Melbourne General Pension Agenda May 13, 2026
General Employees Retirement Trust Fund · 2026-05-13 · agenda
This document is an agenda for the Melbourne Municipal General Employees Retirement Trust Fund meeting on May 13, 2026. The agenda includes approval of invoices from various financial service providers, quarterly reports from investment advisors, discussion of the administrative expense budget for FY 2025-2026, board updates including ADA web content compliance and online form filing, and public comments. No specific construction projects or development opportunities are detailed.
Agenda items
- 4. Approval of Invoices
- 5. Quarterly Reports
- 6. Administrative Expense Budget FY 2025-2026
- 7. Board Updates - Bonni Jensen
- C. TRUSTEES COMMENTS
- a) ADA Web Content Compliance
- a) Dana Investment Advisors - Greg Peters
- a. Klausner, Kaufman, Jensen & Levinson Dated January 31, 2026 for $312.50,
- b) Mariner Institutional, LLC - Kerry Richardville
- b) Online Form 1 Filing 2026
- b. Mariner Institutional, LLC Dated March 31, 2026 for $5,690.60
- c. City of Melbourne Revenue Office Dated April 1, 2026 for $1,800.00
- d. Agincourt Capital Management Dated April 14, 2026 for $2,022.55
- e. Bowen Hanes & Company Dated April 1, 2026 for $3,466.17
- f. Dana Investment Advisors Dated April 2, 2026 for $3,618.32
- g. Fifth Third Bank Dated April 2, 2026 for $1,374.95
- h. Foster & Foster, Inc. Dated May 7, 2026 for $6,694.00
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