Portfolio management services

Ended Definitive Contract Awarded Last action

Contract number
PBGC01CT160020
Awardee
Awarding agency
Obligated
$112,439,174

Award facts

Opportunity
  • PBGC01RP150008 Solicitation number
Contract value 100% obligated
$112,439,173.73 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
Newport Beach, CA 92660, USA

Award details come from SAM.gov/FPDS.

Transactions

Action Obligated Date
Supplemental Agreement for work within scope P00062 · The purpose of this modification is to implement executive order 14398, "addressing DEI discrimination by federal contractors." $0
Other Administrative Action P00061 $0
Other Administrative Action P00060 · The purpose of this modification is to implement executive order 14173, "ending illegal discrimination and restoring merit-based opportunity." $0
Exercise an Option P00059 · Exercise six-month extension (april 1, 2026 - september 30, 2026) in the amount of $5,700,000, IAW far 52.217-8, option to extend services. $5,700,000
Funding Only Action P00058 · DE-obligate FY23/24 funds and add alternate COR -$3,075,297
Funding Only Action P00057 · The purpose of this modification is to obligate additional funding in the amount of $5,400,000 for option period 9. $5,400,000
Funding Only Action P00056 · Add funds to option period 9 $5,140,000
Exercise an Option P00055 · The purpose of this modification is to exercise option period nine. $5,140,000
Funding Only Action P00054 · Deobligation -$2,652,900
Exercise an Option P00053 · The purpose of this modification is to exercise OP8, increase the ceiling, add funding, and add newly required clauses. $5,000,000
Funding Only Action P00052 · The purpose of this modification is to add incremental funding to the contract. $6,000,000
Other Administrative Action P00051 · Asset management services -$152,178
Exercise an Option P00050 $6,000,000
Funding Only Action P00049 · Investment management services $6,000,000
Funding Only Action P00048 $1,000,000
Funding Only Action P00047 · Financial management services $4,000,000
Other Administrative Action P00046 -$37,483
Exercise an Option P00045 · Asset management services $2,000,000
Funding Only Action P00044 · Investment management services $13,000
Funding Only Action P00043 $7,280,000
Funding Only Action P00041 $500,000
Funding Only Action P00039 -$557,030
Other Administrative Action P00040 -$876,000
Funding Only Action P00038 $2,400,000
Exercise an Option P00037 $3,000,000
Other Administrative Action P00036 -$327,317
Funding Only Action P00035 $7,500,000
Funding Only Action P00034 $1,100,000
Supplemental Agreement for work within scope P00033 $0
Funding Only Action P00032 · Investment management services $3,578,000
Funding Only Action P00031 · Investment contract -$184,257
Exercise an Option P00030 · Fixed income $1,000,000
Funding Only Action P00029 · Investment management services $514,000
Funding Only Action P00028 · Investment management services for CID $6,567,000
Funding Only Action P00027 · Investment management services $200,000
Funding Only Action P00026 $1,189,000
Other Administrative Action P00025 $0
Funding Only Action P00023 $745,000
Funding Only Action P00024 $1,600,000
Supplemental Agreement for work within scope P00021 · Investment management services for CID $0
Exercise an Option P00022 · Investment management services $2,500,000
Funding Only Action P00020 -$159,856
Funding Only Action P00019 · Investment management services for CID $4,550,000
Other Administrative Action P00018 $0
Other Administrative Action P00017 $0
Funding Only Action P00016 $605,000
Funding Only Action P00015 $3,530,932
Funding Only Action P00014 $135,000
Funding Only Action P00013 · Investment management services $100,000
Exercise an Option P00012 $445,000
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About this award

Written by GovTribe AI ·

The Pension Benefit Guaranty Corporation awarded a definitive contract to Pacific Investment Management Company LLC for portfolio management services on April 1, 2016, with a ceiling value of $112.4 million.

The contract pricing is firm fixed price with ultimate completion on September 30, 2026. Place of performance is Newport Beach, California. A modification to this award implements Executive Order 14398, "Addressing DEI Discrimination by Federal Contractors." No set-aside was used.

Quick answers

Who was awarded contract PBGC01CT160020?

PBGC01CT160020 was awarded to Pacific Investment Management Company LLC by Pension Benefit Guaranty Corporation on April 1, 2016.

How much is contract PBGC01CT160020 worth?

The government has obligated $112,439,174 on PBGC01CT160020.

Was contract PBGC01CT160020 competed?

The extent of competition for PBGC01CT160020 was full and open competition. The government received 26 offers.

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