WelfareSummary

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/zywave/main/json-schema/zywave-welfare-summary-schema.json",
  "title": "WelfareSummary",
  "x-generated": "2026-10-13",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/zywave-lead-insights-v3-openapi.json#/components/schemas/WelfareSummary",
  "type": "object",
  "properties": {
    "id": {
      "$ref": "#/$defs/id"
    },
    "eligibleEmployees": {
      "type": "integer",
      "description": "The number of eligible eligible Employees"
    },
    "renewalDate": {
      "type": "string",
      "description": "Benefits plan primary renewal date"
    },
    "primaryBroker": {
      "$ref": "#/$defs/PrimaryBroker"
    },
    "secondaryBroker": {
      "$ref": "#/$defs/SecondaryBroker"
    },
    "totalRevenue": {
      "type": "integer",
      "description": "Sum of all plans revenue for the sponsor"
    },
    "totalCommission": {
      "type": "integer",
      "description": "Sum of all plans commissions for the sponsor"
    },
    "totalFees": {
      "type": "integer",
      "description": "Sum of all plans fees for the sponsor"
    },
    "totalPremium": {
      "type": "integer",
      "description": "Sum of all plans premiums for the sponsor"
    },
    "administrator": {
      "type": "object",
      "properties": {
        "name": {
          "type": "string",
          "description": "Name of the administrator who filed the Form 5500"
        },
        "phoneNumber": {
          "type": "string",
          "description": "Phone number of the administrator who filed the Form 5500"
        }
      }
    },
    "accountingFirm": {
      "type": "object",
      "properties": {
        "name": {
          "type": "string",
          "description": "Name of the accounting firm"
        }
      }
    },
    "largestLineOfBusiness": {
      "type": "string",
      "description": "Text description of the plan which is the largest benefit line of business, by revenue"
    },
    "largestCarrier": {
      "type": "object",
      "properties": {
        "name": {
          "type": "string",
          "description": "Lead insurance carrier, by revenue"
        },
        "parent": {
          "type": "string",
          "description": "The parent or normalized lead insurance carrier, normally due to acquisition or corporate ownership"
        }
      }
    },
    "largestServiceProvider": {
      "type": "object",
      "properties": {
        "name": {
          "type": "string",
          "description": "The largest service provider for the benefit plans"
        },
        "service": {
          "type": "string",
          "description": "Description of the service provided by the largest service providers (e.g. Claims Administration)"
        },
        "totalRevenue": {
          "type": "number",
          "format": "float",
          "description": "Revenue associated with the largest service provider"
        }
      }
    },
    "serviceProviders": {
      "type": "object",
      "properties": {
        "directCompensation": {
          "type": "number",
          "format": "float",
          "description": "Service provider direct compensation"
        },
        "indirectCompensation": {
          "type": "number",
          "format": "float",
          "description": "Service provider indirect compensation"
        },
        "totalCompensation": {
          "type": "number",
          "format": "float",
          "description": "Service provider total compensation"
        }
      }
    },
    "currentRetireesReceivingBenefits": {
      "type": "integer",
      "description": "Number of current retirees receiving benefits"
    },
    "futureRetireesReceivingBenefits": {
      "type": "integer",
      "description": "Number of future retirees receiving benefits"
    },
    "isSelfFunded": {
      "type": "boolean",
      "description": "True/False indicator if the benefit plan is self-funded"
    },
    "isCollectiveBargained": {
      "type": "boolean",
      "description": "True/False indicator if the benefit plans are collectively bargained"
    },
    "isMegaWrap": {
      "type": "boolean",
      "description": "True/False indicator if the company uses a mega-wrap to combine benefits under one plan"
    },
    "isFirstFiling": {
      "type": "boolean",
      "description": "True/False indicator if this is the first filing for this company"
    },
    "isDelinquentFiling": {
      "type": "boolean",
      "description": "True/False indicator if this is a delinquent filing"
    },
    "isFinalFiling": {
      "type": "boolean",
      "description": "True/False indicator if this is the final filing for this organization"
    },
    "isExtensionFiled": {
      "type": "boolean",
      "description": "True/False indicator if this organization filed an extension"
    },
    "preparerName": {
      "type": "string",
      "description": "Text field containing the name of the preparer, if any"
    },
    "hasMultipleEmployer": {
      "type": "boolean",
      "description": "True/False indicator if this organization filed as a multiemployer/multiple employer benefit plan"
    },
    "hasScheduleA": {
      "type": "boolean",
      "description": "True/False indicator if a filing has no schedule A, but has a 5500"
    },
    "thirdPartyAdmin": {
      "type": "object",
      "properties": {
        "name": {
          "type": "string",
          "description": "Name of third party admin"
        },
        "compensation": {
          "type": "integer",
          "description": "Third party admin total compensation"
        }
      }
    }
  },
  "$defs": {
    "Address": {
      "type": "object",
      "properties": {
        "addressLine1": {
          "type": "string",
          "description": "Standardized and normalized address one"
        },
        "addressLine2": {
          "type": "string",
          "description": "Standardized and normalized address two"
        },
        "city": {
          "type": "string",
          "description": "Standardized and normalized city"
        },
        "state": {
          "type": "string",
          "description": "Standardized and normalized state (2 letter abbreviation)"
        },
        "postalCode": {
          "type": "string",
          "description": "Standardized address postal code"
        },
        "county": {
          "type": "string",
          "description": "The county name of the broker address"
        }
      }
    },
    "PrimaryBroker": {
      "type": "object",
      "properties": {
        "name": {
          "type": "string",
          "description": "The lead broker for employee benefits plans by revenue amount"
        },
        "parent": {
          "type": "string",
          "description": "The parent or normalized name of the lead broker, normally due to acquisition"
        },
        "affiliation": {
          "type": "array",
          "description": "Affiliation name broker belongs to",
          "items": {
            "type": "string"
          }
        },
        "address": {
          "type": "object",
          "$ref": "#/$defs/Address"
        }
      }
    },
    "SecondaryBroker": {
      "type": "object",
      "properties": {
        "name": {
          "type": "string",
          "description": "The secondary broker for employee benefits plans by revenue amount"
        },
        "address": {
          "type": "object",
          "$ref": "#/$defs/Address"
        }
      }
    },
    "id": {
      "description": "The unique identifier of a company. If the response id differs from the requested one, it indicates that the requested company has been acquired, and the data of the parent company is returned instead.",
      "type": "string"
    }
  }
}