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Somers BOE Pension Plan Managed by Morgan Stanley

Somers School District logoSomers School District
Document date
Sep 17, 2025

The 30-second brief

What it covers

Somers Board of Education’s September 2025 pension plan review documents its ongoing investment-management relationship with Morgan Stanley Smith Barney LLC. The report covers pension accounts with a combined portfolio value of approximately $7.01 million as of September 16, 2025; no advisory fee amount is stated.

Who holds it

Morgan Stanley Smith Barney LLC holds this financial services contract with Somers School District. Its other public contracts on record include work for City of Palmetto and Bay Area Hospital.

What happens next

Term as filed: Ongoing; accounts opened beginning 07/02/2018.

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Contract details

Contract type
Financial Services
Document date
September 17, 2025
Term
Ongoing; accounts opened beginning 07/02/2018
Vendor
Morgan Stanley Smith Barney LLC
Agency
Somers School District
Source document
Somers Board of Education Report BOE Pension Plan Review September 2025 2025-09-17 (Report)

Morgan Stanley Smith Barney LLC's other public contracts

City of Palmetto, FloridaBoard Reviews Morgan Stanley Search Materials · Sep 11, 2026UndisclosedBay Area Hospital, OregonBoard Confirms Morgan Stanley Account Signers · Aug 18, 2026UndisclosedBay Area Hospital, OregonDistrict confirms authorized signers for Morgan Stanley accounts · Aug 17, 2026UndisclosedCity of Scio, OregonScio Issues Additional Investment Payment To Morgan Stanley Smith Barney · Aug 10, 2026$400City of Scio, OregonCity Funds Employee Investment At Morgan Stanley Smith Barney · Aug 10, 2026$500All Morgan Stanley Smith Barney LLC contractsVendor profile

More Somers School District contracts

CABEBoard Discusses CABE Superintendent Search Proposal · Oct 19, 2026UndisclosedGILBANEGilbane School Construction Contract Nears Completion · Oct 13, 2026UndisclosedGILBANEGilbane Construction Contract Nears Completion · Sep 28, 2026UndisclosedGILBANEGilbane Construction Contract Nears Completion · Sep 28, 2026UndisclosedGILBANEGilbane School Construction Contract Nears Completion · Sep 28, 2026UndisclosedAll Somers School District activityAgency profile

Questions about this contract

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

Morgan Stanley Smith Barney LLC was awarded this financial services contract by Somers School District, as recorded on September 17, 2025.

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 Somers Board of Education Report BOE Pension Plan Review September 2025 2025-09-17 (Report), dated September 17, 2025 from Somers School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley Smith Barney LLC hold?

Morgan Stanley Smith Barney LLC 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 Somers School District currently buying?

Explore Somers School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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