Pre-retirement and mid-career retirement seminars
Ended Awarded Last action
- Contract number
- 20340925F00004
- Awardee
-
Employee Benefit Advisors, Inc. UEI ZCEVJ6QZMSJ9
- Awarding agency
-
Bureau of the Fiscal Service
Department of the Treasury
- Obligated
- $4,370
Award facts
- Opportunity
-
- 20340921R00004 Solicitation number
- Contract value 100% obligated
- $4,369.50 Current and potential, with all options
- Completion date 100% complete
- Current and potential, with all options
- Funding agency
- United States Mint Department of the Treasury
- NAICS code
- 524292 Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds
- Set-aside
- Total Small Business
- Competition
- Full and Open Competition after exclusion of sources Negotiated Proposal / Quote
- Pricing
- Firm Fixed Price
- Place of performance
- Washington, DC 20001, USA
Award details come from SAM.gov/FPDS.
Transactions
| Action | Obligated | Date |
|---|---|---|
| Funding Only Action | -$1,951 | |
| Original award | $6,320 |
About this award
The United States Mint awarded a firm fixed-price delivery order valued at $4,369.50 to Employee Benefit Advisors, Inc., a veteran-owned small business based in Terre Haute, Indiana, for pre-retirement and mid-career retirement seminars. This delivery order was issued under a total small business set-aside Indefinite Delivery/Indefinite Quantity (IDIQ) contract established on September 28, 2021, with a $219,000 ceiling and a performance period extending through September 2026. Employee Benefit Advisors, Inc. specializes in retirement planning and financial literacy education for federal agencies, focusing on topics including the Federal Employee Retirement System (FERS), Thrift Savings Plan (TSP), and comprehensive financial planning strategies tailored to federal employees.
The delivery order is scheduled for ultimate completion by September 24, 2025, and supports the Mint's workforce development and succession planning initiatives. As a small business set-aside contract, this award aligns with federal procurement policies to support small business participation. Employee Benefit Advisors, Inc. has established itself as a key provider for the Mint, with a track record of delivering targeted retirement education seminars that assist federal employees in planning for various career transitions and retirement scenarios.
Quick answers
Who was awarded contract 20340925F00004?
20340925F00004 was awarded to Employee Benefit Advisors, Inc. by Bureau of the Fiscal Service (Department of the Treasury) on September 28, 2021.
How much is contract 20340925F00004 worth?
The government has obligated $4,370 on 20340925F00004.
Which agency awarded contract 20340925F00004?
Bureau of the Fiscal Service (Department of the Treasury) awarded 20340925F00004, with funding from United States Mint (Department of the Treasury).
Is contract 20340925F00004 an order under another contract?
Yes. 20340925F00004 is a delivery order under 20340921D00002, an indefinite delivery contract.
Was contract 20340925F00004 competed?
The extent of competition for 20340925F00004 was full and open competition after exclusion of sources. It was set aside: Total Small Business.
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