PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MILES PARTNERSHIP, LLC
Sponsor portfolio

MILES PARTNERSHIP, LLC

EIN 02-0761404-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$37.2M assets
Welfare
1
$3.9M premiums
Participants
840
6751 PROFESSIONAL PARKWAY, W, STE 200 - LAKEWOOD RANCH, FL 342408450941-342-2300milespartnership.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
2 filings
#002401k-$37.2M - 470 part#501Mixed-$3.9M - 370 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Other$482K
  • Dental$469K
  • Vision$469K
  • Life$469K
  • +1 more
Total $3.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • BENEFIT INTELLIGENCE0%
Total $3.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • UNITED BENEFIT ADVISORS OF FLORIDA98%
  • BROKER NOT PROVIDED2%
Total $154K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MILES PARTNERSHIP LLC 401(K)PLAN

401k

Assets$37.2M
Participants470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILES PARTNERSHIP, LLC WELFARE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.9M
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MILES PARTNERSHIP LLC 401(K)PLAN401k$37.2M4702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILES PARTNERSHIP, LLC WELFARE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.9M3702025
Retirement plans
Welfare plans
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