Form 5500 AI research
Searching Form 5500 data has NEVER been easier!
Ask Benny lives right inside the AI you already use: Claude, Grok, ChatGPT, Copilot, Gemini, and more. Connect the Benny Data MCP in a few minutes, then ask Form 5500 questions in plain English and get answers that cite the official DOL Form 5500. There's no other app to log into.
- ✓ Filing-backed
- ✓ 700,000+ ERISA filings
- ✓ Lives in your AI chat
Sample data
Plan Overview
Filing-backed- Plan Name
- Acme 401(k) Plan
- Sponsor
- Acme Corporation
- Assets / Participants
- $482M · 4,210
Form 5500 filings hold the answers. Getting them out shouldn't take an afternoon.
Every plan files one, and every filing is full of detail on assets, participants, sponsors, and providers. Benny saves you from digging through forms and schedules: you ask a question and get a clear answer, along with a citation you can check.
Three easy steps to search Form 5500 data in seconds
Create a free account.
Just your name and email.
Connect Benny to your AI.
Connect Benny Data's MCP to your favorite AI platform (Claude, Grok, ChatGPT, Copilot, Gemini, and more) and authenticate your Benny Data account.
It's that simple.
Start using your Benny Data account to access Form 5500 data immediately. Want more than 15 free searches per month? Just ask Benny to "Upgrade my account."
Built for how benefits professionals actually research
Why export data when you can Ask Benny anything!
Ask Benny in your own AI.
Benny Data connects to Claude, Grok, ChatGPT, Copilot, Gemini, and more through the Benny Data MCP. There's no other app or platform to log into.
Filing-backed answers.
Every answer cites the official DOL Form 5500, so you're never left guessing where a number came from.
✓ Filing-backedResearch, leads, and change signals.
Manage research, leads, change signals, and new opportunities faster, right from your existing chat.
Support and billing, too.
Ask Benny technical support and billing questions in the same chat you use for Form 5500 research.
Plain-English answers.
Ask about 700,000+ ERISA filings in plain English, with no query syntax or training required.
Set up in minutes.
Connecting the Benny Data MCP takes just a few minutes. Then Benny Data lives right in your AI prompt.
Key differentiators
How Benny Data compares with typical alternatives.
| What matters | Benny Data | Typical alternatives |
|---|---|---|
| Cost | One low flat-rate fee | $99/mo subscriptions, or $12,000+/year legacy data platforms |
| No app | AI-first integration that lives in your AI chat | Separate app interfaces and legacy software integrations |
| Get it done | Benny handles your tasks without you leaving your favorite AI chat | Switching between tools to finish the job |
| Speed | Instant answers | Manual searches |
| Learning curve | Zero. Ask questions in plain English | Complex training required |
| No exporting | Share instantly through your connected applications | Export, download, and re-upload files |
One research tool for everyone who works with plan data
Brokers.
Learn a plan before the first meeting and arrive with filing-backed facts.
TPAs & recordkeepers.
Look up plans, sponsors, and provider details quickly, then ask Benny the next question right in your AI chat.
Auditors.
Pull the figures you need and check them against the source filing.
Plan sponsors.
See how your plan's public filing reads, explained in plain English.
Simple pricing
FreeGet started at no cost
Just your name and email. No credit card required.
- 15 Form 5500 searches per month
- Current year data
- Ask Benny inside your own AI via MCP
- Filing-backed answers with official DOL Form 5500 citations
- Technical support and billing help from Ask Benny
Exclusive OfferCurrent + Previous Years Data
Lock in $599 for life. Limited-time offer (ends 11/30/26). No credit card required to claim this offer. Plan renews every year thereafter at $599 for the life of your subscription.
- Current year (2025) data plus all previous years (2023, 2024)
- Ask Benny inside your own AI via MCP
- Filing-backed answers with official DOL Form 5500 citations
- Technical support and billing help from Ask Benny
Annual Renewal PlanCurrent year data
Renews every year at $699 USD/year.
- Current year (2025) Form 5500 data
- Ask Benny inside your own AI via MCP
- Filing-backed answers with official DOL Form 5500 citations
- Technical support and billing help from Ask Benny
All plans include real-time access to Form 5500 data updates 24/7 as they become available. No more waiting or paying extra fees for updated data.
Paid plans are billed annually in USD and renew automatically each year. To avoid renewal, cancel from your account before your upcoming billing cycle. Benny Data subscriptions are standard B2B licensing agreements governed by our Terms of Service. Because accounts are structured through customized contracts, we handle cancellations, billing disputes, and any potential refunds directly, case by case.
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Frequently asked questions
What is Form 5500?
It's the annual return/report that employee benefit plans file with the U.S. Department of Labor. It covers plan details such as financial information, participants, and service providers.
What is Ask Benny?
Ask Benny is Benny Data built directly into your own AI platform through the Benny Data MCP. It works in Claude, Grok, ChatGPT, Copilot, Gemini, and more, so there's no other app or platform to log into.
What can I ask Benny?
You can ask Benny Form 5500 data questions, technical support questions, and billing questions, all from your existing AI chat. Benny searches across 700,000+ ERISA filings and helps you manage research, leads, change signals, and new opportunities faster.
How do I know an answer is accurate?
Every answer cites the official DOL Form 5500 it comes from, so you can check the source yourself.
How long does setup take?
MCP setup takes just a few minutes. Create a free account with your name and email, connect Benny Data's MCP to your AI platform, and authenticate your Benny Data account.
How much does it cost?
You can start free with 15 searches per month. The Exclusive Offer for current and previous years of data is $599 USD per year (regularly $999) when you claim it by 11/30/26, and it renews at $599 every year for the life of your subscription. The Annual Renewal Plan is $699 USD per year for current year data.
How do I upgrade from the free plan?
Just ask Benny to "Upgrade my account" from your AI chat. The free plan includes 15 searches per month.
How do Form 5500 data updates work?
All plans include real-time access to Form 5500 data updates 24/7 as they become available. There's no more waiting or paying extra fees for updated data.
What happens when I renew?
You keep your access. Renewing never takes away access to the data you already have. Paid subscriptions renew automatically. To avoid renewal, cancel from your account before your upcoming billing cycle.
How do cancellations, billing disputes, and refunds work?
Cancellations, billing disputes, and refunds are handled directly, case by case, because accounts are structured through customized contracts. Benny Data subscriptions are standard B2B licensing agreements governed by our Terms of Service.
Who is Benny for?
Brokers, TPAs and recordkeepers, auditors, and plan sponsors.
Is Benny Data affiliated with the Department of Labor?
No. Benny Data is an independent product. Not affiliated with the U.S. Department of Labor.
