Annual Pension Disclosures

Senate Bill 543, Section 112.664 of the Florida Statutes, requires the City of North Port to publish the annual disclosures and associated information regarding it's Firefighter and Police Officer pension plans. These documents are as follows:

Fire

Compliance Reports

• 2021 Compliance Report(PDF, 1MB)
• 2020 Compliance Report(PDF, 1MB)
• 2019 Compliance Report(PDF, 1MB)
• 2018 Compliance Report(PDF, 1MB)
• 2017 Compliance Report(PDF, 375KB)

Pension Statements Audit

• 2021 Pension Statements Audit(PDF, 387KB)
• 2020 Pension Statements Audit(PDF, 351KB)
• 2019 Pension Statements Audit(PDF, 280KB)
• 2018 Pension Statements Audit(PDF, 290KB)
• 2017 Pension Statements Audit(PDF, 238KB)

Valuations

• October 1, 2022 Valuation(PDF, 2MB)
• October 1, 2021 Valuation(PDF, 1MB)
• October 1, 2019 Valuation(PDF, 1MB)
• October 1, 2018 Valuation(PDF, 1MB)
• October 1, 2017 Valuation(PDF, 2MB)

Misc. Reports

• Historical Returns and Asset Allocation(PDF, 74KB)
• 2022 Budget(PDF, 89KB)
• 2020 Budget(PDF, 34KB)
• 2020 Summary Plan Description(PDF, 425KB)

 

Police

Compliance Reports

• 2020 Compliance Report(PDF, 1MB)
• 2019 Compliance Report(PDF, 1MB)
• 2018 Compliance Report(PDF, 1MB)
• 2017 Compliance Report(PDF, 717KB)
• 2014 Compliance Report(PDF, 238KB)

Pension Statements Audit

• 2021 Pension Statements Audit(PDF, 353KB)
• 2020 Pension Statements Audit(PDF, 322KB)
• 2019 Pension Statements Audit(PDF, 322KB)
• 2018 Pension Statements Audit(PDF, 240KB)

Valuations

• October 1, 2022 Valuation(PDF, 2MB)
• October 1, 2021 Valuation(PDF, 2MB)
• October 1, 2020 Valuation(PDF, 2MB)
• October 1, 2019 Valuation(PDF, 3MB)
• October 1, 2018 Valuation(PDF, 1MB)

Budget

• 2022 Budget(PDF, 66KB)
• 2021 Budget(PDF, 42KB)

Misc. Reports

• 2021 Summary Plan Description(PDF, 100KB)
• Historical Returns and Asset Allocation(PDF, 100KB)

 

Find the Fact Sheets on the Florida Department of Management Services.