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BenefitsGuide: Business Listings

By BenefitsGuide

Form 5500 data for employee benefits & financial service professionals

$20   USD/user/month

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.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer

App Details

Version
EBSA/Spring May 2021 1.42.0
Listed On
05/04/2021
Latest Release
03/04/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 33
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 1
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.42.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/23/2021

Additional Details

Business Listings is a database of all the businesses that have recently filed the Federal Tax Form 5500. Use information pulled from the Form 5500 to find and evaluate both employee benefits / group insurance and retirement planning prospects and opportunities. Identify businesses that you would like to target then import those Account, Contacts, Form 5500 Tax Filings and all the related Schedules directly into your instance of Salesforce with a click.  You can even view or download a pdf of the filed Form 5500 from any Tax Filing record. The information inserted into Salesforce includes every field from the Form 5500 and all the related Schedules. Once imported, you can build list views and reports to filter by any field on the Account, Contact, or Tax Filing and Schedules found on the Federal Tax filing.

Need help?

BenefitsGuide

Woodbury, NY USA

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