Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co.

Contract Information

Cooperative NameSourcewell
Contract NameEmployee financial wellness
Contract Number031623-GLG
Contract Term06/09/2023 - 05/29/2027
CategoriesAdministrative Services
Administrative Services: Finance & Leasing
Administrative Services: Payment Processing
Administrative Services: Training & Curriculum
Health & Science
Health & Science: Insurance & Benefits
Insurance Solutions
Insurance Solutions: Voluntary Worksite Benefits

Benefits

Sourcewell contract 031623-GLG gives access to the following types of goods and services:

  • Funded HRA services
  • Tax-free medical account
  • Mobile app & debit card
  • Dedicated customer care center
  • Unlimited financial coaching
  • Public Service Loan Forgiveness program guidance
  • Debt reduction tools
  • Financial literacy education
  • Retirement planning & investment options
  • Budget & net worth tools
  • Employee emergency loans
  • Student loan debt consolidation & management
Documents
Contract
Request for Proposal (RFP)
Proof of Publication
Proposal Opening Record
Proposal Evaluation
Comment & Review
Board Resolutions
Contacts
Corree Riley
Account Executive, HRAs, VEBAs, Trusts
corree_riley@ajg.com 714-323-1403
Bryce Craig
Voluntary Benefits Practice Leader - Employee Loans
bryce_craig@ajg.com (801) 559-2944
Chad Meadows
Senior Account Executive, Your Money Line - Student Loans
chad@yourmoneyline.com (317) 997-5061
Joe Ewald
Principal Risk, Benefits, and Insurance Executive - Sourcewell
joe.ewald@sourcewell-mn.gov 218-541-5350
Courtney Mann
Supplier Development Specialist - Risk, Benefits, & Insurance - Sourcewell
courtney.mann@sourcewell-mn... 218-541-5245