Definitive Contract 1605C121C0009

Award Date 9/19/21
Potential Completion Date 9/18/24
Potential Value $620K
Funding Federal Agency
National Office
Ultimate Awardee
Not listed
Set-Aside Type
No Set-Aside Used
Federal Contract Vehicle
Extent Competed
Full and Open Competition
Major Defense Program
Not listed
Pricing Type
Firm Fixed Price
Place of Performance
Washington, DC 20210, USA
Solicitation Procedures
Negotiated Proposal / Quote
Number Of Offers Received
1
Legislative Mandate
Employment Eligibility Verification
National Interest Action
Not listed
Research Type
Not listed
Primary Consortia Member
Not listed
Similar Awards
The Department of Labor Employee Benefits Security Administration (EBSA) awarded a $840,000.00 Firm Fixed Price definitive contract to Asset International, Inc. (doing business as Asset International) to perform research, compliance assistance, and enforcement tasks related to FORM 5500. The contract has a completion date of September 18, 2021 and was awarded on September 19, 2017. The contract is not designated as a set-aside. As the EBSA is responsible for administering and enforcing the...
The U.S. federal agency, National Office, awarded a $210,000.00 firm-fixed-price definitive contract to Asset International, Inc. to provide a Form 5500 research subscription and data analysis services. The contract has an ultimate completion date of September 19, 2025. Asset International, Inc. is a for-profit company that provides data, insights, and business intelligence solutions for the financial services industry, with a focus on Employee Retirement Income Security Act (ERISA) plan data....
This federal contract award is for a 12-month subscription to the SimFund database provided by Asset International, Inc. (doing business as Asset International) to the Department of Labor's (DOL) Office of Employee Benefits Security Administration (EBSA). The $100,000.00 firm-fixed-price purchase order will allow EBSA to perform detailed analysis of retirement plan investments, combining data from various sources to enhance their regulatory oversight and monitoring capabilities. The contract was...
This is a $890,000.00 firm-fixed-price purchase order awarded by the U.S. Securities and Exchange Commission (SEC) to Asset International, Inc., a for-profit data and business intelligence firm based in Rockville, Maryland. The contract is for a subscription to ERISA plan data, including aggregated Form 5500 filings, assets under management, investment advisor and representative information, fees and expenses, and historical data. This contract award follows a pre-solicitation issued by the...
The Department of Labor Employee Benefits Security Administration National Office awarded a $155,242.00 firm fixed price purchase order to Morningstar, Inc., a leading provider of independent investment research, to provide a financial global database subscription service to research and study the asset health of employee benefits plans. The award, which does not have a set-aside designation, will provide Morningstar's data, research, tools, and solutions for financial planning, asset...
This is a firm-fixed-price purchase order contract awarded by the Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor to Cerulli Associates, Inc., a Boston-based for-profit research and consulting firm. The $118,533.00 contract provides EBSA with a subscription-based online access to Cerulli's proprietary databases and comprehensive reports covering retirement plans, IRAs, annuities, and related financial information. This contract supports EBSA's oversight and...
The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) awarded a $212,263.00 firm-fixed-price purchase order to Bloomberg Industry Group, Inc. (doing business as Bloomberg BNA) for access to the company's Benefits Practice Resource Center, Health Law Resource Center, and Financial Accounting Resource Center subscription services. These resources provide EBSA personnel with the latest news, analysis, reporting, and research related to retirement, health, and other...
The Department of Labor's Employee Benefits Security Administration has awarded a $3.04 million delivery order contract to Mathematica Inc. to provide oversight and analysis of Form 5500 series data processing. The prime contractor, Mathematica, will deliver the requested services over a one-year period ending in September 2021. Work will be performed in Princeton, New Jersey. Funding is provided by DOL-EBSA's National Office to support its monitoring and evaluation of private sector employee...
This is a federal contract award from the Department of Labor's Employee Benefits Security Administration National Office to Cerulli Associates, Inc., a research and consulting firm specializing in asset management and distribution trends. The $84,000.00 firm fixed-price purchase order is for an online subscription providing access to Cerulli's proprietary databases and reports related to retirement plans, IRAs, annuities, and other economic data. This supports the agency's oversight and...
The Department of Labor's Employee Benefits Security Administration National Office awarded a purchase order contract to Cerulli Associates, Inc. to provide a subscription-based service for retirement market research reports. The firm, a for-profit S corporation, specializes in financial services industry research and consulting. The one-year, firm-fixed-price contract has a potential value of $121,500 and allows the agency to access Cerulli's proprietary databases and publications to support...

The Department of Labor's Employee Benefits Security Administration awarded a $620,000 firm fixed price contract to Asset International, Inc. to provide Form 5500 research subscription and data analysis services. The contract supports EBSA's mission of identifying trends in retirement plan funding, service providers, fees, and investments by providing at least 30 licenses for edited Form 5500 plan data mapped to SEC, FINRA, and investment performance data, with the option to renew for up to 50 total licenses over three additional 12-month periods. No set-aside was used for this definitive contract awarded in response to a pre-solicitation notice seeking a Form 5500 data subscription to enhance EBSA's ability to analyze retirement plan data and identify plans and service providers that may require attention.

Generated 1/28/24, 12:23 AM