PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Miles Partnership LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Miles Partnership LLC

EIN 02-0761404-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$45.3M assets
Health & Benefits
1
$3.9M premiums
Participants
832
6751 PROFESSIONAL PARKWAY WEST - SARASOTA, FL 34240800-683-0010milespartnership.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
2 filings
#002401(k)-$45.3M - 462 part#501Mixed-$3.9M - 370 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MILES PARTNERSHIP LLC 401(K)PLAN

401(k)

Assets$45.3M
Participants462
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MILES PARTNERSHIP, LLC WELFARE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.9M
Covered lives370
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MILES PARTNERSHIP LLC 401(K)PLAN401(k)$45.3M4622025
  • MILES PARTNERSHIP LLC 401(K)PLAN$45.3M
    #002 · 401(k) · 2025462

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MILES PARTNERSHIP, LLC WELFARE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.9M3702025
  • MILES PARTNERSHIP, LLC WELFARE BENEFITS PLAN$3.9M
    #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025370
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica