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upwork.com 🟡 2026-05-08

🔹 AI-Assisted Data Extraction & Validation for U.S. Department of Labor Form 5500 Filings
👤 Client: 🇺🇸 United States Member since 2026-02-17
💰 Price: ****
🚩 Problem: Extract and validate structured data from Form 5500 filings to ensure accuracy in a benefits discovery tool.
📦 Existing: Not specified

Specifications:

[Target] Extract employer, EIN, plan name, administrator/service provider, plan type (HSA/FSA/HRA), participant count, and filing year data from DOL EFAST2 system.
[Method] Use Claude browser extension for initial extraction; manually validate against source PDFs and cross-check with secondary sources where available.
[UI/UX] Not applicable
[Stack] Python scripts for log entry into Google Sheet template; Claude browser extension integration.
[Security] Handle data securely, ensuring no sensitive information is processed or stored improperly.
[Format] JSON for structured data extraction; Google Sheets for validation and record keeping.

Workflow:

1. Use Claude browser extension to extract employer details (name, EIN, plan name, administrator/service provider, plan type, participant count, filing year) from DOL EFAST2 filings.
2. Cross-check AI's output against the source PDF directly; confirm every field matches and flag discrepancies.
3. Spot-check against secondary sources like employer’s HR/benefits page or public news to verify administrator relationships are current.
4. Enter validated records into Google Sheet template with confidence flags (verified, extracted-only, unable to confirm) and notes on any discrepancies.