City of Ocala - Procurement Department Awards Financial Services Contract to WELLINGTON (August 2026)

The Ocala General Employees’ Retirement Fund Board unanimously approved terminating Wellington as an investment manager. The Board directed that the funds be moved to Vanguard Index Fund.

Document date · August 10, 2026

Track City of Ocala - Procurement Department contracts

Get alerts when new contracts are awarded or existing ones approach renewal at City of Ocala - Procurement Department.

Get started free

Create a free account · no credit card

Work in government? Get Civic IQ free

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal date

2026-05-11

Renewal

Investment management relationship terminated by Board action.

Document type

Agenda

Source document

Ocala Agenda Final August 10, 2026

Related contracts

Other contracts from WELLINGTON.

View all →

Warwick Retirement System Agenda Retirement Board Meeting September 16, 2026

DISCUSSED

City of Warwick, Rhode IslandSep 16, 2026

Minnesota State Board of Investment AgendaPacket Investment Advisory Council Meeting 2026-09-10

ONGOING

Minnesota State Board of Investment, MinnesotaSep 10, 2026

North Dakota State Investment Board AgendaPacket 2026-08-26

APPROVED

North Dakota State Investment Board, North DakotaAug 23, 2026

City Pension Fund for Firefighters and Police Officers in the City of Miami Beach Agenda 2026-08-20

ONGOING

City of Miami Beach, Florida$900,000 management fees budgeted; $673,726 actual Oct 2025–July 2026Aug 20, 2026

Ocala General Employees' Retirement Fund Board of Trustees AgendaPacket 2026-08-10

TERMINATED

City of Ocala, FloridaAug 8, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Ocala - Procurement Department?

WELLINGTON was awarded this financial services contract by City of Ocala - Procurement Department, as recorded on August 10, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Ocala Agenda Final August 10, 2026 (Agenda), dated August 10, 2026 from City of Ocala - Procurement Department. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does WELLINGTON hold?

WELLINGTON 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 WELLINGTON's profile

What is City of Ocala - Procurement Department currently buying?

Explore City of Ocala - Procurement Department's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View City of Ocala - Procurement Department's profile