Benefits Intelligence
Plan renewals, incumbent carriers, execs in motion, and who broker-of-records whom. Form 5500 turned into timing.
Benefit plans in play
2,881
funded within 24 months with a Form 5500 plan on record
Money in motion
535
exec arrivals and departures within 180 days at funded companies
Brokers tracked
58,150
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 58,150-broker directory. Form 5500 turned into timing.
Showing 5 of 535 (free preview)
19 new this week. Cohort re-scored Sep 28, 2026. Membership changes daily as executives change roles at funded companies.
Exec move Sep 24, 2026New
Rockwell Automation
Announces Retirement of Chief Revenue Officer
Departure, not a hire
Incumbent: PRUDENTIAL INSURANCE COMPANY OF AMERICAFunded Nov 21, 20252 exec moves ≤180dRetirement plan on recordMilwaukee, Wisconsin~21,612 employees
Exec move Sep 1, 2026
Avis Budget Group
Announces Departure of Chief Digital & Innovation Officer
Departure, not a hire
Incumbent: KAISER FOUNDATION HEALTH PLAN OF HAWAIIFunded Jan 5, 20262 exec moves ≤180dRetirement plan on recordParsippany~4 employees
Exec move Sep 10, 2026
Wasabi
Technologies Appoints Pinaki Mukherjee as Senior Vice President
Incumbent: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Funded Jan 13, 2026Retirement plan on recordLondon~458 employees
Exec move Sep 17, 2026
Avalara
Appoints Claire Goad as General Manager of E-Invoicing and Live Reporting
Incumbent: UNUM LIFE INSURANCE COMPANY OF AMERICAFunded Nov 11, 20252 exec moves ≤180dDurham, North Carolina~4,500 employees
Exec move Sep 8, 2026
Factory
Appoints Francesca LaBianca as Chief Operating Officer
Incumbent: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAFunded Sep 25, 20252 exec moves ≤180dRetirement plan on recordSan Francisco, California~1,400 employees
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