Benefits Intelligence
Plan renewals, incumbent carriers, execs in motion, and who broker-of-records whom. Form 5500 turned into timing.
Benefit plans in play
2,854
funded within 24 months with a Form 5500 plan on record
Money in motion
551
exec arrivals and departures within 180 days at funded companies
Brokers tracked
58,150
Schedule A brokers of record in the directory
Know which benefit plans are in play before renewal.
Funded companies with their incumbent carrier and broker commissions, execs in motion, and a 58,150-broker directory. Form 5500 turned into timing.
Showing 5 of 551 (free preview)
31 new this week. Cohort re-scored Oct 3, 2026. Membership changes daily as executives change roles at funded companies.
Exec move Oct 1, 2026
Keurig Dr Pepper
Appoints Russ Torres as Chief Executive Officer
Incumbent: NATIONAL UNION FIRE INS CO. OF PITTSBURGH, PAFunded Oct 27, 20253 exec moves ≤180dRetirement plan on recordBurlington, California~31,000 employees
Exec move Sep 29, 2026
GE HealthCare
Appoints Rodolphe Katra as Global Chief AI Officer
Funded Dec 2, 20253 exec moves ≤180dRetirement plan on recordChicago, Illinois~58,860 employees
Exec move Sep 24, 2026
Rockwell Automation
Announces Retirement of Chief Revenue Officer
Departure, not a hire
Incumbent: PRUDENTIAL INSURANCE COMPANY OF AMERICAFunded Nov 21, 20252 exec moves ≤180dRetirement plan on recordMilwaukee, Wisconsin~21,612 employees
Exec move Sep 1, 2026
Avis Budget Group
Announces Departure of Chief Digital & Innovation Officer
Departure, not a hire
Incumbent: KAISER FOUNDATION HEALTH PLAN OF HAWAIIFunded Jan 5, 20262 exec moves ≤180dRetirement plan on recordParsippany~4 employees
Exec move Sep 30, 2026
Deloitte
Appoints Darren Graves as UK CEO and Hayley McKelvey as Chief AI Officer
Incumbent: EYEMED VISION CAREFunded Jan 9, 20262 exec moves ≤180dRetirement plan on recordNEW YORK, New York~479,688 employees
Loading more…