Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MILNER, INC.
EIN 58-1681590information technology and servicesLatest filing 2025
Plans
4
Retirement
3
$44.7M assets
Welfare
1
$643K premiums
Participants
800
5125 PEACHTREE INDUSTRIAL BLVD - NORCROSS, GA 300923027770-734-5300LinkedIn1-10 employeesinformation technology and services
Retirement portfolio analytics
3 plans aggregated / $44.7M assets / 472 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $643K premiums / 328 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$351K
- Life$269K
- Dental$260K
- Long-term disability$148K
- Vision$32K
Carrier market share
Premium dollars by Schedule A carrier
48%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA48%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY47%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
70%top
- ACRISURE LLC70%
- MWE SOLUTIONS MS30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MILNER, INC. 401(K) PLAN
401k
Assets$37.2M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MILNER DOCUMENT PRODUCTS, INC. PENSION PLAN AND TRUST
TraditionalDB
Assets$6.9M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MILNER BUSINESS PRODUCTS, INC. PENSION PLAN AND TRUST
TraditionalDB
Assets$633K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MILNER DOCUMENT PRODUCTS INC FLEXIBLE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$643K
Covered lives328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MILNER, INC. 401(K) PLAN | 401k | $37.2M | 387 | 2024 | |
| 001 | MILNER DOCUMENT PRODUCTS, INC. PENSION PLAN AND TRUST | TraditionalDB | $6.9M | 74 | 2025 | |
| 003 | MILNER BUSINESS PRODUCTS, INC. PENSION PLAN AND TRUST | TraditionalDB | $633K | 11 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MILNER DOCUMENT PRODUCTS INC FLEXIBLE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $643K | 328 | 2024 |
Retirement plans
Welfare plans