CONTRACTRENEWED

District Renews OPEB Investment Manager PMA Asset Management

Waterford Union High School District
Disclosed value
0.50% (50 bps) on $15M or less; 0.25% on next $10M; 0.20% on next $25M; 0.15% over $50M (annualized)
From report
Document date
Feb 16, 2026
Term
Renewed annually
Renews
Free account

The 30-second brief

What it covers

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.

Who holds it

Pma Asset Management holds this financial services contract with Waterford Union High School District. Its other public contracts on record include work for Southeast Virtual Academy and Ripon Area School District.

What happens next

The renewal date is on record. A free account shows it, with the renewals for every Waterford Union High School District contract.

Renewal date on recordLocked

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Contract details

Contract type
Financial Services
Amount
0.50% (50 bps) on $15M or less; 0.25% on next $10M; 0.20% on next $25M; 0.15% over $50M (annualized)
Document date
February 16, 2026
Term
Renewed annually
Renews
Free account
Source document
Wisconsin OPEB Trust Annual Review and Report Waterford Union High School District 2026 (Report)

Pma Asset Management's other public contracts

More Waterford Union High School District contracts

Questions about this contract

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.

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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.

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.

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