U.S. Employee Benefit Insurance Contracts
Form 5500 health, dental and vision insurance contracts with reported premiums, carriers, broker compensation and employer details.
- Primary rows
- 141,869
- Primary fields
- 44
- Coverage
- US
- Source snapshot
- Aug 25, 2026
- Form year 2023
- Jan 1, 2023 – Dec 31, 2023
Each primary row: One insured contract with medical, dental or vision benefits in a plan’s latest captured filing for its plan year.
Sample data
Download sample100 sample rows as CSV · all 44 primary fields.
[] / {} Empty collection0 / false Recorded valuesDownload field definitions (CSV)
Download sample documentation (ZIP)Included data
- 141,869 contracts link to 170,742 broker compensation lines and 65,335 plan filings through filing and Schedule A identifiers.
- Carrier names, premiums, covered participants and contract dates accompany reported employer contacts and benefit flags.
- Organizational broker names and compensation remain separate from plan and contract records; withheld names have explicit status fields.
What’s in the package
- contracts.csv141,869 rows · 44 fields
- brokers.csv170,742 rows · 32 fields
One captured broker compensation line linked by filing and contract.
- plans.csv65,335 rows · 25 fields
One filing for a selected insured contract.
For the broader sponsor population and all included plan schedules, see Employee Benefit Plan Sponsors. The insurance records overlap. View the related package →
Companion table fields
brokers.csv32 fields
| Field | Definition & format |
|---|---|
ACK ID ack_id | EFAST2 acknowledgment ID of the Form 5500 filing
|
Schedule A Number schedule_a_number | DOL sequence number of the Schedule A within its filing; joins to insurance_contracts.csv with ack_id
|
Broker Row Number broker_row_number | DOL order of this line 3 entry within the Schedule A (ROW_ORDER); the instructions ask for descending amount paid
|
Sponsor EIN sponsor_ein | Sponsor EIN of the Form 5500 filing (plan_filings.sponsor_ein); joins to sponsors.csv
|
Plan Number plan_number | Plan number of the Form 5500 filing (plan_filings.plan_number)
|
Is Latest Filing For Plan is_latest_filing_for_plan | Copied from plan_filings: the filing is its plan's latest; basis of sponsor summaries
|
Is Latest Filing For Plan Year is_latest_filing_for_plan_year | Copied from plan_filings: the filing is the latest for its plan year
|
Carrier Name carrier_name | carrier_name of the linked Schedule A in insurance_contracts.csv, as delivered
|
Carrier EIN carrier_ein | carrier_ein of the linked Schedule A
|
Broker Name broker_name | Line 3(a) name of the agent, broker or other person as published when recognized as an organization; see broker_name_status
|
Broker U.S. Address Line 1 broker_us_address1 | Line 3(a) U.S. street line 1; withheld with the name
|
Broker U.S. Address Line 2 broker_us_address2 | Line 3(a) U.S. street line 2; withheld with the name
|
Broker U.S. City broker_us_city | Line 3(a) U.S. city
|
Broker U.S. State broker_us_state | Line 3(a) U.S. state or territory code
|
Broker U.S. ZIP broker_us_zip | Line 3(a) U.S. ZIP code or ZIP+4
|
Broker Foreign Address Line 1 broker_foreign_address1 | Line 3(a) foreign street line 1; withheld with the name
|
Broker Foreign Address Line 2 broker_foreign_address2 | Line 3(a) foreign street line 2; withheld with the name
|
Broker Foreign City broker_foreign_city | Line 3(a) foreign city
|
Broker Foreign Province State broker_foreign_province_state | Line 3(a) foreign province or state
|
Broker Foreign Country broker_foreign_country | Line 3(a) foreign country code as published
|
Broker Foreign Postal Code broker_foreign_postal_code | Line 3(a) foreign postal code as published
|
Commissions Paid USD commissions_paid_usd | Line 3(b) sales and base commissions paid; U.S. dollars as published
|
Fees Paid USD fees_paid_usd | Line 3(c) fees and other commissions paid; U.S. dollars as published
|
Fees Purpose fees_purpose | Line 3(d) purpose of the fees as entered; withheld with the name
|
Organization Code organization_code | Line 3(e) organization code as published; decoded in organization_type
|
Broker Name Status broker_name_status | Why broker_name is published or withheld: published_legal_form, published_organization_word, published_naic_code (carriers only), withheld_individual_service_code (service providers only), withheld_proxy_or_contact, withheld_person_segment (brokers and service providers), withheld_unrecognized or source_blank
|
Broker U.S. ZIP5 broker_us_zip5 | Five-digit ZIP key from broker_us_zip
|
Organization Type organization_type | Instructions label of organization_code
|
Form Year form_year | DOL form year of the captured Latest dataset
|
Source File source_file | CSV member of the captured DOL schedule archive that holds this row
|
Source Row Number source_row_number | One-based data-row ordinal in source_file, excluding the header; not a persistent ID
|
Source Snapshot source_snapshot | Identifier for the source snapshot used in this edition.
|
plans.csv25 fields
| Field | Definition & format |
|---|---|
ACK ID ack_id | EFAST2 acknowledgment ID; unique identifier of one filing submission
|
Sponsor EIN sponsor_ein | Line 2b sponsor Employer Identification Number (nine digits, leading zeros kept)
|
Plan Number plan_number | Line 1b three-digit plan number (PN); with sponsor EIN identifies a plan
|
Plan Name plan_name | Line 1a name of plan (or DFE)
|
Sponsor Name sponsor_name | Line 2a plan sponsor's (employer's) or DFE sponsor's name
|
Sponsor DBA Name sponsor_dba_name | Line 2a sponsor doing-business-as name
|
Sponsor Mailing Address line 1 sponsor_mailing_address1 | Line 2a sponsor U.S. mailing address, first line
|
Sponsor Mailing Address line 2 sponsor_mailing_address2 | Line 2a sponsor U.S. mailing address, second line
|
Sponsor Mailing City sponsor_mailing_city | Line 2a sponsor U.S. mailing city
|
Sponsor Mailing State sponsor_mailing_state | Line 2a sponsor U.S. mailing state or territory code
|
Sponsor Mailing ZIP sponsor_mailing_zip | Line 2a sponsor U.S. mailing ZIP code or ZIP+4
|
Sponsor Phone sponsor_phone | Line 2c/2d sponsor's U.S. telephone digits as published
|
Plan Year Begin Date plan_year_begin_date | Plan (or DFE) year beginning date reported in Part I
|
Plan Year End Date plan_year_end_date | Plan (or DFE) year ending date reported in Part I
|
Date Received date_received | System-generated date EFAST2 received the filing
|
Participants Beginning-of-Year participants_boy | Total number of participants at the beginning of the plan year (Form 5500 line 5; 5500-SF line 5a)
|
Participants End-of-Year participants_eoy | Total number of participants at the end of the plan year (Form 5500 line 6f; 5500-SF line 5b)
|
Active Participants End-of-Year active_participants_eoy | Total number of active participants at the end of the plan year (Form 5500 line 6a(2); 5500-SF line 5d(2))
|
Is Amended Filing is_amended_filing | True when amended_indicator is 1, false when 0
|
Is Short Plan Year is_short_plan_year | True when short_plan_year_indicator is 1, false when 0
|
Has Health Benefit has_health_benefit | Code 4A (health other than vision or dental) is reported
|
Has Dental Benefit has_dental_benefit | Code 4D (dental) is reported
|
Has Vision Benefit has_vision_benefit | Code 4E (vision) is reported
|
Form Year form_year | DOL form year of the captured Latest dataset
|
Source Snapshot source_snapshot | Identifier for the source snapshot used in this edition.
|
Field coverage
Data notes
Coverage counts use the full tables. They exclude blank cells and empty JSON collections; zero and false count as populated.
- Form year 2023 identifies the DOL form edition. Plan periods vary and can extend outside 2023; these filings do not establish current insurance relationships or upcoming renewals.
- Premiums cover the whole reported contract and are not allocated between bundled benefits. Plan participants are not unique employee headcount.
- The latest filing is selected separately for each plan year. This package does not provide prior-year change history.
- Individual and uncertain broker names are withheld. Published business contacts have not been checked for reachability.