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  2. MILESTONES BEHAVIOURAL SERVICES INC.
Sponsor portfolioTH

MILESTONES BEHAVIOURAL SERVICES INC.

EIN 06-1430015-Latest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$1.8M premiums
Participants
357
339 BOSTON POST ROAD - ORANGE, CT 06477203-799-4110
Plans on this EIN
2 filings
#001401k-$7.6M - 197 part#501Fully Insured-$1.8M - 410 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 410 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Life$86K
  • Short-term disability$86K
  • Long-term disability$86K
  • Other$86K
  • Dental$85K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • AETNA LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • QUANTUM BENEFITS94%
  • PROFESSIONAL GROUP PLANS INC6%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $73K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MILESTONES BEHAVIORAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$7.6M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILESTONES BEHAVIOURAL SERVICES INC. DBA CONNECTICUT CENTER FOR CHILD DEVELOPMENT EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILESTONES BEHAVIORAL SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$7.6M1972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILESTONES BEHAVIOURAL SERVICES INC. DBA CONNECTICUT CENTER FOR CHILD DEVELOPMENT EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M4102025
Retirement plans
Welfare plans
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