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General Data Questions

Overview
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Where does BenefitFlow's data come from?
How often does BenefitFlow's data update?
What is the Primary Broker?
What's the difference between 'Reported' and 'Closest' office locations?
Why can’t I find an employer I'm searching for?
Which insurance products are reported on the Form 5500?
What is included in the 'Employees' metric?
How is 'Renewal Date' defined?
What are the various Form 5500 schedules?
Can I tie a specific producer to their clients?

General Data Questions

What is included in the 'Employees' metric?

This includes active members across all reported benefit plans. This is inclusive of the Medical and Retirement Plans.

What is included in the 'Employees' metric?

Last modified on February 12, 2026

Which insurance products are reported on the Form 5500?

How is 'Renewal Date' defined?

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