Sponsor portfolio

FREEDOM MORTGAGE CORPORATION

EIN 22-3039688transportation/trucking/railroadLatest filing 2025

Plans

Retirement

$200.3M assets

Welfare

$2.9M premiums

Participants

13,439

951 YAMATO RD., STE 175 - BOCA RATON, FL 33431856-231-9800freedommoving.comLinkedIn201-500 employeestransportation/trucking/railroad

Plans on this EIN

2 filings

#001401k-$200.3M - 6,944 part #501Mixed-$2.9M - 6,495 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 6,495 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$883K
Short-term disability$670K
Health$644K
Prescription drug$644K
Long-term disability$616K
Other$433K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

63%top

LIFE INSURANCE COMPANY OF NORTH AMERICA63%
KAISER FOUNDATION HEALTH PLAN INC18%
VISION SERVICE PLAN11%
METROPOLITAN LIFE INSURANCE COMPANY8%

Broker market share

Schedule A broker compensation

Split broker

30%top

MGMT COMPENSATION GROUP SE LLC DBA30%
BENEFITS AMERICA INSURANCE SERVICES26%
PETER ROSENGARD17%
ALLIANT INSURANCE SERVICES, INC.8%
METRO ACCIDENT & HEALTH AGENCY INC.7%
+2 more

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

FREEDOM MORTGAGE 401K PLAN

401k

Assets$200.3M

Participants6,944

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501