BenefitsGuide: Business Listings - BenefitsGuide - AppExchange
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BenefitsGuide: Business Listings
BenefitsGuide: Business Listings
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Use any of these Fields in your Search Criteria... yes, and even Search by Broker Name
View Company Search Results, select records to Upsert into Salesforce
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Account, Contacts, Tax Filings and ALL the related Schedules
Download a PDF copy of the Form 5500 tax filing
contact sales@benefitsguide.com for more information
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$20 USD per user per month

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Latest Release

5/4/2021
Form 5500 data for employee benefits & financial service professionals

Search our database of US businesses with a recently filed Form 5500, import the Account, Contacts, Form 5500 Federal Tax filing and all the related Schedules. Identify employee benefits and retirement planning opportunities using the information.

$20 USD per user per month