Definitive Contract 1605C122C0010
- Not listed
- This federal contract modification represents a de-obligation of excess funds in the amount of $2.57 from Purchase Order DOLB129333671, awarded to Fiduciary Counselors (UEI: YYH8LBK8GLD5). The original contract, valued at $74,997.43, was a fixed-price, level-of-effort engagement to provide expert witness support services for the review of 13 plans. The contract was awarded on September 17, 2012, and reached its ultimate completion date on September 16, 2014. No set-aside designation was utilized...
- This contract modification represents a de-obligation of excess funds totaling $91,800 from contract DOLB119332050 with Fiduciary Leadership, LLC (UEI: Y4R8Z235DK64), a civilian contractor located in Trumbull, Connecticut. The underlying contract, valued at a ceiling of $18,450, was awarded on August 1, 2011, under a firm fixed-price purchase order structure to provide expert witness services. The contract reached its ultimate completion date on August 1, 2012. No set-aside designation was...
- This modification to contract DOLB129333126 de-obligates $30 in excess funds from a $62.64K purchase order awarded to Kirkland Messina, Inc. for expert witness services supporting the Employee Benefits Security Administration (EBSA), a division of the Department of Labor. The contract, which was awarded on April 16, 2012, with an ultimate completion date of March 31, 2013, was performed in Washington, DC. No small business set-aside was utilized for this award, and the contract utilized firm...
- The Department of Labor awarded a $206,000 firm fixed price definitive contract to Advanced Benefit Consulting And Insurance Services, Inc. for expert witness services to support the Employee Benefits Security Administration's investigation. The prime contractor will provide a prudence expert witness to assist EBSA in evaluating fiduciary conduct under the Employee Retirement Income Security Act. Performance will take place in Washington, D.C. over a two-year period from September 2023 through...
- The Employee Benefits Security Administration (EBSA) awarded a purchase order contract to North Pier Fiduciary Management, LLC for expert witness services related to the CSX Corporation Master Pension Trust EBSA case number 42-009899(48). This contract, numbered 1605C1-24-P-00023, was awarded on September 23, 2024, with a ceiling value of $191,151.25 and a labor hours pricing structure. The contract will be performed in Washington, DC and is scheduled for ultimate completion by September 19,...
- The Employee Benefits Security Administration (EBSA) awarded a modification to Contract 1605C1-25-C-0001 to Elite Medical Experts LLC, a physician-led firm specializing in medical and technical expert witness services. This modification de-obligates $2,575.00 in excess funds from the contract, which maintains a ceiling value of $103,812.50 under a Firm Fixed Price structure. The contract, which runs through January 30, 2026, was awarded without a set-aside designation, indicating open...
- The Employee Benefits Security Administration (EBSA), a civilian agency within the U.S. Department of Labor, awarded a definitive contract to Milliman, Inc. on September 17, 2025, for expert witness services under the contract title "Prudence Expert Witness." Valued at $200,450, the labor-hour contract carries no set-aside designation and will be performed in Washington, DC, with an ultimate completion date of September 16, 2027. Milliman's role will involve providing expert witness...
- The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) awarded a firm fixed-price purchase order for expert witness services on April 2, 2007, with a ceiling value of $12.5K. The contract, which was not issued under any small business set-aside designation, was performed in Washington, DC and completed by September 30, 2007. This engagement supported EBSA's litigation and regulatory enforcement activities, which typically involve employee benefit plan compliance...
- The Employee Benefits Security Administration (EBSA) awarded a purchase order contract to Carlisle Creek Capital, LLC on August 28, 2024, for expert witness services related to an Employee Stock Ownership Plan (ESOP) investigation designated as EBSA Case No. 42-009985 involving an airlines entity. The contract, valued at $550,312.50, is structured as a labor-hour engagement with no set-aside designation applied. Performance will be conducted in Washington, DC, with an ultimate completion date of...
- The Employee Benefits Security Administration (EBSA), a civilian agency within the Department of Labor, awarded a firm fixed-price purchase order for expert witness and independent fiduciary services on June 15, 2007. The contract, valued at $19.5K with a completion date of December 31, 2007, was awarded without any set-aside designation. Services are to be performed in Shawnee Mission, Kansas. This engagement likely supports EBSA's regulatory and enforcement activities related to employee...
This contract modification de-obligates $35,837.50 in excess funds from a labor-hour contract awarded to Innovest Portfolio Solutions LLC (UEI: G98MNZ6LMNY5) for expert witness services supporting the Employee Benefits Security Administration's (EBSA) investigation efforts. The contract, numbered 1605C1-22-C-0010, carries a ceiling value of $521,262.50 and operates under a definitive contract structure with no set-aside designation. Performance is based in Washington, DC, with an ultimate completion date of April 24, 2027. EBSA, a component of the Department of Labor, investigates violations of the Employee Retirement Income Security Act (ERISA) and related employee benefit laws. The engagement of an expert witness firm like Innovest Portfolio Solutions LLC indicates EBSA required specialized expertise to support investigative or potential litigation proceedings. This modification represents a standard contract administration action to adjust obligated funding levels based on actual requirements, reducing the contract's financial commitment while maintaining the contractor relationship through the extended completion date.
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| P00012 | Other Administrative Action | ($36k) | 9/25/25 | |
| P00011 | Funding Only Action | $78.0k | 8/26/25 | |
| P00010 | Other Administrative Action | $0 | 8/18/25 | |
| P00009 | Exercise an Option | $5.0k | 5/23/25 | |
| P00008 | Supplemental Agreement for work within scope | $0 | 2/19/25 |