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  • Member Resources
    • Plan Documents & Disclosures
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  • Trustee Resources
  • Member Resources
    • Plan Documents & Disclosures
    • Forms
    • Meetings
    • Fund Performance
    • Workshop Slides
  • Trustee Resources

Member Resources > Plan Documents & Disclosures

  • Plan Document (2015 Restatement)
  • Summary Plan Description
  • Trust Agreement
  • Actuarial Fact Sheet
  • 1/1/2024 Valuation Report
  • Audited Financial Statements 12-31-2023
  • Statement of Policy Regarding Benefit Payments

Contact the Plan Administrator

Strategic Benefits Advisors administers the plan.

  • Palm Tran Pension Center
    3567 Parkway Lane
    Suite 250
    Atlanta, GA 30092-5307
  • (844) 352-5610
  • (866) 272-9993
  • palmtranpension@sba-inc.com

Important Notice: Under Florida law, email addresses are public records. If you do not want your email address release in response to a public records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing.

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