Form 5500 · Employee benefit plan · SAN MATEO, CA
FREEDOM FINANCIAL NETWORK, LLC
Public Form 5500 records show how FREEDOM FINANCIAL NETWORK, LLC (SAN MATEO, CA) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through LEGAL CLUB OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-2324625 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LEGAL CLUB OF AMERICA | — | 263 | December | $14,598 |
| HEALTH AND HUMAN RESOURCE CENTER | — | 264 | December | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Disability | 2,355 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 96 | December | $0 |
Questions
Who is FREEDOM FINANCIAL NETWORK, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, FREEDOM FINANCIAL NETWORK, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does FREEDOM FINANCIAL NETWORK, LLC use?
FREEDOM FINANCIAL NETWORK, LLC's benefit plan is written through LEGAL CLUB OF AMERICA, among 4 disclosed carriers.
When does FREEDOM FINANCIAL NETWORK, LLC's group plan renew?
The most recent Schedule A policy period for FREEDOM FINANCIAL NETWORK, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FREEDOM FINANCIAL NETWORK, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.