Benefits broker of record · SCOTTSDALE, AZ
FREESTONE FINANCIAL, LLC
FREESTONE FINANCIAL, LLC of SCOTTSDALE, AZ is named as the broker of record on 38 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of FREESTONE FINANCIAL, LLC.
38 contracts on file name FREESTONE FINANCIAL, LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
FREESTONE FINANCIAL, LLC brokers 38 insured contracts for 17 employers, across 8 states, led by AZ, IL, OH.
Life is the largest line (13 contracts), followed by vision (12), disability (12), health (10).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (10, about 26%); METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 66% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 13 · vision 12 · disability 12 · health 10 · dental 9
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CARLISLE, LLC | SCOTTSDALE, AZ | PRUDENTIAL INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| R.D. OFFUTT COMPANY | FARGO, ND | RELIASTAR LIFE INSURANCE COMPANY | Jan 1FY2025 |
| IMPERIAL IMPORTS, INC. | SAN BERNARDINO, CA | BLUE CROSS OF CALIFORNIA | Jan 1FY2025 |
| CABLE ONE, INC. | PHOENIX, AZ | RELIASTAR LIFE INSURANCE COMPANY | Jan 1FY2025 |
| HONORS HOLDINGS LLC | ATLANTA, GA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
more employers in FREESTONE FINANCIAL, LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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