PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EXP US SERVICES, INC.
Sponsor portfolio

EXP US SERVICES, INC.

EIN 46-0523964-Latest filing 2025
Plans
2
Retirement
1
$230.7M assets
Welfare
1
$2.0M premiums
Participants
2,801
205 NORTH MICHIGAN AVENUE, SUITE 3600 - CHICAGO, IL 60601312-616-3120
Plans on this EIN
2 filings
#002401k-$230.7M - 1,591 part#501Mixed-$2.0M - 1,210 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 1,210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.0M
  • Vision$2.0M
  • Life$2.0M
  • Long-term disability$2.0M
  • Other$2.0M
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $2.0M1 slice

Broker market share

Schedule A broker compensation

Split broker
82%top
  • USI INSURANCE SERVICES LLC82%
  • EXPLAIN MY BENEFITS LLC18%
Total $326K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EXP U.S. SERVICES, INC. SAVING AND RETIREMENT PLAN

401k

Assets$230.7M
Participants1,591
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXP US SERVICES, INC. EMPLOYEE BENEFITS WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.0M
Covered lives1,210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002EXP U.S. SERVICES, INC. SAVING AND RETIREMENT PLAN401k$230.7M1,5912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXP US SERVICES, INC. EMPLOYEE BENEFITS WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2.0M1,2102025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica