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Fidelity Brokerage Services LLC manages $129M UWMF brokerage assets

University Of Wi Hospitals & Clinics Authority logoUniversity Of Wi Hospitals & Clinics Authority
Disclosed value
$129,196,655
From minutes
Document date
Aug 7, 2025

The 30-second brief

What it covers

Fidelity Brokerage Services LLC provides ongoing brokerage services to UWMF participants through the BrokerageLink platform, managing $129.2 million in assets with no account maintenance fees and reasonable transaction fees as of June 30, 2025.

Who holds it

Fidelity Brokerage Services holds this service contract with University Of Wi Hospitals & Clinics Authority. Its other public contracts on record include work for OSSINING PUBLIC LIBRARY and Discovery Charter.

See who signed off on this $129.2M contract.

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Contract details

Contract type
Service
Amount
$129,196,655
Document date
August 7, 2025
Term
NA
Vendor
Fidelity Brokerage Services
Agency
University Of Wi Hospitals & Clinics Authority
Source document
university-of-wi-hospitals-clinics-uwmf-retirement-plan-committee-minutes_548.pdf (Minutes)

Fidelity Brokerage Services's other public contracts

OSSINING PUBLIC LIBRARY, New YorkLibrary Accepts $10,000 Gift Via Fidelity · Sep 15, 2025$10KOSSINING PUBLIC LIBRARY, New YorkLibrary Accepts $10,000 Gift via Fidelity · Sep 15, 2025$10KDiscovery Charter, CaliforniaBoard Explores Stock Donations Via Fidelity · Aug 27, 2025UndisclosedNew Athens village, IllinoisFidelity Brokerage authorized as Investment Broker · Jul 5, 2022UndisclosedNew Athens Fire Protection District, IllinoisFidelity Brokerage authorized as Investment Broker · Jul 5, 2022UndisclosedAll Fidelity Brokerage Services contractsVendor profile

More University Of Wi Hospitals & Clinics Authority contracts

City of MadisonUW Health Plans Hoepker Road Interchange Agreement · Oct 20, 2026UndisclosedCity of MadisonCommittee Recommends Hoepker Road Agreement With Madison · Oct 20, 2026UndisclosedCity of MadisonUWHCA to Discuss Hoepker Road Funding Agreement · Oct 20, 2026UndisclosedPIMCOPIMCO Investment Transition Proposed for Retirement Plans · Sep 17, 2026FIDELITYFidelity Fund Share-Class Changes Under Committee Review · Sep 17, 2026All University Of Wi Hospitals & Clinics Authority activityAgency profile

Questions about this contract

Who was awarded the service contract by University Of Wi Hospitals & Clinics Authority?

Fidelity Brokerage Services was awarded this service contract by University Of Wi Hospitals & Clinics Authority, as recorded on August 7, 2025. The contract value is $129,196,655.

How much is the Fidelity Brokerage Services contract with University Of Wi Hospitals & Clinics Authority worth?

The Fidelity Brokerage Services contract with University Of Wi Hospitals & Clinics Authority is valued at $129,196,655, covering service work.

What type of contract is this?

This is a Service contract, documented as a minutes record.

Where was this contract approved?

This contract appears in university-of-wi-hospitals-clinics-uwmf-retirement-plan-committee-minutes_548.pdf (Minutes), dated August 7, 2025 from University Of Wi Hospitals & Clinics Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Fidelity Brokerage Services hold?

Fidelity Brokerage Services may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is University Of Wi Hospitals & Clinics Authority currently buying?

Explore University Of Wi Hospitals & Clinics Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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