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Form 5500 and Contact Data

Form 5500: An annual report that every employer in the U.S. is required to file with the Department of Labor. This filing includes several valuable data points, including:
  1. The various benefits offered by employers
  2. The benefits brokers that employers partner with
  3. The insurance carriers that employers pay premiums to

Who is exempt from filing a Form 5500?

 Proprietary Contact Database: We have a proprietary 3-step process to generate the contact info in BenefitFlow:
1
Our web crawlers comb public web profiles and company websites on a monthly basis to maintain a list of the Benefits Producers, Account Managers, and Vendor Specialists that are currently employed at each brokerage.
2
We partner with several leading contact vendors to enrich that list with the emails / phone numbers for those individuals.
3
We independently verify the contact information using a tool called ZeroBounce.
Last modified on February 12, 2026