Here at FreeERISA.com, our goal is to provide you with the greatest access to employee benefits industry prospecting data and tools at the lowest possible cost.

We offer an array of products at various price points, beginning, of course, with the no-cost FreeERISA.com and including a number of premium tools offered by our parent company, Judy Diamond Associates.

Our Products in Detail

FreeERISA.com

When you need to view an individual company's Form 5500, simply register with us absolutely free and search by company name and location for the filings you need.

Our Deluxe edition of FreeERISA.com offers all of the functionality of our Basic version as well as the ability to search for form 5500s by plan type, total assets, and total participants.

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Retirement & Pension

The King of Pension Funds delivers unparalleled business intelligence and prospecting tools to advisors looking to sell into the lucrative group retirement market, including:

• A suite of market research and plan analysis tools, including the Diamond Metrics of Plan Performance.
• The largest online directory of retirement plan key decision-makers available anywhere.
• Expertly written marketing letters and telephone calling scripts.

Available online by state, by region, or nationwide, the King of Pension Funds - Gold Edition empowers your sales efforts.

With BrokerSight, you can identify top brokers in your territory, which employers work with which brokers and critical broker contact data to enhance your performance in the 100+ participant group retirement market. BrokerSight includes:

• Exclusive contact data and business information for more than 18,000+ group retirement and pension brokers.
• 83,000+ plan sponsors.
• Advanced search capabilities that enable you to identify top brokers in your market.

Available by region or nationally, BrokerSight will help you to grow your market share.

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Health & Welfare

The Brokers and Carriers Market Share Database (BCMS) is your gateway to the top brokers in the U.S. Large Group benefits market. Connect with the brokers who are best positioned to sell your products with our up-to-date contact names, phone numbers, and email addresses. BCMS puts the entire Large Group benefits market at your fingertips.

• Contact information for more than 36,000 brokers.
• Detailed information on tens of thousands of policies.
• Advanced search capabilities that enable you to identify top brokers in your market.

The American Directory of Group Insurance Plans is the ideal tool for identifying and contacting large (100+ participants) employer groups that offer Health, Life, and other group benefit plans. The Group Insurance database will help you uncover:

• Key contacts in the Human Resources, Finance, and Benefits departments.
• Which carrier or broker currently has the business.
• Where a plan ranks against its peer group.
• Email addresses of plan decision-makers.

Whether your market is national, regional, or limited to a specific type of coverage, our database empowers you to reach the key decision-makers.

The Directory of Self-Funded Group Plans is a powerful sales tool designed to help you pinpoint new clients in the lucrative self-funded market. Self-funded groups present unique opportunities and this database gives you all the data you’ll need to make the sale. This tool provides information on groups with both full and partially self-funded plans, the majority of which have 100+ participants. The directory includes contact information for plan decision-makers as well as plan assets, income, expenses, providers, and more. Rank plans against peer groups across geographic regions.

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EIN Finder

EINfinder.com is the premier online database of U.S. Employer Identification Numbers (EINs). We have more than 7 million EINs that can help you increase the security and integrity of your business interactions while preventing identity theft or misrepresentations.

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