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BLACKROCK INSTITUTIONAL TRUST COMPANY NATIONAL ASSOCIATION

Subsidiary ofSUMMIT FIRE & SECURITY LLCUEI: EEMWFERMT877CAGE: 3LPP7

BLACKROCK INSTITUTIONAL TRUST COMPANY NATIONAL ASSOCIATION is a federal contractor, registered under UEI EEMWFERMT877 and CAGE code 3LPP7. It has been awarded $95,148,270 in federal contracts. Primary work spans Portfolio Management, Investment Banking and Securities Dealing, and Other Accounting Services. Top awarding agencies include Pension Benefit Guaranty Corporation.

Contact Information

Registration and classification details

Registration

UEI Code

EEMWFERMT877

CAGE Code

3LPP7

Entity Structure

Corporate Entity (Not Tax Exempt)

Established

N/A

Business Classifications

For Profit Organization

NAICS Codes

523940Portfolio Management and Investment Advice(Primary)

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

AI Capability Profile

BLACKROCK INSTITUTIONAL TRUST COMPANY NATIONAL ASSOCIATION provides specialized fiduciary and financial stewardship services to federal pension and benefit programs, with deep expertise in portfolio management and institutional accounting. The firm delivers end-to-end investment oversight, asset all...

BLACKROCK INSTITUTIONAL TRUST COMPANY NATIONAL ASSOCIATION provides specialized fiduciary and financial stewardship services to federal pension and benefit programs, with deep expertise in portfolio management and institutional accounting. The firm delivers end-to-end investment oversight, asset allocation strategy, and compliance-driven financial reporting tailored to government-sponsored retirement systems. Its technical capabilities include actuarial accounting, fiduciary risk management, and regulatory reporting under ERISA and federal trust standards, ensuring alignment with Pension Benefit Guaranty Corporation (PBGC) mandates. The contractor’s differentiation lies in its institutional-grade governance frameworks and precision in reconciling complex pension liabilities with market-based asset performance. The contractor maintains a sustained relationship with the Pension Benefit Guaranty Corporation, delivering critical portfolio management and accounting services that support the agency’s mission to safeguard defined benefit pension plans. Work includes monitoring trust fund investments, performing actuarial valuations, and ensuring financial transparency for multiemployer and single-employer pension obligations. This long-standing engagement reflects a trusted partnership built on regulatory fidelity and operational consistency in high-stakes federal retirement contexts. Primary industry focus centers on portfolio management and other accounting services for federal fiduciary entities, positioning the firm as a niche provider of institutional financial operations within the government pension sector. The contractor specializes in translating complex investment data into compliant, auditable financial statements, serving a vertical defined by regulatory rigor and long-term liability management. As a 2L entity based in San Francisco, BLACKROCK INSTITUTIONAL TRUST COMPANY NATIONAL ASSOCIATION operates as a federally contracted financial services provider without active government certifications. Its geographic footprint is anchored in the West Coast, with a strategic focus on serving federal trust and pension oversight agencies through technical excellence and institutional accountability.

Key Performance Metrics

Awards Count

5

All time

Active

1

Currently performing

Completed

4

Past period of performance

Total Awards

All time

Contracts

Prime · all time

Subcontracts

Sub · all time

Grants

Prime · all time

Subgrants

Sub · all time

Award Analytics & Distribution

Awards by Agency
Awards by NAICS
Awards by Agency Over Time
Awards by Place of Performance

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NAICS: 541219
New
SLED
RFQ - ARBITRAGE REBATE CALCULATION AND ANALYSIS SERVICES
Solicitation # 13362
The County of San Diego, Chief Financial Office, is soliciting quotes under RFQ 13362 for arbitrage rebate calculation and analysis services. The selected contractor will be responsible for monitoring tax-exempt long-term obligations, including certificates of participation, lease revenue bonds, and various tax allocation and special tax revenue bonds. Key deliverables include the production of annual arbitrage reports and accurate calculations performed in accordance with Internal Revenue Codes and United States Treasury Regulations. The contract features an initial term from December 1, 2026, to December 31, 2027, with four optional one-year extension periods through December 31, 2031. The County will award the contract based on best value, evaluating technical merit, total cost, cultural competency, and sustainability impacts. Applicants must submit their quotes by November 23, 2026, primarily via the BuyNet portal, ensuring the response does not exceed twenty pages. Required documentation includes a cost/price exhibit, a signed representations and certifications form, and evidence of experience with at least three large governmental clients. The contractor must adhere to strict compliance standards, including Board policies on artificial intelligence and fraudulent conduct, and maintain high professional standards. Payment is processed monthly within thirty days of receiving a correct, substantiated invoice.
San Diego County

POSTED

1 day ago

DEADLINE

in 29 days
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