Plan Ledger DOL Form 5500 · updated monthly

Freedom Financial Network, LLCbenefits

Freedom Financial Network, LLC Welfare Benefits Plan · SAN MATEO, CA · plan year 2023

Broker compensation reported · 2023
$133,632

Freedom Financial Network, LLC's benefits plan covered 2,132 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $133,632 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $63 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20234
HEALTH AND HUMAN RESOURCE CENTERpremiums n/a · 264 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 2,355 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 96 covered
LEGAL CLUB OF AMERICApremiums n/a · 263 covered
Brokers & agents paid · 20233
LOCKTON COMPANIES LLC$128,350 · incl $119,034 fees
INTERNATIONAL PROINSURANCE SERVICES$1,842
Also brokered by Lockton5
Banner Health AZ$2,557,307

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 562324625 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.