Osaic Acts as Broker-Advisor for Benefit Plans
Sonoma Valley HospitalPublic Hospital · Sonoma, CA- Document date
- Jun 4, 2026
The 30-second brief
During a fiduciary oversight discussion, the Finance & Audit Committee noted that Osaic serves as broker and advisor for Sonoma Valley Hospital’s employee benefit and retirement plans. The committee plans to invite relevant parties to explain the plan structure, options, and compliance processes.
OSAIC holds this financial services contract with Sonoma Valley Hospital. Its other public contracts on record include work for City of Trenton and Village of Quogue.
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Contract details
- Contract type
- Financial Services
- Document date
- June 4, 2026
- Vendor
- OSAIC
- Agency
- Sonoma Valley Hospital
- Source document
- Sonoma Valley Health Care District AgendaPacket 2026-06-04 (AgendaPacket)
OSAIC's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Sonoma Valley Hospital?
OSAIC was awarded this financial services contract by Sonoma Valley Hospital, as recorded on June 4, 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 Sonoma Valley Health Care District AgendaPacket 2026-06-04 (AgendaPacket), dated June 4, 2026 from Sonoma Valley Hospital. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does OSAIC hold?
OSAIC 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 Sonoma Valley Hospital currently buying?
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