Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Vision$1.2M
- Life$61K
- Short-term disability$61K
- Long-term disability$61K
- +1 more
Sponsor portfolio
MILTON PARK PARTNERS, INC.
EIN 47-1817000Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$1.2M premiums
Participants
282
P.O. BOX 968 - FREEPORT, FL 32439678-480-5200
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 212 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
- COMPANION LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
91%top
- MERCURY INSURANCE SERVICES LLC91%
- TED MAREK3%
- LLRG SOLUTIONS LLC3%
- SIMPLICITY LIFE INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MILTON PARK PARTNERS 401(K) PLAN
401k
Assets$2.6M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MILTON PARK PARTNERS, INC. WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MILTON PARK PARTNERS 401(K) PLAN | 401k | $2.6M | 70 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MILTON PARK PARTNERS, INC. WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.2M | 212 | 2025 |
Retirement plans
Welfare plans