Employer benefit insurance carrier and broker relationships
Data Stockroom, a product of LaunchNav LLC — 100-row sample

Latest-per-plan-year Form 5500 form year 2023 insured health, dental and vision contracts, organizational broker compensation and exact-filing employer context.

Processed on: 2026-10-04
Period: Form year 2023 (reported plan periods vary; not a calendar-year activity cohort)
Primary source snapshot: 2026-08-25

CONTENTS
sample.csv: 100 real rows, all 44 columns from contracts.csv.
Repeatable selection; not a statistically representative sample. The legend describes the full product; companion data tables are only in the full download.

FEATURES AND PREPARATION
- Reported carrier, contract premiums and broker compensation linked by filing ACK_ID and Schedule A number.
- Medical/dental/vision cohort retains bundled contracts and published missingness.
- Separate plan and broker tables preserve relationship grains and withholding statuses.

SOURCES AND ATTRIBUTION
DOL EBSA — Form 5500 Latest datasets — FORM2023
https://www.dol.gov/agencies/ebsa/about-ebsa/our-activities/public-disclosure/foia/form-5500-datasets
Reported sponsor, plan, carrier and organizational broker facts Attribution: U.S. Department of Labor, Employee Benefits Security Administration; no endorsement implied.

USING THE FILES
legend.csv defines the columns, units, formats and blank-value meanings.
CSV is UTF-8 with headers. Import identifiers, ZIP codes and phones as text. Blank differs from zero or false.
LICENSES.txt contains source attribution and applicable notices.

LIMITATIONS
- Form year 2023 filing relationships are historical; source retrieval does not establish current 2026 relationships or future renewals.
- Premiums describe complete reported contracts and are not allocated across bundled benefits.
- Participants are plan participants, not unique employee headcount.
- Individual or uncertain broker names remain withheld according to the captured source product rules.
- Latest means latest captured filing for each plan year; no prior-year change history is implied.
- Form year identifies the DOL dataset edition, not a calendar-year approval or activity cohort. Reported plan periods vary and can begin or end outside that year.

DATA STOCKROOM TERMS
- This is a dated data snapshot. It does not include an ongoing update service.
- The files are supplied as-is. Accuracy, completeness, contact reachability and suitability for a particular use are not guaranteed. Independently verify information needed for your use.
- Underlying source data remains subject to the included upstream licenses and notices. Those terms govern that material; these terms do not restrict upstream permissions or rights in public-domain information.
- Data Stockroom does not claim agency endorsement or exclusive ownership of underlying public facts. A published contact does not establish consent to marketing.

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