form5500lookup

Form 5500 · Employee benefit plan · LOUISVILLE, KY

FREEDOM SENIOR SHARE, LLC

FREEDOM SENIOR SHARE, LLC of LOUISVILLE, KY insures health, dental, vision and life coverage for its employees, per Schedule A of its Form 5500. Its broker of record is ASSUREDPARTNERS NL, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3893763 · plan 501 · as of Aug 2026

Participants
481
Carriers on file
3
Disclosed commissions
$108,113
Renewal month
March

Plan brief

Schedule A lists 3 insured contracts covering health, dental, vision and life; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 332 people.

Reported premium across the insured contracts is $1,899,428, with $108,113 in disclosed broker commissions — about 5.7% of premium.

The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.

ASSUREDPARTNERS NL, LLC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.

Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and COLONIAL LIFE & ACCIDENT INSURANCE COMPANY.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
COLONIAL LIFE & ACCIDENT INSURANCE COMPANYLife221March$207,792$52,189
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision332March$1,554,143$45,612
UNITEDHEALTHCARE INSURANCE COMPANYLife1,467March$137,493$10,312

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