EBSA - Form 5500 Data Subscription

The Department of Labor, on behalf of the Employee Benefits Security Administration, seeks to procure Form 5500 research subscription and data analysis services in accordance with the attached performance work statement. The contractor must provide EBSA staff access to a database containing edited Form 5500 data mapped to SEC, FINRA, and state insurance data, including at least 30,000 to 40,000 plan filings and 9,000 entities mapped to IARD/CRD numbers. The contractor must also provide at least 50 hours of analyst support per year to run custom queries. Responses will be evaluated using the past performance questionnaire template. Requests for clarification are due by August 2, 2021 and responses to the solicitation are due by August 23, 2021.

There is no set-aside designation for this procurement. The NAICS code is 541990 and PSC code is R499. The period of performance is one base year with two optional one-year extensions. The place of performance is Washington, DC.