Benefits Intelligence
Plan renewals, incumbent carriers, execs in motion, and who broker-of-records whom. Form 5500 turned into timing.
Benefit plans in play
3,909
funded within 24 months with a Form 5500 plan on record
Money in motion
1,025
exec arrivals and departures within 180 days at funded companies
Brokers tracked
62,142
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 62,142-broker directory. Form 5500 turned into timing.
Showing 5 of 3,909 (free preview)
41 new this week. Cohort re-scored Nov 15, 2026. Membership changes when new Form 5500 filings are matched, which the DOL publishes monthly.
Plan renewal Dec 31, 2026
Opentrons Labworks
Incumbent: CIGNA HEALTH AND LIFE INSURANCE COMPANYFunded Oct 29, 2026130 plan participants2 plans on fileRetirement plan on recordBrooklyn, New York~500 employees
Plan renewal Dec 31, 2026
Recursion Pharmaceuticals
Incumbent: AETNA LIFE INSURANCE CO.Funded Oct 15, 2026356 plan participants2 plans on fileRetirement plan on recordSalt Lake City, Utah~800 employees
Plan renewal Dec 31, 2026
MOCEAN
Incumbent: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAFunded Oct 9, 2026155 plan participants2 plans on fileRetirement plan on recordLos Angeles, California~360 employees
24
Plan renewal Dec 31, 2026
Silverfort
Incumbent: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Funded Sep 29, 2026139 plan participants2 plans on fileRetirement plan on record~589 employees
24
Plan renewal Dec 31, 2026
Enveda Therapeutics, Inc.
Incumbent: ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.Funded Sep 23, 2026176 plan participants2 plans on fileRetirement plan on recordBoulder, Colorado~387 employees
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