PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MILESTONE SERVICES COMPANY LLC
Sponsor portfolio

MILESTONE SERVICES COMPANY LLC

EIN 32-0542197-writing and editing-Latest filing 2025
Plans
2
Retirement
1
$23.1M assets
Welfare
1
$3.8M premiums
Participants
476
1520 S. 5TH ST., STE 270 - ST. CHARLES, MO 63303636-757-9997milestoneresumes.netLinkedIn1-10 employeeswriting and editing
Plans on this EIN
2 filings
#001401k-$23.1M - 257 part#501Fully Insured-$3.8M - 413 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 413 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Other$173K
  • Life$161K
  • Short-term disability$161K
  • Long-term disability$161K
  • Dental$150K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $3.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • ASSUREDPARTNERS79%
  • THE BREMER GROUP LLC17%
  • GIS BENEFITS INC4%
Total $11K3 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

MILESTONE RETIREMENT PLAN

401k

Assets$23.1M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILESTONE SERVICES COMPANY WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.8M
Covered lives413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILESTONE RETIREMENT PLAN401k$23.1M2572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILESTONE SERVICES COMPANY WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.8M4132025
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