City of Panama City Beach
Retirement Trust Fund/Pension Boards for
General Employees, Firefighters and Police Officers

2024 Meeting Dates / Public Notice           

August 29, 2024 Board Meeting
Meeting Agenda
Sterling Capital Management, LLC - Second Quarter Review
Burgess Chambers & Assoc. - Second Quarter Review, General Employees, Police Officers, Firefighters
AON Annual Actuarial Valuations - General Employees, Police Officers, Firefighters
Finance Department - Quarterly Report, FY25 Pension Budgets, 2023 Premium Tax Distributions 

June 6, 2024 Board Meeting
Meeting Agenda
Sterling Capital Management, LLC - First Quarter Review
Burgess Chambers & Assoc. - First Quarter Review, General Employees, Police Officers, Firefighters
Form 1099Rs Memo
Finance Quarterly Report

March 7, 2024 Board Meeting
Meeting Agenda
Sterling Capital Management, LLC - Fourth Quarter Review
Burgess Chambers & Assoc. - Fourth Quarter Review, General Employees, Police Officers, Firefighters
Finance Quarterly Report
Minutes from March 7 Meeting - General Employees, Police Officers, Firefighters

November 30, 2023 Board Meeting
Meeting Agenda
Sterling Capital Management, LLC - Third Quarter Review
Burgess Chambers & Assoc. - Third Quarter Review, General Employees, Police Officers, Firefighters
Finance - FY2023 Pension Accounts Administrative Expenses
Finance - Quarterly Report 10/01/2022-09/30/2023
Nov 30 Meeting Minutes- General Employees, Police Officers, Firefighters

Pension Ordinances Adopted by City Council
Ord 1633, Police Officers
Ord 1634, Firefighters 
Ord 1635, General Employees

Investment Policy Statements Approved by the Board
General Employees
Police Officers
Firefighters

August 31, 2023 Board Meeting
Meeting Agenda
Sterling Capital Report - 2nd Quarter 2023
BCA General Employees Report - 2nd Quarter 2023
BCA Police Officers Report - 2nd Quarter 2023
BCA Firefighters Report - 2nd Quarter 2023
AON Annual Actuarial Valuations - General Employees      Police Officers       Firefighters
Finance Quarterly Budget for Pension Accounts
FY2024 Pension Budgets - General Employees     Police Officers       Firefighters
2024 Proposed Meeting Dates
August 31, 2023 Meeting Minutes - General Employees, Police Officers, Firefighters

June 1, 2023 Board Meeting
Meeting Agenda 
Sterling Capital Report - 1st Quarter 2023
BCA General Employees Report - 2nd Quarter 2023
BCA Police Officers Report - 2nd Quarter 2023
BCA Firefighters Report - 2nd Quarter 2023
Finance Quarterly Budget for Pension Accounts
June 1st Board Meeting Minutes - General Employees, Police Officers, Firefighters

March 2, 2023 Board Meeting
Meeting Agenda
Sterling Capital Report - 4th Quarter 2022
BCA General Employees Report - 4th Quarter 2022
BCA Police Officers Report - 4th Quarter 2022
BCA Firefighters Report - 4th Quarter 2022
Pension Quarterly from Finance Department
March 2, 2023 Meeting Minutes - General Employees, Police Officers, Firefighters

Summary Plan Descriptions Approved by the Board
General Employees
Police Officers
Fire Department

Adopted Ordinances Amending the DROP Program
Ordinance 1593 - Firefighters' Retirement Plan
Ordinance 1594 - General Employees' Retirement Plan
Ordinance 1595 - Police Officers' Retirement Plan

December 1, 2022 Board Meeting
Sterling Capital Report - Third Quarter 2022
BCA General Employee Report Period Ending September 30, 2022
BCA Police Officers Report Period Ending September 30, 2022
BCA Firefighters Report Period Ending September 30, 2022
FY2023 Pension Budgets
Pension Quarterly Report through September 2022
Administrative Expenses FY2022 Pension Account
December 1st Board Meeting Minutes - General Employees, Police Officers, Firefighters

September 1, 2022 Board Meeting
Meeting Agenda
Sterling Capital Report - Second Quarter 2022
BCA General Employee Report Period Ending June 30, 2022
BCA Police Officers Report Period Ending June 30, 2022
BCA Firefighters Report Period Ending June 30, 2022
AON 2021 Actuarial Valuation Results for all Plans (Fire, General Employees, Police) 
Ordinances Amending DROP Period for all Plans (Ord.1593 Fire, Ord.1594 GE, Ord.1595 Police)
PCB Finance Department Quarterly Report 
June 9 Meeting Minutes to be Approved (Fire, General Employees, Police) 
September 1st Board Meeting Minutes - General Employees, Police Officers, Firefighters

June 9, 2022 Board Meeting
Meeting Agenda
Fire Employees Quarterly Report Ending March 31, 2022
General Employees Quarterly Report Ending March 31, 2022
Police Quarterly Report Ending March 31, 2022
Pension Accounts - Quarterly Report Ending May 31, 2022
Truist Investment Review - First Quarter 2022

March 3, 2022 Board Meeting
Meeting Agenda
General Employees Quarterly Report Ending 12-31-2021
Police Employees Quarterly Report Ending 12-31-2021
Fire Employees Employees Quarterly Report Ending 12-31-2021
Truist Investment Review-Fourth Quarter 2021
PCB Finance Department Quarterly Report for Pension Boards

December 2, 2021 Board Meeting
General - Investment Performance ending 09/30/2021
Police Officers - Investment Performance ending 09/30/2021
Firefighters - Investment Performance ending 09/30/2021

General - Vesting Ordinance 1573
Police Officers - Vesting Ordinance 1574
Firefighters - Vesting Ordinance 1572

General -Administrative Expenses
Police Officers-Administrative Expenses
Firefighters - Administrative Expenses

Budgets FY 2021-2022 - All Three Plans

September 2, 2021 Board Meeting
Second Quarter 2021 Investment Review - Defined Benefit Plans
General Employees Investment Performance ending 06/30/2021
Police Officers Investment Performance ending 06/30/2021
Firefighters Investment Performance ending 06/30/2021
2021 Actuarial Valuation Results 09/02/2021
Quarterly Report 10/01/2020-07/31/2021
General Employees Actuarial Report 10/1/2020
Police Actuarial Report 10/1/2020
Fire Actuarial Report 10/1/2020

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