FINANCIAL_SERVICESPENDING

District Service Exchange Agreement with American Fidelity

Southmoreland School District enters a Service Exchange Agreement with American Fidelity beginning with the Section 125 plan year starting September 1, 2026. American Fidelity will provide Section 125 administration, FSA/HSA services, benefit education, enrollment technology, and 403(b) administration at no direct cost to the district, while offering supplemental insurance and annuity products to employees. The district may cancel at the end of any contract year and other annuity providers will pay a per-employee fee.

Status
PENDING
Document date
August 3, 2026
Contract type
FINANCIAL_SERVICES
Vendor
American Fidelity
Agency
Southmoreland SD · PA

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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 for 125 plan document completion & annual updates; $0 per participant for Flexible Spending Account/Health Savings Account Arrangements Services; $0 for debit cards and debit card services; $0 for electronic benefit platform - AF Enroll; $0 for all benefit education services; $0 to district for 403(b) administration (other providers of annuities will pay a fee of $1 pepm)
Contract type
FINANCIAL_SERVICES
Contract term
Section 125 plan year beginning 9/1/2026, cancellable at end of any contract year
Renewal
Agreement is aligned to the Section 125 plan year starting 9/1/2026 and may be canceled by the district at the end of any contract year. American Fidelity reserves the right to change terms with advanced written communication.
Document type
Agreement
Source document
Southmoreland School District Service Exchange Agreement 2026-09-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Southmoreland SD?

American Fidelity was awarded this financial services contract by Southmoreland SD, as recorded on August 3, 2026. The contract value is $0 for 125 plan document completion & annual updates; $0 per participant for Flexible Spending Account/Health Savings Account Arrangements Services; $0 for debit cards and debit card services; $0 for electronic benefit platform - AF Enroll; $0 for all benefit education services; $0 to district for 403(b) administration (other providers of annuities will pay a fee of $1 pepm).

How much is the American Fidelity contract with Southmoreland SD worth?

The American Fidelity contract with Southmoreland SD is valued at $0 for 125 plan document completion & annual updates; $0 per participant for Flexible Spending Account/Health Savings Account Arrangements Services; $0 for debit cards and debit card services; $0 for electronic benefit platform - AF Enroll; $0 for all benefit education services; $0 to district for 403(b) administration (other providers of annuities will pay a fee of $1 pepm), covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Southmoreland School District Service Exchange Agreement 2026-09-01 (Agreement), dated August 3, 2026 from Southmoreland SD. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does American Fidelity hold?

American Fidelity 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 American Fidelity's profile

What is Southmoreland SD currently buying?

Explore Southmoreland SD's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Southmoreland SD's profile

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