AGENDA TO THE REGULAR ADVISORY COMMITTEE MEETING Tuesday, June 10, 2025
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This agenda document outlines a regular Advisory Committee meeting for the City of Jacksonville Police and Fire Pension Fund scheduled for Tuesday, June 10, 2025, at 9:00 A.M. at 1 West Adams Street, Jacksonville, Florida. The meeting will be held via Zoom with specific login credentials provided, and the committee includes nine members led by Chair James Holderfield, along with fund staff including Executive Director Timothy H. Johnson. The document includes standard administrative information such as accessibility accommodations, public records contact details, and notification that the next meeting is scheduled for September 9, 2025.
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AGENDA TO THE REGULAR ADVISORY COMMITTEE MEETING Tuesday, June 10, 2025 9:00 A.M. City of Jacksonville Police and Fire Pension Fund 1 West Adams Street Suite 100, Jacksonville, FL 32202 The next Advisory Committee meeting will be held Tuesday, September 9, 2025 at 9:00 A.M. Advisory Committee Members James Holderfield, Chair Thomas Lumpkin, Vice Chair Capt. Jean Paravisini Sgt. Michel Pelletier Director Richard Reichard Chief Michael Shell Capt. Christopher Stover Fund Staff Timothy H. Johnson, Executive Director – Plan Administrator Steve Lundy, Deputy Director Chuck Hayes, Pension Benefits Manager ZOOM VIRTUAL MEETING INFORMATION (ADVISORY COMMITTEE MUST ATTEND LIVE) LINK: https://us06web.zoom.us/j/81225478629?pwd=qlsxuZYA8PVTqMEqB0pPw1yPHGUrrt.1 Meeting ID: 812 2547 8629 Meeting Passcode: 585016 Notice Meeting Agendas and Summaries are available on our website at jaxpfpf.coj.net. For additional meeting documents, please contact Steve Lundy, Custodian of Public Records for the City of Jacksonville Police and Fire Pension Fund at 904-255-7373 or SLundy@coj.net to file a public records request. If any person decides to appeal any decision made with respect to any matter considered at this public meeting such person will need a record of proceedings, and for such purpose such person may need to ensure that a verbatim record of the proceedings is made at their own expense and that such record includes the testimony and evidence on which the appeal is based. The public meeting may be continued to a date, time, and place to be specified on the record at the meeting. Additional items may be added / changed prior to meeting. Pursuant to the American with Disabilities Act, accommodations for persons with disabilities are available upon request. Please allow 1-2 business days notification to process; last minute requests will be accepted, but may not be possible to fulfill. Please contact Disabled Services Division at: V(904) 630-4940, TTY-(904) 630-4933, or email your request to KLMcDan@coj.net. -- 1 of 6 -- City of Jacksonville Police and Fire Pension Fund Agenda to the Regular Advisory Committee Meeting of Tuesday, August 12, 2025 9:00 A.M. 2 Summary I. Moment of Silence David G. Chase II, Retired Police Officer Anthony W. Hickson, Retired Police Officer Carl A. Johns, Retired Firefighter Engineer James R. Marks, Retired Fire Lieutenant George C. Thornton, Retired Firefighter Engineer Ross T. Weeks, Retired Police Officer William R. Wilson, Retired Police Lieutenant Carl C. Whitt III, Retired Police Officer Philip A. Wineman, Retired Firefighter Engineer II. Public Speaking In accordance with Section 286.0114, Florida Statutes, individuals desiring to speak shall state his or her name, or indicate such on a designated form if available, and state or indicate the matter before the Board on which the person desires to speak. Each individual who speaks during public comment will be allowed to speak for up to three (3) minutes or longer in the Board Chair’s discretion. Unless otherwise approved by the Board, public comment will be permitted in-person. Speakers on video communication must disclose the same information as those speaking in the room. Copies of any materials that a member of the public desires to provide to the Board may be provided to the Board during the time that the member of the public exercises public comment. No person shall be permitted to disrupt the meeting. The Chair shall have the authority to determine appropriate conduct at the meeting and to direct the removal of any person who fails to abide by the rules of order set by the Board. III. Consent Agenda – Action Items: a-f; Items g-k to be received as information. a. Meeting Summaries to be Approved 1. Summary to the Regular Advisory Committee Meeting of Tuesday, June 10, 2025 b. Application for Membership Under 121.102(e)(1)(A): Full Name RANK/Job Description Approval BAGWELL, MASON W POLICE RECRUIT TRUSTEE RULE 13.3 c. Application for Time Service Retirement Full Name RANK/Job Description Retirement Date Monthly Pension Base FLORES, DANTE T POLICE OFFICER 06/20/2025 $4,512.27 -- 2 of 6 -- City of Jacksonville Police and Fire Pension Fund Agenda to the Regular Advisory Committee Meeting of Tuesday, August 12, 2025 9:00 A.M. 3 d. Application for Survivor Benefits Survivor Name Original Retiree Name Spouse Effective Date Monthly Gross Pension ASHLEY-HICKSON, REGINA D HICKSON, ANTHONY W 06/08/2025 $4,985.37 CHASE, CHARLENE P CHASE II, DAVID G 07/09/2025 $4,020.91 MARKS, DEBRA A MARKS, JAMES R 06/21/2025 $5,962.86 PFEIFFER, GLORIA V PFEIFFER, JAMES L 06/01/2025 $1,899.65 SCHUMACHER, LINDA T SCHUMACHER, JOHN T 06/25/2025 $8,124.25 THORNTON, HELEN THORNTON, GEORGE C 06/29/2025 $7,406.30 WEEKS, MARY K WEEKS, ROSS T 06/30/2025 $6,999.63 WILSON, TONI WILSON, WILLIAM R 07/18/2025 $5,896.94 e. Application for Time Service Connections Full Name RANK/Job Description TSC Type Purchased Months Purchased Amount JONES, WILLIAM C POLICE OFFICER U.S. Navy 24.00 $34,421.62 SHRUM, WILLIAM K POLICE OFFICER U.S. Navy 24.00 $38,740.85 f. Recession of DROP Participation Full Name RANK/Job Description DROP Date DROP Recission Date 8% Repayment VALENTINE, RICKIE E POLICE COMMANDER 04/03/2021 06/28/2025 $43,538.09 g. Refund of Contributions Full Name RANK/Job Description Refund Amount BAUGH, BRETT C FIREFIGHTER 56 $27.69 BAUGH, BRETT C FIREFIGHTER 56 $57,459.71 HOWICK, STEPHANIE N POLICE OFFICER $20,290.14 h. Share Plan Distributions Full Name RANK/Job Description Share Plan Refund Amount CHRISTOPHER, SHARAAD J FIRE CAPTAIN RESCUE 40 $8,817.76 CREWS, JONATHAN A FIREFIGHTER ENGINEER 56 $8,817.76 FLORES, DANTE T POLICE OFFICER $8,817.76 HAYNES, RYAN W FIREFIGHTER ENGINEER 56 $8,817.76 -- 3 of 6 -- City of Jacksonville Police and Fire Pension Fund Agenda to the Regular Advisory Committee Meeting of Tuesday, August 12, 2025 9:00 A.M. 4 Full Name RANK/Job Description Share Plan Refund Amount HOLMES, ROBERT H POLICE OFFICER $8,817.76 KIRTON, KYLE R FIREFIGHTER ENGINEER 56 $8,817.76 LIGHTFOOT, COREY J POLICE OFFICER $8,817.76 MAZZONE, MARK POLICE OFFICER $2,715.02 MISKA, ANDREW A FIRE CAPTAIN SUPPRESSION 56 $8,817.76 SOLBERG, JOHN K FIRE CAPTAIN SUPPRESSION 56 $8,817.76 STRAHLER, FRANK J POLICE OFFICER $8,817.76 WHITEHEAD, BARAKAN D FIREFIGHTER ENGINEER 56 $8,817.76 WILFORD, STEPHEN G FIREFIGHTER ENGINEER 56 $8,817.76 WILKINS, DWIGHT A FIREFIGHTER ENGINEER 56 $8,817.76 WORTH, RAYMOND E FIREFIGHTER ENGINEER 40 $8,817.76 YARBROUGH, CHARLES D FIREFIGHTER ENGINEER 40 $8,817.76 i. DROP Participant Termination of Employment Full Name RANK/Job Description DROP Date DROP Termination Date Monthly Pension Base ANDERSON, JAMES E POLICE OFFICER 07/11/2020 07/04/2025 $3,880.13 EATON, TERRENCE M FIRE BATTALION CHIEF RESCUE 56 07/11/2020 07/04/2025 $6,783.54 GARNETT, RAUL E POLICE SERGEANT 07/11/2020 07/04/2025 $5,513.93 HALL, DAVID H POLICE LIEUTENANT - TERMINAL LEAVE 07/11/2020 07/04/2025 $5,564.59 HODGE, CLARENCE FIRE LIEUTENANT PREVENTION 40 07/11/2020 07/04/2025 $7,623.21 JOHNS, ROBERT G POLICE LIEUTENANT 07/11/2020 07/04/2025 $5,513.11 MCNAMEE, MORGAN POLICE OFFICER 07/11/2020 07/04/2025 $3,632.23 MODICAN, JESSE L FIRE CAPTAIN RESCUE 56 07/11/2020 07/04/2025 $5,446.70 O'NEAL, RICHARD E FIREFIGHTER 56 07/11/2020 07/04/2025 $3,429.19 PORTER, GREGORY S FIREFIGHTER ENGINEER 56 07/11/2020 07/04/2025 $4,136.58 POWERS, GERALD K DIRECTOR OF FIRE AND RESCUE 07/10/2021 07/04/2025 $10,696.55 WHITT, CARL C POLICE OFFICER 07/11/2020 07/04/2025 $3,724.41 WOOLDRIDGE, DONALD C POLICE OFFICER 07/11/2020 07/04/2025 $4,296.13 j. DROP Distributions Full Name Payout Option Total DROP Refund Amount Rollover Amount Bi-Weekly Distribution Amount Bi-Weekly Payment Amount Payout Periods ANDERSON, JAMES E Refund & Bi- Weekly $307,562.47 $80,000.00 $0.00 $227,562.47 $758.10 1085 EATON, TERRENCE M Bi-Weekly $537,703.72 $0.00 $0.00 $537,703.72 $1,812.54 986 GARNETT, RAUL E Bi-Weekly $437,068.12 $0.00 $0.00 $437,068.12 $1,478.92 960 HALL, DAVID H Bi-Weekly $441,082.48 $0.00 $0.00 $441,082.48 $1,482.05 1010 -- 4 of 6 -- City of Jacksonville Police and Fire Pension Fund Agenda to the Regular Advisory Committee Meeting of Tuesday, August 12, 2025 9:00 A.M. 5 Full Name Payout Option Total DROP Refund Amount Rollover Amount Bi-Weekly Distribution Amount Bi-Weekly Payment Amount Payout Periods HODGE, CLARENCE Bi-Weekly $623,673.82 $0.00 $0.00 $623,673.82 $2,072.51 1111 JOHNS, ROBERT G Bi-Weekly $437,002.34 $0.00 $0.00 $437,002.34 $1,452.19 1111 MCNAMEE, MORGAN Bi-Weekly $287,911.62 $0.00 $0.00 $287,911.62 $956.75 1111 MODICAN, JESSE L Refund & Bi- Weekly $431,738.58 $31,530.42 $0.00 $400,208.16 $1,340.40 1036 O'NEAL, RICHARD E Refund & Bi- Weekly $271,819.11 $44,000.00 $0.00 $227,819.11 $839.14 650 PORTER, GREGORY S Bi-Weekly $327,889.82 $0.00 $0.00 $327,889.82 $1,118.56 911 POWERS, GERALD K Bi-Weekly $640,939.62 $0.00 $0.00 $640,939.62 $2,153.58 1010 WHITT, CARL C Bi-Weekly $295,219.81 $0.00 $0.00 $295,219.81 $1,680.08 260 WOOLDRIDGE, DONALD C Bi-Weekly $340,536.52 $0.00 $0.00 $340,536.52 $1,134.46 1085 k. DROP Distributions for Survivors Full Name Payout Option Total DROP Refund Amount Rollover Amount Bi-Weekly Distribution Amount Bi-Weekly Payment Amount Payout Periods SCHUMACHER, LINDA T Bi-Weekly $142,819.38 $0.00 $0.00 $142,819.38 $812.78 260 WEEKS, MARY T Bi-Weekly $146,641.09 $0.00 $0.00 $146,641.09 $661.89 390 -- 5 of 6 -- City of Jacksonville Police and Fire Pension Fund Agenda to the Regular Advisory Committee Meeting of Tuesday, August 12, 2025 9:00 A.M. 6 IV. Executive Director’s Report a. 2025 Elections Update V. Upcoming Meetings and Events a. Advisory Committee Meeting – Tuesday, September 9, 2025 at 9:00AM VI. Adjournment -- 6 of 6 --
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