Form 5500 · Employee benefit plan · RICHARDSON, TX
FINANCIAL FREEDOM GROUP
Public Form 5500 records show how FINANCIAL FREEDOM GROUP (RICHARDSON, TX) structures its employee benefits. Its broker of record is WILSON BENEFITS INC. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2567551 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health | 150 | December | $42,800 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental | 95 | December | $5,415 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 35 | December | $3,612 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 39 | December | $3,326 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 39 | December | $3,106 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Vision | 83 | December | $1,037 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 38 | December | $972 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 31 | December | $958 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 135 | December | $804 |
Questions
Who is FINANCIAL FREEDOM GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, FINANCIAL FREEDOM GROUP's broker of record is WILSON BENEFITS INC.
What insurance carrier does FINANCIAL FREEDOM GROUP use?
FINANCIAL FREEDOM GROUP's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 9 disclosed carriers.
When does FINANCIAL FREEDOM GROUP's group plan renew?
The most recent Schedule A policy period for FINANCIAL FREEDOM GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FINANCIAL FREEDOM GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.