US Department Of Labor Form 5500 Broker Index

Snowflake table name : CYBERSYN.US_DEPARTMENT_OF_LABOR_FORM_5500_BROKER_INDEX

View data sources, attributes, and sample queries here.

NameDescriptionTypeExample

BROKER_ID

Unique hash identifying each broker by the broker's name, city, state, and zip.

VARCHAR

d233ff7412e06ff1d9cb7cef874107cb

INSURANCE_POLICY_ID

Unique hash identifying each policy by the plan, acknowledgement id, sponsor EIN, insurance carrier EIN, policy start and end dates, and policy types.

VARCHAR

21617d868d5a40e3696034a16c3d92e7

ACK_ID

Form acknowledgement ID. Unique identifier for each form 5500 filing.

VARCHAR

20240220103748NAL0000649809001

INSURANCE_BROKER_NAME

Name of the agent, broker, or other person to whom commissions or fees were paid.

VARCHAR

WILLIAM R. PONDER

INSURANCE_BROKER_ADDRESS

Address of the agent, broker, or other person to whom commissions or fees were paid.

VARCHAR

2409 FOREST PARK BLVD., 2ND FLOOR

INSURANCE_BROKER_CITY

City of the agent, broker, or other person to whom commissions or fees were paid.

VARCHAR

PONTE VEDRA BEACH

INSURANCE_BROKER_STATE

State of the agent, broker, or other person to whom commissions or fees were paid.

VARCHAR

NC

INSURANCE_BROKER_ZIP

Zip of the agent, broker, or other person to whom commissions or fees were paid.

VARCHAR

78613

COMMISSIONS_PAID_TO_BROKER

All sales and/or base commissions in monetary amount that are paid by an insurer, that are charged directly to the contract or policy and that are paid to a licensed agent or broker for the sale or placement of the contract or policy.

NUMBER

761

FEES_PAID_TO_BROKER

Payments (excluding sales and/or base commissions) by an insurer attributable directly or indirectly to a contract or policy to agents, brokers, and other persons for items such as service fees, consulting fees, finders fees, profitability and persistency bonuses, awards, prizes, and non-monetary forms of compensation).

NUMBER

0

FEE_NOTES

Notes detailing the purpose of the fees.

VARCHAR

ADDITIONAL COMPENSATION

INSURANCE_BROKER_ORGANIZATION_TYPE

Type of organization that the broker is associated with.

VARCHAR

Insurance Agent or Broker

INSURANCE_BROKER_GEO_ID_CITY

City of the agent, broker, or other person to whom commissions or fees were paid, joinable to GEOGRAPHY_INDEX table.

VARCHAR

geoId/0832155

INSURANCE_BROKER_GEO_ID_STATE

State of the agent, broker, or other person to whom commissions or fees were paid, joinable to GEOGRAPHY_INDEX table.

VARCHAR

geoId/13

INSURANCE_BROKER_GEO_ID_ZIP

Zip of the agent, broker, or other person to whom commissions or fees were paid, joinable to GEOGRAPHY_INDEX table.

VARCHAR

zip/93711

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