Police and fire pension plan · St. Lucie County
St. Lucie County Fire District Firefighters' Pension Trust Fund
St. Lucie County Fire District, FL · Official site ↗
Total assets
Not found in fetched documents
Assumed return
Not found in fetched documents
Actuary
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 32 of 32 |
✓ held |
| Minutes, last 18 months 16 of 16 |
✓ held |
| Investment policy statement (latest) | not published |
| Quarterly investment report (latest) | not published |
| Actuarial valuation (latest) | not published |
| 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 2025-05-15
| Asset class (as labeled) | Manager | Amount | Status | Source |
|---|---|---|---|---|
| Investment Manager | Bloomfield Capital | — | UNKNOWN | Copy link for... · p.2 |
Officers and trustees as printed
| Name | Title | As of | Source |
|---|---|---|---|
| Jay McBee | Annual Audit | 2026-09-17 | Copy link for... · p.2 |
| Tony Napolitano | Chair | 2026-09-17 | Copy link for... · p.2 |
| Burgess Chambers | Investment Monitor, Burgess Chambers and Associates | 2026-09-17 | Copy link for... · p.2 |
| Bonni Jensen | Attorney, Klausner Kaufman Jensen & Levinson | 2026-09-17 | Copy link for... · p.2 |
| Albert Lovingood | Administrator, Resource Centers | 2026-09-17 | Copy link for... · p.2 |
| Scott Baur | Administrator, Resource Centers | 2026-09-17 | Copy link for... · p.2 |
| Chief Jeff Lee | Secretary | 2026-09-17 | Copy link for... · p.2 |
| Nicholas Wilson | Trustee | 2026-09-17 | Copy link for... · p.2 |
| Ryan Sapp | Trustee | 2026-09-17 | Copy link for... · p.2 |
| Serge Greene | Trustee | 2026-09-17 | Copy link for... · p.2 |
| Tony Napolitano | Chair | 2026-05-21 | Copy link for... · p.2 |
| Burgess Chambers | Investment Monitor, Burgess Chambers and Associates | 2026-05-21 | Copy link for... · p.2 |
| Bonni Jensen | Attorney, Klausner Kaufman Jensen & Levinson | 2026-05-21 | Copy link for... · p.2 |
| Sarah Vandergon | Administrator, Resource Centers | 2026-05-21 | Copy link for... · p.2 |
| Scott Baur | Administrator, Resource Centers | 2026-05-21 | Copy link for... · p.2 |
| Chief Jeff Lee | Secretary | 2026-05-21 | Copy link for... · p.2 |
| Nicholas Wilson | Trustee | 2026-05-21 | Copy link for... · p.2 |
| Ryan Sapp | Trustee | 2026-05-21 | Copy link for... · p.2 |
| Serge Greene | Trustee | 2026-05-21 | Copy link for... · p.2 |
| Jay McBee | Plan Auditor, DMHB | 2025-07-17 | Copy link for... · p.2 |
| Tony Napolitano | Chair | 2025-07-17 | Copy link for... · p.2 |
| Bonni Jensen | Attorney, Klausner Kaufman Jensen & Levinson | 2025-07-17 | Copy link for... · p.2 |
| James Nanavati | Plan Custodial Bank, Fifth Third Bank | 2025-07-17 | Copy link for... · p.2 |
| Albert C. Lovingood | Administrator, Resource Centers | 2025-07-17 | Copy link for... · p.2 |
| Chief Jeff Lee | Secretary | 2025-07-17 | Copy link for... · p.2 |
| Nicholas Wilson | Trustee | 2025-07-17 | Copy link for... · p.2 |
| Ryan Sapp | Trustee | 2025-07-17 | Copy link for... · p.2 |
| Serge Greene | Trustee | 2025-07-17 | Copy link for... · p.2 |
| Jay McBee | Auditor (DMHB) | 2025-05-15 | Copy link for... · p.2 |
| Tony Napolitano | Chair | 2025-05-15 | Copy link for... · p.2 |
| Burgess Chambers | Investment Monitor (BCA) | 2025-05-15 | Copy link for... · p.2 |
| Bonni Jensen | Attorney (Klausner Kaufman Jensen & Levinson) | 2025-05-15 | Copy link for... · p.2 |
| Albert C. Lovingood | Administrator (Resource Centers) | 2025-05-15 | Copy link for... · p.2 |
| Chief Jeff Lee | Secretary | 2025-05-15 | Copy link for... · p.2 |
| Nicholas Wilson | Trustee | 2025-05-15 | Copy link for... · p.2 |
| Ryan Sapp | Trustee | 2025-05-15 | Copy link for... · p.2 |
| Serge Greene | Trustee | 2025-05-15 | Copy link for... · p.2 |
Names and titles only, exactly as the documents print them. No contact details are stored.
Documents we watch 49
Listing pages: plan page, Pension Board for General Employees, Agendas & Minutes