Plan Ledger DOL Form 5500 · updated monthly

Freedom Senior Share, LLCbenefits

Freedom Senior Share Cafeteria Plan · LOUISVILLE, KY · plan year 2024

Broker compensation reported · 2024
$200,383

Freedom Senior Share, LLC's benefits plans covered 1,467 active participants in 2024, providing life · dental · vision · short-term disability. Insurance brokers and agents were paid $200,383 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $137 per covered person, below the median for employer plans that report broker pay. Broker pay rose 108% from $96,537 in 2023.

Insurance contracts · 20247
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 93 covered
THE DENTAL CONCERN, INC. · dental visionpremiums n/a · 55 covered
HUMANA INSURANCE COMPANY OF KENTUCKY · lifepremiums n/a · 568 covered
HUMANA HEALTH PLAN, INC. · hmopremiums n/a · 60 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 221 covered
UNITEDHEALTHCARE INSURANCE COMPANY · lifepremiums n/a · 1,467 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 332 covered
Brokers & agents paid · 202423
ASSUREDPARTNERS NL LLC$32,976 · incl $3,572 fees
JEFFREY D HARNED$25,730 · incl $11,610 fees
RH CLARKSON FINANCIAL SERVICES INC$36,057
BILODEAU INC$19,349 · incl $11,061 fees
THE UNDERWRITERS GROUP INC$6,166
R H CLARKSON FINANCIAL SERVICES$6,157
JOE AUSTIN SUMNER$4,520 · incl $1,227 fees
SUZANNE BRATTON TUCKER$6,369 · incl $889 fees
MARA HARWELL$4,073 · incl $926 fees
UNDERWRITERS GROUP INC$33,852 · incl $1,184 fees
WILLIAM JACK MITCHELL JR$9,131 · incl $2,546 fees
HIGGINBOTHAM INSURANCE AGENCY INC$2,657 · incl $4 fees
MACKENZIE PETRI$2,294 · incl $432 fees
RTR AL CORP$2,171 · incl $180 fees
AXEL H. HALVARSON$1,714 · incl $71 fees
THERESA DIANE NETHERTON$1,535 · incl $84 fees
PAYCHEX INSURANCE AGENCY INC$1,227 · incl $41 fees
BRYSON TYLER BEACH$1,166
LIG BENEFITS LLC$61 · incl $3 fees
THE BARDELL AGENCY$46 · incl $1 fees
JESSIE INSURANCE DANVILLE LL$9
THE HINTON AGENCY LLC$3
13 individual agents · names withheld$3,120

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Assuredpartners Nl LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 463893763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.