Summer PBC

Summer PBC

Contract Information

Cooperative NameSourcewell
Contract NameEmployee financial wellness
Contract Number031623-SMR
Contract Term05/19/2023 - 05/29/2027
CategoriesInsurance Solutions
Insurance Solutions: Voluntary Worksite Benefits
Insurance Solutions: Wellness Engagement
Websitemeetsummer.com/sourcewell

Benefits

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

  • Tuition reimbursement (tax-free)
  • Student loan repayment (tax-free)
  • College cost planning
  • Student loan coaching
  • Federal enrollment (IDR, PSLF, etc.)
  • 529 assistance education
  • Student loan retirement match
  • Student loan forgiveness finder
  • Student loan refinancing
  • Cash-back rewards
  • Reduce monthly payments
  • Pay off debt faster

Pricing and How to Order

Information in this file is subject to change

Contract 031623-SMR - Price Information





Additional Response Documentation

The documents listed below are from the original RFP response.

Other Response Documents

Documents
Contract
Request for Proposal (RFP)
Proof of Publication
Proposal Opening Record
Proposal Evaluation
Comment & Review
Board Resolutions
Contacts
Leigh Gross
Chief Revenue Officer
leigh@meetsummer.org (917) 566-2966
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