Thursday, December 09, 2010

Free5500.com

A nifty source. Tip of the hat to Hill Libraries:

Free5500.com contains PDFs of Forms 5500 from companies of all shapes and sizes. What is a Form 5500, you ask? It's a disclosure form required by the Employee Retirement Income Security Act. Depending on the Plan type and other factors, the accompanying schedules may include information such as ESOP (employee stock ownership program) information, financial information, service providers, financial transaction schedule, retirement plan information, and more.

Free5500.com requires free registration to access, but registration lets you search by company name, EIN, state, ZIP, area code, plan type or class, assets, and number of participants, and includes up to 10 years of historical forms. You can also print the PDF formatted documents. Note that the free access may limit you to forms that are at least 2 years old or so (a subscription may net you more current data, as well as other perks such as more robust searching).

Free5500.com is a service of Pension Data Resources, Inc., the publishers of the respected ERISA Red Book. Those who may find this site valuable include those in finance, insurance, securities, law, accounting, and many other related fields, as well as plan participants themselves.

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