FINANCIAL_SERVICESPENDING

Preferred Group Plans Continues as Benefits TPA

Shelter Island UFSD plans to retain Preferred Group Plans, Incorporated as third party administrator for its Section 125, HRA, and transportation fringe benefit plans for 2025-2026, under terms outlined in agreements from 2022 and 2023. The firm will manage multiple employee benefit programs.

Status
PENDING
Document date
July 14, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Preferred Group Plans Incorporated
Agency
Shelter Island Union Free School District · NY

Trusted by teams at

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
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 type
FINANCIAL_SERVICES
Contract term
2025-2026 school year; fees per original agreement dated May 11, 2022 and email dated May 11, 2023
Renewal date
2026-06-30
Renewal
Continuation of TPA services for three benefit plans under an original May 11, 2022 agreement and subsequent May 11, 2023 email for the 2025-2026 school year.
Document type
Agenda
Source document
shelter-island-ufsd-agenda-re-organizational-meeting-2025-26-appointments-jul-14-2025_242.md

Related contracts

Other contracts from Preferred Group Plans Incorporated.

View all →

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Shelter Island Union Free School District?

Preferred Group Plans Incorporated was awarded this financial services contract by Shelter Island Union Free School District, as recorded on July 14, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in shelter-island-ufsd-agenda-re-organizational-meeting-2025-26-appointments-jul-14-2025_242.md (Agenda), dated July 14, 2025 from Shelter Island Union Free School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Preferred Group Plans Incorporated hold?

Preferred Group Plans Incorporated 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 Preferred Group Plans Incorporated's profile

What is Shelter Island Union Free School District currently buying?

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

View Shelter Island Union Free School District's profile

Bring us your territory.
We'll show you what is forming.

B2G and SLED sales intelligence. Surface government procurement signals from 80,000+ state, local, and education agencies months before the RFP.

Try Civic IQ for free