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Sponsor portfolio

FREEDOM SOLUTIONS GROUP LLC

EIN 36-4156327-computer software-Latest filing 2025
Plans
2
Retirement
1
$42.7M assets
Welfare
1
$6.4M premiums
Participants
1,034
227 W MONROE STREET, #2100 - CHICAGO, IL 60606630-598-1100LinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$42.7M - 561 part#501Fully Insured-$6.4M - 710 lives

Benefits portfolio analytics

1 plan / $6.4M premiums / 710 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Prescription drug$5.7M
  • Dental$331K
  • Long-term disability$126K
  • Life$122K
  • Other$122K
  • +2 more
Total $6.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $6.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $329K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LITERA MICROSYSTEMS 401(K) PLAN

401k

Assets$42.7M
Participants561
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FREEDOM SOLUTIONS GROUP LLC BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$6.4M
Covered lives710
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LITERA MICROSYSTEMS 401(K) PLAN401k$42.7M5612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FREEDOM SOLUTIONS GROUP LLC BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$6.4M7102025
Retirement plans
Welfare plans
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