PMA Trusteeship for Swallow School OPEB Account
Swallow School DistrictSchool · Hartland, WI- Document date
- Feb 6, 2025
The 30-second brief
Personalized Managed Accounts (PMA) serves as the trustee for the Swallow School District's OPEB trust account. The trust account, a Fund 73 account, holds pre-funded assets to cover the district's post-employment benefit liability. PMA manages and administers the assets within this account.
Personalized Managed Accounts holds this trustee contract with Swallow School District.
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Contract details
- Contract type
- Trustee
- Document date
- February 6, 2025
- Term
- NA
- Agency
- Swallow School District
- Source document
- swallow-school-district-resolution-2025-02-06_fd0.pdf (Resolution)
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Questions about this contract
Who was awarded the trustee contract by Swallow School District?
Personalized Managed Accounts was awarded this trustee contract by Swallow School District, as recorded on February 6, 2025.
What type of contract is this?
This is a Trustee contract, documented as a resolution record.
Where was this contract approved?
This contract appears in swallow-school-district-resolution-2025-02-06_fd0.pdf (Resolution), dated February 6, 2025 from Swallow School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Personalized Managed Accounts hold?
Personalized Managed Accounts may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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