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.
Sponsor portfolioWelfare / HealthEIN 99-2393148
EXPECT EXCEPTIONAL LLC DBA OPTIMAL CARE
801 ROSEHILL ROAD · JACKSON, MI 49202
5172129000
- Plans filed
- 1
- Years active
- 2025–2026
- Industry
- NAICS 62
- Latest filing
- 2026
Total premiums (latest)
$766K
No prior year
Persons covered
774
No prior year
Total participants
437
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $766K | 16.7% | |
| Vision | $766K | 16.7% | |
| Life | $766K | 16.7% | |
| Short-term disability | $766K | 16.7% | |
| Long-term disability | $766K | 16.7% | |
| Other | $766K | 16.7% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 420127290 | DVLSTDLTDOth | $766K | 100.0% | 1 | 1 | 774 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WALTON AGENCY, INC. | JACKSON, MI | PRINCIPAL LIFE INSURANCE COMPANY | $48K | $20K | $68K | 65.5% | 1 |
| KEYSTONE INS & BENEFITS GROUP LLC | WAKARUSA, IN | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $36K | $36K | 34.5% | 1 |
History & trajectory
2 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