form5500lookup

Form 5500 · Employee benefit plan · JACKSON, MI

EXPECT EXCEPTIONAL LLC DBA OPTIMAL CARE

EXPECT EXCEPTIONAL LLC DBA OPTIMAL CARE of JACKSON, MI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WALTON AGENCY INC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-2393148 · plan 502 · as of Jul 2026

Participants
253
Carriers on file
5
Disclosed commissions
$39,682
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICALife, Disability292May$26,622
DELTA DENTAL OF MICHIGANDental380May$10,645
STARMOUNT LIFE INSURANCE COMPANYVision180May$2,415
BLUE CROSS AND BLUE SHIELD OF MICHIGANHealth136May$0
BLUE CARE NETWORK OF MICHIGANHealth205May$0

Questions

Who is EXPECT EXCEPTIONAL LLC DBA OPTIMAL CARE's benefits broker?

Per its most recent Form 5500 Schedule A, EXPECT EXCEPTIONAL LLC DBA OPTIMAL CARE's broker of record is WALTON AGENCY INC.

What insurance carrier does EXPECT EXCEPTIONAL LLC DBA OPTIMAL CARE use?

EXPECT EXCEPTIONAL LLC DBA OPTIMAL CARE's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.

When does EXPECT EXCEPTIONAL LLC DBA OPTIMAL CARE's group plan renew?

The most recent Schedule A policy period for EXPECT EXCEPTIONAL LLC DBA OPTIMAL CARE ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from EXPECT EXCEPTIONAL LLC DBA OPTIMAL CARE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.