Freestone Financial, LLC
Mailing address (most recent filing)
8130 NORTH 86TH PLACE
SCOTTSDALE, AZ 85258
- Total comp
- $4.8M
- Commissions
- $2.7M
- Fees
- $2.0M
- Filings
- 24
- Sponsors
- 24
Freestone Financial, LLC summary
Freestone Financial, LLC appears as a broker on 24 Form 5500 Schedule A filings for 24 employer sponsors. Insurers reported $4.8M in commissions and fees paid to Freestone Financial, LLC. Most client plans are sponsored in AZ, IL and VA. The most common carriers in the book are Voya Financial, Unitedhealthcare Insurance Company and BCBS of Arizona. The largest clients include Fidelity National Financial, Inc., R.D. Offutt Company and Filtration Group Corporation.
- Primary-broker plans
- 12
- Covered premium
- $53.3M
- Market share
- 0.041%
- Of all reported broker comp
Top 12 client plans by premium
Plans where Freestone Financial, LLC is the primary broker on the latest filing
| Sponsor | State | Premium | Covered |
|---|---|---|---|
| Fidelity National Financial, Inc. | FL | $64.6M | 18,117 |
| R.D. Offutt Company | ND | $7.3M | 7,119 |
| Carlisle, LLC | AZ | $5.6M | 7,227 |
| Cable One, Inc. | AZ | $2.7M | 4,878 |
| Filtration Group Corporation | IL | $2.2M | 2,749 |
| Imperial Imports, Inc. | CA | $2.1M | 322 |
| Honors Holdings LLC | GA | $1.5M | 278 |
| Grayhawk Development, Inc. | AZ | $773K | 116 |
| Wescon Management Group | TX | $739K | 1,806 |
| Cis Secure Computing, Inc. | VA | $661K | 292 |
| Grayhawk Residential Inc. | AZ | $648K | 112 |
| Transloop Logistics, LLC | IL | $399K | 181 |
- FLCovered 18,117
- R.D. Offutt Company$7.3MNDCovered 7,119
- Carlisle, LLC$5.6MAZCovered 7,227
- Cable One, Inc.$2.7MAZCovered 4,878
- ILCovered 2,749
- CACovered 322
- Honors Holdings LLC$1.5MGACovered 278
- AZCovered 116
- TXCovered 1,806
- VACovered 292
- AZCovered 112
- ILCovered 181
Top client states
- AZ4 plans
- IL2 plans
- VA1 plan
- TX1 plan
- ND1 plan
Frequently asked questions
- Who uses Freestone Financial, LLC?
- 24 employer sponsors list Freestone Financial, LLC as a broker on Schedule A of Form 5500. The largest clients include Fidelity National Financial, Inc., R.D. Offutt Company, Filtration Group Corporation, Cable One, Inc. and Carlisle, LLC. Most client plans are sponsored in AZ, IL and VA.
- How many employer plans does Freestone Financial, LLC serve?
- Freestone Financial, LLC appears on 24 Schedule A filings for 24 employer health and benefits plan sponsors.
- How much does Freestone Financial, LLC earn?
- Insurers reported $4.8M in total compensation paid to Freestone Financial, LLC: $2.7M in commissions and $2.0M in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.
Analytics
See 7 Freestone Financial, LLC analytics panels with Pro.
Pro unlocks:
- Carrier mix
- Top carrier partners
- Top states
- Top industries by premium
- Sponsor-size mix
Book of business
1-12 of 12 sponsors where Freestone Financial, LLC is the primary broker (latest filing per plan).
See 12 client plans with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- Every client plan on this book
- Sponsor and plan names
- Premium and broker pay per plan
- Carrier on each plan