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Form 5500 · Employee benefit plan · TEMECULA, CA

FREEDOM FOREVER, LLC

FREEDOM FOREVER, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MILESTONE INSURANCE BROKERS INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-3208857 · plan 501 · as of Jul 2026

Participants
3,349
Carriers on file
3
Disclosed commissions
$1,012,540
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision4,364December$808,517
UNITEDHEALTHCARE INSURANCE COMPANYLife, Disability2,738December$178,233
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYLife76December$25,790

Questions

Who is FREEDOM FOREVER, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, FREEDOM FOREVER, LLC's broker of record is MILESTONE INSURANCE BROKERS INC.

What insurance carrier does FREEDOM FOREVER, LLC use?

FREEDOM FOREVER, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.

When does FREEDOM FOREVER, LLC's group plan renew?

The most recent Schedule A policy period for FREEDOM FOREVER, 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 FOREVER, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.