Portfolio management services

Ended Definitive Contract Awarded Last action

Contract number
PBGC01CT160019
Awardee
Awarding agency
Obligated
$89,150,063

Award facts

Opportunity
  • PBGC01RP150008 Solicitation number
Contract value 100% obligated
$89,150,063.02 Current and potential, with all options
Completion date 100% complete
Current and potential, with all options
NAICS code
523920 Portfolio Management
Set-aside
No set-aside
Competition
Full and Open Competition · 26 offers Negotiated Proposal / Quote
Pricing
Firm Fixed Price
Place of performance
Boston, MA 02210, USA

Award details come from SAM.gov/FPDS.

Transactions

Action Obligated Date
Funding Only Action P00068 · The purpose of this modification is to DE-obligate FY25 funds in the amount of $315,677.00. -$315,677
Supplemental Agreement for work within scope P00067 · The purpose of this modification is to implement executive order 14398, "addressing DEI discrimination by federal contractors." $0
Other Administrative Action P00066 $0
Other Administrative Action P00065 · The purpose of this modification is to implement executive order 14173, "ending illegal discrimination and restoring merit-based opportunity." $0
Exercise an Option P00064 · The purpose of this modification is to exercise and fully fund the six month option period in accordance with far 52.217 8, option to extend services. $3,400,000
Other Administrative Action P00063 · Deobligation of expired funds -$1,477,430
Funding Only Action P00062 · The purpose of this modification is to obligate option period nine funding. $3,500,000
Other Administrative Action P00061 · The purpose of this modification is to update the contracting officer. $0
Exercise an Option P00060 · Option period nine funding $3,000,000
Other Administrative Action P00059 · Correcting modification and option funding $0
Exercise an Option P00058 · The purpose of this modification is to exercise option period nine. $3,000,000
Other Administrative Action P00057 · Deobligation -$1,196,273
Exercise an Option P00056 · The purpose of this modification is to exercise option period and to add clauses for the contract. $2,800,000
Funding Only Action P00055 · The purpose of this modification is to add incremental funding to the contract as shown. $3,500,000
Other Administrative Action P00054 · The purpose of this modification is to incorporate pbgc 52.232-7009 submission of electronic invoicing using invoice processing platform (IPP) for time and… $0
Funding Only Action P00053 -$102,864
Exercise an Option P00052 · Trust fund asset investment $3,000,000
Funding Only Action P00051 · Investment management services $3,000,000
Funding Only Action P00050 · Financial management services $2,000,000
Funding Only Action P00049 -$293,704
Exercise an Option P00048 · Trust fund asset investment $1,000,000
Funding Only Action P00047 $4,000,000
Other Administrative Action P00045 $0
Funding Only Action P00044 $2,730,000
Funding Only Action P00043 -$105,736
Other Administrative Action P00042 -$883,527
Funding Only Action P00041 $13,550
Exercise an Option P00040 $1,000,000
Funding Only Action P00039 $7,000,000
Supplemental Agreement for work within scope P00038 · Investment management services $0
Funding Only Action P00037 · Asset management $700,000
Funding Only Action P00036 $200,000
Funding Only Action P00035 · Investment management services $3,868,000
Other Administrative Action P00034 · Change size classification from small to large business. $0
Exercise an Option P00033 · Fixed income $1,000,000
Funding Only Action P00032 -$206,150
Funding Only Action P00031 $570,000
Funding Only Action P00030 $6,915,000
Funding Only Action P00029 $100,000
Funding Only Action P00028 $480,000
Funding Only Action P00027 $1,865,000
Supplemental Agreement for work within scope P00026 $0
Exercise an Option P00025 $2,670,000
Funding Only Action P00024 · Investment management services -$104,475
Funding Only Action P00023 · Investment management services for CID -$326,957
Funding Only Action P00022 $6,550,000
Funding Only Action P00021 $60,178
Funding Only Action P00020 $150,000
Funding Only Action P00018 $4,245,670
Funding Only Action P00019 · Investment management services $75,000
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About this award

Written by GovTribe AI ·

The Pension Benefit Guaranty Corporation awarded a definitive contract to Wellington Management Company LLP for portfolio management services on April 1, 2016, with a ceiling value of $89,150,063.02.

This modification de-obligates $315,677 in FY25 funds. Place of performance is Boston, MA. The contract carries no set-aside. Ultimate completion date is September 30, 2026. Pricing is firm fixed price.

Quick answers

Who was awarded contract PBGC01CT160019?

PBGC01CT160019 was awarded to Wellington Management Company LLP by Pension Benefit Guaranty Corporation on April 1, 2016.

How much is contract PBGC01CT160019 worth?

The government has obligated $89,150,063 on PBGC01CT160019.

Was contract PBGC01CT160019 competed?

The extent of competition for PBGC01CT160019 was full and open competition. The government received 26 offers.

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