Custom datasets, on request.
We build custom datasets and recurring deliverables from the Form 5500 universe. Anything we can pull from the raw filings, cleaned, ranked, and shipped on your cadence. Most engagements deliver within a week.
What we ship
No prepackaged reports. Every engagement starts with what you’re trying to learn or sell, and the deliverable is shaped to that.
Prospect lists
Filter by sponsor size, industry, geography, plan health, carrier, broker, fee outliers, recently terminated brokers, recently filed first-year plans. Anything we can express against the warehouse.
- Texas + Oklahoma 401(k) plans, $5M-$50M assets, no current advisor signing
- Mid-market self-funded health plans without stop-loss, by state
- Pension plans with funded ratio outliers in a specific NAICS
Custom datasets
Multi-state pulls, cross-form joins, year-over-year longitudinal cohorts, broker books of business with carrier mix, recordkeeper share by industry. Joins the public CSVs don't carry.
- All Schedule C TPA fees by recordkeeper, last 3 years
- Broker books with renewal seasonality and carrier concentration
- All large-plan auditor changes year-over-year
Market sizing + research
Market mapping, competitive intelligence, deal targeting, due-diligence support. We've built sector rollups for PE, broker M&A target lists, and recordkeeper share studies.
- TPA market sizing by region with revenue proxies from Schedule C
- Broker M&A target lists ranked by client retention + book size
- Recordkeeper share-of-wallet by industry and plan size band
How it works
Tell us what you need.
A sentence is enough to start. We'll come back same-day with a yes or no, a scope, and a price. No NDA round-trip required up front; mutual NDAs available on request.
Common questions
What does it cost?+
One-off pulls usually land between $500 and $5,000 depending on complexity. Recurring deliverables (weekly prospect lists, monthly market reports) run on monthly retainer, typically $2,000-$10,000/mo. We quote fixed scope before any work begins.
What format do you deliver in?+
Whatever fits your workflow: CSV, Excel, JSON, parquet, PDF, or a one-time SQL view inside our warehouse you can query directly. We've also delivered Google Sheets dashboards and Tableau extracts.
Can you sign an NDA?+
Yes, mutual NDAs are routine. Mention it in the first message and we'll send ours, or we'll counter-sign yours. We don't share client work or client identities, ever.
Do you do exclusivity?+
On bespoke deliverables, yes: your prospect list is yours. On general market research and sector rollups we sell, we'll discuss it case-by-case.
How long does it take?+
Most one-off pulls deliver within 3-7 business days. Same-week is typical; same-day is possible for narrowly scoped requests against data we already have indexed.