UWMF Maintains Stable Value Option With Fidelity and Insurance Providers

Scope & details

The full contract record, as filed.

Contract amount

$49,213,393 (all plans combined as of Dec 31, 2025); Expense ratio 0.29% with portion rebated as revenue share to participants

Contract type

FINANCIAL_SERVICES

Contract term

Ongoing investment; includes wrap insurance providers

Renewal

Ongoing mutual fund and wrap insurance agreements, actively managed and reviewed annually. Insurance provider relationships for underlying guarantees may be renewed or updated by Fidelity.

Document type

AgendaPacket

Source document

UWMF Retirement Plan Committee Agenda Packet February 5 2026

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UWMF Retirement Plan Committee Meeting Agenda Packet May 7 2026

ONGOING

University Of Wi Hospitals & Clinics Authority, WisconsinMay 3, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

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

Fidelity Mip Ii 4 (cf) (bv) was awarded this financial services contract by University Of Wi Hospitals & Clinics Authority, as recorded on February 5, 2026. The contract value is $49,213,393 (all plans combined as of Dec 31, 2025); Expense ratio 0.29% with portion rebated as revenue share to participants.

How much is the Fidelity Mip Ii 4 (cf) (bv) contract with University Of Wi Hospitals & Clinics Authority worth?

The Fidelity Mip Ii 4 (cf) (bv) contract with University Of Wi Hospitals & Clinics Authority is valued at $49,213,393 (all plans combined as of Dec 31, 2025); Expense ratio 0.29% with portion rebated as revenue share to participants, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in UWMF Retirement Plan Committee Agenda Packet February 5 2026 (AgendaPacket), dated February 5, 2026 from University Of Wi Hospitals & Clinics Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fidelity Mip Ii 4 (cf) (bv) hold?

Fidelity Mip Ii 4 (cf) (bv) 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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What is University Of Wi Hospitals & Clinics Authority currently buying?

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