Data projecting from tablet with all the relevant 5550 data

Complete 5500 Data

With FreeERISA you’ll always get the complete picture. All filings include aggregate data on plan participants, whether they’re active, retired or separated, the name of the person signing as plan administrator, and the plan type. For health and welfare plans, you’ll see information on carriers, brokers and providers, insurance contract information and the funding arrangement. For pension and 401(k) plans, you’ll have access to data on total plan assets, an asset/liability statement and detailed financial disclosures.

Gather Insights

An impressive amount of intelligence can be gathered from raw 5500 data. From a quick scan of a plan sponsor’s filing you can discern whether it has a health and welfare plan, the insurance carrier and its cost, the broker and its fees and commissions, the benefits offered, and fees charged.

Free to Use

FreeERISA is 100% free to use following a simple email registration. Upon sign-up, users also have the option to opt in for emails—BenefitsPro Daily, BenefitsPro News Alert and Credit Union Times’ Daily News Alert. Handy video tutorials, which will guide you through your first searches, are the perfect initiation for new users.

Upgrade Anytime

FreeERISA users who need a more robust search tool can upgrade to FreeERISA Deluxe for only $59.95 a year. Added features include access to 5310s and Top Hat plans, as well as the ability to search by plan type, total assets, total participants or companies with potential rollovers. It’s a fantastic way to hone in on new client opportunities. Judy Diamond also offers more sophisticated paid databases that allow more intensive and precise prospecting and research opportunities.

Upgrade Anytime, day or night just log on to

FreeERISA is an invaluable tool for researching prospects. I have managed to save significant amounts of money for my, now, clients by assisting them to be in compliance with their 5500 filings.

Jamie Debenham, Vice President | Brooker Insurance Agency

A great database of informtation…very accessible.

Al Stafford, Sr. Vice President | Morgan Stanley

Get started with FreeERISA

Find out if FreeERISA or FreeERISA Deluxe is the right solution for you.

For questions or inquiries, please complete this form or for immediate assistance, please call 800.231.0669, option 3 or email [email protected]

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