan Actuary2024-02-15February · p.1
Eric LeventhalPlan Auditor2024-02-15February · p.1
Greg McNeillieDahab Associates2024-02-15February · p.1
Kevin CondyDahab Associates2024-02-15February · p.1
Maria CoronaOffice Coordinator2024-02-15February · p.1
Cody StognerPolice Member2024-02-15February · p.1
Gary ArensonCity Member2024-02-15February · p.1
Jack McCluskeyCity Member2024-02-15February · p.1
Jason PalantPolice Member2024-02-15February · p.1
John P. KearneyFire Member2024-02-15February · p.1
Paul GreenwellFire Member2024-02-15February · p.1
Robert JohnsonFire Member2024-02-15February · p.1
Thomas MoranCity Member2024-02-15February · p.1
Timothy AndersonPolice Member2024-02-15February · p.1
ArensonTrustee2024-01-18January · p.4
McCluskeyTrustee2024-01-18January · p.4
Thomas MoranChairman2023-08-17August · p.5
MaldonadoAsst. Administrator2023-08-17August · p.5
Timothy AndersonSecretary2023-08-17August · p.5
Jennifer BorregardPlan Actuary2023-02-16February · p.1
Shelly JonesPlan Actuary2023-02-16February · p.1
Eric LeventhalKSDT2023-02-16February · p.1
MoranChairman2023-02-16February · p.3
FeinerTrustee2023-02-16February · p.1
Gary ArensonCity Members2023-02-16February · p.1
Jack McCluskeyCity Members2023-02-16February · p.1
John P. KearneyFire Members2023-02-16February · p.1
Paul GreenwellFire Members2023-02-16February · p.1
Robert JohnsonFire Members2023-02-16February · p.1
Thomas MoranPolice Members2023-02-16February · p.1
Timothy AndersonPolice Members2023-02-16February · p.1
Shelley JonesGRS2020-11-19November · p.4
Thomas MoranChairman2020-11-19November · p.4
Greg McNeillieDahab Associates2020-11-19November · p.1
Kimberly GilmourGilmour Law2020-11-19November · p.1
Roshawn BanksGilmour Law2020-11-19November · p.1
Adam FeinerPolice Members2020-11-19November · p.1
Gary ArensonCity Members2020-11-19November · p.1
Jack McCluskeyCity Members2020-11-19November · p.1
John P. KearneyFire Members2020-11-19November · p.1
Paul GreenwellFire Members2020-11-19November · p.1
Robert JohnsonFire Members2020-11-19November · p.1
Timothy AndersonPolice Members2020-11-19November · p.1
Vicki MinnaughCity Members2020-11-19November · p.1

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

Documents we watch 46

Listing pages: plan page, Agenda, Minutes, Required State Documents

DocumentTypeDatedFetchedPages
Download PDF ACTUARIAL 2026-03-10 2026-11-06 77 (39 w/ terms)
July MINUTES 2026-03-07 2026-11-06 4 (4 w/ terms)
June MINUTES 2026-03-06 2026-11-06 4
May MINUTES 2026-03-05 2026-11-06 5 (5 w/ terms)
April MINUTES 2026-03-04 2026-11-06 4 (4 w/ terms)
September OTHER — 2026-11-06 3 (3 w/ terms)
November OTHER — 2026-11-06 5 (5 w/ terms)
July OTHER — 2026-11-06 4 (4 w/ terms)
August OTHER — 2026-11-06 5 (5 w/ terms)
Download PDF FINANCIAL — 2026-11-06 42 (18 w/ terms)
Download PDF DISCLOSURE_112664 — 2026-11-06 0
May MINUTES — 2026-11-06 5 (5 w/ terms)
April MINUTES — 2026-11-06 5
March MINUTES — 2026-11-06 5 (5 w/ terms)
February MINUTES — 2026-11-06 7 (7 w/ terms)
January MINUTES — 2026-11-06 5
December MINUTES — 2026-11-06 4 (4 w/ terms)
November MINUTES — 2026-11-06 5 (5 w/ terms)
October MINUTES — 2026-11-06 4 (4 w/ terms)
September MINUTES — 2026-11-06 4
August MINUTES — 2026-11-06 5 (4 w/ terms)
July MINUTES — 2026-11-06 4
June MINUTES — 2026-11-06 4
May MINUTES — 2026-11-06 6 (6 w/ terms)
April MINUTES — 2026-11-06 4 (4 w/ terms)
March MINUTES — 2026-11-06 5
February MINUTES — 2026-11-06 5 (5 w/ terms)
January MINUTES — 2026-11-06 5 (5 w/ terms)
December MINUTES — 2026-11-06 4 (3 w/ terms)
November MINUTES — 2026-11-06 4
October MINUTES — 2026-11-06 5 (5 w/ terms)
September MINUTES — 2026-11-06 4 (4 w/ terms)
August MINUTES — 2026-11-06 5 (5 w/ terms)
July MINUTES — 2026-11-06 4
June MINUTES — 2026-11-06 4 (4 w/ terms)
May MINUTES — 2026-11-06 5
April MINUTES — 2026-11-06 5 (5 w/ terms)
March MINUTES — 2026-11-06 4
February MINUTES — 2026-11-06 6 (5 w/ terms)
January MINUTES — 2026-11-06 4 (4 w/ terms)
September MINUTES — 2026-11-06 4
August MINUTES — 2026-11-06 5
March MINUTES — 2026-11-06 4
February MINUTES — 2026-11-06 5
January MINUTES — 2026-11-06 4 (4 w/ terms)
View PDF in fullscreen AGENDA — 2026-11-06 2