Plan Ledger DOL Form 5500 · updated monthly

Expect Excellence Team, LLCbenefits

Expect Excellence Team, LLC Group Health Benefit Plan · SOUTH JORDAN, UT · plan year 2025

Broker compensation reported · 2025
$16,858

Expect Excellence Team, LLC's benefits plans covered 192 active participants in 2025, providing health · life · dental · vision. Insurance brokers and agents were paid $16,858 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $88 per covered person, below the median for employer plans that report broker pay. Broker pay fell 32% from $24,786 in 2024.

Insurance contracts · 20251
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · dental vision life ppopremiums n/a · 196 covered
Brokers & agents paid · 20251
THE BUCKNER COMPANY$16,858 · incl $5,541 fees
Also brokered by The Buckner Company2

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 920492193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.