FINANCIAL_SERVICESONGOING

Osaic Acts as Broker-Advisor for Benefit Plans

During a fiduciary oversight discussion, the Finance & Audit Committee noted that Osaic serves as broker and advisor for Sonoma Valley Hospital’s employee benefit and retirement plans. The committee plans to invite relevant parties to explain the plan structure, options, and compliance processes.

Status
ONGOING
Document date
June 4, 2026
Contract type
FINANCIAL_SERVICES
Vendor
OSAIC
Agency
Sonoma Valley Hospital · CA

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Derivita logo
Comcate logo
SafeTouch logo
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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
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Ongoing broker/advisor relationship for benefit and retirement plans; future committee review and potential presentations are anticipated.
Document type
AgendaPacket
Source document
Sonoma Valley Health Care District AgendaPacket 2026-06-04

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Sonoma Valley Hospital?

OSAIC was awarded this financial services contract by Sonoma Valley Hospital, as recorded on June 4, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Sonoma Valley Health Care District AgendaPacket 2026-06-04 (AgendaPacket), dated June 4, 2026 from Sonoma Valley Hospital. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does OSAIC hold?

OSAIC 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 Sonoma Valley Hospital currently buying?

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