PROFESSIONAL_SERVICESAPPROVED

Montgomery County Awards Professional Services Contract to Marshall & Sterling Employee Benefits Inc (May 2026)

Montgomery County approved a Combined Services Agreement with Marshall & Sterling Employee Benefits, Inc. starting July 1, 2026, for employee benefits consulting and administration services. The 18‑month agreement totals $179,961.12 with automatic one-year renewals and includes health benefit consulting, retiree billing, compliance, communications, and wellness administration.

Status
APPROVED
Document date
May 15, 2026
Contract type
PROFESSIONAL_SERVICES
Vendor
Marshall & Sterling Employee Benefits Inc
Agency
Montgomery County · NY

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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
$179,961.12 (18-Month Total Cost); $9,997.84 per month; $27.62 PEPM (Health Benefit Consulting); $1,000 per month (Retiree Billing); $960.42 per month (Compliance Package); $4.50 PEPM (Wellness Program Administration); $1.50 PEPM if iNav Portal added later
Contract type
PROFESSIONAL_SERVICES
Contract term
Initial term: 18 months beginning July 1, 2026, with automatic renewal for successive one-year terms unless terminated with 180 days’ written notice
Renewal date
2027-12-31
Renewal
Initial 18‑month term beginning July 1, 2026, followed by automatic renewal for successive one-year terms unless either party provides 180 days’ prior written notice of termination before the end of the then-current term. Client may owe the full-term amount if the agreement is terminated before the end of the initial or any renewal term.
Document type
Agreement
Source document
Montgomery County Third Party Administration Agreement July 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the professional services contract by Montgomery County?

Marshall & Sterling Employee Benefits Inc was awarded this professional services contract by Montgomery County, as recorded on May 15, 2026. The contract value is $179,961.12 (18-Month Total Cost); $9,997.84 per month; $27.62 PEPM (Health Benefit Consulting); $1,000 per month (Retiree Billing); $960.42 per month (Compliance Package); $4.50 PEPM (Wellness Program Administration); $1.50 PEPM if iNav Portal added later.

How much is the Marshall & Sterling Employee Benefits Inc contract with Montgomery County worth?

The Marshall & Sterling Employee Benefits Inc contract with Montgomery County is valued at $179,961.12 (18-Month Total Cost); $9,997.84 per month; $27.62 PEPM (Health Benefit Consulting); $1,000 per month (Retiree Billing); $960.42 per month (Compliance Package); $4.50 PEPM (Wellness Program Administration); $1.50 PEPM if iNav Portal added later, covering professional services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Montgomery County Third Party Administration Agreement July 2026 (Agreement), dated May 15, 2026 from Montgomery County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Marshall & Sterling Employee Benefits Inc hold?

Marshall & Sterling Employee Benefits Inc 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 Marshall & Sterling Employee Benefits Inc's profile

What is Montgomery County currently buying?

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

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