Form 5500 data inside Claude and ChatGPT

Ask Claude or ChatGPT who the broker of record is, which carrier writes a plan and when it renews. Answers come straight from the Form 5500 filings, with a link to the full record.

Connect it

Claude

Press Add to Claude. Check that the address is www.form5500lookup.com, then press Continue.
Under Authentication, choose Sign in when needed. Leave everything else as it is and press Add.
In a chat, turn it on from the + button under Connectors.
When Claude shows a Connect button, sign in with your Form5500Lookup email.

Add to Claude

If you use Claude through your company, only a Claude owner may be able to add connectors. Send them this address.

ChatGPT

Form5500Lookup isn’t in the ChatGPT app directory yet. Until it is, you can add it yourself using Developer mode, which requires a paid ChatGPT plan.

In ChatGPT, open Settings → Security and login and turn on Developer mode.
Go to Plugins, press the plus button, name it Form5500Lookup, and paste this address as the connection:

https://www.form5500lookup.com/api/mcp

Under Authentication, choose Mixed. Lookups work straight away with no account.
To use a subscription in the chat, ask ChatGPT to sign you in to Form5500Lookup, then sign in with your Form5500Lookup email.

You can search and look up records without signing in. Sign in to use your subscription.

What you can ask it

“Who is the broker of record on [employer]’s health plan, and which carrier writes it?”
“How many employer plans in Georgia have policy years ending in March?”
“List the March renewals in Georgia with the broker, the carrier and the disclosed commission.”
“Which employers is [broker] named on, and what commissions were disclosed?”
“Export those renewals to a CSV I can open in Excel.”
“Save that search and email me next month’s renewals.”

What’s included

Already added Form5500Lookup to Claude or ChatGPT? There is nothing else to set up. Ask the assistant to sign you in, and your subscription works in the chat straight away.

Free

Search any employer, broker or carrier.
Look up any employer’s plan: broker, carrier, participants, premium, commissions and renewal date.
See how many plans renew each month in a state.
Preview the first five results of a broker’s or carrier’s book of business, or of a month’s renewals.
On the website, a free account can watch up to 5 employers. We email you when one files a new Form 5500, and again about four months before its plan renews.

On the website, you can open 10 employer, broker and carrier pages a day without an account, and 50 a day once you sign in.

With a subscription ($39/mo for one state, $99/mo nationwide)

Full renewal lists by month and state, with premium and commissions.
Complete broker and carrier books of business.
Export any list to a spreadsheet.
Unlimited saved searches with monthly renewal alerts.
Watch up to 1,000 employers on the website.

On the website, a subscription opens as many pages a day as you like.

Your subscription works the same way in Claude and ChatGPT as it does on the website. A Single State plan covers the state you chose. See pricing

Two more things you can buy

You buy both from your billing page, and they work with any account, with or without a subscription.

More records than your plan includes

Credits

$29 for 1,000 · $99 for 5,000 · $399 for 25,000

One credit per employer plan record you take, whether you download it or match it from your own list
You pay the first time you take a record each month; taking it again that month is free, and a company with no filing costs nothing
Paste or upload your list — on your account, in Claude, or from a script
Each company comes back with plan, renewal month, carriers, broker of record and premium, your columns kept
Purchased credits never expire, and every subscription includes records each month

Add credits

The whole dataset as a weekly file

Data Feed

$499/mo · $3,999/yr

Every sponsor, plan, insured contract, carrier and broker of record we hold, premium and commission as filed
One file each week, plus a file of what changed since the last one
Nothing is counted: the file holds every record, and it costs no credits
Download it from your account page, or have a script fetch it each week (how); for use inside your own business
Under the Data Feed licence

See what’s in the file Download a 50-row sample (CSV)

Get the feed

Technical details for IT teams

Addresses

A remote Model Context Protocol server over HTTP, authorized with OAuth 2.1 against this site. Claude and ChatGPT read the two discovery documents on their own.

MCP endpoint: https://www.form5500lookup.com/api/mcp
Protected resource metadata (RFC 9728): https://www.form5500lookup.com/.well-known/oauth-protected-resource/api/mcp
Authorization server metadata (RFC 8414): https://www.form5500lookup.com/.well-known/oauth-authorization-server

Tools

Tool	What it returns	Free or subscription
search_filings	Search employers, filings, brokers and carriers by name or EIN.	Free
get_employer	One plan's full public record — broker of record, carrier, participants, the Schedule A contracts and the month its policy year ends.	Free
get_broker	A broker's book: the employers it is named on, with carrier and policy-year end month.	Free — first 5 rows · Subscription for the whole book with premium and commission
get_carrier	A carrier's book: the employers written, with broker of record and policy-year end month.	Free — first 5 rows · Subscription for the whole book with premium and commission
count_renewals	How many insured employer plans have policy years ending in each of the twelve months, for a state and filter set.	Free (the carrier-name filter is subscriber-only)
list_renewals	The plans themselves for one month and state, with broker, carrier, participants and disclosed commissions.	Free — 5 rows of the month · Subscription for the full list, filters and paging
export_renewals	The same list as a CSV download on a link that expires in 15 minutes — up to 5,000 rows a file.	Subscription — one credit per record, and a record you already took this month is free
save_search	Save a filter set to your account and switch on its monthly renewal alert.	Account required — one saved search on a free account, with a counts-only alert · Any number on a subscription
sign_in	Connect your account to the assistant mid-conversation, and confirm what it covers.	Account required

Single State scoping

A Single State subscription is pinned to its state. A different state argument does not widen it; the response says so in its notes and in gate.scopedToState. With no state chosen yet, scoped tools return a link to choose it.

Matching a list from a script, and the feed files

The same matching the assistant does is available to a script at https://www.form5500lookup.com/api/lookup. It takes a bearer credential and up to 100 companies or EINs per call, and it accepts up to 2,000 companies a minute per credential. The credit rule is the same: one credit per plan record returned, nothing for a miss, and nothing for a record you already took this month. A name that could be more than one company comes back as up to three candidates, and you are charged only when you confirm one. Data Feed files can be fetched the same way, so a scheduled job on your side needs no one to sign in: https://www.form5500lookup.com/api/feed lists the weeks available, and https://www.form5500lookup.com/api/feed/latest/sponsors.csv.gz (or a specific week, and any of the five files) redirects to a download link that works for about a minute — follow the redirect. Each call checks that the licence is active and logs the delivery.

Rate limits and what your plan includes

Rate limits exist only to keep the service available: 30 requests a minute without an account, and 120 a minute when you are signed in. Nothing is capped by the day. What your plan counts is records, in credits. One credit buys one employer plan record, the first time you take it in a billing month, whether you download it or match it from your own list. Taking the same record again that month is free. A new Standard plan includes 25,000 records a month, and a new Single State plan includes 5,000 records a month in its state. Every plan writes at most 5,000 rows to a single file, as it always has. Your billing page shows what your plan includes and how many credits are left. If you need more, you can buy credits or the Data Feed at any time.

Keys for scripts

Only needed if you write your own scripts or run a scheduled job. Claude and ChatGPT connect without one. Create a key on your Connected Apps page. A key is shown once and stored only as a hash. It can do everything your plan can do, and that is re-checked on every call.

Attribution

When you publish a figure taken through the connector, cite it:

Source: U.S. DOL EFAST2 Form 5500 via Form5500Lookup — https://www.form5500lookup.com

Official record: https://www.efast.dol.gov/

Use of the connector is subject to our Connector Terms.