See what your benefits broker was paid
Every employer health and welfare plan with 100 or more participants files a Schedule A naming its insurance brokers and the commissions and fees they received. Find your company to see what's on file, free. Then get the full report for $99.
- Each health and welfare plan, its plan year and participants
- Every insurance contract: carrier, coverage, premium, policy period
- Every broker or agent listed, with the commissions and fees each was paid
- How your totals compare with plans of similar size (percentiles)
- Projected renewal dates, and what to ask your broker
Search results
From the DOL's 2024 Form 5500 data set (filings received through Sep 24, 2026).
Sample: Texas plans renewing in the next 30–120 days (broker seat)
What a prospecting-seat subscriber receives each month: plans whose insurance renews soon, with the carrier and the broker of record. Disclosed amounts are from the plan's Schedule A for the plan year shown.
| Renewal | Sponsor | City | EIN | Participants | Carrier | Coverage | Broker(s) of record | Commissions | Fees |
|---|---|---|---|---|---|---|---|---|---|
| 2026-12-01 | Employer Flexible HR, LLC | Houston | 27-440•••• | 7,214 | Metropolitan Life Insurance Company | Health | Clariben Insurance Agency (Houston, TX); Employer Flexible B | $87,086 | $30,096 |
| 2026-12-01 | Pay and Save, Inc. | Littlefield | 75-157•••• | 1,648 | Blue Cross Blue Shield of Texas | Health, Stop-loss, Vision | Higginbotham Insurance Agency (Fort Worth, TX) | $241,372 | $0 |
| 2026-12-01 | Suveto, LLC | Grapevine | 85-298•••• | 1,571 | Highmark Inc. | Health, Prescription drug | Becker, Marie E (Quakertown, PA) | $6,745 | $0 |
| 2026-12-01 | Kahlig Auto Group Health Benefit Trust | San Antonio | 46-423•••• | 1,123 | Bluecross Blueshield of Texas | Health, Stop-loss | Gallagher Benefit Services (Itasca, IL) | $142,906 | $25,091 |
| 2026-12-01 | Spec's Family Partners, LTD. | Houston | 74-153•••• | 868 | Cigna Health and Life Insurance Company | Health, Prescription drug | Brown & Brown Insurance SVS, Inc. (Dallas, TX) | $0 | $136,013 |
| 2026-12-01 | Mclennan County Medical Education and Research Foundation | Waco | 74-187•••• | 646 | Principal Life Insurance Company | PPO, Dental, Vision | Holmes Murphy & Associates LLC (Dallas, TX); Ethos Risk Advi | $46,777 | $0 |
| 2026-12-01 | Tyton Holdings Inc | Addison | 80-072•••• | 629 | The Guardian Life Insurance Company of America | PPO, Dental, Vision, Life, Short-t | Van Wyk LLC (Grand Rapids, MI); Benefit Profiles Inc (Grand | $77,654 | $12,646 |
| 2026-12-01 | Yokogawa Corporation of America | Sugar Land | 36-367•••• | 610 | Kaiser Foundation Health Plan Inc | Health | NFP Corporate Benefits (PA) (Warrington, PA) | $2,373 | $0 |
Two ways to use it
The employer report is a one-time purchase. The broker seat is month to month: cancel anytime from the customer portal.
Employer broker report
Your company's own Schedule A filings, organized and compared.
- Every plan, contract, carrier and premium on file
- Every broker and agent, with commissions and fees
- Percentile comparison with similar-size plans
- Renewal calendar and questions for your broker
- HTML report + CSV, emailed within the hour
Broker prospecting seat
One state. Every plan renewing in the next 30–120 days, monthly.
- Sponsor, city, EIN, plan and participants
- Carrier, coverage and premium
- Incumbent broker(s) and disclosed compensation
- First file the day you subscribe, then the 1st of each month
- All 50 states + DC (pick one at checkout)
By purchasing you agree to the Terms of Service and Data Use Policy. Already a customer? Manage or cancel.
How it works
Find your company
Search by the legal name on your Form 5500, plus state or city. You'll see how many plans, participants and brokers are on file — free.
Get the report
Pay $99 once. We build the report from your filings and email it within the hour as an HTML report and a CSV.
Use it at renewal
See what each broker was paid, how it compares with similar-size plans, and what to ask before your next renewal.
Who uses it
Our promise
Questions
Where does the data come from?
The U.S. Department of Labor's public Form 5500 data sets: the Form 5500 itself, Schedule A (insurance information, filled in by each insurer) and Schedule A Part I (each broker or agent the insurer paid). We use the 2024 form-year “Latest” files, which DOL refreshes monthly.
Which plan year is this, and why isn't it newer?
Mostly plan years that began in 2024 — every report and file labels the plan year on each plan. Form 5500 is due seven months after a plan year ends (later with an extension), so public data always lags a year or more. Amounts are what was disclosed for that plan year, not what anyone is paid today. Latest filing received in our data: Sep 24, 2026.
Why can't I find my company?
Welfare plans with fewer than 100 participants at the start of the plan year that are fully insured or unfunded generally don't have to file Form 5500 at all, so most small employers won't appear. You also won't appear if your plan is entirely self-funded with no insurance contracts (no Schedule A), if your coverage is through a PEO or multiple-employer arrangement that files under its own name, or if the filing is under a parent company's legal name. Try the legal name or the parent company.
Does Schedule A show everything my broker is paid?
No. It shows what insurers paid brokers and agents in connection with each insurance contract. Fees you pay a broker directly, and payments from TPAs, PBMs or other vendors, usually aren't on Schedule A. Ask your broker for their written compensation disclosure under ERISA section 408(b)(2)(B).
What does “higher than 60% of similar-size plans” mean?
It's a position, not a verdict: 60% of welfare plans in the same size band that disclosed broker compensation reported a smaller amount. Compensation depends on the coverage bought, premium, number of carriers and services provided, so the report never labels an amount as too high or too low.
Is this advice?
No. The report organizes information from your organization's own public filings. It isn't legal, tax, insurance or investment advice, and it isn't an evaluation of any broker or insurer. Talk to your ERISA counsel or benefits adviser before acting on it.
What if my report can't be produced?
If we can't match your order to filings in the data, a person looks at it within one business day. If we still can't deliver your report, we refund you in full.
How are renewal dates projected (broker seat)?
From the policy period on each Schedule A, rolled forward to its next anniversary. Policies usually renew on the same date each year, but contracts can change dates, be replaced or end, so treat the date as a starting point.
Does the seat include contact details?
No. You get the plan sponsor's business name, city and EIN as filed, and the broker of record as filed. We don't publish or sell personal contact information. Follow CAN-SPAM, the TCPA, Do Not Call rules and your state's insurance-solicitation rules when you reach out.
Can the data be used for credit, insurance underwriting or employment decisions?
No. We aren't a consumer reporting agency, and the data can't be used for credit, insurance underwriting, employment or housing decisions. See the Data Use Policy.
How do I cancel the seat?
Anytime, from the customer portal link in every email. Cancellation takes effect at the end of the month you've paid for.
Sources
- DOL EBSA Form 5500 data sets — Form 5500, Schedule A and Schedule A Part I (form year 2024, Latest files)
- DOL EFAST2 Form 5500 search — look up any plan's filing as submitted