FINANCIAL_SERVICESAPPROVED

Pocono Mountain SD Awards Financial Services Contract to U.s. Omni & Tsacg Compliance Services Inc (July 2026)

Pocono Mountain School District has entered into a five-year services agreement with U.S. OMNI & TSACG Compliance Services, Inc. to provide third party administration, consulting, and compliance services for its 403(b), 457(b), 401(a), and related retirement plans. The district will pay OMNI/TSA per-month, per-account fees of $2.25 through June 30, 2028 and $2.50 starting July 1, 2028 for eligible Investment Provider Plan Participant (SPARK) accounts. The contract includes standard termination provisions and references master terms and conditions hosted online.

Status
APPROVED
Document date
July 1, 2026
Contract type
FINANCIAL_SERVICES
Vendor
U.s. Omni & Tsacg Compliance Services Inc
Agency
Pocono Mountain SD · PA

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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 amount
$2.25 per month per Investment Provider Plan Participant (SPARK) account (accounts with balance of $5.00 or more) through June 30, 2028; $2.50 per month per Investment Provider Plan Participant (SPARK) account (accounts with balance of $5.00 or more) beginning July 1, 2028
Contract type
FINANCIAL_SERVICES
Contract term
July 1, 2026 (Effective Date) – June 30, 2031 (five-year term) with stepped fees: current–June 30, 2028 at $2.25, then from July 1, 2028 at $2.50 per month per account
Renewal date
2031-06-30
Renewal
Initial term is five years from July 1, 2026, with either party able to terminate on 30 days’ written notice or immediately for material default, breach, or insolvency; no automatic renewal language is stated, so any continuation beyond June 30, 2031 would require a new agreement or amendment.
Document type
Contract
Source document
Pocono Mountain School District Services Agreement 2026-07-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Pocono Mountain SD?

U.s. Omni & Tsacg Compliance Services Inc was awarded this financial services contract by Pocono Mountain SD, as recorded on July 1, 2026. The contract value is $2.25 per month per Investment Provider Plan Participant (SPARK) account (accounts with balance of $5.00 or more) through June 30, 2028; $2.50 per month per Investment Provider Plan Participant (SPARK) account (accounts with balance of $5.00 or more) beginning July 1, 2028.

How much is the U.s. Omni & Tsacg Compliance Services Inc contract with Pocono Mountain SD worth?

The U.s. Omni & Tsacg Compliance Services Inc contract with Pocono Mountain SD is valued at $2.25 per month per Investment Provider Plan Participant (SPARK) account (accounts with balance of $5.00 or more) through June 30, 2028; $2.50 per month per Investment Provider Plan Participant (SPARK) account (accounts with balance of $5.00 or more) beginning July 1, 2028, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Pocono Mountain School District Services Agreement 2026-07-01 (Contract), dated July 1, 2026 from Pocono Mountain SD. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does U.s. Omni & Tsacg Compliance Services Inc hold?

U.s. Omni & Tsacg Compliance Services 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 U.s. Omni & Tsacg Compliance Services Inc's profile

What is Pocono Mountain SD currently buying?

Explore Pocono Mountain SD's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Pocono Mountain SD's profile

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