00161 - Form 5500 Data Subscription

The U.S. Department of Labor, Employee Benefit Security Administration (EBSA), is seeking information and solutions for Form 5500 Data Subscription Services. The contractor will provide a subscription containing specified data elements, maintenance, training, and analysis. The data elements include plan data, adviser/consultant and recordkeeper data, asset manager data, and fund data. The contractor will also provide at least 50 hours of specialized analyst support to prepare various data queries on Defined Contribution (DC) retirement plan data. The period of performance will be for one 12-month base period and four 12-month option periods. Some key features of the job and scope of work include: • Providing a subscription containing specified data elements and maintenance throughout the contract period • Providing training and analysis to EBSA staff • Providing at least 50 hours of specialized analyst support to prepare various data queries on Defined Contribution (DC) retirement plan data • Ensuring the integrity of data output and providing updates to the subscription • Providing technical support and custom analyses as requested by EBSA