Police and fire pension plan · Indian River County
City of Vero Beach Police Officers' Retirement Fund
Vero Beach, FL · Official site ↗
Coverage
100%
of what this plan publishes
Signal timeline 11
-
2026-10-06 SEARCH_SCHEDULED · service_provider auto-approvedThe City of Vero Beach Police Officers' Retirement Trust Fund board reviewed audit proposals at its special meeting; the RFP was sent to eight firms and three responses were received. Police Pension Board... · p.13
1. Review of Audit Proposals i. Brent Chudachek briefly reviewed the RFP and commented that it was sent to eight firms and they received three responses.
-
2026-09-09 IPS_AMENDED auto-approvedLegal counsel's invoice for the Vero Beach Police Officers' Pension Plan records a finalized and signed Addendum to the IPS on single security guidelines related to Harding Loevner, and filing of the amended IPS with the State and City. Police Pension Board... · p.263
re: finalized and signed Addendum to IPS and filing of amended IPS with State and City
-
2026-08-31 RFP_ISSUED · service_provider auto-approvedGeneral counsel's invoice to the Vero Beach Police Officers' Pension Plan records that the counsel finalized the Independent Auditor RFP and sent it to candidates. Police Pension Board... · p.259
Continue drafting Auditor RFP and finalize for distribution
-
2026-08-19 SEARCH_OPENED · manager auto-approvedThe City of Vero Beach Police Officers' Retirement Fund's August 19, 2026 meeting packet includes a US Large Cap Value manager search report as of 6/30/2026, benchmarked to the Russell 1000 Value Index. Police Pension Board... · p.138
This US Large Cap Value search report will use the following benchmark and peer group:
-
2026-08-19 SEARCH_SCHEDULED · manager auto-approvedThe City of Vero Beach Police Officers' Retirement Fund's August 19, 2026 agenda packet included a US Large Cap Value manager search report with data as of 6/30/2026. Police Pension Board... · p.138
This US Large Cap Value search report will use the following benchmark and peer group:
-
2026-06-24 FINALISTS_NAMED · service_provider auto-approvedThe City of Vero Beach Police Officers' Pension Plan & Trust Fund Board of Trustees placed plan attorney interviews with Sugarman & Susskind, Jones Walker and Lorium Law on its June 24, 2026 special meeting agenda. June 24, 2026,... · p.1Special Call Police... · p.1
1. Plan Attorney Interviews i. Sugarman & Susskind, David Robinson, Board Attorney
-
2026-06-24 SEARCH_SCHEDULED · service_provider auto-approvedThe City of Vero Beach Police Officers' Retirement Trust Fund Board held plan attorney interviews at its June 24, 2026 special meeting with Sugarman & Susskind, Jones Walker and Lorium Law. Special Call Police... · p.1June 24, 2026,... · p.1
1. Pl an Attorney Interviews a. Sugarman & Susskind b. Jones Walker c. Lorium Law
-
2026-06-09 RFP_ISSUED · service_provider auto-approvedA Foster & Foster invoice dated 6/9/2026 to the City of Vero Beach Police Officers' Retirement Trust Fund bills $4,800.00 for a Request for Proposal for Legal Services. Police Pension Board... · p.159
Request for Proposal for Legal Services. 4,800.00
-
2026-02-18 MANDATE_AWARDED · manager auto-approvedThe City of Vero Beach Police Officers' Retirement Fund board voted 5-0 to split the international portfolio between Harding Loevner and DFA as close to 50/50 as possible. February 18, 2026,... · p.4
The Board voted to split the international portfolio with Harding Loevner and DFA as close to 50/50 as possible without penalizing them for the minimum amount required by Harding Loevner
-
2026-02-18 FINALISTS_NAMED · manager auto-approvedThe City of Vero Beach Police Officers' Retirement Fund board held international equity manager interviews, including DFA, for a fund that would replace or complement Harding Loevner. February 18, 2026,... · p.2
i. International manager interviews 1. Kerry Richardville reminded the Board why they were interviewing managers, stating this fund would replace or compliment Harding Loevner.
-
2026-02-18 SEARCH_SCHEDULED · manager auto-approvedThe City of Vero Beach Police Officers' Retirement Fund board held international manager interviews, led by investment consultant Mariner Institutional, for a fund to replace or complement Harding Loevner. Police Pension Board... · p.1February 18, 2026,... · p.2
a. Inter national manager interviews i. DFA ii. Earnest Partners
Target vs actual allocation
| Asset class (as labeled) | Target 2026-09-30 | Range | Actual 2026-09-30 |
|---|---|---|---|
| Domestic Equity Securities | 45% | 43–53% | 49% |
| Foreign Equity Securites | 12% | 7–17% | 14.5% |
| Broad Mkt Fixed Income | 23% | 10–33% | 16.1% |
| Non-Core Fixed Income | 6% | 0–20% | 8.5% |
| Receipt & Disbursement | 1% | 0–10% | 1.1% |
| Direct Real Estate | 10% | 5–15% | 8.5% |
| Private Equity | 3% | 0–10% | 2.3% |
Source: Police Pension Board... · p.83
Coverage checklist 100%
| Document | Status |
|---|---|
| Agendas, last 18 months 6 of 6 |
✓ 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 2026-05-06 |
✓ 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 2026-06-30
| Asset class (as labeled) | Manager | Amount | Status | Source |
|---|---|---|---|---|
| Fund Of Funds | Taurus Private Markets III | $56,736 | ACTIVE | Police Pension Board... · p.119 |
| Investment Manager | American Realty Advisors | — | ACTIVE | Police Pension Board... · p.1 |
| domestic equity | TWIN | — | ACTIVE | Police Pension Board... · p.7 |
| Dana | — | ACTIVE | Police Pension Board... · p.7 |
Officers and trustees as printed
| Name | Title | As of | Source |
|---|---|---|---|
| Ron Cohen | Attorney | 2026-11-04 | Police Pension Board... · p.1 |
| Inez Garcia | Custodian | 2026-11-04 | Police Pension Board... · p.1 |
| Siera Feketa | Plan Administrator | 2026-11-04 | Police Pension Board... · p.10 |
| Matt Harrelson | Trustee | 2026-10-06 | Police Pension Board... · p.13 |
| Siera Feketa | Plan Administrator | 2026-10-05 | Police Pension Board... · p.263 |
| Sara Carlson | Board Actuary | 2026-08-19 | Police Pension Board... · p.1 |
| Kerry Richardville | Investment Consultant | 2026-08-19 | Police Pension Board... · p.1Police Pension Board... · p.7 |
| Brent Chudachek | Attorney | 2026-08-19 | Police Pension Board... · p.1 |
| Inez Garcia | Custodian | 2026-08-19 | Police Pension Board... · p.1 |
| Richelle Cook | Investment Manager | 2026-08-19 | Police Pension Board... · p.1 |
| Siera Feketa | Plan Administrator | 2026-08-19 | Police Pension Board... · p.10 |
| Siera Feketa | Plan Administrator | 2026-06-24 | Police Pension Board... · p.7 |
| Ann Thompson | Trustee | 2026-06-24 | June 24, 2026,... · p.1 |
| David Farquharson | Trustee | 2026-06-24 | June 24, 2026,... · p.1 |
| Gregory Budde | Trustee | 2026-06-24 | June 24, 2026,... · p.1 |
| Matt Harrelson | Trustee | 2026-06-24 | June 24, 2026,... · p.1 |
| Siera Feketa | Plan Administrator | 2026-05-20 | Police Pension Board... · p.7 |
| Kerry Richardville | Investment Consultant | 2026-02-18 | Police Pension Board... · p.1February 18, 2026,... · p.2 |
| Pedro Herrera | Attorney | 2026-02-18 | Police Pension Board... · p.1 |
| Lisa Burnham | Finance Director | 2026-02-18 | Police Pension Board... · p.1 |
| Siera Feketa | Plan Administrator | 2026-02-18 | Police Pension Board... · p.1 |
| Ann Thompson | 2026-02-18 | February 18, 2026,... · p.4 | |
| Jose Prieto | 2026-02-18 | February 18, 2026,... · p.4 | |
| Karen Russo | Board Custodian | 2025-11-19 | Police Pension Board... · p.4 |
| Sara E. Carlson, ASA, EA, MAAA | Enrolled Actuary #23-8546 | 2025-08-29 | Police Officers... · p.2 |
| Pedro Herrera | Board Attorney | 2025-08-29 | Police Officers... · p.2 |
| Ms. Siera Feketa | Plan Administrator | 2025-08-29 | Police Officers... · p.2 |
| Sara E. Carlson | ASA, EA, MAAA Enrolled Actuary | 2023-06-21 | Police Officers... · p.2 |
| Ken Harrison | Board Attorney | 2023-06-21 | Police Officers... · p.2 |
Names and titles only, exactly as the documents print them. No contact details are stored.
Documents we watch 23
Listing pages: plan page, View Most Recent Agendas and Minutes, Police Pension Budgets