Benefits Intelligence
Plan renewals, incumbent carriers, execs in motion, and who broker-of-records whom. Form 5500 turned into timing.
Benefit plans in play
2,850
funded within 24 months with a Form 5500 plan on record
Money in motion
542
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 2,850 (free preview)
25 new this week. Cohort re-scored Oct 8, 2026. Membership changes when new Form 5500 filings are matched, which the DOL publishes monthly.
Plan renewal Dec 31, 2026
Duravent Group
Incumbent: BLUE CROSS BLUE SHIELD OF MICHIGANFunded Mar 18, 2026927 plan participants18 plans on fileRetirement plan on record~2,200 employees
21
Plan renewal Dec 31, 2026
Talkiatry
Incumbent: VISION SERVICE PLANFunded Feb 12, 2026294 plan participants~601 employees
21
Plan renewal Dec 31, 2026
TRM Labs
Incumbent: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAFunded Feb 4, 2026183 plan participants8 plans on fileRetirement plan on recordSan Francisco~375 employees
Plan renewal Dec 31, 2026
Samba TV
Incumbent: VOYA FINANCIAL PARTNERFunded Dec 8, 2025131 plan participants2 plans on fileRetirement plan on recordSan Francisco, California~361 employees
Plan renewal Dec 31, 2026
Legence
Incumbent: VISION SERVICE PLANFunded Jan 2, 20263,006 plan participants7 plans on fileRetirement plan on recordSan Jose, California~7,500 employees
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