Sales research,
already done.
Map every employer plan in your territory, narrow to the groups worth your time, and open a written brief on each one — the carrier, the premiums, the commissions, the fee angles, and the line that opens the call. Walk in already knowing the plan.
Free for 5 days, then $49.99/month. Cancel before day 5and you won’t be charged.
Boler Company — group medical, 1,400 employees
Fully insured at $14.2M in annual premium, up 14% at last renewal — a group this size is usually a self-funding candidate. The schedules show $312K in commissions to the incumbent broker.
Funding
Fully insured
Trend
+14% at renewal
Carrier
Aetna
Opening
Market the plan
4.2M
Plan filings indexed
1M+
Employers searchable
2021–2025
Years of history, side by side
1 in 6
Plans change carrier or provider each year
Turnover measured across 2021–2025 filings: among plans reporting a carrier or service provider, 15–17% changed the primary one year over year.
See it work
From blank search to a briefing, in ninety seconds.
No sales call, no sandbox request. This is the actual product, start to finish.
Product demo — coming shortly
Read the transcript
Prospect research is the part of this job nobody bills for. An evening with a spreadsheet, and maybe you find one plan worth a call. 5500Vision turns the public filings into a map of your territory. Draw a radius around your zip code. Filter to the groups you can actually service. Add the carriers you compete against. Open any plan and the research is already done. This employer's medical plan is fully insured at fourteen point two million in annual premium, and premiums have risen eleven and fourteen percent in the last two years. At fourteen hundred employees, that group is usually a self-funding candidate. The schedules show three hundred twelve thousand in commissions to the incumbent broker, on a plan that hasn't been marketed since 2022. Underneath it: full filing history, every carrier and provider, what each one is paid, and outside signals — pension records, layoff notices, acquisitions. Three concrete reasons to call, before renewal.
Step one — discovery
Find the groups worth your time.
Every employer plan in the country files an annual report with the Department of Labor. We turn those filings into a searchable map of your market — so instead of pulling government spreadsheets apart, you get to a working prospect list in about a minute.
Zip-radius search
Draw a circle around your territory and see every plan inside it.
Group size & spend
Employees covered, premium volume, and assets — match the groups you can actually service.
Carrier & provider
Filter to the incumbents you compete against, or the ones you partner with.
Recent changes
Spot the plans that swapped carrier, broker, or recordkeeper in their latest filing.
Step two — the briefing
Skip the research entirely.
Every plan arrives with the reading already done. Not a summary of the filing — a briefing: the concrete reason this employer is worth a conversation right now, the numbers that back it up, and the sentence that opens it.
Below: a sample briefing for the Boler Company health & welfare plan.
Boler Company
Itasca, IL · Manufacturing · Health & welfare · 1,400 employees · $14.2M annual premium
Boler’s medical plan is fully insured with Aetna at $14.2M in annual premium, after increases of 11% and 14% in the last two filing years. At 1,400 employees, a group this size is normally a self-funding candidate — and the schedules show $312Kin commissions to a broker of record who hasn’t taken the plan to market since 2022. Three concrete reasons to call before renewal, not after.
Funding
Fully insured at a size where self-funding pencils
Trend
Premiums up 11% and 14% in two years
Incumbent
$312K in broker commissions on Schedule A
Opening
“Has the plan been marketed since 2022?”
Illustrative sample. Real briefings are generated from each employer’s own filing.
Step three — the detail
Then know the plan better than they expect you to.
The briefing is the headline. Underneath it, every plan record carries the primary source material — so when they push back on a number, you have it.
Full filing history
Every annual report the employer has filed, year over year — premiums, covered lives, assets, and contributions trended so you see direction, not a snapshot.
Carriers & service providers
Who the carrier, broker of record, recordkeeper, TPA, and auditor are, what each is paid, and the year any of them changed.
Commissions & fees
Broker commissions and service-provider compensation as reported on the schedules — including what the incumbent is earning on the account you want.
Peer benchmarking
Where this plan’s premiums and costs sit against comparable employers by size and industry — the percentile that anchors the conversation.
Funding & risk detail
Fully insured versus self-funded, stop-loss arrangements, and pension funding positions for the defined-benefit plans that create urgency.
Outside signals
What never appears in the filing: pension records, WARN layoff notices, acquisition activity, adviser registrations, and nonprofit disclosures.
Built for one job.
Prospecting into employer benefit and retirement plans is a specific craft. This is a tool for that craft and nothing else.
One question, answered well
Every field, filter, and briefing here exists to answer the same thing: is this group worth a call this quarter, and what do I lead with? Nothing is bolted on from another market.
A real angle on every plan
Peer benchmarking shows where a plan runs above comparable employers on premium or cost. That is a specific, defensible reason to reach out — not a cold introduction.
Catch plans in motion
Roughly one in six plans changes carrier or provider each year, and the filings show it. Year-over-year history surfaces the moves already underway, while the window is open.
Self-serve. No demo, no procurement.
Built for the individual advisor and the small agency, not a buying committee. Sign in and search your territory the same day you find us.
One plan. No demos, no annual lock-in.
Start with 5days free. If it doesn’t find you a conversation worth having, don’t pay for it.
Starter
5 days free$49.99/month
Everything one advisor needs to prospect. Free for the first 5days — your card isn’t charged until the trial ends.
Start your free trialAlready trialing? Subscribe →- Search every employer plan filing in the country
- The Briefing — a written brief on every plan
- Full filing history, carriers, commissions & fees
- Peer benchmarking on premiums and costs
- Zip-radius, group size, carrier & provider filters
- Outside signals: pensions, layoffs, M&A, registrations
- Saved searches and prospect lists
Custom Enterprise
Custom
For agencies and teams with bigger needs.
Talk to us- Team seats & shared prospect lists
- CRM & data-feed integrations
- Custom datasets and filters
- Onboarding & dedicated support
A Pro tier — switch-propensity scoring, new-filing alerts, and CRM exports — is in development for later this year.
We read the filings in bulk, and publish what we find.
Original analysis from the same data the product runs on — fee benchmarks, switching rates, provider net flows. Method and sample size attached to every number.
What 401(k) Plans Actually Pay: Fee Benchmarks From 631,893 Plans
Median 401(k) plan costs by participant count and industry, measured from every 2024 Form 5500 with reported financials — 42.4 bps at 25–99 participants down to 10.5 bps at 5,000+.
Read →RetirementHow Often Do Employers Actually Switch 401(k) Providers?
The widely quoted retirement plan switching rate double-counts. Measured two ways across three years of Form 5500 filings, real incumbent turnover is 7% a year — not 16%.
Read →ResearchHigh Fees Don’t Predict a 401(k) Switch. Here’s What Does.
Across 152,704 plan-years, the most expensive plans changed providers at almost exactly the same rate as the cheapest. Relationship age separates cleanly; fee level does not.
Read →Questions advisors ask.
- Who is 5500Vision built for?
- Advisors and brokers who prospect into employer-sponsored benefit and retirement plans — group health and welfare, 401(k), and defined-benefit. It is built for the individual producer and the small agency, where the person doing the research is also the person making the call.
- What can I actually see about a plan?
- Covered lives, premium volume and plan assets, funding structure, the carrier and broker of record, what every service provider is paid, peer benchmarking on premiums and costs, year-over-year history, and pension funding detail where a defined-benefit plan exists.
- Where does the data come from?
- Directly from the Department of Labor's public Form 5500 filings and their schedules, covering 2021–2025 and refreshed as the DOL publishes. We supplement it with other public sources — PBGC pension records, WARN layoff notices, SEC filings, Form ADV, and IRS Form 990 — so you see signals that never appear in the filing itself.
- How accurate are the briefings?
- Every briefing is generated from that employer’s own filed data — the figures it cites are the figures on the filing, and the full plan record sits underneath it so you can check any number before you use it. It is a research accelerator, not a substitute for reading the filing yourself once a deal gets serious.
- Do I need to talk to sales to try it?
- No. Sign up and you get 5 days of full access straight away — no demo, no procurement, no waiting on a sandbox. You should be able to evaluate a $50 tool by using it.
- How does the free trial work?
- You get 5 days of full access at no charge. A card is required to start the trial, but it is not charged until the trial ends — cancel any time before then from your account page and you pay nothing.
- Can I search by territory?
- Yes. Enter a zip code and a radius and you get every plan filed by an employer inside that circle, which you can then narrow by group size, premium volume, assets, funding type, carrier, or service provider.
- Can I cancel anytime?
- Yes — monthly, cancel from your account page, no contract and no cancellation call.
See your market the way the filings see it.
5 days of full access, free. Search your territory and open your first briefing in the next ten minutes.