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Sponsor portfolio

THE FREEDOM FORUM, INC.

EIN 54-1604427-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$28.0M assets
Welfare
1
$701K premiums
Participants
216
610 WATER ST SW, SUITE 300 - WASHINGTON, DC 200242990202-292-6100LinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filings
#002401k-$28.0M - 164 part#501Fully Insured-$701K - 100 lives

Benefits portfolio analytics

1 plan / $701K premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$598K
  • Prescription drug$378K
  • Life$57K
  • Long-term disability$57K
  • Other$57K
  • Dental$42K
  • +1 more
Total $701K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • HARTFORD LIFE AND ACCIDENT54%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY31%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • DELTA DENTAL OF CALIFORNIA6%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $701K5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • HUB INTERNATIONAL MIDWEST LIMITED91%
  • CENTERSTONE INSURANCE AND FINANCIAL9%
Total $24K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FREEDOM FORUM, INC. RETIREMENT SAVINGS PLAN

401k

Assets$28.0M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FREEDOM FORUM, INC. WELFARE BENEFIT PLAN

Fully Insured - HARTFORD LIFE & ACCIDENT INSURANCE COMPANY

Premiums$701K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FREEDOM FORUM, INC. RETIREMENT SAVINGS PLAN401k$28.0M1642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FREEDOM FORUM, INC. WELFARE BENEFIT PLANFully InsuredHARTFORD LIFE & ACCIDENT INSURANCE COMPANY$701K1002024
Retirement plans
Welfare plans
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