00161 - Form 5500 Data Subscription
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
Qualification Details
Fit reasons
- NAICS alignment with historical contract wins in similar service areas.
- Scope strongly matches core technical capabilities and delivery model.
Risks
- Past performance thresholds may require one additional teaming partner.
- Potential clarification needed on staffing minimums before bid/no-bid.
Next steps
Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.
Quick Summary
The U.S. Department of Labor (DOL), Employee Benefit Security Administration (EBSA), is seeking information and solutions for Form 5500 Data Subscription Services and specialized analyst support. This is a Request for Information (RFI) to gather market capabilities. Responses are due by March 24, 2026, at 2:00 PM EST.
Scope of Work
EBSA requires access to an online database containing edited Form 5500 data, which must be mapped with SEC, FINRA, investment performance, and state insurance data. Key data elements include edited Form 5500 adviser names matched to IARD registered investment advisers, Form ADV firm and representative data, aggregated FINRA and state insurance department data, specific headquarter locations for multi-location companies, asset spread by geographic location, indicators for Taft-Hartley plans, audit level, and trended fund data. The subscription must enable EBSA employees to independently query data on employer-sponsored benefit plans, financial advisors, service providers, assets, and locations. The contractor must also provide at least 50 hours of specialized analyst support annually for data queries on Defined Contribution (DC) retirement plans. Additional data elements may include welfare plan information and supplemental financial data. The database must be available 24/7, with initial and semiannual refresher training, technical support during business hours, and monthly reports on analyst support usage. All necessary data elements must be in place at the start of the performance period.
Contract & Timeline
- Type: Request for Information (RFI) / Sources Sought
- Anticipated Period of Performance: A base period from September 19, 2026, to September 18, 2027, followed by four 12-month option periods.
- Set-Aside: None specified for this RFI.
- Questions Due: March 11, 2026
- Responses Due: March 24, 2026, 2:00 PM EST
- Published: March 03, 2026
Evaluation
This RFI is for market research purposes only. Responses will be used to assess industry capabilities and inform future acquisition strategies; it does not constitute a solicitation for proposals or an award.
Additional Notes
Questions regarding this RFI should be submitted using the provided "Attachment 01 - QA Log - Form 5500.xlsx" by the specified deadline. The QA log is currently a template and should be used for submitting inquiries.