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Board Lists LPL Financial Retirement Refund

Monroe County Employees Retirement System
Document date
Aug 10, 2026

The 30-second brief

What it covers

The retirement system's agenda lists LPL Financial as the financial provider for a refund associated with Tracy Ault. The refund is included in the August 10, 2026 agenda.

Who holds it

Lpl Financial holds this financial services contract with Monroe County Employees Retirement System. Its other public contracts on record include work for Upper Gunnison River Water Conservancy District and Bonneauville Borough Municipal (Sewer And Water) Authority.

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Contract details

Contract type
Financial Services
Document date
August 10, 2026
Vendor
Lpl Financial
Agency
Monroe County Employees Retirement System
Source document
Monroe County Employees Retirement System Agenda Board of Trustees Meeting 2026-08-10 (Agenda)

Lpl Financial's other public contracts

Upper Gunnison River Water Conservancy District, ColoradoDistrict Purchases $200,000 Treasury Note · Oct 26, 2026$200KBonneauville Borough Municipal (Sewer And Water) Authority, PennsylvaniaBonneauville Plans $32,714 Pension Payment to LPL · Oct 20, 2026$32.7KBonneauville Borough Municipal (Sewer And Water) Authority, PennsylvaniaBonneauville Plans $21,866 Pension Plan Payment · Oct 20, 2026$21.9KN.E.W. Academy Canoga Park, CaliforniaNEW Academy Plans LPL Financial Account Termination · Oct 18, 2026Town of Vernon, VermontVernon Board to Consider LPL Financial Grant Authorization · Oct 6, 2026UndisclosedAll Lpl Financial contractsVendor profile

More Monroe County Employees Retirement System contracts

Mariner Institutional LLCBoard Reviews Mariner Institutional Consulting Invoice · Aug 10, 2026$30.4KSeizert Capital PartnersBoard Reviews Seizert Small Cap Management Fee · Aug 10, 2026$14.6KAscensus /nyhartBoard Reviews Ascensus Pension Services Invoice · Aug 10, 2026$5.4KWinslow CapitalBoard Reviews Winslow Capital Final Management Fee · Aug 10, 2026$15.8KVANGUARDBoard Lists Vanguard Retirement Refund · Aug 10, 2026UndisclosedAll Monroe County Employees Retirement System activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Monroe County Employees Retirement System?

Lpl Financial was awarded this financial services contract by Monroe County Employees Retirement System, 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 Monroe County Employees Retirement System Agenda Board of Trustees Meeting 2026-08-10 (Agenda), dated August 10, 2026 from Monroe County Employees Retirement System. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Lpl Financial hold?

Lpl Financial 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 Monroe County Employees Retirement System currently buying?

Explore Monroe County Employees Retirement System's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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