FINANCIAL_SERVICESAPPROVED

Port Jefferson Union Free School District Awards Financial Services Contract to Omni Financial Group (July 2026)

The Board of Education approved OMNI Financial Group as third party administrator for the District’s 403(b) and 457 retirement plans for the 2026-2027 school year. The firm will handle compliance and remitting services.

Status
APPROVED
Document date
July 16, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Omni Financial Group
Agency
Port Jefferson Union Free School District · NY

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WithersRavenel logo
Derivita logo
Comcate logo
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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
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
2026-2027 school year
Renewal date
2027-06-30
Renewal
Annual third-party administration agreement for 2026-2027, with future renewals subject to Board approval.
Document type
Minutes
Source document
Port Jefferson Union Free School District Minutes Reorganization Meeting 2026-07-16

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Port Jefferson Union Free School District?

Omni Financial Group was awarded this financial services contract by Port Jefferson Union Free School District, as recorded on July 16, 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 Port Jefferson Union Free School District Minutes Reorganization Meeting 2026-07-16 (Minutes), dated July 16, 2026 from Port Jefferson Union Free School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Omni Financial Group hold?

Omni Financial Group may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Port Jefferson Union Free School District currently buying?

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

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