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 ALLIANT INSURANCE SERVICES INC. 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 47-5079447 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 2,368 | December | $51,832 |
| LEGAL CLUB OF AMERICA | — | 181 | December | $19,868 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 92 | December | $0 |
| HEALTH AND HUMAN RESOURCE CENTER | — | 264 | 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 ALLIANT INSURANCE SERVICES INC.
What insurance carrier does FREEDOM FINANCIAL NETWORK, LLC use?
FREEDOM FINANCIAL NETWORK, LLC's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, 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.