05-05-2026 Fire Pension Agenda

Agenda items

• 1. 2026-03-31 Kissimmee Fire - Quarterly Report PRELIMINARY
  • Business Consulting
  • Accounting & Tax
  • Investment & Securities
• 1. Archived web content;
• 1. Changes in portfolio valuations due to capital gains or losses, dividends, interest, income and management fees are included in the calculation of returns. All calculations are made in accordance with
• 1. FIRE Expense 2nd QTR FY 2026
  • Accounting & Tax
  • Legal Services
  • Investment & Securities
  • Commercial & Business Insurance
• 1. Fire Pension Board Minutes for meeting held on 02_03_2026
• 1. Fire Pension Retirements and Return of Contributions for 2nd QTR FY 2026
  • IT Services & Cybersecurity
  • Professional Web Services
  • Business Consulting
• 1. Kissimmee_Fire_2025_Actuarial_Valuation
  • Accounting & Tax
  • Business Consulting
  • Engineering & Architecture
  • Legal Services
  • Financial Planning & Advisory
  • Investment & Securities
  • Appraisal & Inspection
  • Title & Settlement Services
  • Office & Business Support Services
• 1. MEETING CALLED TO ORDER
• 1. MEETING CALLED TO ORDER
• 1. MEETING CALLED TO ORDER Members Present: Board Member Jeffrey Booher, Board
• 1. Memo - ADA Web Content Compliance - 4903-4596-8020.2
  • IT Services & Cybersecurity
  • Engineering & Architecture
  • Business Consulting
  • Professional Web Services
  • Office & Business Support Services
• 10. BCA has not reviewed the risks of individual security holdings.
• 11. BCA investment reports are not indicative of future results.
• 12. Performance rankings are time sensitive and subject to change.
• 13. Mutual Fund (MF), Collective Investment Trusts (CIT) and Exchange Traded Funds (ETF) are ranked in net of fee universes.
• 14. Separately Managed Account (SMA) and Commingled Fund (CF) returns are ranked in gross of fees universes.
• 15. Composite returns are ranked in universes that encompass both gross and net of fee returns.
• 16. Total Fund returns are ranked in a gross of fee universe.
• 17. Private investments may include performance fees in addition to a management fee. For the purpose of BCA’s calculations, net returns take in consideration both performance and management fees,
• 18. Alternative investments, in contrast to traditional equity and fixed-income approaches, include private equity, private credit, private real estate, venture capital, and hedge funds. These investments
  • Investment & Securities
  • Business Consulting
• 19. For a free copy of Part II (mailed w/i 5 bus. days from request receipt) of Burgess Chambers & Associates, Inc.'s most recent Form ADV which details pertinent business procedures, please contact:
• 2) the completion of 25 years of Credited Service, regardless of age.
  • Accounting & Tax
  • Legal Services
  • Business Consulting
  • Financial Planning & Advisory
  • Investment & Securities
  • Government Authority
• 2. BCA complies with the Association for Investment Management and Research Performance Presentation Standards (AIMR-PPS). Returns are time-weighted rates of return (TWR).
• 2. HEAR AUDIENCE
• 2. HEAR AUDIENCE
• 2. HEAR AUDIENCE No one was in the audience.
• 2. Preexisting conventional electronic documents;
• 3. Content posted by a third party;
• 3. FINANCIAL AGENDA
  • Accounting & Tax
  • Business Consulting
• 3. FINANCIAL AGENDA
  • Legal Services
• 3. FINANCIAL AGENDA
  • Accounting & Tax
  • Business Consulting
  • Engineering & Architecture
  • Financial Planning & Advisory
  • Investment & Securities
• 3. Transaction costs, such as commissions, are included in the purchase cost or deducted from the proceeds or sale of a security. Differences in transaction costs may affect comparisons.
• 4. ADMINISTRATIVE AGENDA
• 4. ADMINISTRATIVE AGENDA
• 4. ADMINISTRATIVE AGENDA
• 4. Individual client returns may vary due to a variety of factors, including differences in investment objectives, asset allocating and timing of investment decisions.
• 4. Individualized conventional electronic documents that are password protected or
• 5. HEAR THE ATTORNEY
• 5. HEAR THE ATTORNEY
• 5. HEAR THE ATTORNEY Sean will go over the memo dated 2/1/2026 addressing the required
  • Legal Services
• 5. Performance reports are generated from information supplied by the client, custodian, and/or investment managers. BCA relies upon the accuracy of this data when preparing reports.
• 5. Preexisting social media posts.
  • Legal Services
  • Engineering & Architecture
  • IT Services & Cybersecurity
  • Software & SaaS
  • Construction (Other)
  • Office & Business Support Services
  • Signage & Printing
• 6. OLD BUSINESS No old business up for discussion.
• 6. The market indexes do not include transaction costs, and an investment in a product similar to the index would have lower performance dependent upon costs, fees, dividend reinvestments, and
• 7. NEW BUSINESS
  • Legal Services
  • Accounting & Tax
  • Government Authority
• 7. Performance information prepared by third party sources may differ from that shown by BCA. These differences may be due to different methods of analysis, different time periods being evaluated,
• 8. Certain valuations, such as alternative assets, ETF, and mutual funds, are prepared based on information from third party sources, the accuracy of such information cannot be guaranteed by BCA.
• 9. BCA relies on third party vendors to supply tax cost and market values, In the event that cost values are not available, market values may be used as a substitute.
• P: 407-644-0111 F: 407-644-0694
  • Accounting & Tax
  • Business Consulting
  • Legal Services