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Form 5500 · Employee benefit plan · GRAPEVINE, TX

FREEMAN FINANCIAL COMPANY

FREEMAN FINANCIAL COMPANY of GRAPEVINE, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through BLUECROSS BLUESHIELD OF NEW MEXICO and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0327862 · plan 501 · as of Jul 2026

Participants
997
Carriers on file
3
Disclosed commissions
$51,118
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF NEW MEXICOHealth133June$27,827
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision336June$20,037
UNITEDHEALTHCARE INSURANCE COMPANYLife590June$3,254

Questions

Who is FREEMAN FINANCIAL COMPANY's benefits broker?

Per its most recent Form 5500 Schedule A, FREEMAN FINANCIAL COMPANY's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does FREEMAN FINANCIAL COMPANY use?

FREEMAN FINANCIAL COMPANY's benefit plan is written through BLUECROSS BLUESHIELD OF NEW MEXICO, among 3 disclosed carriers.

When does FREEMAN FINANCIAL COMPANY's group plan renew?

The most recent Schedule A policy period for FREEMAN FINANCIAL COMPANY ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FREEMAN FINANCIAL COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.