Freestone Financial, LLC
Freestone Financial, LLC collected $3.9M in commissions and fees from 14 employer health plans in plan year 2024 filings, ranking #132 among 12,126 brokers named in the public record. Most of its named clients are in Arizona.
Largest clients
Employers whose filings reported the most compensation to this broker.
| Employer | Paid to broker | Participants |
|---|---|---|
| Fidelity National Financial, Inc. · Florida | $1,929,402 | 17,965 |
| R.D. Offutt Company · North Dakota | $762,532 | 4,823 |
| Filtration Group Corporation · Illinois | $318,705 | 2,935 |
| Carlisle, LLC · Arizona | $235,373 | 6,033 |
| Cable One, Inc. · Arizona | $192,382 | 2,951 |
| Imperial Imports, Inc. · California | $130,280 | 380 |
| Cis Secure Computing, Inc. · Virginia | $86,368 | 350 |
| Wescon Management Group · Texas | $80,529 | 489 |
| Honors Holdings LLC · Georgia | $75,015 | 208 |
| Transloop Logistics, LLC · Illinois | $47,289 | 100 |
| Grayhawk Residential Inc. · Arizona | $32,922 | 100 |
| Blue Yonder, Inc. · Arizona | $17,116 | 1,484 |
| Innovate 32 Services, LLC · Tennessee | $216 | 107 |
| BPG Designs, LLC · Arizona | $0 | 166 |
Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.
Where its clients are
Employer plans naming this broker, by employer state.
How much does Freestone Financial, LLC earn from employer health plans?
In plan year 2024 filings, employers reported paying Freestone Financial, LLC $3,908,129: $2,241,176 in commissions and $1,666,953 in fees, across 42 insurance contracts at 14 employers. That ranks #132 of 12,126 brokers in the public record.
What commission rate is paid on plans Freestone Financial, LLC brokers?
Not enough fully insured medical plans name Freestone Financial, LLC as the sole broker to compute a stable rate. The national median is 3.8% of premium.
Which employers use Freestone Financial, LLC?
The largest reported payers in 2024 were Fidelity National Financial, Inc., R.D. Offutt Company, Filtration Group Corporation. Arizona is its biggest state by employer count (5 plans).
Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.