Police and fire pension plan · Indian River County
City of Vero Beach Firefighters' Relief and Pension Fund
Vero Beach, FL · Official site ↗
Custodian
Not found in fetched documents
Auditor
Not found in fetched documents
Coverage
100%
of what this plan publishes
Signal timeline 1
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2026-08-19 REBALANCE_APPROVED auto-approvedThe Vero Beach Firefighters' Pension Fund board approved a rebalance recommended by Mariner that moves $400,000 out of equity ($300,000 domestic, $100,000 international), with $200,000 to Highland fixed income and $200,000 to PIMCO Diversified. Fire Pension Board... · p.4
She recommended to remedy the overweight, that they take $400,000 total out of equity, with $300,000 coming from domestic and $100,000 from international. From that, $200,000 would be given to Highland fixed and $200,000 to PIMCO Diversified. Mr. Losey made a motion to approve the rebalance recommendation presented by their consultant.
Target vs actual allocation
| Asset class (as labeled) | Target 2026-09-30 | Range | Actual 2026-09-30 |
|---|---|---|---|
| Total Real Estate | 10% | 5–15% | 7.7% |
| Total Domestic Equity Composite | 45% | 40–50% | 47% |
| Total International Equity | 10% | 5–20% | 12.4% |
| Total Broad Market Fixed Income | 25% | 10–25% | 19.2% |
| Total Non-Core Fixed Income | 10% | 0–20% | 9.7% |
| R&D | 0% | 0–5% | 4% |
Source: Fire Pension Board... · p.84
Coverage checklist 100%
| Document | Status |
|---|---|
| Agendas, last 18 months 4 of 4 |
✓ held |
| Minutes, last 18 months 3 of 3 |
✓ held |
| Investment policy statement (latest) | not published |
| Quarterly investment report (latest) | not published |
| Actuarial valuation (latest) dated 2024-10-01 |
✓ held |
| Audited financial statements (latest) dated 2025-09-30 |
✓ held |
| F.S. 112.664 disclosure (latest) dated 2024-10-01 |
✓ held |
"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 2026-08-19
| Asset class (as labeled) | Manager | Amount | Status | Source |
|---|---|---|---|---|
| Intercontinental | — | REDEEMING | August 19, 2026,... · p.2 |
Officers and trustees as printed
| Name | Title | As of | Source |
|---|---|---|---|
| Ms. Kerry Richardville | with Mariner | 2026-08-19 | August 19, 2026,... · p.2Fire Pension Board... · p.4 |
| Mr. John Turner | City Attorney | 2026-08-19 | August 19, 2026,... · p.3 |
| Mr. Monte Falls | City Manager | 2026-08-19 | August 19, 2026,... · p.3 |
| Mr. Todd Wishnia | with Highland Capital Management | 2026-08-19 | Fire Pension Board... · p.4 |
| Kerry Richardville | with Mariner | 2026-02-18 | Fire Pension Board... · p.5 |
| Mr. Dave West | with Mariner | 2026-02-18 | February 18, 2026,... · p.2 |
| Ms. Kerry Richardville | with Mariner | 2026-02-18 | February 18, 2026,... · p.2 |
| Kerry Richardville | with Mariner | 2025-09-30 | Fire Pension Board... · p.5 |
| Jeffrey Amrose, MAAA | Senior Consultant & Actuary | 2024-09-30 | Vero Fire Chapter... · p.3 |
| Trisha Amrose, MAAA | Consultant & Actuary | 2024-09-30 | Vero Fire Chapter... · p.3 |
| Jeffrey Amrose | Senior Consultant & Actuary | 2022-09-30 | Firefighters Relief... · p.3 |
| Trisha Amrose | Consultant & Actuary | 2022-09-30 | Firefighters Relief... · p.3 |
Names and titles only, exactly as the documents print them. No contact details are stored.
Documents we watch 21
Listing pages: plan page, View Most Recent Agendas and Minutes, Firefighters Pension Fund Budgets