1M+ plans
Comprehensive 10 year database of retirement and employee benefit plans
Assets and Premiums
Plan asset and premium data across multiple categories
Participants
Plan participants both active and retired
Contact info
Contact person, phone number, and address
Geography
Targeting at state, city or zip code level
Industry
Industry categorization with detailed NAIC codes
Service providers
Recordkeepers, asset managers, brokers, carriers and other providers
And much more...
Over 600 potential data fields for segmentation
Easy to Use Lead Data
We customize our lead data to suit your needs from constantly updated database of ERISA 5500 data. We update weekly, and our 10 year historical database contains plan information such as assets, premiums, employees, industry, address, phone, and company contact information. We can supply many more fields such as recordkeepers, asset managers, carriers, brokers, links to the 5500 forms, and much more. Leads can be delivered in the format of your choice: Excel, CSV, or even formatted for upload into your Salesforce CRM.
Powerful Search
Our employee benefit analytics platform delivers advanced searching and filtering of 401k and employee benefit plans. Filter by hundreds of variables to identify the most promising targets for your business. Free ERISA Search and Lookup, 5500 database downloads, and benchmarks.
Custom Analytics
We work with advisors, brokers, carriers, recordkeepers, TPAs and other providers to develop custom analytic solutions for their business. Using our constantly updated 10 year database of plans, we can conduct detailed analysis on market share, growth and competitive positioning at a zip code level. Contact us today to get started.