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Sponsor portfolioWelfare / HealthEIN 46-3893763

FREEDOM SENIOR SHARE, LLC

d/b/a FREEDOM SENIOR SHARE
4400 BRECKENRIDGE LANE · LOUISVILLE, KY 40218
5022143210
Plans filed
1
Years active
2022–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
1,467
No prior year
Total participants
1,467
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
FREEDOM SENIOR SHARE CAFETERIA PLAN
Mixed1,467 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M29.0%
Dental$1.6M29.0%
Vision$1.6M29.0%
Life$345K6.5%
Other$345K6.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDVLOth
$1.7M89.1%121,467
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LOth
$208K10.9%11221

Broker overview

28 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
R H CLARKSON FINANCIAL SERVICES INCLOUISVILLE, KYUNITEDHEALTHCARE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$42K$0$42K32.3%1
ASSUREDPARTNERSLOUISVILLE, KYUNITEDHEALTHCARE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$29K$4K$33K25.2%1
JEFFREY D HARNEDLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$8K$7K$15K11.7%1
BILODEAU INCGOSHEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6K$7K$13K9.8%1
WILLIAM JACK MITCHELL JRNORTH PLATTE, MECOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$4K$2K$6K4.7%1
JOE AUSTIN SUMNERLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3K$1K$5K3.5%1
MARA HARWELLLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3K$926$4K3.1%1
HIGGINBOTHAM INS AGENCY INCLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3K$4$3K2.0%1
MACKENZIE PETRINEW ALBANY, INCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$432$2K1.8%1
SUZANNE BRATTON TUCKERLEXINGTON, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$64$2K1.6%1
THERESA DIANE NETHERTONGLASGOW, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$84$2K1.2%1
PAYCHEX INSURANCE AGENCY, INC.ROCHESTER, NYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$41$1K0.9%1
KIMBERLY ANNE BADENHOPLEXINGTON, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$780$186$9660.7%1
AMY E COHENLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$225$104$3290.3%1
FRANKIE GLEE WILLIAMSBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$217$64$2810.2%1
RTR AL CORPLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$264$10$2740.2%1
DONALD H MATSONAUBURN, NYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$252$0$2520.2%1
MEGAN GOODMANSELLERSBERG, INCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$210$0$2100.2%1
AXEL H HALVARSONLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$141$0$1410.1%1
MADISON ELYSE DANIELSLOUISVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$22$24$460.0%1
THE BARDELL AGENCYLEXINGTON, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$45$1$460.0%1
TED BENNETTBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$32$9$410.0%1
MARY DUFFLEXINGTON, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$18$0$180.0%1
JESSIE INSURANCE DANVILLE LLCDANVILLE, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$9$0$90.0%1
ALICE RYAN STRIBLINGCOLUMBIA, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$6$0$60.0%1
KRISTEN BENNETTBOWLING GREEN, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$5$0$50.0%1
LESLIE ANN FEATHERLYFLEMINGSBURG, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3$0$30.0%1
THE HINTON AGENCY LLCFLEMINGSBURG, KYCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3$0$30.0%1

History & trajectory

4 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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