00161 - Form 5500 Data Subscription

The U.S. Department of Labor, Employee Benefit Security Administration (EBSA) is seeking a contractor to provide Form 5500 Data Subscription and Analyst Support services through a Request for Information (RFI) currently in the pre-solicitation phase. The procurement requires the contractor to deliver a comprehensive online database containing edited Form 5500 data integrated with Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and state insurance data, accessible 24/7 except during scheduled maintenance. Key requirements include maintaining coverage of 30,000 to 40,000 employee benefit plan Form 5500 filings, mapping at least 9,000 entities, enabling EBSA employees to independently query data on employer-sponsored benefit plans, financial advisors, and service providers, and providing a minimum of 50 hours of specialized analyst support annually to prepare custom data queries on Defined Contribution retirement plan data. The contractor must designate a Contract Manager as key personnel and an Analyst with a minimum of five years' experience in financial retirement data, Form 5500 analysis, ERISA regulations, and FINRA/SEC database analysis. Evaluation will be based on firm fixed-price proposals assessed against quality control standards and performance requirements. The deadline for vendor questions is March 11, 2026, with RFI responses due by March 30, 2026 at 2:00 PM EST, following Amendment 01 which extended the original March 24, 2026 deadline.

This acquisition includes no set-aside designation and identifies no current contractor or incumbent. The contract structure consists of one 12-month base period running from September 19, 2026 through September 18, 2027, with four optional 12-month extension periods through September 18, 2031, for a potential total performance period of five years. The contractor must have all required data elements operational at contract start and provide initial database access to EBSA staff within five calendar days of award, with initial training delivered within 45 days and semi-annual training thereafter. While the RFI does request rough order of magnitude pricing estimates for analysis purposes only, no specific budget range or award value has been disclosed in this pre-solicitation notice. The procurement falls under NAICS Code 513210 (Software Publishers), and respondents must be registered in the System for Award Management (SAM) database, with responses not exceeding ten pages and submitted to Maria Britton and Debbie Worrells by the March 30, 2026 deadline.