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Sponsor portfolioWelfare / HealthEIN 47-5079447

FREEDOM FINANCIAL NETWORK, LLC

1875 SOUTH GRANT STREET · SAN MATEO, CA 94402
6503936600
Plans filed
1
Years active
2024–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
2,776
No prior year
Total participants
2,338
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.1M
FREEDOM FINANCIAL NETWORK FUNDING, LLC WELFARE BENEFITS PLAN
Mixed2,776 covered·4 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.1M30.2%
Life$1.3M18.1%
Short-term disability$1.3M18.1%
Long-term disability$1.3M18.1%
Health$548K7.7%
Prescription drug$548K7.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$1.5M69.5%122,246
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRxOth
$548K25.6%1172
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 122345678
Oth
$57K2.6%11226
AETNA LIFE INSURANCE COMPANY
EIN 200446713
Oth
$48K2.3%112,776

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ABD INS. AND FINANCIAL SVCS., INC.SAN MATEO, CALINCOLN NATIONAL LIFE INSURANCE COMPANY, LEGAL CLUB OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$60K$0$60K88.7%1
LOCKTON COMPANIES, LLCSAN MATEO, CALEGAL CLUB OF AMERICA$3K$0$3K4.9%1
ALLIANT INSURANCE SERVICES, INC.IRVINE, CAKAISER FOUNDATION HEALTH PLAN, INC., LEGAL CLUB OF AMERICA$3K$52$3K4.2%1
ACRISURE LLCSAN MATEO, CALEGAL CLUB OF AMERICA$1K$0$1K2.2%1

History & trajectory

2 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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