Fire District Uses BFSG For Trust Fund Investment Advice

Moraga-Orinda Fire District identified Benefit Financial Services Group as the new investment advisor for its pension and Other Post-Employment Benefits trust funds. The engagement was discussed as part of the District's fiscal year 2026 audit planning.

Document date · October 11, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

AgendaPacket

Source document

Moraga-Orinda Fire District AgendaPacket Audit Committee Meeting Review and Discussion of Audit for Fiscal Year Ending June 30, 2026 2026-10-13

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Moraga-Orinda Fire District Audit Committee Minutes 2026-05-18

ONGOING

Moraga-Orinda Fire Protection District, CaliforniaMay 18, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Moraga-Orinda Fire Protection District?

Benefit Financial Services Group (bfsg) was awarded this financial services contract by Moraga-Orinda Fire Protection District, as recorded on October 11, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Moraga-Orinda Fire District AgendaPacket Audit Committee Meeting Review and Discussion of Audit for Fiscal Year Ending June 30, 2026 2026-10-13 (AgendaPacket), dated October 11, 2026 from Moraga-Orinda Fire Protection District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Benefit Financial Services Group (bfsg) hold?

Benefit Financial Services Group (bfsg) 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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