Form 5500 · Employee benefit plan · CHICAGO, IL
FREEDOM SOLUTIONS GROUP LLC
FREEDOM SOLUTIONS GROUP LLC of CHICAGO, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFIT, LLC. Coverage is written through AETNA LIFE INSURANCE CO. and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4156327 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE CO. | Health | 685 | December | $5,693,303 | $240,149 |
| AETNA LIFE INSURANCE CO. | Dental | 710 | December | $331,044 | $33,080 |
| AETNA LIFE INSURANCE CO. | — | 211 | December | $45,874 | $21,872 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 422 | December | $126,256 | $6,844 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 166 | December | $39,588 | $5,938 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 422 | December | $82,185 | $4,036 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 422 | December | $72,984 | $3,930 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 661 | December | $39,768 | $3,489 |
Questions
Who is FREEDOM SOLUTIONS GROUP LLC's benefits broker?
Per its most recent Form 5500 Schedule A, FREEDOM SOLUTIONS GROUP LLC's broker of record is MERCER HEALTH AND BENEFIT, LLC.
What insurance carrier does FREEDOM SOLUTIONS GROUP LLC use?
FREEDOM SOLUTIONS GROUP LLC's benefit plan is written through AETNA LIFE INSURANCE CO., among 8 disclosed carriers.
When does FREEDOM SOLUTIONS GROUP LLC's group plan renew?
The most recent Schedule A policy period for FREEDOM SOLUTIONS GROUP 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 SOLUTIONS GROUP LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.