CONTRACTPENDING

TSA Companies Approved for Folsom School District

Document date: Apr 29, 2025
Term: July 1, 2025 to June 30, 2026

What it covers

Folsom School District approves Lincoln Investment Planning, Inc., AXA Advisors, LLC., Vanguard Investments, National Life Group and Siracusa Benefits Program as official Tax Shelter Annuity Companies.

Who holds it

Lincoln Investment Planning holds this tax shelter annuity contract with Folsom Borough School District. Its other public contracts on record include work for Middlesex Borough School District and Rahway Public School District.

What happens next

Term as filed: July 1, 2025 to June 30, 2026.

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Contract details

Contract type: Tax Shelter Annuity
Document date: April 29, 2025
Term: July 1, 2025 to June 30, 2026
Vendor: Lincoln Investment Planning
Agency: Folsom Borough School District
Source document: folsom-borough-school-district-agenda-2025-04-29_81a.txt (Agenda)

Lincoln Investment Planning's other public contracts

Middlesex Borough School District, New JerseyDistrict Recommends Lincoln Investment Provider · Oct 14, 2026Undisclosed Rahway Public School District, New JerseyLincoln Investment designated as retirement provider · Jul 28, 2026Undisclosed Rahway Public School District, New JerseyLincoln Investment Planning approved as annuity provider · Jul 27, 2026Undisclosed Levittown Union Free School District, New YorkLincoln Investment Planning Added as 403(b) Provider · Jul 8, 2026Undisclosed Plainedge Union Free School District, New YorkLincoln Investment Planning Approved for Retirement Plans · Jul 1, 2026Undisclosed All Lincoln Investment Planning contractsVendor profile

More Folsom Borough School District contracts

Greater Egg Harbor Regional High School DistrictFolsom Recommends $80,460 Joint Transportation Agreement · Oct 27, 2026 Gcsssd-gloucester County Special Services School DistrictFolsom Recommends Special Education Contract With GCSSSD · Oct 27, 2026 Washington TownshipFolsom Recommends McKinney-Vento Contract With Township · Oct 27, 2026Undisclosed GOVDEALSFolsom Recommends GovDeals For Surplus Sales · Oct 27, 2026Undisclosed Eastern Rehabilitation AssociatesFolsom Recommends Rehab Services Contract With Eastern · Oct 27, 2026 All Folsom Borough School District activityAgency profile

Questions about this contract

Who was awarded the tax shelter annuity contract by Folsom Borough School District?

Lincoln Investment Planning was awarded this tax shelter annuity contract by Folsom Borough School District, as recorded on April 29, 2025.

What type of contract is this?

This is a Tax Shelter Annuity contract, documented as a agenda record.

Where was this contract approved?

This contract appears in folsom-borough-school-district-agenda-2025-04-29_81a.txt (Agenda), dated April 29, 2025 from Folsom Borough School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Lincoln Investment Planning hold?

Lincoln Investment Planning 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 Folsom Borough School District currently buying?

Explore Folsom Borough School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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