Contract PBGC01CT150027

J. P. Morgan Investment Management Inc. · Pension Benefit Guaranty Corporation · August 26, 2015

Firm Fixed PriceFull & Open CompetitionNAICS 523991

J. P. Morgan Investment Management Inc. was awarded a federal contract by Pension Benefit Guaranty Corporation on August 26, 2015 for $2.93 million of work in trust, fiduciary, and custody activities. Performance is in New York, NY. It was awarded under full and open competition. The contract has been modified 27 times since the base award It uses firm fixed-price contract pricing. The most recent modification was on December 10, 2025.

Obligated to date
$2.93M
$2,931,598
Current value
$2.93M
Modifications
27
Latest December 10, 2025

Contract details

PIID
PBGC01CT150027
Award type
Definitive Contract
Pricing
Firm Fixed Price
Set-aside
No Set Aside Used.
Competition
Full And Open Competition
NAICS
523991 · Trust, Fiduciary, And Custody Activities
Product / service
Support- Management: Financial
Place of performance
New York, NY
First action
August 26, 2015
Latest action
December 10, 2025

Description

SPECIAL SITUATION INVESTMENT MANAGER (SSIM).

Modification timeline

  • December 10, 2025
    Mod P00028
    $-1.38M
  • August 11, 2025
    Mod P00027
    $200.0K
  • July 7, 2025
    Mod P00026
    $0
  • August 7, 2024
    Mod P00025
    THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE O9 OF THE CONFORMED CONTRACT.
    $800.0K
  • July 22, 2024
    Mod P00024
    THE PURPOSE OF THIS MODIFICATION IS TO DE-OBLIGATE UNUSED FY22 FUNDS FROM OP7 OF THIS CONTRACT.
    $-646.8K
  • September 25, 2023
    Mod P00023
    INVESTMENT SERVICES
    $0
  • August 8, 2023
    Mod P00022
    FINANCIAL MANAGEMENT SERVICES
    $800.0K
  • July 24, 2023
    Mod P00021
    INVESTMENT SERVICES
    $-575.8K
  • August 10, 2022
    Mod P00020
    FINANCIAL MANAGEMENT SERVICES
    $800.0K
  • February 24, 2022
    Mod P00019
    DE-OBLIGATE FY20 FUNDS
    $-480.6K

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Frequently asked questions

What is contract PBGC01CT150027?

Contract PBGC01CT150027 is a federal contract awarded to J. P. Morgan Investment Management Inc. by Pension Benefit Guaranty Corporation on August 26, 2015 for $2.93 million of work classified under TRUST, FIDUCIARY, AND CUSTODY ACTIVITIES. It has been modified 27 times since the base award.

Who won contract PBGC01CT150027?

J. P. Morgan Investment Management Inc. won contract PBGC01CT150027 from Pension Benefit Guaranty Corporation.

How much is contract PBGC01CT150027 worth?

Contract PBGC01CT150027 has obligated $2.93 million to date.