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Form 5500 Explorer
Search the national database of employer benefit plans. Filter by size, location, industry, and more. Build your Top 25 prospect list in minutes.
50+ Plans Indexed
30+ Search Filters
2022-2024 Filings
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High-opportunity employers in your target market
Powerful Explorer Features
Opportunity Scoring
AI-powered scoring ranks prospects by savings potential, contract issues, and market position.
Smart Filtering
30+ filters including size, location, industry, filing patterns, provider relationships, and cost trends.
Top 25 Builder
Algorithmic ranking + custom selection. Export your ideal prospect list in seconds.