Look up any provider, carrier, or broker.
Three searchable directories built from every Form 5500 filed in the country: retirement plan providers, health and welfare carriers, and welfare brokers. Find who's serving any plan, see their full book of business, and how they stack up against their peers.
Retirement plan providers
The recordkeepers, TPAs, custodians, advisors, and actuaries working on 401(k), 403(b), pension, ESOP, and money-purchase plans. Search any firm to see their full book of business: every plan they serve, total AUA, and where they rank in the market.
- Plans served + AUA, ranked
- Filter by role: recordkeeper, TPA, custodian, advisor
- Click any firm for their full book
Health and welfare carriers
Every carrier writing premium on US group health, dental, vision, life, disability, prescription, and stop-loss coverage. Search any carrier to see who they cover, total premium, lives, and market share for the year.
- Premium written + lives covered
- Coverage mix across benefit lines
- Market share, year by year
Health and welfare brokers
Every broker placing group health and welfare coverage. Search any broker or consultant to see who they advise, total compensation, the split between commissions and fees, and how much premium they oversee.
- Total compensation, commission vs. fee
- Premium overseen + client count
- Click any broker for their full book