Boca Raton Executive DB Plan

Valuations

   2021 Actuarial Valuation
   2019 Actuarial Valuation


Financial Statements/Audits

    2021 Financial Statements for the EERP
    2020 Financial Statements for the EERP
    2019 Financial Statements for the EERP
    2019 City of Boca Raton CAFR
    2018 Financial Statements for the EERP
    2018 City of Boca Raton CAFR

F.S. Section 112.664 Required Reporting

     2021 Report


Historical Portfolio Allocation

    5-Year Return


Division of Retirement Fact Sheet

    Link to Division of Retirement

Board of Trustees

     Chairman George Brown
     Vice Chairman Robert DiChristopher
     Board Member Leif Ahnell
     Board Member Eric Freiman
     Board Member Chris Helfrich

Investment Policy

    Please contact the Administrator for these documents

Summary Plan Description

    Please contact the Administrator for these documents

List of Administrative Regulations and Forms

    Click here for the list
 
For more information or to set up an appointment, contact Jeremy Langley by email at jlangley@flcities.com or by phone at 859-552-5224.