BenefitsGuide: Business Listings - BenefitsGuide - AppExchange
Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

BenefitsGuide: Business Listings
BenefitsGuide: Business Listings
Define your own Search Criteria
Use any of these Fields in your Search Criteria
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
Success! Selected records are imported successfully
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

$20 USD per user per month

Rating

(0)

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