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Product update: More Form 5500 fields available

Published Aug. 30, 2024

View, search, and export Form 5500 date fields in Cause IQ


Cause IQ recently expanded the the Form 5500 information in our data pipeline and added two date fields to help customers understand when their most recent form was filed and signed off on by the plan administrator.

The new fields are called Most recent Form 5500 tax period and Date administrator signed Form 5500. You can find these fields for filtering in the Employee benefit plans section of the Advanced search or by searching for the filter name in the yellow search box.

You can also add these fields to your organization profile quick fields, export reports, table downloads, analysis results, etc.

Here's a look at the new Form 5500 fields in Cause IQ's Advanced search:

New Form 5500 fields