Plan Ledger DOL Form 5500 · updated monthly

Expect Exceptional LLC dba Optimal Carebenefits

Careline Holdco LLC Benefit Plan · JACKSON, MI · plan year 2024

Broker compensation reported · 2024
$42,166

Expect Exceptional LLC dba Optimal Care's benefits plan covered 292 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $1,884,485. Insurance brokers and agents were paid $42,166 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.2% of premiums. That is $144 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20245
BLUE CARE NETWORK OF MICHIGAN · health drug hmo$914K · 205 covered
BLUE CROSS AND BLUE SHIELD OF MICHIGAN · health drug ppo$854K · 136 covered
DELTA DENTAL OF MICHIGAN · dental$117K · 380 covered
STARMOUNT LIFE INSURANCE COMPANY · visionpremiums n/a · 180 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 292 covered
Brokers & agents paid · 20241
WALTON AGENCY, INC.$42,166 · incl $2,484 fees
Also brokered by Walton Agency, Inc.5
Rw Mercer Co MI$1,596

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 992393148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.