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Sponsor portfolioWelfare / HealthEIN 80-0861620

FREEDOM SENIOR MANAGEMENT, LLC

1301 N TAMIAMI TRAIL · SARASOTA, FL 34236
9413667667
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$992K
No prior year
Persons covered
115
No prior year
Total participants
115
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$992K
FREEDOM SENIOR MANAGEMENT, LLC WELFARE BENEFITS PLAN
Fully insured115 covered·5 carriers
Primary: HEALTH OPTIONS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$857K45.2%
Prescription drug$857K45.2%
Dental$52K2.8%
Other$46K2.4%
Vision$34K1.8%
Life$28K1.5%
Short-term disability$21K1.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UPMC HEALTH OPTIONS
EIN 592403696
HRx
$548K55.2%1149
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$309K31.2%1133
COMBINED INSURANCE COMPANY OF AMERICA
EIN 592876465
D
$52K5.3%1184
USABLE LIFE
EIN 710505232
LSTDOth
$49K4.9%14115
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
VOth
$34K3.4%1182

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ACRISURE LLCTAMPA, FLHEALTH OPTIONS, FLORIDA COMBINED LIFE, USABLE LIFE, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF FLORIDA$70K$8K$78K97.0%1
BLUE CROSS BLUE SHIELD OF FLORIDAJACKSONVILLE, FLUSABLE LIFE$2K$0$2K2.5%1
FLORIDA BLUEJACKSONVILLE, FLFLORIDA COMBINED LIFE$420$0$4200.5%1

History & trajectory

11 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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