PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. EXP WORLD HOLDINGS, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 98-0681092

EXP WORLD HOLDINGS, INC.

2219 RIMLAND DRIVE · BELLINGHAM, WA 98225
3604195285
Plans filed
4
Years active
2019–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$22.7M
No prior year
Persons covered
2,795
No prior year
Total participants
1,379
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #504$22.7M
EXP WORLD HOLDINGS HEALTH AND WELFARE BENEFITS PLAN
Fully insured2,795 covered·2 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #501$6.9M
EXP WORLD HOLDINGS, INC. HEALTH PLAN
Fully insured699 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$434K
EXP WORLD HOLDINGS, INC. LIFE PLAN
Fully insured960 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$53K
EXP WORLD HOLDINGS, INC. VISION PLAN
Fully insured726 covered·1 carrier
Primary: VISION SERVICE PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$22.0M32.0%
Dental$22.0M32.0%
Vision$22.0M32.0%
Life$712K1.0%
Short-term disability$712K1.0%
Long-term disability$712K1.0%
Other$712K1.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
HDV
$22.0M96.9%112,795
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$712K3.1%111,255

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSCHAUMBURG, ILUNITED HEALTHCARE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$439K$14K$453K100.0%1

History & trajectory

7 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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