Search Fields

Users can search all of the fields listed below in any combination:

• 5500 - Address
• 5500 - Area Code
• 5500 - Assets
• 5500 - Average Account Balance
• 5500 - Average Participant Contribution
• 5500 - City
• 5500 - Collectively-bargained (Union) Plan
• 5500 - Company Name
• 5500 - Company Stock Assets
• 5500 - Contributions
• 5500 - County
• 5500 - EIN
• 5500 - Employees (Total)
• 5500 - Employer Entity
• 5500 - Highly Compensated Employees
• 5500 - Income
• 5500 - Liabilities
• 5500 - NAICS (Industry) Codes
• 5500 - Participants (Total)
• 5500 - Participation Rate Percentage
• 5500 - Pension Benefit Feature Codes
• 5500 - Plan Funding Arrangement
• 5500 - Plan Name
• 5500 - Plan Number
• 5500 - Plan Type
  - 401(K)
  - 403(b) Annuity
  - Defined Benefit
  - ESOP
  - Fringe Benefit
  - Group Health & Welfare
  - Money Purchase
  - Profit Sharing
  - Stock Bonus
  - Target Benefit
• 5500 - Plan Year End
• 5500 - Sponsors that have all selected plan types
• 5500 - State
• 5500 - Type of Welfare Plan
  - Health (other than dental or vision)
  - Life insurance
  - Supplemental unemployment
  - Dental
  - Vision
  - Temporary disability (accident and sickness)
  - Prepaid legal
  - Long-term disability
  - Severance pay
  - Apprenticeship and training
  - Scholarship (funded)
  - Death benefits (include travel accident but not life insurance)
  - Taft-Hartley Financial Assistance for Employee
  - Housing Expenses
  - Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20
   -Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing Form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20
   -10 or more employer plan under Code section 3I Plan requiring that all or part of employer 419A(f)(6) contributions be invested and held, at least for a limited period, in employer securities.
  -Collectively bargained welfare benefit arrangement under Code section 419A(f)(5)
• 5500 - Zip Code
• Schedule A Insurance Broker
• Schedule A Insurance Broker City
• Schedule A Insurance Broker State
• Schedule A Insurance Broker Zip Code
• Schedule A Insurance Carrier
• Schedule A Insurance Policy from month
• Schedule A Insurance Policy to month
• Schedule B Actuary City
• Schedule B Actuary Firm
• Schedule B Actuary State
• Schedule B Actuary Zip
• Schedule B Actuary's Name
• Schedule C Service Provider
• Schedule C Service Provider Code
• Schedule D Name of Fund
• Schedule D Name of Fund Sponsor
• Schedule P Trustee
• Updated Address (Monthy)
• Updated Area Code (Monthy)
• Updated Contact Names (Monthy)
• Updated Company Name (Monthy)
• Updated County (Monthy)
• Updated DUNS NUMBER (Monthy)
• Updated Total Number Employees (Monthy)
• Updated Industry Code (Monthy)
• Updated Area Code