Form 5500 Welfare and Pension Database – National Access Qtrly by Kong Dynamics Data Solutions

Description

Full access to Welfare and Pension Form 5500 filings in all 50 states. This is the most comprehensive database on the market allowing complete access to insurance industry participants such as employers, brokers, and insurance carriers. Whether you are searching for qualified prospects or analyzing market share data, you will be amazed by the how quickly you can produce results! Our database utilizes the Microsoft® Access® platform that is widely available among insurance professionals. Easily export data into Microsoft® Excel® for further analysis and uploading into your favorite CRM tool. For How To Videos, please visit www.kongdynamics.com.

The Form 5500 Annual Report is the primary source of information about the operations, funding and investments of approximately 800,000 retirement and welfare benefit plans. The database contains the raw, unedited data from all of the Form 5500 and Form 5500-SF filings for 2010 and 2011, including the data reported in schedules A, C, D, H, I.

Advantages Kong Dynamics brings to the marketplace:
– Ease of use (extensive “How To” video library)
– Economical entry point (return on investment is key)
– Built for speed (database runs on your pc/laptop not over internet)
– Microsoft® Access® 2010 platform (earlier versions are available)
– Includes all 50 states
– Welfare benefits & pension data included together (not sold separately)

Who we serve:
– Insurance agents & brokers
– Financial advisors
– Insurance carriers
– Third party administrators
– PPO networks

Customers will receive the most recent monthly database and transition over to their selected update frequency. For example, customers who select quarterly updates will receive up to five CD's depending on when the subscription was initially ordered. This allows new subscribers to obtain the latest monthly data available at the time of purchase and not worry about when the next quarterly version is available or buying a “stale” quarterly data set.

Product Features

• 2010 & 2011 Consolidated ERISA Form 5500 Data – All 50 states.
• Ability to Qualify Sales Leads within a few minutes.
• User friendly Microsoft® Access® 2010 templates.
• Ability to export query data into Microsoft® Excel® and CRM tools.
• Subscription includes Quarterly Updates.