CONTRACTONGOING

OPEB Trust Pays Vanguard For Investment Advisory

Disclosed value: $65,685 annually (estimated investment management fee); From report
Document date: Dec 31, 2022

What it covers

New Castle County’s OPEB Trust maintains an advisory contract with Vanguard Institutional Advisory Services, paying an estimated $65,685 annually in investment management fees on $58.4 million in assets. The advisory relationship supports ongoing portfolio management for retiree benefits.

Who holds it

Vanguard Institutional Advisory Services holds this financial services contract with New Castle County. Its other public contracts on record include work for Portsmouth Water And Fire District and Town of Willistown.

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Contract details

Contract type: Financial Services
Amount: $65,685 annually (estimated investment management fee)
Document date: December 31, 2022
Vendor: Vanguard Institutional Advisory Services
Agency: New Castle County
Source document: New Castle County Other Post-Employment Benefits Fund Annual Report 2022 (Report)

Vanguard Institutional Advisory Services's other public contracts

Portsmouth Water And Fire District, Rhode IslandVIAS Exiting OPEB Investment Advisory Role for District · Feb 20, 2024Undisclosed Town of Willistown, Pennsylvaniawillistown-township-agenda-2024-02-01-pdf_fa3.pdf · Feb 1, 2024Undisclosed Town of Willistown, Pennsylvaniawillistown-township-agenda-2024-02-01-pdf_fa3.pdf · Feb 1, 2024Undisclosed Town of Willistown, Pennsylvaniawillistown-township-agenda-2024-01-17-pdf_1b0.pdf · Jan 17, 2024Undisclosed New Castle County, DelawareVanguard Terminates OPEB Investment Advisory Contract · Jan 1, 2024Undisclosed All Vanguard Institutional Advisory Services contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by New Castle County?

Vanguard Institutional Advisory Services was awarded this financial services contract by New Castle County, as recorded on December 31, 2022. The contract value is $65,685 annually (estimated investment management fee).

How much is the Vanguard Institutional Advisory Services contract with New Castle County worth?

The Vanguard Institutional Advisory Services contract with New Castle County is valued at $65,685 annually (estimated investment management fee), covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in New Castle County Other Post-Employment Benefits Fund Annual Report 2022 (Report), dated December 31, 2022 from New Castle County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Vanguard Institutional Advisory Services hold?

Vanguard Institutional Advisory Services may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is New Castle County currently buying?

Explore New Castle County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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