Freestone Financial, LLC
Scottsdale, AZ
Freestone Financial, LLC of Scottsdale, AZ is the broker of record on 25 Form 5500 Schedule A filings covering 19 employer benefit plans across 11 states, with $2,737,556 in reported broker commissions (plan year 2025).
Quick answer
Freestone Financial, LLC (Scottsdale, AZ) is the broker of record for 19 employer benefit plan sponsors on 25 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Freestone Financial, LLC have?
- Freestone Financial, LLC is named as broker on Form 5500 Schedule A filings for 19 distinct plan sponsors in 11 states.
- Who are Freestone Financial, LLC's largest employer clients?
- By plan participants, the largest include Carlisle, LLC (4,715 participants), R.D. Offutt Company (4,573 participants) and Filtration Group Corporation (2,657 participants).
- How much does Freestone Financial, LLC earn in commissions?
- Insurers reported $2.7 million in broker commissions and $908,017 in fees paid to Freestone Financial, LLC for plan year 2025, per Schedule A Part 1.
- Where is Freestone Financial, LLC located?
- Freestone Financial, LLC is based in Scottsdale, AZ and has employer clients in 11 states.
- How does Freestone Financial, LLC rank among benefits brokers in Arizona?
- Freestone Financial, LLC ranks #28 by employer clients among the 50 most active benefits brokers based in Arizona.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Freestone Financial, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Carlisle, LLC | AZ | 4,715 | 2025-12-31 |
| R.D. Offutt Company | ND | 4,573 | 2025-12-31 |
| Filtration Group Corporation | IL | 2,657 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.