Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$18.7M
- Dental$18.7M
- Vision$18.7M
- Life$740K
- Short-term disability$740K
- Long-term disability$740K
- +1 more
Sponsor portfolio
EXP WORLD HOLDINGS, INC.
EIN 98-0681092financial servicesLatest filing 2024
Plans
2
Retirement
1
$51.8M assets
Welfare
1
$19.4M premiums
Participants
3,317
2219 RIMLAND DRIVE, SUITE 301 - BELLINGHAM, WA 98226360-685-4206LinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $19.4M premiums / 3,115 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITED HEALTHCARE INSURANCE COMPANY96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EXP 401(K) PLAN
401k
Assets$51.8M
Participants1,801
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
EXP WORLD HOLDINGS HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$19.4M
Covered lives3,115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXP 401(K) PLAN | 401k | $51.8M | 1,801 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | EXP WORLD HOLDINGS HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $19.4M | 3,115 | 2024 |
Retirement plans
Welfare plans