Data / Federal awards / NAICS 523991
NAICS 523991 Trust, Fiduciary, and Custody Activities: $28.5 million in federal contracts to 10 recipients (FY2024 to FY2027)
Updated October 6, 2026. Source: USAspending.gov.
Federal agencies obligated $28.5 million under NAICS 523991, Trust, Fiduciary, and Custody Activities, across 16 contract awards to 10 named recipients in fiscal years 2024 to 2027. The largest recipients are STATE STREET CORPORATION ($12.8 million), INNOVEST SYSTEMS, LLC ($12.5 million), SPECTRUM INTERNATIONAL, INCORPORATED ($4.1 million). Pension Benefit Guaranty Corporation is the largest buyer with $15.8 million.
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- NAICS code
- 523991 Trust, Fiduciary, and Custody Activities
- Contract awards
- 16
- Obligated
- $28.5 million
- Named recipients
- 10
- Buying agencies
- 8
- Small business share of obligations
- 56%
- Full and open competition share
- 87%
- Set aside share
- 13%
- Latest action
- 2026-09-25
Incumbents: the largest recipients
Ranked by dollars obligated in fiscal years 2024 to 2027.
| Recipient | Business size | Awards | Obligated | Share |
|---|---|---|---|---|
| STATE STREET CORPORATION | Other Than Small Business | 2 | $12.8 million | 44.9% |
| INNOVEST SYSTEMS, LLC | Small Business | 1 | $12.5 million | 43.8% |
| SPECTRUM INTERNATIONAL, INCORPORATED | Small Business | 3 | $4.1 million | 14.4% |
| U.S. BANK NATIONAL ASSOCIATION | Other Than Small Business | 1 | $150,000 | 0.5% |
| COLUMBUS HOUSE, INC | Other Than Small Business | 2 | $100,205 | 0.4% |
| MISCELLANEOUS FOREIGN AWARDEES | Other Than Small Business | 3 | $10,645 | 0.0% |
| GUIDEHOUSE INC. | Other Than Small Business | 1 | $0 | 0.0% |
| COLSON SERVICES CORP. | Small Business | 1 | $0 | 0.0% |
| FS-ISAC, INC. | Other Than Small Business | 1 | $0 | 0.0% |
| J. P. MORGAN INVESTMENT MANAGEMENT INC. | Other Than Small Business | 1 | $-1,158,999 | -4.1% |
Agencies buying under this code
| Agency | Awards | Obligated | Largest recipient |
|---|---|---|---|
| Pension Benefit Guaranty Corporation | 6 | $15.8 million | STATE STREET CORPORATION |
| Department of the Interior | 1 | $12.5 million | INNOVEST SYSTEMS, LLC |
| U.S. International Development Finance Corporation | 1 | $150,000 | U.S. BANK NATIONAL ASSOCIATION |
| Department of Veterans Affairs | 2 | $100,205 | COLUMBUS HOUSE, INC |
| Department of State | 3 | $10,645 | MISCELLANEOUS FOREIGN AWARDEES |
| General Services Administration | 1 | $0 | GUIDEHOUSE INC. |
| Small Business Administration | 1 | $0 | COLSON SERVICES CORP. |
| Commodity Futures Trading Commission | 1 | $0 | FS-ISAC, INC. |
Obligations by fiscal year
| Fiscal year | Obligated |
|---|---|
| FY2024 | $12 million |
| FY2025 | $7.8 million |
| FY2026 | $8.7 million |
Products and services bought
| Code | Product or service | Awards | Obligated |
|---|---|---|---|
| R703 | Support- Management: Accounting | 2 | $12.8 million |
| R499 | Support- Professional: Other | 3 | $12.5 million |
| R418 | Support- Professional: Legal | 3 | $4.1 million |
| R610 | Support- Administrative:- Personal Property Management | 1 | $32,280 |
| U005 | Education/training- Tuition/registration/membership Fees | 1 | $10,645 |
| R431 | Support- Professional: Human Resources | 2 | $0 |
| DH10 | IT and Telecom - Platform As A Service: Database, Mainframe, Middleware | 1 | $0 |
| R710 | Support- Management: Financial | 3 | $-941,073 |
Largest contract awards
| Award ID | Recipient | Agency | Type | NAICS | What it buys | Obligated in window | Award value | Starts | Ends | Place of performance | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 140A1626C8004 | INNOVEST SYSTEMS, LLC | Department of the Interior | Definitive Contract | 523991 | IGF::CT::IGF TRUST FINANCIAL ACCOUNTING SYSTEM | $12,499,407 | $41,754,241 | February 23, 2018 | January 22, 2027 | New York, NY | usaspending.gov |
| 16PBGC25C0057 | STATE STREET CORPORATION | Pension Benefit Guaranty Corporation | Definitive Contract | 523991 | THE CONTRACT WILL PROVIDE GLOBAL MASTER CUSTODY SERVICES FOR THE SAFEKEEPING AND ASSET SERVICING OF PLAN ASSETS. GLOBAL CUSTODY SERVICES INC | $7,747,028 | $7,747,028 | March 31, 2025 | March 30, 2027 | Washington, DC | usaspending.gov |
| PBGC01CT150006 | STATE STREET CORPORATION | Pension Benefit Guaranty Corporation | Definitive Contract | 523991 | IGF::CT::IGF | $5,075,230 | $63,966,633 | October 1, 2014 | August 22, 2025 | Washington, DC | usaspending.gov |
| 16PBGC24P0018 | SPECTRUM INTERNATIONAL, INCORPORATED | Pension Benefit Guaranty Corporation | Purchase Order | 523991 | SUPPORT - PROFESSIONAL: LEGAL | $3,266,801 | $3,266,801 | August 19, 2024 | August 18, 2027 | Washington, DC | usaspending.gov |
| 16PBGC19C0005 | SPECTRUM INTERNATIONAL, INCORPORATED | Pension Benefit Guaranty Corporation | Definitive Contract | 523991 | OGC COMMUNICATIONS CENTER | $538,116 | $5,614,802 | October 17, 2018 | April 16, 2024 | Washington, DC | usaspending.gov |
| 16PBGC24P0014 | SPECTRUM INTERNATIONAL, INCORPORATED | Pension Benefit Guaranty Corporation | Purchase Order | 523991 | SUPPORT- PROFESSIONAL: LEGAL | $307,990 | $307,990 | April 17, 2024 | August 16, 2024 | Washington, DC | usaspending.gov |
| 77344422C0019 | U.S. BANK NATIONAL ASSOCIATION | U.S. International Development Finance Corporation | Definitive Contract | 523991 | US BANK PAYING AGENT | $150,000 | $680,000 | September 15, 2022 | September 14, 2027 | Washington, DC | usaspending.gov |
| 36C24125P0377 | COLUMBUS HOUSE, INC | Department of Veterans Affairs | Purchase Order | 523991 | MONEY MANAGEMENT SERVICES | $67,926 | $67,926 | May 1, 2025 | April 30, 2030 | West Haven, CT | usaspending.gov |
| 36C24120P0421 | COLUMBUS HOUSE, INC | Department of Veterans Affairs | Purchase Order | 523991 | MONEY MANAGEMENT AND ORGANIZATIONAL PAYEE SERVICES FOR ELIGIBLE VETERANS AND BENEFICIARIES WITH THE VA CONNECTICUT HEALTHCARE SYSTEM. INCLUD | $32,280 | $151,228 | May 1, 2020 | April 30, 2025 | New Haven, CT | usaspending.gov |
| 19TD5525P0113 | MISCELLANEOUS FOREIGN AWARDEES | Department of State | Purchase Order | 523991 | ACTUARIAL FEES (TATIL) - HR | $10,645 | $10,645 | September 30, 2025 | October 31, 2025 | Trinidad and Tobago | usaspending.gov |
| 19TD5526A0024 | MISCELLANEOUS FOREIGN AWARDEES | Department of State | BPA | 523991 | BPA- RBC TRUST FEES 1/1/2026-12/31/2026 | $0 | $400,000 | January 1, 2026 | usaspending.gov | ||
| 19TD5526A0023 | MISCELLANEOUS FOREIGN AWARDEES | Department of State | BPA | 523991 | BPA- ACTURIAL FEES 1/1/2026-12/31/2026 | $0 | $200,000 | January 1, 2026 | usaspending.gov | ||
| 73351021C0006 | COLSON SERVICES CORP. | Small Business Administration | Definitive Contract | 523991 | CARES ACT 7A FTA PPP LOAN DATA ANALYSIS | $0 | $538,084 | July 1, 2021 | August 31, 2021 | New York, NY | usaspending.gov |
| 47QACA26C0030 | GUIDEHOUSE INC. | General Services Administration | Definitive Contract | 523991 | 73351019C0009 FISCAL TRANSFER AGENT SERVICES FOR THE SMALL BUSINESS ADMINISTRATION 7A LOAN GUARANTY PROGRAM | $0 | $0 | May 1, 2026 | April 30, 2027 | Washington, DC | usaspending.gov |
| 9523ZY23P0033 | FS-ISAC, INC. | Commodity Futures Trading Commission | Purchase Order | 523991 | FS-ISAC NON-CENTRAL BANK STANDARD LEVEL BENEFITS (1) ANNUAL REGULATOR SRO MEMBERSHIP TIER 2 CATB | $0 | $11,000 | August 16, 2023 | August 15, 2024 | Reston, VA | usaspending.gov |
| PBGC01CT150027 | J. P. MORGAN INVESTMENT MANAGEMENT INC. | Pension Benefit Guaranty Corporation | Definitive Contract | 523991 | IGF::CT::IGF | $-1,158,999 | $2,803,379 | September 1, 2015 | February 28, 2026 | New York, NY | usaspending.gov |
Public U.S. federal spending data (U.S. Department of the Treasury). Obligations are the contract actions dated in fiscal years 2024 to 2027 of the USAspending.gov award archive of 2026-10-06; a contract's total value is its current value as USAspending reports it, including earlier years. Recipients are matched on their SAM.gov UEI, never on the name, and are shown as the government prints them. Sole proprietorships and opted-out entities count in the totals and are not named. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.