Form 5500 data for every U.S. employer benefit plan.
Broker of record, insurance carrier, commissions, and renewal month for 122,116 insured employer plans in all 50 states. Free to search, sourced from the Department of Labor, checked every week. Benefits producers subscribe for the renewal calendar, filters, alerts, and export: $39/mo for one state, or $99/mo for all fifty.
Free to search · no account required · sourced from U.S. DOL EFAST2 Form 5500 · last synced with DOL October 1, 2026
- Insuredplans
- 122,116
- Employerson file
- 84,043
- Brokersof record
- 71,306
- Insurancecarriers
- 4,193
- Commissionson file
- $6.8B
- All planfilings
- 1,038,740
From employer name to renewal date in three steps.
All fields are transcribed from the plan’s Form 5500 and Schedule A filings and dated to the filing.
Sample record shown. Click the sheet to open the live product.
Sample record shown. Click the sheet to open the live product.
Built for benefits producers working renewal dates.
Find plans by renewal timing
Open the renewal calendar, select a month three to four months out, and filter by state, carrier, group size, premium, or commission.
Identify the incumbent
Each record lists the broker of record, the carrier, the disclosed commission, and the number of covered participants.
Save, export, and monitor
Save a search to receive renewal alerts, and export any list to CSV.
Upcoming renewals · national
Insured employer plans whose Schedule A policy period ends in the month shown; most renew the 1st of the next month · last synced with DOL October 1, 2026.
One state or all fifty. No annual contract.
- One state, or all fifty
- Work a single state for $39/mo, or every state for $99/mo. You get the same calendar, filters, alerts, and export either way. Upgrade from one to the other any time, prorated.
- Month-to-month
- Cancel anytime from the billing portal, effective at the end of the current period. No annual term, no notice period.
- Public record remains free
- Employer, broker, and carrier pages are fully accessible without an account. The subscription covers the renewal calendar, filters, alerts, and export.
- How current this is
- A Form 5500 is due seven months after the plan year ends, or nine and a half months with an extension. About half of a year's filings arrive by the first deadline and nine in ten by the extended one. We last synced with the DOL on October 1, 2026. Every record shows the plan year it covers and the day the filing was received.
Limitations of Form 5500 data
Filing lag. Form 5500 is due seven months after a plan year ends (nine and a half with extension), and the DOL releases filings as received — so broker, carrier, and commission figures reflect the most recent filed plan year, typically the prior one. Renewal months recur annually, so the calendar is current for prospecting. New filings are ingested weekly.
Small groups. Insured welfare plans with fewer than 100 participants are generally not required to file, so they do not appear in Form 5500 data.
Who else uses this
- Retirement advisorsAssets, participants with balances, the recordkeeper and the accounting firm.
- Plan auditorsPlans at 80 to 120 balances with no accountant's report, and who signs the audits on file.
- Benefits vendorsWho runs a self-funded plan today, and which lines it declares with nothing behind them.
- Workers' comp brokersEmployees, hours and recordable cases as filed with OSHA, beside the plan's own filing.
Search any employer’s filing at no cost.
Subscribe for the renewal calendar, filters, alerts, and export: $39 per month for one state, $99 nationwide, cancel anytime.
- Renewal calendar & prospect finder — one state, or all fifty
- Filters: month, state, carrier, premium, commission, group size
- Unlocked broker & carrier books
- Saved searches with renewal alerts · CSV export
- Month-to-month; cancel anytime
Sourced from U.S. DOL EFAST2 Form 5500. Not fiduciary, insurance, or legal advice.