Benefits Intelligence
Plan renewals, incumbent carriers, execs in motion, and who broker-of-records whom — Form 5500 turned into timing.
Benefit plans in play
2,344
funded ≤24mo with a Form 5500 plan on record
Money in motion
537
exec moves ≤180d at funded companies
Brokers tracked
—
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 65,000-broker directory — Form 5500 turned into timing.
Showing 5 of 2,344 (free preview) · 1 new this week
Plan renewal Dec 31, 2026
Duravent Group
Incumbent: BLUE CROSS BLUE SHIELD OF MICHIGANFunded Mar 18, 2026871 plan participants2 plans on fileRetirement plan on record~2,200 employees
21
Plan renewal Dec 31, 2026
nLIGHT
Incumbent: REGENCE BLUECROSS BLUESHIELD OF OREGONFunded Feb 4, 2026636 plan participants3 plans on fileRetirement plan on recordCamas, Washington~3,555 employees
Plan renewal Dec 31, 2026
Microchip Technology
Incumbent: HEALTH AND HUMAN RESOURCE CENTERFunded Feb 11, 20266,662 plan participants2 plans on fileRetirement plan on recordChandler, Arizona~17,310 employees
Plan renewal Dec 31, 2026
Enable Injections
Incumbent: UNITEDHEALTHCARE INSURANCE COMPANYFunded Dec 29, 2025212 plan participants3 plans on fileRetirement plan on recordCincinnati, Ohio~435 employees
Plan renewal Dec 31, 2026
Legence
Incumbent: VISION SERVICE PLANFunded Jan 2, 20262,603 plan participants2 plans on fileRetirement plan on record~7,500 employees
Loading more…