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Every employer in BenefitFlow has a multi-dimensional profile built from Form 5500 filings, contact data, and AI-powered research. Here’s what each tab contains.
Employer profile showing overview, benefits, retirement, P&C tabs and deep research

Company Overview

  • Headquarters location
  • Employee count
  • Funding status (self-funded or fully insured)
  • Primary broker information

Benefits Tab

  • Key Partners — brokers, carriers, and vendors associated with the employer
  • Policy-level insights from Form 5500 filings
  • Filterable by policy type (Medical, Dental, Vision)
  • Broker commission and carrier premium summaries

Policy Details

Line-item breakdowns for each policy:
  • Coverage specifics
  • Renewal dates
  • Commissions and premiums
  • Implied Per Employee Per Month (PEPM) costs

History Tab

  • Enrollment trends over time
  • Broker of record changes
  • Carrier modifications
  • Filterable by policy type

Deep Research Tab

AI-powered insights beyond Form 5500 data:
  • Employee benefit ratings and sentiment analysis
  • Health insurance, wellness programs, family benefits, career growth
  • Vendor information

Learn more about Deep Research

How BenefitFlow generates AI-powered employer insights

Contacts Tab

  • Form 5500 signatory
  • Key HR and executive contacts

Learn more about our contact data

How we source and verify contact information

Deep Research

AI-powered employer insights beyond Form 5500

Form 5500 Overview

How Form 5500 data powers BenefitFlow

Credits and Exporting

How contact credits work and how to export data

Build Marketing Lists

Create targeted outreach lists from search results
Last modified on April 20, 2026