Benefits Data

Form 5500 API

Query normalized Form 5500 data with company identity, broker and carrier relationships, benefits personnel, and change signals.

Hillwinds provides a commercial Form 5500 data API that converts raw DOL filings into searchable company records enriched with broker relationships, insurance carriers, benefits personnel, and change signals.

Try the Form 5500 data API in sandbox

Set your ss_test_ key in the environment, then run this read-only request. The fixed synthetic company is documented for sandbox testing, and supported test-key reads consume zero credits.

bash

export HILLWINDS_TEST_API_KEY="ss_test_YOUR_KEY_HERE"

curl --fail-with-body \
  -H "Authorization: Bearer $HILLWINDS_TEST_API_KEY" \
  "https://api.hillwinds.ai/v1/companies/946157413?mode=full"

A successful response includes filing-derived facts and Hillwinds enrichments:

json

{
  "ok": true,
  "data": {
    "id": "946157413",
    "company_name": "Brookhaven Logistics LP",
    "participants": 8.0,
    "total_premiums": 64800.0,
    "primary_broker": "Oakhaven Advisors",
    "all_carriers_detail": [
      {
        "name": "Tamarind Specialty",
        "benefit_types": ["Dental Insurance", "Health Insurance", "PPO Insurance"],
        "participants": 3.0,
        "premiums": 22680.0
      },
      {
        "name": "Brightline Health Plan",
        "benefit_types": ["Drug Insurance", "Life Insurance", "Stop-Loss Insurance"],
        "participants": 4.0,
        "premiums": 29807.0
      }
    ],
    "signals": ["broker_change", "self_funded", "high_pepm"]
  },
  "meta": {
    "response_tier": "advanced",
    "sandbox": true,
    "credits_charged": 0
  }
}

Hillwinds API versus raw DOL EFAST files

Capability	Raw DOL EFAST files	Hillwinds Form 5500 API
Access	Bulk filing datasets and form records	Filtered REST queries and entity lookups
Company identity	Sponsor names and EINs as filed	Canonical company profiles with normalized names, domains, industries, and firmographics
Broker mapping	Schedule data must be parsed and resolved	Resolved broker firms, offices, employer relationships, and tenure
Carrier relationships	Carrier and premium records appear in filing schedules	Normalized carrier relationships, coverage context, and current relationship fields
Personnel	Not a benefits contact database	Benefits decision-makers and broker personnel linked to supported entities
Signals	Must be derived by comparing records over time	Broker, carrier, administrator, renewal, and growth signals
Workflow	Requires a separate data pipeline	Pagination, field tiers, filters, tags, lookalikes, and flat-file output

Filing facts and enrichments remain distinct

Form 5500 values should be treated as reported historical facts. Hillwinds-normalized and derived fields add current identity and relationship context; retain response attribution when exporting data downstream.

Common Form 5500 field mappings

Hillwinds field	Filing basis	How it is used
`ein`	Sponsor EIN	Stable company lookup and deduplication key when available
`company_name`	Sponsor name	Normalized and resolved to a canonical company
`participants`	Participant counts	Current measure with filing-year context
`total_premiums`	Schedule A premium amounts	Normalized aggregation across relevant plans
`assets_401k`	Plan asset values	Normalized for filtering and year-over-year analysis
`renewal_date`	Plan-year dates	Derived when the underlying record supports a reliable window

Next steps

Read the Companies API reference for filters and response fields.
Review Field Tiers for benefits fields that require advanced access.
Use Filtering & Search to build broker-, carrier-, and plan-focused segments.

Form 5500 API FAQ

Is there a Form 5500 API?

Yes. Hillwinds provides a commercial Form 5500 data API that turns filing data into searchable company records enriched with broker relationships, carriers, benefits personnel, and change signals.

How is the Hillwinds API different from raw DOL EFAST data?

DOL EFAST files contain raw annual filing records. Hillwinds resolves those records to canonical companies, normalizes filing fields, and adds broker mappings, carrier relationships, personnel, and derived signals.

Can I search Form 5500 data by broker or insurance carrier?

Yes. Company queries can be filtered using documented broker and carrier values, while broker and broker-office endpoints support relationship analysis beyond the raw filing record.

Does the Form 5500 API include benefits decision-makers?

Yes. Hillwinds personnel endpoints connect benefits decision-makers and broker personnel to company and broker entities when coverage is available.

Can I test the Form 5500 API without consuming credits?

Yes. An ss_test_ sandbox key uses synthetic data and charges zero credits for supported read requests, including the example on this page.

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