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  2. Exp World Holdings, Inc.
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Filings through Oct 24, 2026.

Exp World Holdings, Inc.

EIN 98-0681092-financial services-Latest filing 2025
Plans
2
Retirement
1
$63.1M assets
Health & Benefits
1
$22.7M premiums
Participants
3,114
2219 RIMLAND DRIVE, SUITE 301 - BELLINGHAM, WA 98226360-685-4206LinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$63.1M - 1,735 part#504Fully insured-$22.7M - 2,795 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $22.7M premiums / 2,795 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$22.0M
  • Dental$22.0M
  • Vision$22.0M
  • Life$712K
  • Short-term disability$712K
  • Long-term disability$712K
  • +1 more
Total $22.7M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

EXP 401(K) PLAN

401(k)

Assets$63.1M
Participants1,735
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

EXP WORLD HOLDINGS HEALTH AND WELFARE BENEFITS PLAN

Fully insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$22.7M
Covered lives2,795
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001EXP 401(K) PLAN401(k)$63.1M1,7352025
  • EXP 401(K) PLAN$63.1M
    #001 · 401(k) · 20251,735

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504EXP WORLD HOLDINGS HEALTH AND WELFARE BENEFITS PLANFully insuredUNITED HEALTHCARE INSURANCE COMPANY$22.7M2,7952025
  • EXP WORLD HOLDINGS HEALTH AND WELFARE BENEFITS PLAN$22.7M
    #504 · Fully insured · UNITED HEALTHCARE INSURANCE COMPANY · 20252,795
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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