FreeERISA.com has added the Provider/Client database, which links financial institutions to their clients providing a virtual ‘Who has the Business’ – at least according to Schedule D of the Form 5500. They have also updated the database for the latest release of publicly available Form 5500 filings.
Source of the information is Schedule D of Form 5500, according to freeERISA. The company said 95% of the providers listed are financial institutions with rest being other vehicles such as master trusts.
Also recently added to the database is the most recent information on top hat plans, indicating which companies field a non-qualified deferred compensation plan for executives. Finally, freeERISA said it added data on tax-exempt organizations from Form 990.
The company said the information at its website includes nine databases:
- form 5500s
- IRS form 5310 Terminating Defined Contribution Plans
- EIN Finder
- public pension funds
- top hat plans
- provider/client database
- PBGC terminating defined benefit pension plans
- SEC filings
- tax-exempt organizations.