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 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 is a $95,089 firm-fixed-price purchase order contract awarded by the Securities and Exchange Commission (SEC) to Asset International, Inc. for access to SIONLINE, a web-based platform offering Employee Retirement Income Security Act (ERISA) plan data, data query functionality, and data visualization methods. The contract has an ultimate completion date of March 31, 2018. Asset International, Inc. is a for-profit company that provides data, insights, and business intelligence solutions for...
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...
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 Department of Labor's Employee Benefits Security Administration National Office awarded a $175,670.00 firm fixed price purchase order to S&P Global Market Intelligence LLC, a division of S&P Global Inc., for a Company Valuation Subscription with a base period plus three option years. This subscription service provides S&P's proprietary financial data, analytics, and research to the Department of Labor. S&P Global Market Intelligence has a history of providing similar...
The Department of Labor's Employee Benefits Security Administration awarded a firm-fixed-price purchase order to Morningstar, Inc. to provide a financial global database subscription service. The $152,558.33 contract will support research and study of asset health for employee benefit plans. This award was not set aside for any specific business type. Morningstar, a leading provider of independent investment research, has been awarded similar federal contracts worth hundreds of thousands to...
Asset International, Inc. was awarded a firm fixed-price purchase order totaling seven hundred ninety thousand dollars ($790,000) by the Securities and Exchange Commission (SEC) to provide ERISA plan data subscription services. The contract has a period of performance through September 30, 2023 and was awarded on October 1, 2018. Asset International will deliver the requested ERISA plan data subscription products and services to the SEC in Washington, D.C. No set-aside designation was used for...
This is a firm-fixed-price purchase order contract awarded by the Department of Labor (DOL) to Morningstar, Inc. for $289,625.00 to provide financial data subscription services in support of the DOL's Employee Benefits Security Administration (EBSA). The contract has an ultimate completion date of September 14, 2018. Morningstar is a leading provider of independent investment research, financial data, and analytics solutions. This contract does not have a set-aside designation. Morningstar has...
This firm-fixed-price purchase order contract, valued at $199,450.00, was awarded by the U.S. Department of Labor's Employee Benefits Security Administration (EBSA) to S&P Global Market Intelligence LLC, a subsidiary of S&P Global Inc. The contract provides access to S&P's Capital IQ financial data and analytics platform to support EBSA's financial analysis and valuation services. This is not a set-aside contract. S&P Global is a leading provider of financial data, analytics, and...