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 and leasing
Administrative Services: Payment processing
Health & Science
Health & Science: Insurance and benefits
Insurance Solutions
Insurance Solutions: Employee 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

Pricing and How to Order

Information in this file is subject to change

Contract 031623-GLG - Price Information





Additional Response Documentation

The documents listed below are from the original RFP response.

Supplier Terms and Conditions

Other Response Documents

Have questions on this contract?

Contact our dedicated team or call 877-585-9706.
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