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Sponsor portfolio

MILESTONE ADMINISTRATIVE SERVICES LLC

EIN 81-3519479-Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$2.1M premiums
Participants
351
2100 NORTHLAND DR - AUSTIN, TX 787561116512-686-4986
Plans on this EIN
2 filings
#001401k-$7.5M - 240 part#501Fully Insured-$2.1M - 235 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 235 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$2.0M
  • Vision$2.0M
  • Life$111K
  • Short-term disability$111K
  • Long-term disability$111K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $12K1 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

MILESTONE ADMINISTRATIVE SERVICES LLC 401(K) PROFIT SHARING PLAN

401k

Assets$7.5M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILESTONE ADMINISTRATIVE SERVICES LLC WRAP PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILESTONE ADMINISTRATIVE SERVICES LLC 401(K) PROFIT SHARING PLAN401k$7.5M2402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILESTONE ADMINISTRATIVE SERVICES LLC WRAP PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.1M2352025
Retirement plans
Welfare plans
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