What is the source of the employer leads?

All data comes from Form 5500 government filings and is updated monthly.

I only market to businesses under 50 employees—I thought Form 5500 filings are only required for companies with at least 100 employees?

The 5500Leads system subscription includes 401K plan leads, which are all required to file Form 5500s regardless of size. We have over 800,000 leads in the system, many of them from smaller companies who sponsor these plans. Even if you don’t market to 401K plans, these leads are highly qualified and valuable because if a company sponsors a 401K plan, they will also be sponsoring a group health plan.

Does a subscription include both welfare benefit plan leads and retirement plan leads?

Yes, the annual subscription includes both and is priced very economically.