PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MILES AHEAD MANAGEMENT, LLC
Sponsor portfolio

MILES AHEAD MANAGEMENT, LLC

EIN 61-1966593-Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$846K premiums
Participants
218
4042 PARK OAKS BLVD, SUITE 160 - TAMPA, FL 33610813-467-6004
Plans on this EIN
2 filings
#001401k-$2.8M - 115 part#501Fully Insured-$846K - 103 lives

Benefits portfolio analytics

1 plan / $846K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$708K
  • Prescription drug$708K
  • Dental$137K
  • Vision$137K
  • Life$137K
  • Short-term disability$137K
  • +2 more
Total $846K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
Total $846K2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • THE BALDWIN GROUP WEST LLC97%
  • WATCHTOWER BENEFITS, LLC3%
Total $56K2 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

MILES AHEAD BRANDS 401(K)

401k

Assets$2.8M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILES AHEAD MANAGEMENT, LLC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$846K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILES AHEAD BRANDS 401(K)401k$2.8M1152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILES AHEAD MANAGEMENT, LLC WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$846K1032025
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