Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$586K
- Dental$45K
- Other$28K
- Life$18K
- Long-term disability$14K
- Short-term disability$10K
- +1 more
Sponsor portfolio
FINANCIAL FREEDOM GROUP
EIN 83-2567551Latest filing 2025
Plans
2
Retirement
1
$540K assets
Welfare
1
$692K premiums
Participants
203
1125 E CAMPBELL RD, STE 201 - RICHARDSON, TX 75081469-421-6720
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $692K premiums / 126 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- UNITEDHEALTHCARE INSURANCE COMPANY85%
- UNITED OF OMAHA LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
100%top
- WILSON BENEFITS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FINANCIAL FREEDOM GROUP LLC 401(K) RETIREMENT PLAN
401k
Assets$540K
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FINANCIAL FREEDOM GROUP EMPLOYEE WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$692K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FINANCIAL FREEDOM GROUP LLC 401(K) RETIREMENT PLAN | 401k | $540K | 79 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FINANCIAL FREEDOM GROUP EMPLOYEE WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $692K | 126 | 2025 |
Retirement plans
Welfare plans