Employee Benefits Decision-Maker Data: What Is in It and How It Is Matched
Published · Updated · By Benefit Signals · Markdown version
Benefit Signals holds 113,000 named decision-makers at employer groups in the filed-benefits universe, each tied to the group's EIN from its Form 5500. The set includes 110,000 email addresses, 35,000 cell phone numbers, 45,000 phone numbers of any type and 80,000 LinkedIn profiles, covering owners, presidents, CFOs, controllers, COOs and HR and benefits managers (counted 2026-10-20). The data is included in the $60 a month subscription: it is shown on each group that has a contact, and once the free trial ends, CSV exports carry at most one contact per group (up to 5,000 rows per export).
Benefits prospecting data has always come in two files that do not talk to each other. One is the filed record: Schedule A, carrier, the commissions paid to brokers, the policy year, public and self-reported, without necessarily naming the decision-maker. The other is the contact file: names, titles, emails, phones, sorted by size and ZIP and attached to nothing. Benefit Signals joins them at the EIN, so, where we have both, the renewal date and the person who owns the renewal sit side by side.
What is in the data
| Measure | Count | Notes |
|---|---|---|
| Named decision-makers | 113,000 | Named contacts, each tied to an employer group EIN (a person at several groups counts once per group) |
| Email addresses | 110,000 | Unconfirmed ones carry a verify-before-send mark; the CSV marks each direct or pattern |
| Cell phone numbers | 35,000 | Numbers typed as mobile |
| Phone numbers, any type | 45,000 | Cell and landline numbers |
| LinkedIn profiles | 80,000 | Profile URL on the record |
Who the decision-makers are
The titles are the seats that own a benefits renewal: owners and founders, presidents and CEOs, chief financial officers and controllers, chief operating officers, HR managers and directors, benefits managers, partners and principals at professional firms, and office managers at companies small enough that the office manager is the benefits department. Which seat decides depends on company size, and that is laid out in group health decision-makers.
How a contact is matched to an employer group
A contact is published only after it passes a high-confidence match to the employer named on the Form 5500, and it is keyed to the EIN rather than to a name string. Weaker matches are held back. The high-confidence contacts are the ones counted above; CSV exports carry at most one of them per group.
The strictness is the product. A contact file that attaches the wrong company to a filing is worse than none: you call a controller at a different firm, open with their carrier and their renewal month, and lose the room in the opening sentence. Holding back anything short of a high-confidence company match is how that is prevented, and it is why only high-confidence matches are published and counted, rather than one inflated figure.
Where the data shows up
- On the employer group in Renewal Radar, beside the carrier, the brokers paid on the filing and the filed policy year end.
- On employers in the small-business pool that have a contact on file, where there is no filed group plan to read and the contact is the whole opening.
- In CSV exports once the free trial ends: where we have a decision-maker for the group, the row carries their contact details as far as we have them.
What the data is not
It is not an opt-in list, it is not phone-verified, and no address or number is promised to be current. Addresses we could not individually confirm carry a verify-before-send mark. Cell numbers are typed as mobile in the source contact record, not confirmed by dialing. It is a good start on the right person at the right time, not a guarantee of a pickup.
It is also not sold on its own. The contact layer lives inside Benefit Signals because a contact is only worth dialing when the renewal is open, and the filed policy year is the best public guide to when that is. Pricing is $60 a month or $600 a year. The monthly plan includes a seven-day free trial -- card at checkout, first charge on day 8, cancel before then and pay nothing. The annual plan has no trial. Both renew automatically until cancelled.
Frequently asked questions
How many employee benefits decision-makers does Benefit Signals have?
113,000 named contacts at employer groups with filed benefits, with 110,000 emails, 35,000 cell phones, 45,000 phone numbers of any type and 80,000 LinkedIn profiles, counted 2026-10-20.
Is the contact data sold separately?
No. It is included in the $60 a month or $600 a year subscription, with no per-record or per-export charge.
How accurate is the company match?
A contact is published only after a high-confidence match to the employer on the filing, keyed to the EIN. Weaker matches are held back and never shown or exported.
Are the emails verified?
No address is guaranteed. Addresses we could not individually confirm carry a verify-before-send mark, and the CSV marks each address direct (pulled for that person) or pattern (built from the company's known address format). No address is promised to be current.
Can I export the contacts?
Yes, once the free trial ends. Every search exports to CSV (up to 5,000 rows per export), with the decision-maker columns filled in where we have a contact for the group. Exports are locked during the free trial.
Does the data cover small groups?
Partly. Employers below the welfare-plan filing threshold generally do not file, so the filed universe is thinner in the small-group market. The small-business pool covers employers that file a retirement plan but no group health plan, and the contact layer attaches to those too.