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Listing of DB Pension Plan Sponsors


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Judy Diamond is a service that provides basic information about DB Pension Plans and the plan sponsors. Does anyone know of a less expensive way to obtain this type of information . i.e. plan name, contact person, funding level, plan liabilities, etc.

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Guest Keith N

Larkspur Data Resources (800) 282-4567

They have a "Pension/Benefit DataMaster" CD which contains info for every 5500 filed during a given period. (ie: 1997 5500s) It's pretty good and gives you all plans (big and small) in the entire country as opposed to just a geographical location like Diamond. Cost is $500 - $700.

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If I were choosing between the two, I would pick Larkspur. I don't know the cost difference, but have bought and used both. Larkspur wins hands down!! By the way, I don't sell either, I just use them.

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