Search (Sponsor)
This endpoint allows you to search for plan sponsors using various filters and criteria. You can:
- Text search: Use the 'query' parameter to search sponsor names and other text fields
- Filter by company size: Set minimum/maximum participant counts (total or active participants) to find sponsors within specific size ranges
- Filter by industry: Use industry classifications to find sponsors in specific sectors
- Target specific sponsors: Search by exact sponsor IDs if known
Results include all available sponsor information, participant statistics, asset amounts, and industry classifications. Use pagination with the 'start' parameter for large result sets. This endpoint is ideal for market research, competitor analysis, or identifying sponsors that meet specific criteria.
Headers
Authorizationstring · requiredThe
Authorizationheader is used to authenticate with the API using your API key. Value is of the formatBearer YOUR_KEY_HERE.
Request Body
startinteger | nullquerystring | nullsponsor_idsstring[]industriesstring[]min_total_participantsinteger | nullmax_total_participantsinteger | nullmin_active_participantsinteger | nullmax_active_participantsinteger | null
Responses
Successful search response
countintegerresultsobject[]
Industries
This endpoint returns a comprehensive list of all available industry classification codes that can be used for filtering in sponsor searches. The response includes:
- Industry codes: Unique numerical identifiers for each industry classification
- Hierarchical structure: Three levels of industry detail from broad sectors to specific sub-industries
- Level 1: Major industry sectors (e.g., "Agriculture, Forestry, Fishing and Hunting")
- Level 2: Industry groups within sectors (e.g., "Animal Production")
- Level 3: Specific industry classifications (e.g., "Cattle Feedlots")
Use this endpoint to discover available industry filter options before making sponsor search requests. The industry codes and names returned can be used directly in the sponsor search endpoint's 'industries' filter parameter. This is essential for building industry-based search interfaces or understanding the scope of available industry classifications in the dataset.
Headers
Authorizationstring · requiredThe
Authorizationheader is used to authenticate with the API using your API key. Value is of the formatBearer YOUR_KEY_HERE.
Responses
A list of industry classifications.
codestring · requiredUnique numerical identifier for the industry classification
industry_level_onestring · requiredTop-level industry sector (e.g., 'Agriculture, Forestry, Fishing and Hunting')
industry_level_twostring · requiredSecond-level industry group within the sector (e.g., 'Animal Production')
industry_level_threestring · requiredMost specific industry classification (e.g., 'Cattle Feedlots')
Sponsor
This endpoint returns detailed information about a plan sponsor (the company that offers employee benefit plans) including:
- Sponsor details (company information)
- All plans administered by the sponsor (401k, health insurance, etc.)
- Complete filing history and regulatory data for all plans
Use this endpoint when you need a complete overview of a sponsor's benefit program and compliance records.
Headers
Authorizationstring · requiredThe
Authorizationheader is used to authenticate with the API using your API key. Value is of the formatBearer YOUR_KEY_HERE.
Responses
Successful sponsor response
sponsorobjectplansobject[]
Filing
This endpoint returns detailed information for a single filing record using its unique filing ID. Each filing contains:
- Filing metadata (submission date, filing year, status)
- Associated sponsor information (company details)
- Specific plan details for the filing year
- Complete regulatory data and compliance information
Note: Each plan requires annual filings, so a sponsor with multiple plans will have separate filing records for each plan per year. Use this endpoint when you need detailed information about a specific filing submission rather than all filings for a sponsor.
Headers
Authorizationstring · requiredThe
Authorizationheader is used to authenticate with the API using your API key. Value is of the formatBearer YOUR_KEY_HERE.
Responses
Successful filing response
sponsor_namestring · requiredOfficial name of the plan sponsor
sponsor_einstring · requiredEmployer Identification Number (EIN) of the sponsor
sponsor_phone_numberstring · requiredPrimary contact phone number for the sponsor
sponsor_business_codestring · requiredBusiness classification code for the sponsor's primary business activity
sponsor_address1string · requiredPrimary address line of the sponsor's headquarters
sponsor_citystring · requiredCity where the sponsor is headquartered
sponsor_statestring · requiredState or province where the sponsor is headquartered
sponsor_postal_codestring · requiredZIP or postal code for the sponsor's headquarters
sponsor_countrystring · requiredCountry where the sponsor is headquartered
ack_idstring · requiredUnique acknowledgment ID for the filing submission
form_yearinteger · requiredYear for which the form is being filed
cy_fy_begin_datestring · date · requiredBeginning date of the plan year covered by this filing (ISO 8601 date format)
cy_fy_end_datestring · date · requiredEnd date of the plan year covered by this filing (ISO 8601 date format)
plan_namestring · requiredOfficial name of the employee benefit plan
plan_numstring · requiredPlan number assigned by the sponsor (typically 3-digit identifier)
plan_effective_datestring · date · requiredDate when the plan became effective (ISO 8601 date format)
pension_benefit_codesstring[] · requiredArray of pension benefit codes indicating the types of pension benefits offered
date_receivedstring · date · requiredDate when the filing was received by the regulatory authority (ISO 8601 date format)
total_participants_beginning_of_yearinteger · requiredTotal number of participants at the beginning of the plan year
total_participants_end_of_yearinteger · requiredTotal number of participants at the end of the plan year
participants_with_account_balances_end_of_yearinteger · requiredNumber of participants with account balances at the end of the plan year
active_participants_beginning_of_yearinteger · requiredNumber of active participants at the beginning of the plan year
active_participants_end_of_yearinteger · requiredNumber of active participants at the end of the plan year
participants_teminated_before_vestinginteger · requiredNumber of participants who terminated before vesting
type_plan_entity_cdstring · requiredCode indicating the type of plan entity
tot_assets_boy_amtnumber · requiredTotal assets at the beginning of the year (in USD)
tot_assets_eoy_amtnumber · requiredTotal assets at the end of the year (in USD)
tot_liabilities_boy_amtnumber · requiredTotal liabilities at the beginning of the year (in USD)
tot_liabilities_eoy_amtnumber · requiredTotal liabilities at the end of the year (in USD)
net_assets_boy_amtnumber · requiredNet assets at the beginning of the year (in USD)
net_assets_eoy_amtnumber · requiredNet assets at the end of the year (in USD)
emplr_contrib_income_amtnumber · requiredEmployer contribution income amount for the plan year (in USD)
particip_contrib_income_amtnumber · requiredParticipant contribution income amount for the plan year (in USD)
oth_contrib_rcvd_amtnumber · requiredOther contributions received amount for the plan year (in USD)
other_income_amtnumber · requiredOther income amount for the plan year (in USD)
tot_income_amtnumber · requiredTotal income amount for the plan year (in USD)
tot_distrib_bnft_amtnumber · requiredTotal distribution benefit amount for the plan year (in USD)
corrective_deemed_distr_amtnumber · requiredCorrective deemed distribution amount for the plan year (in USD)
admin_srvc_providers_amtnumber · requiredAdministrative service providers amount for the plan year (in USD)
oth_expenses_amtnumber · requiredOther expenses amount for the plan year (in USD)
tot_expenses_amtnumber · requiredTotal expenses amount for the plan year (in USD)
net_income_amtnumber · requiredNet income amount for the plan year (in USD)
tot_plan_transfers_amtnumber · requiredTotal plan transfers amount for the plan year (in USD)
created_atstring · date-time · requiredTimestamp when the filing record was created (ISO 8601 format)
updated_atstring · date-time · requiredTimestamp when the filing record was last updated (ISO 8601 format)
last_reported_sponsor_namestring | nullPreviously reported sponsor name if different from current
last_reported_sponsor_einstring | nullPreviously reported sponsor EIN if different from current
sponsor_address2string | nullSecondary address line (suite, floor, etc.) of the sponsor's headquarters
last_reported_plan_namestring | nullPreviously reported plan name if different from current
last_reported_plan_numberstring | nullPreviously reported plan number if different from current
welfare_benefit_codesarray | nullArray of welfare benefit codes indicating the types of welfare benefits offered
broker_fees_paidnumber | nullAmount of broker fees paid during the plan year (in USD)
insuranceobject[]