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Form 5500 · Employee benefit plan · LOUISVILLE, KY

FREEDOM SENIOR SHARE, LLC

FREEDOM SENIOR SHARE, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ASSUREDPARTNERS NL, LLC. Coverage is written through COLONIAL LIFE & ACCIDENT INSURANCE COMPANY and 2 other carriers. 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 Jul 2026

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

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
COLONIAL LIFE & ACCIDENT INSURANCE COMPANYLife221March$52,189
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision332March$45,612
UNITEDHEALTHCARE INSURANCE COMPANYLife1,467March$10,312

Questions

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

Per its most recent Form 5500 Schedule A, FREEDOM SENIOR SHARE, LLC's broker of record is ASSUREDPARTNERS NL, LLC.

What insurance carrier does FREEDOM SENIOR SHARE, LLC use?

FREEDOM SENIOR SHARE, LLC's benefit plan is written through COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, among 3 disclosed carriers.

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

The most recent Schedule A policy period for FREEDOM SENIOR SHARE, LLC ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FREEDOM SENIOR SHARE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.