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Form 5500 · Employee benefit plan · SARASOTA, FL

FREEDOM SENIOR MANAGEMENT, LLC

FREEDOM SENIOR MANAGEMENT, LLC of SARASOTA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ACRISURE LLC-WEST REGION. Coverage is written through HEALTH OPTIONS and 7 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0861620 · plan 501 · as of Jul 2026

Participants
116
Carriers on file
8
Disclosed commissions
$72,611
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HEALTH OPTIONSHealth49December$34,215
BLUE CROSS BLUE SHIELD OF FLORIDAHealth33December$24,325
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAVision82December$4,971
USABLE LIFE36December$3,692
USABLE LIFELife40December$2,355
FLORIDA COMBINED LIFEDental84December$1,862
USABLE LIFELife115December$1,121
USABLE LIFE40December$70

Questions

Who is FREEDOM SENIOR MANAGEMENT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, FREEDOM SENIOR MANAGEMENT, LLC's broker of record is ACRISURE LLC-WEST REGION.

What insurance carrier does FREEDOM SENIOR MANAGEMENT, LLC use?

FREEDOM SENIOR MANAGEMENT, LLC's benefit plan is written through HEALTH OPTIONS, among 8 disclosed carriers.

When does FREEDOM SENIOR MANAGEMENT, LLC's group plan renew?

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