[SchoolFinance] 403(b) Third Party Administrators

[Jamie Youngblood]

Hermon uses OMNI. We have not had any issues with them. I have worked with
them since 2008 (in a previous district) and transitioned to them as our
TPA in my current district about 4 years ago. We pay $300/year for their
services.

On Mon, Jul 20, 2026 at 1:16 PM Carolyn Heller <cheller at ellsworthschools.org>
wrote:

> Good afternoon,
>
> We are considering transitioning to a TPA for our 403(b) plans.
>
> Would you please share with me if your SAU uses a TPA and if so, which one?
>
> Your input would be greatly appreciated!
>
> Thank you
>
> Carolyn Heller
> Human Resources Director
> Ellsworth School Department
> 207-664-7100 x1104
>
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-- 
Jamie M. Youngblood
Director of Finance
Hermon School Department
31 Billings Road
Hermon, ME 04401
Direct Phone: 207-848-4085
Fax: 207-848-5226
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