FINANCIAL_SERVICESPENDING

PIMCO Investment Transition Proposed for Retirement Plans

The UWMF Retirement Plan Committee considered moving the PIMCO Inflation Response Multi-Asset investment into a lower-cost collective investment trust. The proposed transition would reduce the expense ratio by 0.10% and is expected to save approximately $11,372 annually, subject to contracting and participation agreements.

Document date · September 17, 2026

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Scope & details

The full contract record, as filed.

Contract amount
Annualized fee savings of approximately $11,372
Contract type
FINANCIAL_SERVICES
Contract term
75–90 days for fund action, plus a 30-day participant notification period
Renewal date
2026-12-31
Renewal
The proposed fund change requires contracting and participation agreements; the implementation timeline is generally 75–90 days plus a 30-day participant notification period.
Document type
AgendaPacket
Source document
UWMF Retirement Plan Committee AgendaPacket Retirement Plan Meeting 2026-09-17

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by University Of Wi Hospitals & Clinics Authority?

PIMCO was awarded this financial services contract by University Of Wi Hospitals & Clinics Authority, as recorded on September 17, 2026. The contract value is Annualized fee savings of approximately $11,372.

How much is the PIMCO contract with University Of Wi Hospitals & Clinics Authority worth?

The PIMCO contract with University Of Wi Hospitals & Clinics Authority is valued at Annualized fee savings of approximately $11,372, covering financial services work.

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 UWMF Retirement Plan Committee AgendaPacket Retirement Plan Meeting 2026-09-17 (AgendaPacket), dated September 17, 2026 from University Of Wi Hospitals & Clinics Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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