FINANCIAL_SERVICESAPPROVED

Lodi School District Awards Financial Services Contract to Lincoln Investments-legend (May 2024)

The Lodi Board of Education approved Lincoln Investments-Legend as a Tax Shelter Annuity vendor for the 2024-2025 year. The resolution limits other annuity providers from serving district employees without board approval.

Document date · May 7, 2024

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TerraCycle logo
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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
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
2024-2025
Renewal date
2025-05-06
Renewal
Vendor approval applies for 2024-2025 and must be reconsidered at or before the next reorganization meeting.
Document type
Agenda
Source document
lodi_board_of_education_reorganization_meeting_age.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Lodi School District?

Lincoln Investments-legend was awarded this financial services contract by Lodi School District, as recorded on May 7, 2024.

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 lodi_board_of_education_reorganization_meeting_age.pdf (Agenda), dated May 7, 2024 from Lodi School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Lincoln Investments-legend hold?

Lincoln Investments-legend 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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