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BENEFIT FINANCIAL SERVICES GROUP
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BENEFIT FINANCIAL SERVICES GROUP
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Last modified
8/19/2024 3:35:57 PM
Creation date
5/13/2019 10:20:10 AM
Metadata
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Template:
Contracts
Company Name
BENEFIT FINANCIAL SERVICES GROUP
Contract #
A-2019-037
Agency
FINANCE & MANAGEMENT SERVICES
Council Approval Date
3/5/2019
Expiration Date
12/31/2022
Insurance Exp Date
1/24/2025
Destruction Year
2027
Notes
For Insurance Exp. Date see Notice of Compliance
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<br /> <br />NOTICE OF COMPLIANCE <br /> <br />CITY STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT TO THE CLERK OF THE COUNCIL <br />Contractor <br /> BFSG, LLC <br />Name: <br />Project <br /> A-2019-037 <br />Number: <br />Project Agreement To Provide Independent Investment Advisory Services <br /> <br />Name: Pertaining To The City's 457 Deferred Compensation Plan <br /> <br />The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the <br />insurance requirements. No further action is required at this time. <br /> <br />The compliant coverage(s) are: <br />POLICY EXPIRATION <br />TYPE OF INSURANCE COI DATE FILE NAME <br />NUMBER DATE <br />City-of-Santa- <br />Ana_BFSG,-LLC_23- <br />AUTOMOBILE LIABILITY 31UENBC0554 01/01/2024 01/03/2023 <br />24-BFSG,-LLC_1-3- <br />2023_596117223_1.pdf <br />City-of-Santa- <br />Ana_BFSG,-LLC_23- <br />GENERAL LIABILITY 31UUNAX3381 01/01/2024 01/03/2023 <br />24-BFSG,-LLC_1-3- <br />2023_596117223_1.pdf <br />City-of-Santa- <br />Ana_BFSG,- <br />PROFESSIONAL LIABILITY 47EPF15094503 01/24/2023 09/21/2022 LLC_BFSG-E&O- <br />Excess_9-21- <br />2022_1072477671.pdf <br />City-of-Santa- <br />WORKERS COMPENSATION AND Ana_BFSG,-LLC_23- <br />31WBEL9793 01/01/2024 01/03/2023 <br />EMPLOYERS' LIABILITY 24-BFSG,-LLC_1-3- <br />2023_596117223_1.pdf <br /> <br />Thank you, <br /> <br />City of Santa Ana <br />Risk Management Division <br />in partnership with <br />CTrax Plus Services Team <br />1/5/2023 7:13 PM <br />
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