# Sunrise General Employees' Retirement Plan

Sunrise General Employees' Retirement Plan is a Pension Fund based in Sunrise, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Sunrise, United States
- **Region:** North America
- **Address:** Sunrise, Florida, United States
- **Founded:** 1961
- **Assets under management:** Undisclosed
- **Website:** www.sunrisefl.gov
- **LinkedIn:** https://www.linkedin.com/company/cityofsunrise

## Regulatory record

- **Reports private funds:** No

## About

The City of Sunrise established the General Employees' Retirement Plan to pool contributions from employees and the municipality. William J. Gidney has served as long-time Chairman of the Board of Trustees while Lina Zapata acts as Plan Administrator. The plan targets a diversified allocation that includes domestic equity, international equity, and fixed income through commingled funds. It also holds a position in the J.P. Morgan Strategic Property Fund, an open-end real estate vehicle focused on income-producing U.S. properties. Geographic exposure centers on the United States with additional holdings in international equity markets. Assets total approximately $297 million. The plan maintains relationships with service providers including Gabriel, Roeder, Smith & Company for actuarial work and Southeastern Advisory Services for investment advice. In August 2024 the plan participated in the NCPERS University program covering governance best practices. The plan operates as a single-employer public pension sponsored directly by the City of Sunrise, Florida, with oversight vested in a board of trustees rather than external investment committees.

## Sectors

- Real Estate
- Fixed Income

## People

- William J. Gidney — Chairman of the Board of Trustees
- Lina Zapata — Plan Administrator and Trustee

## Questions

### Who runs investment decisions at Sunrise General Employees' Retirement Plan?

The Board of Trustees, chaired by William J. Gidney, sets policy while Southeastern Advisory Services provides day-to-day investment guidance.

### Does the plan participate in fund commitments or only direct deals?

The plan invests through commingled funds for equity and fixed income plus one real estate limited partnership.

### What asset classes does the plan hold?

Holdings include domestic equity via RhumbLine Advisers, fixed income via Garcia Hamilton & Associates, and real estate via J.P. Morgan Strategic Property Fund.

### How is the plan related to the City of Sunrise?

The City of Sunrise serves as the sponsoring employer and contributes to the plan alongside employee contributions.

### Which professional networks does the plan belong to?

The plan holds memberships in the Florida Public Pension Trustees Association and the National Conference on Public Employee Retirement Systems.

## Related profiles

- [UTokyo Innovation Platform](https://altss.com/profile/utokyo-innovation-platform)
- [Leta McFarlin Chapman Memorial Trust](https://altss.com/profile/leta-mcfarlin-chapman-memorial-trust-486003ac0)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sunrise-general-employees-retirement-plan

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology