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BenefitsGuide: Business Listings

Form 5500 data for employee benefits & financial service professionals

Overview

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.

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See How BenefitsGuide: Business Listings Works

  • Use BenefitsGuide: Business Listings to identify: • the right people to contact • businesses that may be overpaying commissions • how much the opportunity may be worth to you and is it even worth pursuing? • businesses that work with a 'weak' broker

  • For employee benefits brokers, use Business Listings to learn about your prospect or clients reported: • carrier • broker name • commissions • premiums • lines of coverage • renewal dates • and more

  • For those who sell group retirement plans, use Business Listings to learn about your prospect or clients reported: • 401k’s • 403b’s • defined benefit plans • defined contribution plans • and more

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.

Categories

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

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