This page documents all schema changes to BenefitFlow’s SFTP bulk data exports, deployed on May 14, 2026. These changes affect the Broker Contact and Employer Contact datasets only — Employer, Policy, Broker, and Broker Office are unchanged.
The first SFTP delivery containing the new schema is the Saturday, May 16, 2026 snapshot.
For the full current schema reference, see Bulk Data Schema.
If you have automated pipelines that reference columns by name or position, review the changes below and update your ingestion logic to match the new schema.
30 → 37 columns — 7 columns renamed, 7 new columns added.
Renamed Columns
| # | Old Name | New Name | Reason |
|---|
| 18 | Company Name | Broker Name | Aligns with Broker dataset naming convention |
| 20 | Company Website | Broker Website | Aligns with Broker dataset naming convention |
| 29 | Broker Office Name | Closest Broker Office Name | Disambiguates from Reported office; matches existing Closest Office ID at #28 |
| 30 | Broker Office Address | Closest Broker Office Address | Same — clarifies these are the closest office, not the reported office |
| 31 | Broker Office City | Closest Broker Office City | Same |
| 32 | Broker Office State | Closest Broker Office State | Same |
| 33 | Broker Office Zip Code | Closest Broker Office Zip | Same |
New Columns
Inserted after Broker Website (#20), before Closest Office ID (#28).
| # | Column | Type | Description |
|---|
| 21 | Headquarters | String | City and state of the broker’s headquarters |
| 22 | Total Office Locations | Integer | Number of office locations for this broker |
| 23 | Total Clients | Integer | Number of employer clients |
| 24 | Total Contacts | Integer | Number of individual contacts at this brokerage |
| 25 | Total Commissions | Integer | Aggregate commissions across all clients, in USD |
| 26 | Total Carrier Premiums | Integer | Aggregate premiums placed across all clients, in USD |
| 27 | BenefitFlow Broker URL | URL | Direct link to the broker’s profile in BenefitFlow |
Final Column Order
| # | Column | Status |
|---|
| 1 | Record Type | |
| 2 | Contact Full Name | |
| 3 | Contact First Name | |
| 4 | Contact Last Name | |
| 5 | Contact LinkedIn URL | |
| 6 | Contact Email | |
| 7 | Contact Mobile Phone 1 | |
| 8 | Contact Professional Phone 1 | |
| 9 | Contact City | |
| 10 | Contact State | |
| 11 | Contact Job Role | |
| 12 | Contact Job Title | |
| 13 | Contact Yrs. In Role | |
| 14 | Contact Yrs. At Company | |
| 15 | License Types | |
| 16 | NPN Number | |
| 17 | Carrier Appointments | |
| 18 | Broker Name | Renamed |
| 19 | Broker ID | |
| 20 | Broker Website | Renamed |
| 21 | Headquarters | New |
| 22 | Total Office Locations | New |
| 23 | Total Clients | New |
| 24 | Total Contacts | New |
| 25 | Total Commissions | New |
| 26 | Total Carrier Premiums | New |
| 27 | BenefitFlow Broker URL | New |
| 28 | Closest Office ID | |
| 29 | Closest Broker Office Name | Renamed |
| 30 | Closest Broker Office Address | Renamed |
| 31 | Closest Broker Office City | Renamed |
| 32 | Closest Broker Office State | Renamed |
| 33 | Closest Broker Office Zip | Renamed |
| 34 | Lead Source | |
| 35 | Export Date | |
| 36 | Data Last Updated | |
| 37 | BenefitFlow User | |
28 → 50 columns — 7 columns renamed, 2 columns removed, 24 new columns added.
Renamed Columns
| # | Old Name | New Name | Reason |
|---|
| 17 | Company Name | Employer Name | Aligns with Employer dataset naming convention |
| 19 | Company Website | Employer Website | Aligns with Employer dataset naming convention |
| 44 | Broker Office Name | Primary Broker Reported Office Name | Disambiguates from Closest office fields added at #34–36 |
| 45 | Broker Office Address | Primary Broker Reported Office Address | Same |
| 46 | Broker Office City | Primary Broker Reported Office City | Same |
| 47 | Broker Office State | Primary Broker Reported Office State | Same |
| 48 | Broker Office Zip Code | Primary Broker Reported Office Zip | Same |
Removed Columns
| Old # | Column | Reason |
|---|
| 15 | License Types | Not applicable to employer contacts (broker-only field) |
| 16 | NPN Number | Not applicable to employer contacts (broker-only field) |
New Columns
Inserted after Employer Website (#19), before the Reported Office fields (#44).
| # | Column | Type | Description |
|---|
| 20 | Employer NAICS Description | String | Industry classification |
| 21 | Employer NAICS Code | String | Numeric NAICS code (single-quote prefixed) |
| 22 | Employer EIN | String | Federal Employer Identification Number (single-quote prefixed) |
| 23 | Employer City | String | City of the employer |
| 24 | Employer State | String | Two-letter state abbreviation |
| 25 | Employer Zip Code | String | 5-digit ZIP code (single-quote prefixed) |
| 26 | Total Employees | Integer | Total employee count |
| 27 | Benefit Eligible Employees | Integer | Benefits-eligible employee count |
| 28 | Funding | String | Fully-Insured or Self-Funded |
| 29 | Entity Type | String | Single-Employer, Multi-Employer, or Multiple-Employer |
| 30 | Line of Business | String | Comma-separated benefit lines |
| 31 | Carriers | String | Comma-separated carrier names |
| 32 | Benefits Renewal Date | String | Benefits renewal date |
| 33 | Primary Broker | String | Name of the employer’s primary broker |
| 34 | Primary Broker Closest Office City | String | City of the closest broker office |
| 35 | Primary Broker Closest Office State | String | State of the closest broker office |
| 36 | Primary Broker Closest Office Zip | String | ZIP of the closest broker office (single-quote prefixed) |
| 37 | P&C Broker | String | Property & Casualty broker name |
| 38 | P&C Carrier | String | Property & Casualty carrier name |
| 39 | P&C Renewal Date | String | P&C renewal date |
| 40 | PEO | String | Professional Employer Organization, if applicable |
| 41 | Accounting Firm | String | Accounting firm from 5500 filing |
| 42 | Benefits Rating | Decimal | BenefitFlow-calculated score (0–5) |
| 43 | BenefitFlow Employer URL | URL | Direct link to the employer’s profile in BenefitFlow |
Final Column Order
| # | Column | Status |
|---|
| 1 | Record Type | |
| 2 | Contact Full Name | |
| 3 | Contact First Name | |
| 4 | Contact Last Name | |
| 5 | Contact LinkedIn URL | |
| 6 | Contact Email | |
| 7 | Contact Mobile Phone 1 | |
| 8 | Contact Professional Phone 1 | |
| 9 | Contact City | |
| 10 | Contact State | |
| 11 | Contact Job Role | |
| 12 | Contact Job Title | |
| 13 | Contact Yrs. In Role | |
| 14 | Contact Yrs. At Company | |
| 15 | License Types | Removed |
| 16 | NPN Number | Removed |
| 17 | Employer Name | Renamed |
| 18 | Employer ID | |
| 19 | Employer Website | Renamed |
| 20 | Employer NAICS Description | New |
| 21 | Employer NAICS Code | New |
| 22 | Employer EIN | New |
| 23 | Employer City | New |
| 24 | Employer State | New |
| 25 | Employer Zip Code | New |
| 26 | Total Employees | New |
| 27 | Benefit Eligible Employees | New |
| 28 | Funding | New |
| 29 | Entity Type | New |
| 30 | Line of Business | New |
| 31 | Carriers | New |
| 32 | Benefits Renewal Date | New |
| 33 | Primary Broker | New |
| 34 | Primary Broker Closest Office City | New |
| 35 | Primary Broker Closest Office State | New |
| 36 | Primary Broker Closest Office Zip | New |
| 37 | P&C Broker | New |
| 38 | P&C Carrier | New |
| 39 | P&C Renewal Date | New |
| 40 | PEO | New |
| 41 | Accounting Firm | New |
| 42 | Benefits Rating | New |
| 43 | BenefitFlow Employer URL | New |
| 44 | Primary Broker Reported Office Name | Renamed |
| 45 | Primary Broker Reported Office Address | Renamed |
| 46 | Primary Broker Reported Office City | Renamed |
| 47 | Primary Broker Reported Office State | Renamed |
| 48 | Primary Broker Reported Office Zip | Renamed |
| 49 | Lead Source | |
| 50 | Export Date | |
| 51 | Data Last Updated | |
| 52 | BenefitFlow User | |
Unchanged Datasets
The following datasets are not affected by this update:
- Employer — no changes
- Policy — no changes
- Broker — no changes
- Broker Office — no changes
Questions?
If you need additional time to update your pipelines, or have questions about the new fields, reach out to your BenefitFlow account team or email support@benefitflow.com. 
