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What do you need to know about the database?

The FreeERISA database provides access to Employee Retirement Income Security Act (ERISA) Form 5500 filings. These filings contain critical information about U.S. companies’ employee benefits plans, including retirement, health, and life insurance plans. Established in 1999, FreeERISA serves financial planners, legal professionals, insurance agents, and business consultants.

Users can search over 2.6 million filings covering more than 1.3 million plans and 1 million plan sponsors. The database allows searches by company name, Employer Identification Number (EIN), or plan type, providing insights into plan sponsors, financial details, renewal dates, and service providers.

Database Administrator

Managed by: Judy Diamond Associates, a unit of ALM Global.

What data are included in the database?

1. Plan Sponsor Information: Company name, contact details, and EIN.
2. Plan Types: 401(k) plans, pensions, health insurance, and other benefits plans.
3. Plan Financial Data: Total assets, contributions, distributions, and expenses.
4. Renewal Dates: Dates when benefit plans are due for renewal.
5. Service Providers: Brokers, insurance carriers, and third-party administrators.
6. Participant Data: Number of plan participants.
7. Compliance Filings: Top Hat deferred compensation plans and Form 5310 for plan terminations.

How to search the database?

1. Visit the FreeERISA website and create a free account.
2. Enter a company name, EIN, or geographic location.
3. Use filters for plan type, size, assets, or number of participants.
4. Search for specific filings such as Form 5500, Top Hat, or Form 5310.
5. Review search results to find plan sponsors, financial data, and renewal dates.
6. For advanced features, export data with a Deluxe subscription.

Professionals use this database for market analysis, due diligence, and lead generation.