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Sponsor portfolio

MILLENNIUM SOFTWARE

EIN 38-3316472-business supplies and equipment-Latest filing 2025
Plans
2
Retirement
1
$14.3M assets
Welfare
1
$1.5M premiums
Participants
1,009
2000 TOWN CENTER, SUITE 300 - SOUTHFIELD, MI 48075248-213-1800millennium-filters.comLinkedIn1-10 employeesbusiness supplies and equipment
Plans on this EIN
2 filings
#001401k-$14.3M - 591 part#501Mixed-$1.5M - 418 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 418 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Life$51K
  • Short-term disability$44K
  • Long-term disability$23K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • APEX FINANCIAL SERVICES100%
Total $64K1 slice

Plan deep-dives

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

MILLENNIUM SOFTWARE 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$14.3M
Participants591
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILLENNIUM SOFTWARE HEALTHCARE PLAN

Mixed - UNITED HEALTHCARE INSURANCE CO

Premiums$1.5M
Covered lives418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILLENNIUM SOFTWARE 401(K) PROFIT SHARING PLAN & TRUST401k$14.3M5912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILLENNIUM SOFTWARE HEALTHCARE PLANMixedUNITED HEALTHCARE INSURANCE CO$1.5M4182025
Retirement plans
Welfare plans
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