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Health and Welfare Plan Administrator Services

Overview


Healthcare Services, Wellness & Biotech
Balsam Lake, Wisconsin, United StatesPosted 2 months agoDeadline: March 27th, 2026

Fit Score


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SUMMARY


Seeking a provider to administer a self-funded health and welfare plan for active employees and early retirees in Wisconsin.

KEY REQUIREMENTS


BUDGET

Estimate

$500,000 – $1,500,000

CONTRACT DURATION


36 months

TIMELINE


RFP dated: February 23rd, 2026

Inquiries submitted by: March 9th, 2026, 4:30 PM Central Time

Proposals submitted by: March 27th, 2026, 4:30 PM Central Time

Plan to be Effective: January 1st, 2027

QUESTION DEADLINE


March 9th, 2026

Issuing Agency


Polk County Administration

Organization overview and procurement intelligence available on paid plans.

DESCRIPTION


A vendor is sought to provide health and welfare plan administrator services for a self-funded health plan covering 292 employees and a total of 782 lives, which includes both active employees and early retirees. The current plan is managed by HealthPartners, who also serve as the stop loss and pharmacy benefit manager. There are two benefit classes, one for active employees and another for retirees.

Eligibility for the health plan is extended to employees working 30 or more hours per week. Beginning January 1, 2026, active employees who retire will no longer be eligible for the retiree class. Early retirees and their covered dependents who are currently on the plan will retain coverage until age 65 or until becoming Medicare eligible. Interested vendors must submit questions by March 9, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.

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