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HomeMy WebLinkAboutInv# December2022 - FIRST STATE TRUST COMPANY - 12/28/20221 Gaines, Taneisha From:Denny, Nanci Sent:Wednesday, December 28, 2022 4:31 PM To:Segal, Adam; James Robinson Cc:Gaines, Taneisha; Gonzalez, Linda; DiPaolo, Frank Subject:Re: November Pension Report One for Gail Fondo as well which was sent in a separate email. Get Outlook for iOS From: Segal, Adam <asegal@daniabeachfl.gov> Sent: Wednesday, December 28, 2022 4:28:45 PM To: Denny, Nanci <ndenny@daniabeachfl.gov>; James Robinson <jrobinson@fs-trust.com> Cc: Gaines, Taneisha <TGaines@daniabeachfl.gov>; Gonzalez, Linda <lgonzalez@daniabeachfl.gov>; DiPaolo, Frank <fdipaolo@daniabeachfl.gov> Subject: RE: November Pension Report One payment of $184.90 right? Adam Segal CPA, CFE, FCCA Deputy Finance Director | City of Dania Beach asegal@daniabeachfl.gov | daniabeachfl.gov 100 W Dania Beach Blvd. | Dania Beach , FL , 33004 Phone:954-924-6800 x3620 Web: daniabeachfl.gov | App:AskDaniaBeach RISE - Respect, Integrity, Standard of Excellence Please note: Florida has a very broad public records law. Most written communications to or from City Officials regarding City business are public records available to the public and media upon request. Your e-mail communications may therefore be subject to public disclosure. From: Denny, Nanci <ndenny@daniabeachfl.gov> Sent: Wednesday, December 28, 2022 4:28 PM To: Segal, Adam <asegal@daniabeachfl.gov>; James Robinson <jrobinson@fs-trust.com> Cc: Gaines, Taneisha <TGaines@daniabeachfl.gov>; Gonzalez, Linda <lgonzalez@daniabeachfl.gov>; DiPaolo, Frank <fdipaolo@daniabeachfl.gov> Subject: Re: November Pension Report Will they both be done tomorrow? Get Outlook for iOS From: Segal, Adam <asegal@daniabeachfl.gov> Sent: Wednesday, December 28, 2022 4:25:42 PM To: Denny, Nanci <ndenny@daniabeachfl.gov>; James Robinson <jrobinson@fs-trust.com> Cc: Gaines, Taneisha <TGaines@daniabeachfl.gov>; Gonzalez, Linda <lgonzalez@daniabeachfl.gov>; DiPaolo, Frank <fdipaolo@daniabeachfl.gov> Subject: RE: November Pension Report 2 It will be processed through ACH. Thanks Adam Segal CPA, CFE, FCCA Deputy Finance Director | City of Dania Beach asegal@daniabeachfl.gov | daniabeachfl.gov 100 W Dania Beach Blvd. | Dania Beach , FL , 33004 Phone:954-924-6800 x3620 Web: daniabeachfl.gov | App:AskDaniaBeach RISE - Respect, Integrity, Standard of Excellence Please note: Florida has a very broad public records law. Most written communications to or from City Officials regarding City business are public records available to the public and media upon request. Your e-mail communications may therefore be subject to public disclosure. From: Denny, Nanci <ndenny@daniabeachfl.gov> Sent: Wednesday, December 28, 2022 4:21 PM To: James Robinson <jrobinson@fs-trust.com> Cc: Segal, Adam <asegal@daniabeachfl.gov>; Gaines, Taneisha <TGaines@daniabeachfl.gov>; Gonzalez, Linda <lgonzalez@daniabeachfl.gov>; DiPaolo, Frank <fdipaolo@daniabeachfl.gov> Subject: Fwd: November Pension Report Jim, please be on the lookout for a wire payment from the City for $184.90 for Pansy Warwick for overpayment of medical premium. This amount should be sent directly to her when received. Thank you Get Outlook for iOS From: Segal, Adam <asegal@daniabeachfl.gov> Sent: Wednesday, December 28, 2022 2:39 PM To: Denny, Nanci <ndenny@daniabeachfl.gov>; Gaines, Taneisha <TGaines@daniabeachfl.gov> Cc: Gonzalez, Linda <lgonzalez@daniabeachfl.gov> Subject: RE: November Pension Report Thanks Nanci. Taneisha, Can we please process this payment tomorrow? Thanks Adam Segal CPA, CFE, FCCA Deputy Finance Director | City of Dania Beach asegal@daniabeachfl.gov | daniabeachfl.gov 100 W Dania Beach Blvd. | Dania Beach , FL , 33004 Phone:954-924-6800 x3620 Web: daniabeachfl.gov | App:AskDaniaBeach RISE - Respect, Integrity, Standard of Excellence Please note: Florida has a very broad public records law. Most written communications to or from City Officials regarding City business are public records available to the public and media upon request. Your e-mail communications may therefore be subject to public disclosure. 3 From: Denny, Nanci <ndenny@daniabeachfl.gov> Sent: Wednesday, December 28, 2022 2:37 PM To: Segal, Adam <asegal@daniabeachfl.gov>; Gaines, Taneisha <TGaines@daniabeachfl.gov> Subject: FW: November Pension Report Please see below email. This is the amount that should be sent back to First State Trust for overpayment of medical premium for Pansy Warwick. Thank you, From: Denny, Nanci <ndenny@daniabeachfl.gov> Sent: Wednesday, November 9, 2022 2:57 PM To: Gonzalez, Linda <lgonzalez@daniabeachfl.gov>; DiPaolo, Frank <fdipaolo@daniabeachfl.gov>; Gaines, Taneisha <TGaines@daniabeachfl.gov> Cc: Mierez, Ann <amierez@daniabeachfl.gov>; Spear, Mitzie <mspear@daniabeachfl.gov>; James Robinson <jrobinson@fs-trust.com> Subject: Re: November Pension Report Your report shows $88.41 and our report shows $273.31 so the refund amount should be $184.90 according to my calculations. Get Outlook for iOS From: Gonzalez, Linda <lgonzalez@daniabeachfl.gov> Sent: Wednesday, November 9, 2022 11:13:26 AM To: Denny, Nanci <ndenny@daniabeachfl.gov>; DiPaolo, Frank <fdipaolo@daniabeachfl.gov>; Gaines, Taneisha <TGaines@daniabeachfl.gov> Cc: Mierez, Ann <amierez@daniabeachfl.gov>; Spear, Mitzie <mspear@daniabeachfl.gov>; James Robinson <jrobinson@fs-trust.com> Subject: RE: November Pension Report Nanci, Please advise what amount is to be refunded exactly. Please also copy Frank and Taneisha as Finance will process. Thank you, Linda Linda Gonzalez, SPHR, SHRM-SCP, IPMA-SCP Chief Human Resources Officer | City of Dania Beach lgonzalez@daniabeachfl.gov | daniabeachfl.gov 100 W Dania Beach Blvd | Dania Beach , FL , 33004 Phone:954-924-6800 x3608 4 Web: daniabeachfl.gov | App:AskDaniaBeach RISE - Respect, Integrity, Standard of Excellence Please note: Florida has a very broad public records law. Most written communications to or from City Officials regarding City business are public records available to the public and media upon request. Your e-mail communications may therefore be subject to public disclosure. From: Denny, Nanci <ndenny@daniabeachfl.gov> Sent: Wednesday, November 9, 2022 11:01 AM To: Gonzalez, Linda <lgonzalez@daniabeachfl.gov> Cc: Mierez, Ann <amierez@daniabeachfl.gov>; Spear, Mitzie <mspear@daniabeachfl.gov>; James Robinson <jrobinson@fs-trust.com> Subject: Re: November Pension Report Attached is the report showing the amount that was deducted from Pansy Warwick. Please process the over payment back to First State Trust. Thank you Nanci Denny, Administrator General Employee's Retirement System 1508 Scott Street Hollywood, FL 33020 ndenny@daniabeachfl.gov 954-309-1031 From: Gonzalez, Linda <lgonzalez@daniabeachfl.gov> Sent: Tuesday, November 8, 2022 11:15 AM To: Denny, Nanci <ndenny@daniabeachfl.gov> Cc: Mierez, Ann <amierez@daniabeachfl.gov>; Spear, Mitzie <mspear@daniabeachfl.gov> Subject: November Pension Report Mimecast Secure Message - Highly Sensitive Content Maintain message security by replying via the Mimecast Secure Messaging web app, or selecting the 'Send Secure' option in Mimecast for Mac or Mimecast for Outlook. Hi Nanci, Please see the November Pension report. Changes are highlighted in blue. Thank you, and have a great day সহ঺঻ Linda 5 Linda Gonzalez, SPHR, SHRM-SCP, IPMA-SCP Chief Human Resources Officer | City of Dania Beach lgonzalez@daniabeachfl.gov | daniabeachfl.gov 100 W Dania Beach Blvd | Dania Beach , FL , 33004 Phone:954-924-6800 x3608 Web: daniabeachfl.gov | App:AskDaniaBeach RISE - Respect, Integrity, Standard of Excellence Please note: Florida has a very broad public records law. Most written communications to or from City Officials regarding City business are public records available to the public and media upon request. Your e-mail communications may therefore be subject to public disclosure. Please note: Florida has a very broad public records law. Most written communications to or from City Officials regarding City business are public records available to the public and media upon request. Your e-mail communications may therefore be subject to public disclosure.