Contract PBGC01CT150031
J. P. Morgan Investment Management Inc. · Pension Benefit Guaranty Corporation · September 27, 2023
J. P. Morgan Investment Management Inc. was awarded a federal contract by Pension Benefit Guaranty Corporation on September 27, 2023 for $543,000 of work in investment advice. Performance is in New York, NY. It was awarded under full and open competition. The contract has been modified 7 times since the base award It uses firm fixed-price contract pricing. The most recent modification was on December 17, 2025. If all options are exercised, the contract could reach $5.56 million.
Contract details
- PIID
- PBGC01CT150031
- Award type
- Definitive Contract
- Pricing
- Firm Fixed Price
- Set-aside
- No Set Aside Used.
- Competition
- Full And Open Competition
- NAICS
- 523930 · Investment Advice
- Product / service
- Support- Management: Financial
- Place of performance
- New York, NY
- First action
- September 27, 2023
- Latest action
- December 17, 2025
Description
INTERNAL CORRECTION
Modification timeline
-
December 17, 2025Mod P00031 · Other Administrative Action$5.56M
-
September 29, 2025Mod P00030 · Other Administrative ActionLIST OF CHANGES: REASON FOR MODIFICATION: OTHER ADMINISTRATIVE ACTION TOTAL AMOUNT FOR THIS MODIFICATION: $0.00 NEW TOTAL AMOUNT FOR THIS VERSION: $150,000.00 NEW TOTAL AMOUNT FOR THIS AWARD: $5,562,0…$5.56M
-
September 26, 2025Mod P00029 · Other Administrative ActionTHE PURPOSE OF THIS MODIFICATION IS TO CORRECT THE PERIOD OF PERFORMANCE DATES ON THE EXTENSION.$5.56M
-
September 26, 2025Mod P00028 · Exercise An OptionTHE PURPOSE OF THIS MODIFICATION IS TO EXTEND SERVICES TO THE PRIVATE MARKETS INVESTMENT MONITORING SERVICES (PMIMS) CONTRACT IN ACCORDANCE WITH THE FEDERAL ACQUISITION REGULATION (FAR) CLAUSE 52.217-…$5.56M
-
August 26, 2025Mod P00027 · Exercise An OptionEXERCISE OPTION TO EXTEND SERVICES DESCRIPTION: SECURITIES AND EXCHANGE COMMISSION- REGISTERED FIRM SHALL PROVIDE SERVICES AS A REGISTERED INVESTMENT ADVISOR (RIA) IN A FIDUCIARY CAPACITY: TRANSITION…$5.49M
-
August 8, 2024Mod P00026 · Other Administrative ActionTHE PURPOSE OF THIS MODIFICATION IS TO DE-OBLIGATE EXCESS FUNDS ON THIS CONFORMED CONTRACT.$5.34M
-
July 22, 2024Mod P00025 · Exercise An OptionTHE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OP9 OF THIS CONTRACT.$5.34M
-
September 27, 2023Mod P00024 · Supplemental Agreement For Work Within ScopeINVESTMENT SERVICES$5.02M
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Top contractors in NAICS 523930
Lifetime obligated dollars across all federal contracts in this NAICS code.
| # | Contractor | Contracts | Obligated |
|---|---|---|---|
| 1 | Guidehouse Llp | 1 | $2.75M |
| 2 | Riskbridge Associates Ltd | 2 | $54.2K |
| 3 | State Street Bank And Trust Company | 4 | $0 |
| 4 | S&P Global Market Intelligence Llc | 1 | $0 |
| 5 | J. P. Morgan Investment Management Inc. | 1 | $0 |
| 6 | Mercer Investments Llc | 1 | $0 |
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Frequently asked questions
What is contract PBGC01CT150031?
Contract PBGC01CT150031 is a federal contract awarded to J. P. Morgan Investment Management Inc. by Pension Benefit Guaranty Corporation on September 27, 2023 for $543,000 of work classified under INVESTMENT ADVICE. It has been modified 7 times since the base award.
Who won contract PBGC01CT150031?
J. P. Morgan Investment Management Inc. won contract PBGC01CT150031 from Pension Benefit Guaranty Corporation.
How much is contract PBGC01CT150031 worth?
Contract PBGC01CT150031 has obligated $543,000 to date, with a total potential value of $5.56 million if all options are exercised.