Plan Ledger DOL Form 5500 · updated monthly

Freedom Mortgage Corporationbenefits

Freedom Mortgage Corporation Welfare Plan · BOCA RATON, FL · plan year 2025

Broker compensation reported · 2025
$117,156

Freedom Mortgage Corporation's benefits plans covered 3,518 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $408,441. Insurance brokers and agents were paid $117,156 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 28.7% of premiums. That is $33 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 8.0% from $127,308 in 2024.

Insurance contracts · 202511
VISION SERVICE PLAN · vision$408K · 2,447 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 14 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 61 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 1,440 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 4 covered
METLIFE LEGAL PLANSpremiums n/a · 367 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 11 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 3,591 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 3,591 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 248 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 1,151 covered
Brokers & agents paid · 20258
MGMT COMPENSATION GROUP SE LLC DBA$35,298 · incl $3,807 fees
BENEFITS AMERICA INSURANCE SERVICES$31,026
PETER ROSENGARD$20,041
METRO ACCIDENT & HEALTH AGENCY INC.$7,709
KAREN R GARDNER$6,330
DRIVER ALLIANT INSURANCE SERVICES$479 · incl $479 fees
ALLIANT INSURANCE SERVICES, INC.$8,611 · incl $134 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 223039688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.