Plan Ledger DOL Form 5500 · updated monthly

Freeman Financial Companybenefits

Freeman Financial Company Health & Welfare Benefit Plan · GRAPEVINE, TX · plan year 2024

Broker compensation reported · 2024
$112,597

Freeman Financial Company's benefits plans covered 787 active participants in 2024, providing health · life · dental · vision · other. Insurance brokers and agents were paid $112,597 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $143 per covered person, below the median for employer plans that report broker pay. Brokers were paid 3.2x the $34,707 reported for 2023.

Insurance contracts · 20243
UNITEDHEALTHCARE INSURANCE COMPANY · lifepremiums n/a · 590 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 336 covered
BLUECROSS BLUESHIELD OF NEW MEXICO · healthpremiums n/a · 133 covered
Brokers & agents paid · 20242
MARSH & MCLENNAN AGENCY LLC$28,871 · incl $1,044 fees
MARSH & MCLENNAN AGENCY LLC - DALLA$83,726 · incl $60,435 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 510327862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.