FINANCIAL_SERVICESONGOING

OPEB Trust Custodian Engagement Continues with Midwest Institutional Trust

Waterford Union High School District contracts Midwest Institutional Trust Services as OPEB trust trustee and custodian, with tiered annual fees based on trust assets. The engagement remains ongoing for fiscal year 2026.

Status
ONGOING
Document date
February 16, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Midwest Institutional Trust Services
Agency
Waterford Union High School District · WI

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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
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
10.0 basis points on first $50M; 6.0 basis points on next $50M; 4.0 basis points on assets over $100M (annualized)
Contract type
FINANCIAL_SERVICES
Contract term
Annual (ongoing)
Renewal date
2027-02-16
Renewal
Services are ongoing and automatic unless terminated or replaced as determined in the annual review. No explicit term end or renewal date defined, but reviewed annually as part of trust administration.
Document type
Report
Source document
Wisconsin OPEB Trust Annual Review and Report Waterford Union High School District 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 Waterford Union High School District?

Midwest Institutional Trust Services was awarded this financial services contract by Waterford Union High School District, as recorded on February 16, 2026. The contract value is 10.0 basis points on first $50M; 6.0 basis points on next $50M; 4.0 basis points on assets over $100M (annualized).

How much is the Midwest Institutional Trust Services contract with Waterford Union High School District worth?

The Midwest Institutional Trust Services contract with Waterford Union High School District is valued at 10.0 basis points on first $50M; 6.0 basis points on next $50M; 4.0 basis points on assets over $100M (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 Midwest Institutional Trust Services hold?

Midwest Institutional Trust Services 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 Midwest Institutional Trust Services'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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