Employee Health and Welfare Benefits Broker Services

The Lehigh and Northampton Transportation Authority is seeking an insurance broker to manage employee health and welfare benefits, including medical, dental, vision, prescription, disability, life, FSA, COBRA, and 457(b) programs, for an initial three-year term with two optional one-year extensions.

Lehigh and Northampton Transportation Authority


General
Open (open)
Lehigh and Northampton Transportation Authority, Pa
Nov 13, 2026 07:00 PM
Oct 05, 2026 04:00 PM
3 years base + 2 × 1 year options
Disadvantaged Business
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Original Solicitation Links
[

Lehigh and Northampton Transportation Authority, Pa

]

lanta rfp employee health and welfare benefits broker services

Contact
jpolster@lantabus-pa.gov
+16104354517
1060 Lehigh Street, Allentown, PA, USA
Submission Instructions
Online
Complete proposal uploaded as PDF
Description

The Lehigh and Northampton Transportation Authority is seeking one qualified insurance broker to assist with developing, placing, and managing its employee health and welfare benefits program. Required services include strategic planning; financial underwriting and claims analysis; renewal analysis and negotiations; budget projections; plan-design and network evaluation; preparation and marketing of insurance requests for proposals; coverage recommendations; carrier and vendor management; employee communications and open-enrollment support; COBRA, HIPAA, Department of Labor, and ERISA compliance assistance; legislative updates; and technical support. The benefits program includes medical, dental, vision, prescription, flexible spending account, 457(b), short- and long-term disability, life, retiree life, and employee assistance program coverage. The broker must be authorized to do business in Pennsylvania, and the proposed account manager must hold a current Pennsylvania insurance license. Proposals must address qualifications, personnel, service approach, fixed annual fees for each of three years, references, exceptions, and required certifications. The initial contract term is April 1, 2027, through March 31, 2030, with two optional one-year extensions.

Classification Codes
NAICS524210Insurance Agencies and Brokerages
PSCG009Non-Government Insurance Programs
Smart Codes
employee benefits brokeragehealth insurance consultinginsurance benefits management
Specifications
Service Only
Timeline
Oct 05, 2026 04:00 PM-Open Date
Oct 23, 2026-Final Addenda Deadline
Oct 30, 2026 08:00 PM-Questions and Clarifications Deadline
Nov 4, 2026-Responses to Questions and Clarifications
Nov 13, 2026 07:00 PM-Proposal Submission Deadline
Dec 7, 2026-Interviews, If Necessary
Feb 9, 2027-Award Recommendation to Board of Directors
Requirements
Required
  • Professional Liability — $1,000,000.00
Scored
  • Minimum 3 references
  • Client point of contact required for each reference
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