Filter Glossary - BenefitFlow Docs

BenefitFlow filters are grouped by what you are searching for: employers, brokers, or contacts. This page lists every filter, what it does, and where the underlying data comes from. Many filters appear in more than one search. Employer attributes (industry, benefits, retirement, P&C) are available whether you are searching Employers, a broker’s book of business, or Employer Contacts. To keep things readable, each filter is documented once under its primary search, with notes on where else it shows up.

How filters work

Your filter panel shows a focused set of filters up front, the ones most people use, so you’re not scrolling past dozens of options to reach the one you want. Everything else is one click away, and you can pin the filters you use most so they stay at the top.

Show all filters

Under the filter panel, click Browse all filters to open the full list. Filters are grouped by category (Employer, Employer’s Broker, Employer Health & Benefits, Retirement, P&C), and you can search by name. Set the filters you want, then click Apply Filters.

The All Filters window, grouped by category, with a heart icon next to each filter to favorite it

Favorite the filters you use most

Click the heart next to any filter to add it to your Favorites. Favorited filters pin to the top of your filter panel on every search, so your go-to filters are always one click away. Click the heart again to remove one. Your favorites also live under the Favorites tab in the All Filters window.

Search results with the streamlined filter panel showing favorited filters up front

Where the data comes from

Sources use the same definitions as the Data Glossary.

Source	What it means
Form 5500	Federal benefits and retirement plan filings
Form 5500 (calculated)	Derived from Form 5500 data
State-level filings	State property and casualty filings
NCCI / State regulators	Experience modification (X-Mod) data
FMCSA	Federal motor carrier and fleet records
U.S. Dept. of Labor	Federal workplace safety (OSHA) records
State DOI	State Department of Insurance licensing data
Employee review platforms	Public employee-review sites
Deep Research	BenefitFlow AI reading public web content
Proprietary	BenefitFlow-derived data and logic
Public profiles & partners	Public profiles and third-party data partners
System	Your BenefitFlow account and platform data

How filters work

Two controls apply across the catalog:

Presence. Qualifying filters (PEO, Benefits Broker, Benefits Carrier, P&C Broker, P&C Carrier, Recordkeeper) ask two questions separately: does the employer have one at all (Any / None), and if so, which one. Use Any to find everyone with a PEO; pick a name to find users of that specific PEO.
Include and exclude. Every filter supports both. Excluded values show struck through in the filter panel, and results leave them out.

Employer Search

Company

Filter	What it does	Source
Company Name	Search by company name, EIN, website, or domain. Paste a list to look up many at once, or paste a single URL straight into the main search bar (works in FlowPilot too).	Form 5500
Employee Count	Total employees, from the largest count across recent filings. You can also filter on Benefit Eligibles (active participants on the most recent benefits filing).	Form 5500
HQ Location	Filter by headquarters city, state, region, or ZIP. Paste ZIPs in bulk or add a radius.	Form 5500
Industry	Filter by industry. Type an industry name or a NAICS code.	Form 5500
Employer Type	Single-employer vs multiemployer, as listed on the Form 5500. Multiemployer is typically union-sponsored.	Form 5500

Health & Benefits

Filter	What it does	Source
Benefits Rating	A 0 to 5 star read on an employer’s benefits, based on how employees rate them. Low scores can flag dissatisfaction.	Employee review platforms
Benefits Mentioned	Specific benefits found mentioned online, beyond what the 5500 shows.	Deep Research
Funding	Self-funded vs fully insured. Implied from filing evidence, so treat it as a strong signal, not a guarantee.	Form 5500
Insurance Products	Line of coverage such as Medical, Dental, Vision, Life, Disability, or Stop-Loss. Pair with Benefits Carrier to find combinations like “Aetna for Dental.”	Form 5500
Benefits Renewal Date	Renewal month of the employer’s largest benefits policy by premium. Good for timing outreach.	Form 5500
Benefits Carrier	Employers using a given carrier (e.g. Aetna). Pair with Insurance Products to narrow to one line.	Form 5500
Benefits Broker	The employer’s benefits broker or agency of record.	Form 5500
Broker Commissions	Commission dollars as a percent of premium for a policy. Find employers paying above or below benchmark, optionally by line.	Form 5500
Broker Office Location	The office location of the employer’s primary broker. Filter by city, state, region, or ZIP.	Proprietary
Broker Size	Size of the employer’s primary broker by state footprint: Local (1 state), Regional (2 to 10), Multi-Regional (11 to 30), National (more than 30).	Proprietary
Broker Tenure	How long the employer has been with its current primary broker, in years. Newer relationships may still be in play; long-tenured ones may be ready for a change.	Form 5500 (calculated)
Vendors Mentioned	Benefits vendors found mentioned online (carriers, wellness, point solutions). Carriers can also be searched via Benefits Carrier, which uses 5500 data.	Deep Research
PEO	Whether the employer uses a PEO such as ADP, Insperity, or TriNet.	Form 5500

Retirement

Filter	What it does	Source
Plan Type	Retirement plan type such as 401(k), 403(b), or Defined Benefit.	Form 5500
Plan Features	Plan features such as auto-enrollment, Roth option, or employer match.	Form 5500
Total Assets	Total assets held in the employer’s retirement plan.	Form 5500
Financial Advisor	The advisor or investment advisor on the retirement plan.	Form 5500
Recordkeeper	The plan’s recordkeeper (e.g. Fidelity, Vanguard, Empower). Distinct from Vendors Mentioned, which comes from web data.	Form 5500
Accounting Firm	The firm that audits the retirement plan.	Form 5500

P&C

Filter	What it does	Source
P&C Renewal Date	Renewal month of the employer’s property and casualty (workers’ comp) policy.	State-level filings
P&C Carrier	Carrier of record on the employer’s P&C policy.	State-level filings
P&C Broker	Broker of record on the employer’s P&C policy.	State-level filings
DOT Inspections	Employers with DOT inspection history. Surfaces active fleet operations.	FMCSA
Vehicles	Number of commercial vehicles in the employer’s fleet.	FMCSA
Miles Driven	Annual miles driven by the employer’s fleet.	FMCSA
X-Mod Factor	Workers’ comp experience modification factor. Below 1.0 is better-than-average safety, above 1.0 is worse.	NCCI / State regulators
OSHA Inspections	Employers with OSHA inspection or citation history.	U.S. Dept. of Labor

Broker Search

Find brokerages and filter by their book of business. Primary Broker, Broker Tenure, and Broker Commissions are also available as filters on a broker office’s Clients list.

Filter	What it does	Source
Broker Name	Search by broker name, website, or domain.	Proprietary
Office Location	Filter by where the broker has offices: city, state, region, or ZIP.	Proprietary
Broker Size	Footprint by number of states with an office: Local (1), Regional (2 to 10), Multi-Regional (11 to 30), National (more than 30).	Proprietary
Broker Tenure	How long the broker has held its client relationships, in years.	Form 5500 (calculated)
Primary Broker	When on, only count clients where this broker is the primary broker (the one earning the most commissions).	Form 5500
Broker Commissions	Commission dollars as a percent of premium across the book.	Form 5500

You can also filter brokers by any attribute of their clients (book of business) using the same Employer filters above: Industry, Employee Count, Benefits Carrier, Funding, P&C, and more.

Contact Search

Find people. Two flavors share the core filters below: Employer Contacts (benefits buyers at employers) and Broker Contacts (people at brokerages).

Filter	What it does	Source
Company Name	Find contacts by the company they work at.	Public profiles & partners
Contact Location	Filter by the contact’s work location: city, state, region, or ZIP.	Public profiles & partners
Role	Functional role category (Executive, HR, Finance, Operations, Benefits). Use for broad groups; use Job Title for specific titles.	Proprietary
Job Title	Filter by job title (e.g. HR Director, Benefits Manager, CFO). Search predefined categories or enter an exact term.	Public profiles & partners
Years At Company	How long the contact has been at their current company. From reported start dates, so it may be incomplete.	Public profiles & partners
Contact Details	Filter to contacts that have a work email, a phone number, or both.	Public profiles & partners
Credit Usage	Filter by whether you have already unlocked a contact with credits.	System
CRM	Filter by whether the contact already exists in your connected CRM.	System

Broker Contacts also offer:

Filter	What it does	Source
License Type	Broker contacts licensed to sell health, life, property, or casualty insurance.	State DOI
Carrier Appointments	Which carriers a broker contact is officially appointed with.	State DOI

When searching Employer Contacts you can also filter on every Employer attribute above (Industry, Benefits Carrier, Retirement, P&C, and more) to target people by their employer’s profile. Broker Contacts can also be filtered by broker Office Location and Broker Size.

​How filters work

​Show all filters

​Favorite the filters you use most

​Where the data comes from

​How filters work

​Employer Search

​Company

​Health & Benefits

​Retirement

​P&C

​Broker Search

​Contact Search

How filters work

Show all filters

Favorite the filters you use most

Where the data comes from

How filters work

Employer Search

Company

Health & Benefits

Retirement

P&C

Broker Search

Contact Search