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  2. MILESTONE, INC.
Sponsor portfolioTH

MILESTONE, INC.

EIN 36-2769801-non-profit organization management-Latest filing 2025
Plans
3
Retirement
1
$10.2M assets
Welfare
2
$3.7M premiums
Participants
1,178
4060 MCFARLAND ROAD - LOVES PARK, IL 61111815-654-6100milestone-inc.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401k-$10.2M - 480 part#501Fully Insured-$3.7M - 698 lives#506Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.7M premiums / 698 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Short-term disability$131K
  • Dental$119K
  • Vision$119K
  • Life$80K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • STANDARD INSURANCE COMPANY6%
  • AMERITAS LIFE INSURANCE CORP.3%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • ASSUREDPARTNERS59%
  • GALLAGHER BENEFIT SERVICES, INC.21%
  • COYLEKILEY INSURANCE AGENCY INC20%
Total $36K3 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, INC. RETIREMENT PLAN

401k

Assets$10.2M
Participants480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILESTONE, INC. WRAP BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.7M
Covered lives698
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

MILESTONE, INC. HRA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILESTONE, INC. RETIREMENT PLAN401k$10.2M4802025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILESTONE, INC. WRAP BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.7M6982025
506MILESTONE, INC. HRA PLANSelf Funded-$002025
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