Local government pension plan · Broward County
South Broward Hospital District (Memorial Healthcare System) Pension Plan
South Broward Hospital District, FL · Official site ↗
Next meeting
Not found in fetched documents
Actuary
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 3
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2026-06-24 MANDATE_AWARDED · manager auto-approvedThe South Broward Hospital District Board of Commissioners approved, on its consent agenda, the appointment of Connor, Clark & Lunn as replacement manager for the Retirement Plan's Global Equity Sleeve, with a 50% allocation of the sleeve. Minutes · p.3
Equity Sleeve of the Retirement Plan, the Appointment of Connor, Clark & Lunn as a Replacement
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2026-05-28 MANDATE_AWARDED · manager auto-approvedThe South Broward Hospital District Board of Commissioners approved on its consent agenda hiring T. Rowe Price as the new active SMID-Cap Core Equity manager. Minutes · p.3
and to hire MFS as the New Ac(cid:415)ve Interna(cid:415)onal Growth Equity manager.
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2024-01-24 MANDATE_AWARDED · manager auto-approvedThe South Broward Hospital District Board of Commissioners approved Dodge & Cox Income Fund as the core plus bond manager for the Defined Contribution Plans. Minutes · p.5
(i) REPLACE THE EXISTING CORE PLUS BOND MANAGER (METROPOLITAN WEST TOTAL RETURN BOND FUND) WITH DODGE & COX INCOME FUND,
Target vs actual allocation
| Asset class (as labeled) | Target 2024-01-31 | Range | Actual 2024-01-31 |
|---|---|---|---|
| U.S. Equity | 20% | 15–25% | 21.4% |
| Global Equity | 45% | 40–50% | 48.7% |
| Fixed Income | 35% | 30–40% | 29.3% |
| Cash | 0% | 0–0% | 0.6% |
Source: Attachment · p.23
Coverage checklist 100%
| Document | Status |
|---|---|
| Agendas, last 18 months 38 of 38 |
✓ held |
| Minutes, last 18 months 19 of 19 |
✓ held |
| Investment policy statement (latest) | not published |
| Quarterly investment report (latest) dated 2023-12-31 |
✓ held |
| Actuarial valuation (latest) | not published |
| Audited financial statements (latest) dated 2025-01-09 |
✓ 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 2026-05-28
| Asset class (as labeled) | Manager | Amount | Status | Source |
|---|---|---|---|---|
| Ac(cid:415)ve Interna(cid:415)onal Equity Strategy | Vanguard | — | TERMINATED | Minutes · p.3 |
| Ac(cid:415)ve Interna(cid:415)onal Growth Equity | MFS | — | PENDING_FUNDING | Minutes · p.3 |
| Ac(cid:415)ve SMID-Cap Core Equity | T. Rowe Price | — | PENDING_FUNDING | Minutes · p.3 |
| Ac(cid:415)ve Small-Cap Value Equity Strategy | DFA | — | TERMINATED | Minutes · p.3 |
| Small-Cap Growth Equity Strategy | T. Rowe Price | — | TERMINATED | Minutes · p.3 |
Officers and trustees as printed
| Name | Title | As of | Source |
|---|---|---|---|
| Mr. Irfan Mirza | Interim Chief Financial Officer | 2026-06-24 | Minutes · p.3 |
| Harrison | Secretary/Treasurer | 2026-06-24 | Minutes · p.3 |
| Harvey | Vice Chairman | 2026-06-24 | Minutes · p.3 |
| Mr. Shane Strum | President and Chief Executive Officer | 2026-05-28 | Minutes · p.3 |
| Mr. Irfan Mirza | Interim Chief Financial Officer | 2026-05-28 | Minutes · p.3 |
| Commissioner Friedman | Commissioner | 2026-05-28 | Minutes · p.3 |
| Commissioner Lowrey | Commissioner | 2026-05-28 | Minutes · p.3 |
| Commissioner Taub | Commissioner | 2026-05-28 | Minutes · p.3 |
| Harrison | Secretary Treasurer | 2026-05-28 | Minutes · p.3 |
| Irfan Mirza | Interim Chief Financial Officer | 2026-02-26 | S.B.H.D. Monthly... · p.2 |
| Mr. Irfan Mirza | Interim Chief Financial Officer | 2026-02-26 | Minutes · p.3 |
| Mr. Shane Strum | President and Chief Executive Officer | 2026-02-26 | Minutes · p.3 |
| Shane Strum | Interim President and CEO | 2026-02-26 | S.B.H.D. Monthly... · p.2 |
| Commissioner Friedman | Commissioner | 2026-02-26 | Minutes · p.3 |
| Commissioner Lowrey | Commissioner | 2026-02-26 | Minutes · p.3 |
| Mr. Veda Rampat | Treasurer | 2024-01-24 | Minutes · p.5 |
| Ms. Elizabeth Justen | Chairwoman, Finance Committee | 2024-01-24 | Minutes · p.5 |
Names and titles only, exactly as the documents print them. No contact details are stored.
Documents we watch 73
Listing pages: plan page