Form 5500 · Employee benefit plan · JOLIET, IL
FILTRATION GROUP CORPORATION
FILTRATION GROUP CORPORATION of JOLIET, IL spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is FREESTONE FINANCIAL, LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-3741564 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 7 insured contracts covering vision, life and disability; the largest, with LINCOLN NATIONAL LIFE INSURANCE COMPANY, covers 2,713 people.
Reported premium across the insured contracts is $2,263,667, with $291,914 in disclosed broker commissions — about 13% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
FREESTONE FINANCIAL, LLC is the broker of record on 5 of the 7 contracts; the rest name a different broker or none.
4 carriers appear on the filing — LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN and MAGELLAN HEALTHCARE — with LINCOLN NATIONAL LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 2,713 | December | $946,898 | $106,071 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 707 | December | $441,869 | $49,961 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 511 | December | $235,887 | $47,177 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 553 | December | $187,550 | $37,510 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 979 | December | $143,740 | $28,748 |
| VISION SERVICE PLAN | Vision | 1,719 | December | $224,473 | $22,447 |
| MAGELLAN HEALTHCARE | — | 3,130 | December | $83,250 | $0 |
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