Form 5500: We have direct data feeds connected to the Department of Labor’s website and every day, we’re importing thousands of the most recently submitted filings. Employers are required to submit their filing 7 months following their tax year end. For example, companies with a 12/31 tax year end are required to file by the end of July. Given ~70% of employers have a 12/31 tax year end, we usually see a large influx of new filings towards the end of the summer.
Proprietary Contact Database: Because Producers tend to move jobs frequently, recency of the contact data is critical. We refresh our contact database every month to catch job changes and reflect any new email addresses / phone numbers that are available from our partner vendors. Last modified on February 12, 2026
