Form 5500 · Employee benefit plan · NORTH BETHESDA, MD
THE FREEDONIA GROUP, INC.
THE FREEDONIA GROUP, INC. of NORTH BETHESDA, MD files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is KESTRA INVESTMENT SERVICES LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-2054040 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 104 | December | $4,480 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 104 | December | $4,360 |
Questions
Who is THE FREEDONIA GROUP, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, THE FREEDONIA GROUP, INC.'s broker of record is KESTRA INVESTMENT SERVICES LLC.
What insurance carrier does THE FREEDONIA GROUP, INC. use?
THE FREEDONIA GROUP, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does THE FREEDONIA GROUP, INC.'s group plan renew?
The most recent Schedule A policy period for THE FREEDONIA GROUP, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE FREEDONIA GROUP, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.