FINANCIAL_SERVICESAPPROVED

Lodi School District Awards Financial Services Contract to Lincoln Investments-legend (May 2026)

The Lodi Board of Education approved Lincoln Investments-Legend as an authorized Tax Shelter Annuity provider for the 2026-2027 school year. Employee participation with other annuity companies is limited to those approved by the Board.

Status
APPROVED
Document date
May 5, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Lincoln Investments-legend
Agency
Lodi School District · NJ

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
2026-2027 school year
Renewal date
2027-06-30
Renewal
Authorization as a tax shelter annuity vendor applies to the 2026-2027 school year and will need Board renewal for subsequent years.
Document type
Agenda
Source document
Lodi Board of Education Reorganization Meeting Agenda May 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Lodi School District?

Lincoln Investments-legend was awarded this financial services contract by Lodi School District, as recorded on May 5, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Lodi Board of Education Reorganization Meeting Agenda May 2026 (Agenda), dated May 5, 2026 from Lodi School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Lincoln Investments-legend hold?

Lincoln Investments-legend may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Lincoln Investments-legend's profile

What is Lodi School District currently buying?

Explore Lodi School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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