FINANCIAL_SERVICESONGOING

BFSG Serves as New Advisor for PARS and OPEB Trusts

The Audit Committee acknowledged Benefit Financial Services Group (BFSG) as the new investment advisor for the District’s PARS pension and OPEB trust funds. This advisory relationship was highlighted as a significant area of risk and internal control in the fiscal year 2026 audit planning.

Document date · May 18, 2026

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TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Minutes
Source document
Moraga-Orinda Fire District Audit Committee Minutes 2026-05-18

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Moraga-Orinda Fire Protection District?

Benefit Financial Services Group (bfsg) was awarded this financial services contract by Moraga-Orinda Fire Protection District, as recorded on May 18, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Moraga-Orinda Fire District Audit Committee Minutes 2026-05-18 (Minutes), dated May 18, 2026 from Moraga-Orinda Fire Protection District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Benefit Financial Services Group (bfsg) hold?

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