Benefits Intelligence
Plan renewals, incumbent carriers, execs in motion, and who broker-of-records whom. Form 5500 turned into timing.
Benefit plans in play
4,509
funded within 24 months with a Form 5500 plan on record
Money in motion
987
exec arrivals and departures within 180 days at funded companies
Brokers tracked
59,500
Schedule A brokers of record in the directory
Know which benefit plans are in play before renewal.
Funded companies with their incumbent carrier and broker commissions, execs in motion, and a 59,500-broker directory. Form 5500 turned into timing.
Showing 5 of 4,509 (free preview)
26 new this week. Cohort re-scored Oct 27, 2026. Membership changes when new Form 5500 filings are matched, which the DOL publishes monthly.
Plan renewal Dec 31, 2026
Trustly
Incumbent: UNITED OF OMAHA LIFE INSURANCE COMPANYFunded Oct 2, 202673 plan participantsStockholm, Stockholm County~790 employees
Plan renewal Dec 31, 2026
Silverfort
Incumbent: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Funded Sep 29, 2026139 plan participants7 plans on fileRetirement plan on recordBoston, Texas~589 employees
Plan renewal Dec 31, 2026
FGS Global
Incumbent: METROPOLITAN LIFE INSURANCE COMPANYFunded Oct 9, 2026536 plan participants19 plans on fileRetirement plan on recordNEW YORK, New York~2,571 employees
Plan renewal Dec 31, 2026
Motive Technologies
Incumbent: EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAFunded Sep 10, 2026939 plan participants6 plans on fileRetirement plan on recordSan Francisco, California~4,600 employees
Plan renewal Dec 31, 2026
FMC Corporation
Incumbent: HEALTHNOW NEW YORK, INC. DBA BLUECROSS BLUESHIELD OF WESTERN NYFunded Sep 23, 20262,848 plan participants72 plans on fileRetirement plan on recordPhiladelphia, Pennsylvania~5,700 employees
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