A Data Glossary for all export fields in BenefitFlow
Heads up! As you’ll see marked below, certain fields may be sensitive to your filter selections.
Employer Object
| Field Name | Example | Description |
|---|---|---|
| Employer Name | Amazon.com Services, Llc | Legal name found on the Form 5500 |
| Employer Website | Amazon.com | |
| Record Type | Employer | Every row in this export represents an employer |
| Employer NAICS Description | Electronic Shopping and Mail-Order Houses | |
| Employer NAICS Code | 454110 | |
| Employer EIN | 0123456789 | |
| Employer City | Seattle | Based on HQ location reported on the Form 5500 |
| Employer State | WA | |
| Employer Zip Code | 98109 | |
| Total Employees | 1,000,000 | Based on active participants across all health & welfare and retirement filings |
| Benefit Eligible Employees | 950,000 | Based on active participants across all health & welfare filings |
| 5500 Signor Name | Brent Jaye | Person who signed the Form 5500 (usually HR leader, CFO, or other fiduciary) |
| Phone Number | (206) 266-1000 | Number listed on Form 5500 |
| Funding | Self-Funded | Implied based on the company’s medical premiums |
| Entity Type | Single-Employer | Single-Employer is by far the most common type of Plan Sponsor, while Multiemployer and Multiple-Employer sponsors are typically seen among Union plans, PEOs, and other unique situations |
| Primary Carrier | Blue Cross Blue Shield | Carrier that earned the most premiums |
| Lines of Business | Health, Dental, Vision | Insurance products that were reported on the most recent health & welfare filings *Field is sensitive to filter selections* |
| Total Premiums | $15,000,000 | Premiums earned across all insurance carriers on the most recent health & welfare filings *Field is sensitive to filter selections* |
| Renewal Date | April 1st | Renewal date on the majority of the employers insurance policies |
| Primary Broker | Brown & Brown | Broker that earned the most commissions on the most recent health & welfare filings |
| Primary Broker Website | https://www.bbinsurance.com/ | |
| Primary Broker Commissions | $120,000 | Commissions earned by the Primary Broker |
| Primary Broker Office Name | Brown & Brown - Boston, MA | Office location that most likely serves the plan (based on proprietary logic) |
| Primary Broker Office City | Boston | |
| Primary Broker Office State | MA | |
| Primary Broker Office Zip Code | 123456 | |
| Primary Broker Office Address | 100 Brown Street | |
| Lead Source | BenefitFlow | |
| Export Date | 2/24/2022 | |
| Filing Date | 3/31/2021 | Tax year end of the employer’s most recent Form 5500 filing |
| BenefitFlow User | [email protected] | BenefitFlow user who exported the data |
| BenefitFlow Employer URL | https://benefit-flow.com/Employer/820544687 | URL of the employer’s profile in BenefitFlow |
Policy Object
| Field Name | Example | Description |
|---|---|---|
| Employer Name | Amazon.com Services, Llc | Legal name found on the Form 5500 |
| Employer Website | Amazon.com | |
| Record Type | Policy | Every row represents an insurance policy reported by an employer |
| Employer NAICS Description | Electronic Shopping and Mail-Order Houses | |
| Employer NAICS Code | 454110 | |
| Employer EIN | 0123456789 | |
| Employer City | Seattle | Based on HQ location reported on the Form 5500 |
| Employer State | WA | |
| Employer Zip Code | 98109 | |
| Total Employees | 1,000,000 | Based on active participants across all health & welfare and retirement filings |
| Benefit Eligible Employees | 950,000 | Based on active participants across all health & welfare filings |
| 5500 Signor Name | Brent Jaye | Person who signed the Form 5500 (usually HR leader, CFO, or other fiduciary) |
| Phone Number | (206) 266-1000 | Number listed on Form 5500 |
| Funding | Self-Funded | Implied based on the company’s medical premiums |
| Entity Type | Single-Employer | Single-Employer is by far the most common type of Plan Sponsor, while Multiemployer and Multiple-Employer sponsors are typically seen among Union plans, PEOs, and other unique situations |
| Plan Name | Amazon Health & Welfare Plan | Name of the benefit plan |
| Policy Number | 1 | Each row of this export represents a policy |
| Carrier | Blue Cross Blue Shield | Carrier on this policy |
| Lines of Business | Health, Dental, Vision, Critical Illness | Insurance products that were reported on this policy |
| Lines of Business, Detail | Cancer Indemnity | Any additional text info that was included on the filing to describe the benefits offered |
| Total Premiums | $15,000,000 | Premiums earned on this policy |
| Covered Lives | 10,000 | Covered lived (employees + dependents) |
| PEPM Rate | $125.00 | Premiums / Covered Lives / 12 |
| Total Commissions | $150,000 | Commissions earned on this policy |
| Renewal Date | April 1st | Renewal date observed across the majority of insurance policies |
| Primary Broker | Brown & Brown | Broker that earned the most commissions on this policy |
| Primary Broker Website | https://www.bbinsurance.com/ | |
| Primary Broker Commissions | $120,000 | Commissions earned by the Primary Broker on this policy |
| Primary Broker Office Name | Brown & Brown - Boston, MA | Office location that most likely serves the plan (based on proprietary logic) |
| Primary Broker Office City | Boston | |
| Primary Broker Office State | MA | |
| Primary Broker Office Zip Code | 123456 | |
| Primary Broker Office Address | 100 Brown Street | |
| Lead Source | BenefitFlow | |
| Export Date | 2/24/2022 | |
| Filing Date | 3/31/2021 | Tax year end of the employer’s most recent Form 5500 filing |
| BenefitFlow User | [email protected] | BenefitFlow user who exported the data |
| BenefitFlow Employer URL | https://benefit-flow.com/Employer/820544687 | URL of the employer’s profile in BenefitFlow |
Broker Object
| Field Name | Example | Description |
|---|---|---|
| Record Type | Broker | Every row in this export represents a benefits brokerage |
| Broker Name | Brown & Brown | Name of the brokerage; scrubbed by BenefitFlow |
| Broker Website | https://www.bbinsurance.com/ | |
| Broker HQ City | Daytona Beach | |
| Broker HQ State | FL | |
| Total Office Locations | 123 | Count of the total number of offices that BenefitFlow has identified for the brokerage *Field is sensitive to filter selections* |
| Total Clients | 1,498 | Count of the total number of clients that BenefitFlow has identified for the brokerage *Field is sensitive to filter selections* |
| Total Contacts | 300 | Count of the total number of contacts that BenefitFlow has been able to identify for the brokerage |
| Total Employees | 10,000,000 | Sum of the total number of employees across all clients that are tied to the brokerage *Field is sensitive to filter selections* |
| Total Commissions | $129,000 | Sum of the total $ of commissions that the brokerage earned across it’s clients *Field is sensitive to filter selections* |
| Total Carrier Premiums | $5,000,000 | Sum of the total $ of premiums that the brokerage placed across it’s clients *Field is sensitive to filter selections* |
| Lead Source | BenefitFlow | |
| Export Date | 2/24/2022 | |
| BenefitFlow User | [email protected] | |
| BenefitFlow Broker URL | https://benefit-flow.com/Broker?brokerId=ffff99aaccf53c9e994353538884d62e&brokerName=BROWN%20%26%20BROWN |
Broker Office Object
| Field Name | Example | Description |
|---|---|---|
| Record Type | Broker Office | Every row in this export represents a brokerage office |
| Broker Name | Brown & Brown | Name of the brokerage; scrubbed by BenefitFlow |
| Broker Website | https://www.bbinsurance.com/ | |
| Broker Office Name | Brown & Brown - Boston, MA | |
| Broker Office Address | 100 Brown Street | |
| Broker Office City | Boston | |
| Broker Office State | MA | |
| Broker Office Zip Code | 123456 | |
| Total Clients | 1,498 | Count of the total number of clients that BenefitFlow has identified for the brokerage *Field is sensitive to filter selections* |
| Total Contacts | 20 | Count of the total number of contacts that BenefitFlow has been able to identify for the brokerage |
| Total Employees | 10,000,000 | Sum of the total number of employees across all clients that are tied to the brokerage *Field is sensitive to filter selections* |
| Total Commissions | $129,000 | Sum of the total $ of commissions that the brokerage earned across it’s clients *Field is sensitive to filter selections* |
| Total Carrier Premiums | $5,000,000 | Sum of the total $ of premiums that the brokerage placed across it’s clients *Field is sensitive to filter selections* |
| Lead Source | BenefitFlow | |
| Export Date | 2/24/2022 | |
| BenefitFlow User | [email protected] | |
| BenefitFlow Broker URL | https://benefit-flow.com/Broker?brokerId=ffff99aaccf53c9e994353538884d62e&brokerName=BROWN%20%26%20BROWN |
Contact Object
| Field Name | Example | Description |
|---|---|---|
| Record Type | Broker Contact | Every row in this export represents a contact |
| Contact Full Name | John Smith | |
| Contact First Name | John | |
| Contact Last Name | Smith | |
| Contact LinkedIn URL | linkedin.com/Johnsmith | |
| Contact Email | [email protected] | |
| Email Verification Status | Verified | Based on input from a 3rd party email verification service (ZeroBounce) |
| Contact Mobile Phone 1 | (921) 404-6756 | Best available mobile phone number |
| Contact Mobile Phone 2 | ||
| Contact Mobile Phone 3 | ||
| Contact Professional Phone 1 | (921) 876-1549 | Best available office phone number |
| Contact Professional Phone 2 | ||
| Contact Professional Phone 3 | ||
| Contact City | Boston | Location of contact (as per social profiles) |
| Contact State | MA | |
| Contact Job Role | Producer | BenefitFlow defined category (based on proprietary logic) |
| Contact Job Title | Benefits Consultant | Job title of contact (as per social profiles) |
| Contact Yrs. In Role | 1.0 | |
| Contact Yrs. At Company | 3.2 | |
| Broker Name | Brown & Brown | Contact’s current employer |
| Broker Website | https://www.bbinsurance.com/ | |
| Broker Office Name | Brown & Brown - Boston, MA | Closest office location (based on proprietary logic) |
| Broker Office Address | 100 Brown Street | |
| Broker Office City | Boston | |
| Broker Office State | MA | |
| Broker Office Zip Code | 123456 | |
| Lead Source | BenefitFlow | |
| Export Date | 2/24/2022 | |
| Data Last Updated | 12/31/2021 | |
| BenefitFlow User | [email protected] |