FINANCIAL_SERVICESRENEWED

District Renews OPEB Investment Manager PMA Asset Management

The Board of Education renewed the investment manager contract with PMA Asset Management, maintaining fees on an asset-tiered schedule for OPEB trust assets for the next annual period.

Status
RENEWED
Document date
February 16, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pma Asset Management
Agency
Waterford Union High School District · WI

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TerraCycle logo
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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 amount
0.50% (50 bps) on $15M or less; 0.25% on next $10M; 0.20% on next $25M; 0.15% over $50M (annualized)
Contract type
FINANCIAL_SERVICES
Contract term
Renewed annually
Renewal date
2027-02-16
Renewal
Annual renewal required; investment manager is evaluated each year by the Board of Education. The current renewal extends through February 2027.
Document type
Report
Source document
Wisconsin OPEB Trust Annual Review and Report Waterford Union High School District 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Waterford Union High School District?

Pma Asset Management was awarded this financial services contract by Waterford Union High School District, as recorded on February 16, 2026. The contract value is 0.50% (50 bps) on $15M or less; 0.25% on next $10M; 0.20% on next $25M; 0.15% over $50M (annualized).

How much is the Pma Asset Management contract with Waterford Union High School District worth?

The Pma Asset Management contract with Waterford Union High School District is valued at 0.50% (50 bps) on $15M or less; 0.25% on next $10M; 0.20% on next $25M; 0.15% over $50M (annualized), covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Wisconsin OPEB Trust Annual Review and Report Waterford Union High School District 2026 (Report), dated February 16, 2026 from Waterford Union High School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pma Asset Management hold?

Pma Asset Management 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 Pma Asset Management's profile

What is Waterford Union High School District currently buying?

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

View Waterford Union High School District's profile

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