Existing columns keep their names and positions, so your current column mappings keep working. The formatting changes below apply to every dataset, so review any logic that depends on value formats, such as leading zeros or date parsing.
Formatting changes (all datasets)
Values are now formatted consistently across every column and dataset. Leading apostrophes are gone; identifiers keep their digits.
Leading zeros are preserved in the file for ZIP and NAICS. Excel may shorten them on screen, but the underlying value is intact for any parser or CRM.
Employer
45 → 147 columns. 102 new columns are appended after the current last column (BenefitFlow Employer URL). Nothing is renamed or removed.
Firmographic
- Firmographic: Employer LinkedIn URL
- Firmographic: Company Description
- Firmographic: DBA / Aliases
- Firmographic: Parent Company
- Firmographic: Parent Company ID
- Firmographic: Headcount Growth YoY %
- Firmographic: Number of Locations
- Firmographic: Founded Year
- Firmographic: Company Type
- Firmographic: IPO Date
- Firmographic: Number of Available Contacts
- Funding: Total Raised
- Funding: Last Round
- Funding: Last Round Date
- Funding: Investors
- Benefits: Total Commissions
- Benefits: Primary Broker Tenure
- Benefits: Primary Broker Reported Office Name
- Benefits: TPA
- Benefits: Actuary Firm
- Retirement: Financial Advisor
- Retirement: Recordkeeper
- Retirement: Plan Name
- Retirement: Plan Type
- Retirement: Plan Features
- Retirement: Plan Assets
- Retirement: Total Participants
- Retirement: Active Participants
- Retirement: Employer Contribution
- Retirement: Total Contributions
- Retirement: Avg Account Balance
- Retirement: Participation Rate %
- Retirement: Loans Outstanding
- Retirement: Fidelity Bond
- Retirement: Plan Year End
- P&C: X-Mod Factor
- P&C: Last X-Mod Date
- P&C: L12M OSHA Inspections
- P&C: L12M OSHA Violations
- P&C: L12M OSHA Total Accidents
- P&C: L12M OSHA Total Penalties
- P&C: Miles Driven
- P&C: Vehicles
- P&C: Drivers
- P&C: L12M DOT Inspections
- P&C: L12M DOT Violations
- P&C: L12M DOT Out of Service Total
- P&C: L12M DOT Crashes
- P&C: L12M DOT Fatalities
- P&C: Broker ID
- P&C: Broker Reported Office City
- P&C: Broker Reported Office State
- P&C: Broker Reported Office Zip
- P&C: Broker Reported Office Address
- Modeled Premium: Medical
- Modeled Premium: Dental
- Modeled Premium: Life
- Modeled Premium: Temporary Disability
- Modeled Premium: Long Term Disability
- Modeled Premium: Vision
- Modeled Premium: Critical Illness
- Modeled Premium: Accident
- Modeled Premium: AD&D
- Modeled Premium: Stop Loss
- Modeled Premium: Indemnity
- Modeled Premium: Prescription Drug
- Modeled Commissions: Medical
- Modeled Commissions: Dental
- Modeled Commissions: Life
- Modeled Commissions: Temporary Disability
- Modeled Commissions: Long Term Disability
- Modeled Commissions: Vision
- Modeled Commissions: Critical Illness
- Modeled Commissions: Accident
- Modeled Commissions: AD&D
- Modeled Commissions: Stop Loss
- Modeled Commissions: Indemnity
- Modeled Commissions: Prescription Drug
- Primary Carrier: Medical
- Primary Carrier: Dental
- Primary Carrier: Life
- Primary Carrier: Temporary Disability
- Primary Carrier: Long Term Disability
- Primary Carrier: Vision
- Primary Carrier: Critical Illness
- Primary Carrier: Accident
- Primary Carrier: AD&D
- Primary Carrier: Stop Loss
- Primary Carrier: Indemnity
- Primary Carrier: Prescription Drug
- Primary Broker: Medical
- Primary Broker: Dental
- Primary Broker: Life
- Primary Broker: Temporary Disability
- Primary Broker: Long Term Disability
- Primary Broker: Vision
- Primary Broker: Critical Illness
- Primary Broker: Accident
- Primary Broker: AD&D
- Primary Broker: Stop Loss
- Primary Broker: Indemnity
- Primary Broker: Prescription Drug
Employer Contact
50 → 163 columns. 113 new columns are appended after the current last column (BenefitFlow User). Nothing is renamed or removed.
Firmographic
- Firmographic: Employer LinkedIn URL
- Firmographic: Company Description
- Firmographic: DBA / Aliases
- Firmographic: Parent Company
- Firmographic: Parent Company ID
- Firmographic: Employer Address
- Firmographic: Phone Number
- Firmographic: Headcount Growth YoY %
- Firmographic: Number of Locations
- Firmographic: Employer Estimated Revenue
- Firmographic: Founded Year
- Firmographic: Company Type
- Firmographic: IPO Date
- Firmographic: Number of Available Contacts
- Funding: Total Raised
- Funding: Last Round
- Funding: Last Round Date
- Funding: Investors
- Benefits: 5500 Signor Name
- Benefits: Filing Date
- Benefits: Total Premiums
- Benefits: Total Commissions
- Benefits: Primary Broker Website
- Benefits: Primary Broker Tenure
- Benefits: Primary Broker Commissions
- Benefits: Primary Broker Closest Office Name
- Benefits: Primary Broker Closest Office Address
- Benefits: Primary Broker ID
- Benefits: Primary Broker Closest Office ID
- Benefits: TPA
- Benefits: Actuary Firm
- Retirement: Financial Advisor
- Retirement: Recordkeeper
- Retirement: Plan Name
- Retirement: Plan Type
- Retirement: Plan Features
- Retirement: Plan Assets
- Retirement: Total Participants
- Retirement: Active Participants
- Retirement: Employer Contribution
- Retirement: Total Contributions
- Retirement: Avg Account Balance
- Retirement: Participation Rate %
- Retirement: Loans Outstanding
- Retirement: Fidelity Bond
- Retirement: Plan Year End
- P&C: X-Mod Factor
- P&C: Last X-Mod Date
- P&C: L12M OSHA Inspections
- P&C: L12M OSHA Violations
- P&C: L12M OSHA Total Accidents
- P&C: L12M OSHA Total Penalties
- P&C: Miles Driven
- P&C: Vehicles
- P&C: Drivers
- P&C: L12M DOT Inspections
- P&C: L12M DOT Violations
- P&C: L12M DOT Out of Service Total
- P&C: L12M DOT Crashes
- P&C: L12M DOT Fatalities
- P&C: Broker ID
- P&C: Broker Reported Office City
- P&C: Broker Reported Office State
- P&C: Broker Reported Office Zip
- P&C: Broker Reported Office Address
- Modeled Premium: Medical
- Modeled Premium: Dental
- Modeled Premium: Life
- Modeled Premium: Temporary Disability
- Modeled Premium: Long Term Disability
- Modeled Premium: Vision
- Modeled Premium: Critical Illness
- Modeled Premium: Accident
- Modeled Premium: AD&D
- Modeled Premium: Stop Loss
- Modeled Premium: Indemnity
- Modeled Premium: Prescription Drug
- Modeled Commissions: Medical
- Modeled Commissions: Dental
- Modeled Commissions: Life
- Modeled Commissions: Temporary Disability
- Modeled Commissions: Long Term Disability
- Modeled Commissions: Vision
- Modeled Commissions: Critical Illness
- Modeled Commissions: Accident
- Modeled Commissions: AD&D
- Modeled Commissions: Stop Loss
- Modeled Commissions: Indemnity
- Modeled Commissions: Prescription Drug
- Primary Carrier: Medical
- Primary Carrier: Dental
- Primary Carrier: Life
- Primary Carrier: Temporary Disability
- Primary Carrier: Long Term Disability
- Primary Carrier: Vision
- Primary Carrier: Critical Illness
- Primary Carrier: Accident
- Primary Carrier: AD&D
- Primary Carrier: Stop Loss
- Primary Carrier: Indemnity
- Primary Carrier: Prescription Drug
- Primary Broker: Medical
- Primary Broker: Dental
- Primary Broker: Life
- Primary Broker: Temporary Disability
- Primary Broker: Long Term Disability
- Primary Broker: Vision
- Primary Broker: Critical Illness
- Primary Broker: Accident
- Primary Broker: AD&D
- Primary Broker: Stop Loss
- Primary Broker: Indemnity
- Primary Broker: Prescription Drug