CBIZ To Service District 403(b) And 457(b) Plans
Blue Valley Unified School District 229School · Overland Park, KS- Disclosed value
- $74,200.00 Estimated for 2024; $87,000.00 Estimated for 2025
- From meeting minutes
- Document date
- Dec 5, 2024
The 30-second brief
The committee reviewed a servicing agreement with CBIZ Retirement Plan Services for the district’s voluntary 403(b) and 457(b) retirement savings plans, effective January 1, 2025. Estimated fees are $74,200.00 for 2024 and $87,000.00 for 2025, funded through the Special Reserve Healthcare Fund and paid by employees via enrollment.
Cbiz Retirement Plan Services holds this financial services contract with Blue Valley Unified School District 229. Its other public contracts on record include work for Delaware County Regional Water Quality Control Authority and Town of Huron.
Term as filed: Effective January 1, 2025 (ongoing servicing agreement).
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Contract details
- Contract type
- Financial Services
- Amount
- $74,200.00 Estimated for 2024; $87,000.00 Estimated for 2025
- Document date
- December 5, 2024
- Term
- Effective January 1, 2025 (ongoing servicing agreement)
- Source document
- blue-valley-unified-school-district-229-meeting-minutes-2024-12-05_2d5.pdf (Meeting Minutes)
Cbiz Retirement Plan Services's other public contracts
More Blue Valley Unified School District 229 contracts
Questions about this contract
Who was awarded the financial services contract by Blue Valley Unified School District 229?
Cbiz Retirement Plan Services was awarded this financial services contract by Blue Valley Unified School District 229, as recorded on December 5, 2024. The contract value is $74,200.00 Estimated for 2024; $87,000.00 Estimated for 2025.
How much is the Cbiz Retirement Plan Services contract with Blue Valley Unified School District 229 worth?
The Cbiz Retirement Plan Services contract with Blue Valley Unified School District 229 is valued at $74,200.00 Estimated for 2024; $87,000.00 Estimated for 2025, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a meeting minutes record.
Where was this contract approved?
This contract appears in blue-valley-unified-school-district-229-meeting-minutes-2024-12-05_2d5.pdf (Meeting Minutes), dated December 5, 2024 from Blue Valley Unified School District 229. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Cbiz Retirement Plan Services hold?
Cbiz Retirement Plan Services may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Blue Valley Unified School District 229 currently buying?
Explore Blue Valley Unified School District 229's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.