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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 

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