Clean, fast, queryable access to the full 5-year Form 5500 archive. Built for individual prospectors who want the data without the bloat of a full platform — or anyone who needs to look up a filing quickly.
Query by EIN, plan name, employer, broker of record, TPA, or service provider across the full 5-year archive.
Every schedule (A, C, H, MEP, and beyond) rendered in a clean, readable format — not raw DOL XML or dense PDFs.
See filing history side by side. Participant trends, vendor changes, and plan modifications over time.
Export filtered results as CSV for offline use. Monthly export limits apply — upgrade to Flow for unlimited.
Employers are deduplicated across filings and years. No more "is this the same company?" moments.
One login. Your saved searches, recent filings, and export history. Ideal for individual prospectors and researchers.
CalliopeBasic is for looking things up. When you outgrow it, you have two paths — and they're different products, not tiers.
If you're running a book of business — producers, territories, renewals, prospecting — Flow is the intelligence layer.
If you're doing research — client benchmarking, competitive analysis, ad-hoc questions that used to take an analyst two days — Research is the conversational layer.
Using both? Flow customers get a discount on Research.
Start with Basic. Upgrade when it makes sense.