EBSA - Form 5500 Data Subscription

The Department of Labor Employee Benefits Security Administration seeks to procure a Form 5500 data subscription to support its mission of identifying trends in retirement plan funding, service providers, fees, and investments. The subscription must provide at least 30 licenses for edited Form 5500 plan data mapped to SEC, FINRA, and investment performance data, with the option to renew for up to 50 total licenses over three additional 12-month periods. Responses to the Request for Information will be evaluated as relevant or irrelevant, with relevant respondents invited to demonstrate their approach. Responses are due by February 17, 2021.

The procurement is not set aside and may be awarded through full and open competition or set aside for small businesses, with potential for multiple awards. The draft Performance Work Statement specifies requirements for data elements to be provided, including plan, advisor, asset manager, and fund distribution information, as well as technical support contacts and search functionality. Pricing should be provided at a rough order of magnitude.