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Sponsor portfolioWelfare / HealthEIN 36-4156327

FREEDOM SOLUTIONS GROUP LLC

227 W MONROE STREET, #2100 · CHICAGO, IL 60606
6305981100
Plans filed
1
Years active
2018–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$6.4M
No prior year
Persons covered
710
No prior year
Total participants
473
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.4M
FREEDOM SOLUTIONS GROUP LLC BENEFIT PLAN
Fully insured710 covered·3 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.7M46.7%
Prescription drug$5.7M46.7%
Dental$331K2.7%
Long-term disability$126K1.0%
Life$122K1.0%
Other$122K1.0%
Short-term disability$73K0.6%
Vision$40K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRxD
$6.1M94.4%13710
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$321K5.0%14422
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$40K0.6%11661

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO., FIDELITY SECURITY LIFE INSURANCE COMPANY$319K$10K$329K100.0%1

History & trajectory

8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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