Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.9M
- Vision$5.9M
- Prescription drug$5.9M
- Other$667K
- Dental$395K
- Life$266K
- +2 more
Sponsor portfolio
MILESTONE SYSTEMS INC
EIN 20-2338847Latest filing 2025
Plans
2
Retirement
1
$28.2M assets
Welfare
1
$6.5M premiums
Participants
618
5300 MEADOWS ROAD, SUITE 400 - LAKE OSWEGO, OR 97035503-350-1117
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.5M premiums / 737 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- PRINCIPAL LIFE INSURANCE COMPANY6%
- USABLE LIFE4%
- CANOPY0%
Broker market share
Schedule A broker compensation
83%top
- CSNW BENEFITS83%
- GCG FINANCIAL LLC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MILESTONE SYSTEMS, INC. 401(K) PLAN
401k
Assets$28.2M
Participants403
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MILESTONE SYSTEMS, INC. WRAP PLAN
Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON
Premiums$6.5M
Covered lives737
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MILESTONE SYSTEMS, INC. 401(K) PLAN | 401k | $28.2M | 403 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MILESTONE SYSTEMS, INC. WRAP PLAN | Fully Insured | REGENCE BLUECROSS BLUESHIELD OF OREGON | $6.5M | 737 | 2025 |
Retirement plans
Welfare plans