Benefits Broker Services

Project Description: Union Public Schools (“the District”) is requesting competitive sealed proposals from qualified vendors to provide comprehensive benefits brokerage and consultation services to the District.
Union Public Schools is a public school district located in Tulsa, Oklahoma, serving a diverse employee population across instructional, administrative, and support functions. The District is recognized as one of the only school districts in Oklahoma that directly sponsors and administers its own self-insured medical and dental benefit plans.
The District has maintained a self insured medical program for more than 20 years, demonstrating a long-standing commitment to proactive benefits management, cost containment, and plan design flexibility. The medical plan is operated as a non-ERISA governmental plan, subject to applicable federal and state regulations governing public entities.
Currently, approximately 1,800 employees are enrolled in the District’s self-insured medical plans, representing a total covered population of approximately 2,600 covered lives (“belly buttons”). The District also sponsors a self-insured dental plan, administered alongside the medical program.
In addition to the active employee population, the District manages benefits for approximately 500 retirees. The retiree population is largely enrolled in Medicare Supplement plans, which are administered through Union and supported via group billing arrangements. The District oversees eligibility, vendor coordination, billing, and compliance related to these retiree benefits.
Given the size, complexity, and longevity of its self insured program, the District seeks a benefits broker with demonstrated expertise in:
• Governmental and non-ERISA health plans
• Self-insured medical and dental plan strategy and oversight
• Actuarial analysis, stop-loss strategy, and vendor management
• Compliance support for public-sector benefit plans
• Retiree and Medicare related benefit coordination
The District values transparency, data-driven decision making, and collaborative partnerships and is seeking brokerage services that will support the continued sustainability and performance of its employee and retiree health benefit programs.
Please refer to the Scope of Work, Special Terms & Conditions for detailed requirements of this solicitation.
A pre-proposal conference is scheduled on Microsoft Teams on May 26th, 2026 at 2:00 PM CST
https://teams.microsoft.com/meet/292017138921564?p=iqh0MeYZ3uqnruj9kl
*THIS IS A SEALED SOLICITATION. EMAILED OR FAXED RESPONSES WILL NOT BE CONSIDERED."