District Service Exchange Agreement with American Fidelity
Southmoreland SDSchool · Alverton, PA- Disclosed value
- $0 for 125 plan document completion & annual updates; $0 per participant for Flexible Spending Account/Health Savings Account Arrangements Services; $0 for debit cards and debit card services; $0 for electronic benefit platform - AF Enroll; $0 for all benefit education services; $0 to district for 403(b) administration (other providers of annuities will pay a fee of $1 pepm)
- From agreement
- Document date
- Aug 3, 2026
The 30-second brief
Southmoreland School District enters a Service Exchange Agreement with American Fidelity beginning with the Section 125 plan year starting September 1, 2026. American Fidelity will provide Section 125 administration, FSA/HSA services, benefit education, enrollment technology, and 403(b) administration at no direct cost to the district, while offering supplemental insurance and annuity products to employees. The district may cancel at the end of any contract year and other annuity providers will pay a per-employee fee.
American Fidelity holds this financial services contract with Southmoreland SD. Its other public contracts on record include work for Greeneville City School District and Ritzville School District.
Term as filed: Section 125 plan year beginning 9/1/2026, cancellable at end of any contract year.
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Contract details
- Contract type
- Financial Services
- Amount
- $0 for 125 plan document completion & annual updates; $0 per participant for Flexible Spending Account/Health Savings Account Arrangements Services; $0 for debit cards and debit card services; $0 for electronic benefit platform - AF Enroll; $0 for all benefit education services; $0 to district for 403(b) administration (other providers of annuities will pay a fee of $1 pepm)
- Document date
- August 3, 2026
- Term
- Section 125 plan year beginning 9/1/2026, cancellable at end of any contract year
- Vendor
- American Fidelity
- Agency
- Southmoreland SD
- Source document
- Southmoreland School District Service Exchange Agreement 2026-09-01 (Agreement)
American Fidelity's other public contracts
More Southmoreland SD contracts
Questions about this contract
Who was awarded the financial services contract by Southmoreland SD?
American Fidelity was awarded this financial services contract by Southmoreland SD, as recorded on August 3, 2026. The contract value is $0 for 125 plan document completion & annual updates; $0 per participant for Flexible Spending Account/Health Savings Account Arrangements Services; $0 for debit cards and debit card services; $0 for electronic benefit platform - AF Enroll; $0 for all benefit education services; $0 to district for 403(b) administration (other providers of annuities will pay a fee of $1 pepm).
How much is the American Fidelity contract with Southmoreland SD worth?
The American Fidelity contract with Southmoreland SD is valued at $0 for 125 plan document completion & annual updates; $0 per participant for Flexible Spending Account/Health Savings Account Arrangements Services; $0 for debit cards and debit card services; $0 for electronic benefit platform - AF Enroll; $0 for all benefit education services; $0 to district for 403(b) administration (other providers of annuities will pay a fee of $1 pepm), covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agreement record.
Where was this contract approved?
This contract appears in Southmoreland School District Service Exchange Agreement 2026-09-01 (Agreement), dated August 3, 2026 from Southmoreland SD. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does American Fidelity hold?
American Fidelity 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 Southmoreland SD currently buying?
Explore Southmoreland SD's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.