Data Feed

What’s in the Data Feed

The Data Feed is every plan we hold, as 5 files each week, plus a file of what changed since the week before. This page lists every column in each file and what it holds. It is made from the same column list we use to build the files.

An empty figure means the filing disclosed nothing there. We leave it empty instead of writing a zero, because the filing does not say zero.

Download a 50-row sample (CSV)

50 rows of the plan sponsors file: California health and welfare plans that name a broker and at least one carrier. It has the same columns as the weekly file, and every row is also on our public employer pages.

Plan sponsors

sponsors.csv.gz · 52 columns

One row per plan: the employer, its participants, broker of record, carriers, premium and commission as filed, and when the policy year ends.

ein: Employer Identification Number as filed (9 digits, no hyphen).
pn: Plan number. (ein, pn) is the key of this file.
slug: Stable page key: /employer/<slug>.
name: Plan sponsor name as filed.
dba: Doing-business-as name, when the filing carries one.
planName: Plan name as filed.
kind: retirement (a pension plan) or welfare (a health and ancillary plan).
isPension: True for a retirement plan. Retirement rows carry no premium and no renewal.
city: Sponsor city as filed.
state: Sponsor state as filed.
zip: Sponsor ZIP as filed.
street: Sponsor street address as filed.
businessCode: Business code as filed (NAICS-like).
participants: Total participants as filed.
brokerOfRecord: Broker of record on a welfare plan. It is always empty on a retirement plan, where the agentOfRecord column carries the name instead.
agentOfRecord: Agent of record on a retirement plan. A 401(k)'s Schedule A names an agent, not a benefits broker.
brokerSlug: Key of that producer in the brokers file: /broker/<slug>.
policyPeriodEndMonth: The month the plan's health contract policy period ends, as filed.
contractYearEndMonth: Retirement plans only: the month the annuity contract year ends. It is not a renewal date.
renewsOn: The date we expect the plan to renew. It is our estimate, and renewalBasis says so.
renewalBasis: One sentence saying which of the two columns above is filed and which one we inferred.
planYear: Year the plan year ended. This is the record's own vintage, not the date we loaded it.
filedDate: Date the DOL received the filing.
vintage: Plain-language vintage: "plan year 2024, filed Oct 14, 2025".
carriers: Distinct carrier names on this plan's insured contracts, semicolon-separated.
carrierCount: How many distinct carriers.
contractCount: How many insured Schedule A contracts.
disclosedCommissions: Broker commission disclosed across this plan's contracts. Empty means the filing disclosed none, which is not the same as zero.
totalPremium: Premium as filed, welfare plans only. Empty means none disclosed.
contractValue: Retirement plans only: the annuity or GIC contract value. It is a balance, not a premium.
fundingType: How the filing reports this plan paying for its benefits: self_insured, fully_insured, mixed, or unknown when the filing does not settle it. Empty on a retirement plan.
hasHealth: True when at least one contract carries a health benefit.
declaredWelfareCodes: Form 5500 line 8b welfare codes exactly as filed ("4A4B4D"). Empty when the filing declared none.
declaredPensionCodes: Form 5500 line 8b pension codes exactly as filed ("2E2J"). Empty when the filing declared none.
url: The public page for this plan.
sizeBand: Size band: under-50, 50-99, 100-249, 250-999 or 1000-plus, based on the participant counts on the filing. Empty when the filing reports no count at all.
naicsSector: Two-digit NAICS sector as filed, or one of the three ranges NAICS itself merges ("31-33" manufacturing, "44-45" retail, "48-49" transport and warehousing).
activeParticipantsBoy: Active participants at the start of the plan year, line 6a(1). It is not the same figure as participants, which is line 5.
activeParticipantsEoy: Active participants at the end of the plan year, line 6a(2).
administrator: The plan administrator named on the filing, when it is a firm carrying an employer identification number. A person's name is never published, so this is empty wherever the administrator is an individual.
administratorEin: That administrator's EIN as filed.
dentalCoverage: insured, declared_uninsured, sibling (filed under another plan number by the same employer) or not_declared. "declared_uninsured" means the filing declared the benefit and filed no insured contract for it, usually because it is self-funded or carved out.
visionCoverage: Same four values, for vision.
lifeCoverage: Same four values, for life.
disabilityCoverage: Same four values, for disability.
filingAgainstExemption: True when the filing carries welfare code 4S: the plan is filing again having previously been exempt.
subjectToM1: True when the filing says the plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.
dfvcpFiling: True when the filing says the plan filed under the Department of Labor's voluntary program for late filings.
planEntityType: As filed: 1 multiemployer, 2 single-employer, 3 multiple-employer, 4 direct filing entity.
dateReceived: The day the Department of Labor received this filing.
oshaEmployees: Employees this employer reported to OSHA for the year in oshaYear. It is a different count from plan participants and often a different population.
oshaYear: The year that OSHA figure covers.

Insured contracts

contracts.csv.gz · 29 columns

One row per Schedule A contract: carrier, broker of record, benefits, persons covered, policy dates, premium and commission.

ein: Sponsor EIN — joins to the sponsors file.
pn: Sponsor plan number — joins to the sponsors file.
sponsorSlug: Sponsor page key.
sponsorName: Sponsor name as filed.
contractNumber: Policy or contract number as filed.
carrier: Carrier name as filed on this Schedule A.
carrierSlug: Key of this carrier in the carriers file.
brokerOfRecord: The producer named on this contract's Schedule A.
brokerSlug: Key of that producer in the brokers file.
benefits: Benefit types on this contract, semicolon-separated.
personsCovered: Persons covered by this one contract as filed. It is not the plan's participant count.
policyFrom: Policy period start as filed.
policyTo: Policy period end as filed.
policyPeriodEndMonth: Month this contract's policy period ends.
contractYearEndMonth: Annuity and GIC contracts only: the month the contract year ends. It is not a renewal date.
renewsOn: The date we expect this contract to renew. It is our estimate.
renewalBasis: One sentence saying which date is filed and which one we inferred.
premium: Premium as filed on this contract. Empty means the filing disclosed none, which is not the same as zero.
contractValue: Annuity/GIC contracts only: the contract's value as filed.
brokerCommission: Commission disclosed on this contract. Empty means none disclosed.
brokerFees: Fees disclosed on this contract. Empty means none disclosed.
planYear: Year this contract's policy year ended.
vintage: Short vintage stamp, "FY2024".
url: The public page this contract appears on.
earnedPremium: Premium the carrier reported earning on this contract for the year. Empty means the filing did not report it.
incurredClaims: Claims the carrier reported incurring on this contract for the year. Empty means the filing did not report it.
retentionTotal: What the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
retentionCommission: The commission part of that retention, as reported.
retentionAdmin: The administration part of that retention, as reported.

Brokers of record

brokers.csv.gz · 11 columns

One row per producer office named on a Schedule A, with its book size and disclosed commission.

slug: Key of this producer. /broker/<slug>. Joins from sponsors.brokerSlug and contracts.brokerSlug.
name: Producer name as filed on Schedule A Part 1.
city: Producer city as filed.
state: Producer state as filed.
contractsBrokered: How many Schedule A contracts name this office.
disclosedCommissions: Commission disclosed across those contracts. Empty means none disclosed.
commissionBand: ">1M", "100k-1M", "10k-100k" or "<10k".
firmSlug: Set only when this office is one of several filing under one firm name.
firmName: The firm those offices share.
firmOffices: How many offices that firm files under.
url: The public page for this producer.

Carriers

carriers.csv.gz · 7 columns

One row per carrier, with how many contracts name it and the commission disclosed across them.

slug: Key of this carrier. /carrier/<slug>. Joins from contracts.carrierSlug.
name: Canonical carrier name (spelling variants are merged into it).
ein: Carrier EIN as filed, when present.
naic: NAIC code as filed, when present.
contractsOnFile: How many Schedule A contracts name this carrier.
disclosedCommissions: Commission disclosed across those contracts. Empty means none disclosed.
url: The public page for this carrier.

Retirement plans

retirement-plans.csv.gz · 22 columns

One row per retirement plan: the employer, its participants, the agent named on its Schedule A, carriers, contract value and the month the contract year ends.

ein: Employer Identification Number as filed. (ein, pn) is the key of this file.
pn: Plan number.
slug: Stable page key: /employer/<slug>.
name: Plan sponsor name as filed.
planName: Plan name as filed.
city: Sponsor city as filed.
state: Sponsor state as filed.
participants: Total participants as filed.
activeParticipantsEoy: Active participants at the end of the plan year, line 6a(2).
sizeBand: Size band, under-50 through 1000-plus, based on the participant counts on the filing.
naicsSector: Two-digit NAICS sector as filed, or a merged range.
agentOfRecord: The agent named on the plan's Schedule A. A retirement plan's Schedule A names an agent, not a benefits broker of record.
agentSlug: Key of that agent in the brokers file.
carriers: Distinct carrier names on this plan's annuity or GIC contracts, semicolon-separated.
contractYearEndMonth: The month the annuity contract year ends. A contract year ending is not a renewal.
contractValue: The annuity or GIC contract value as filed. It is a balance, not a premium.
dfvcpFiling: True when the filing says the plan filed under the Department of Labor's voluntary program for late filings.
planYear: Year the plan year ended.
filedDate: Date the DOL received the filing.
vintage: Plain-language vintage: "plan year 2024, filed Oct 14, 2025".
declaredPensionCodes: Form 5500 line 8b pension codes exactly as filed ("2E2J"). Empty when the filing declared none.
url: The public page for this plan.

What changed

Only the plans that were added, changed or removed since last week. It has the same columns as the plan sponsors file, with a change column first.

The Data Feed costs $499 a month or $3,999 a year, for use inside your own business. You can license it from your billing page, and the Data Feed details say how the files are delivered.