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Supplemental Benefits Brokerage Services

Open

State & Local

Response Deadline12/21/2026, 02:00:00 PM EST

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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This subcontract for Supplemental Benefits Brokerage Services supports prime contractors managing retiree projects for the North Carolina Department of State Treasurer. The scope of work involves sourcing and negotiating voluntary supplemental insurance products through a process that includes conducting retiree needs assessments, soliciting providers, and benchmarking commissions to secure customized terms and conditions with insurance carriers. The selected provider is responsible for delivering initial offering recommendations and confirmed terms to ensure optimal coverage for retirees. This opportunity falls under NAICS code 524210 and is associated with the North Carolina Department of Treasurer, with a response deadline set for December 21, 2026.

General Info

Subcontract for sourcing and negotiating supplemental insurance products for North Carolina retiree projects.

Agency

North Carolina → Department of Treasurer

NAICS

524210 - Insurance Agencies and Brokerages

Place of Performance

NC, USA

Set-Aside

NONE

Documents

This scope was carved out of 07-2025-IT011.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

RFP 07-2025-IT011 Program Broker and Administrator for Voluntary Supplemental Benefits for NC Retirees and Benefit Recipients

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Timeline

PostedNov 5

subcontract

Response DeadlineDec 21

Submission deadline

Response Deadline

12/21/2026, 02:00:00 PM ESTin about 2 months

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Organization & Contact Information

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AgencyNorth Carolina → Department of Treasurer

ContactsNo contacts available

OfficeN/A

Organization / AgencyNorth Carolina → Department of Treasurer

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs sourcing and negotiation of voluntary supplemental insurance products for prime contractors on North Carolina Department of State Treasurer (NCDST) retiree projects. Conducts retiree needs assessments, performs provider solicitations, and benchmarks commissions to negotiate customized terms and conditions with insurance carriers. Delivers initial-offering recommendations and confirmed terms.

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RFP 07-2025-IT011 Program Broker and Administrator for Voluntary Supplemental Benefits for NC Retirees and Benefit Recipients

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The North Carolina Department of State Treasurer's Retirement Systems Division is soliciting offers for a Program Broker and Administrator to manage the voluntary supplemental benefits program for North Carolina retirees and benefit recipients. The selected vendor will be responsible for assessing retiree needs, conducting provider solicitations, negotiating customized terms, and acting as the primary plan liaison for operations. Key administrative duties include managing status changes, life claims, coverage levels, and providing participant communications and forms. The contract is a term agreement with a phased implementation schedule, requiring a detailed plan within 30 days of the effective date and full coverage and administration beginning January 1, 2028. Award selection will be based on a trade-off/ranking method to determine the best value, prioritizing the vendor's brokerage and product sourcing capabilities and their approach to program administration and operations. The vendor must comply with North Carolina state procurement rules, including Department of Information Technology terms and conditions, ADA compliance, and strict data security standards for high-risk information, with a preference for HITRUST, SOC 2 Type 2, or FedRAMP certifications. Key deliverables include independent program reviews every two years and a commitment to provide up to six months of transition assistance upon contract termination. Proposals are due by December 21, 2026, and must include comprehensive documentation across multiple attachments, including financial reviews and vendor certifications.

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