Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Dental$1.9M
- Other$92K
- Life$91K
- Long-term disability$42K
- +1 more
Sponsor portfolio
MILESTONE RETIREMENT COMMUNITIES, LLC
EIN 81-4756997Latest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$2.3M premiums
Participants
1,621
12500 SE 2ND CIRCLE, SUITE 205 - VANCOUVER, WA 98684360-882-4500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 1,015 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- UNITED HEALTHCARE INSURANCE COMPANY80%
- KAISER FOUNDATION HEALTH PLAN INC13%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- VISION SERVICE PLAN2%
- CURALINC HEALTHCARE1%
Broker market share
Schedule A broker compensation
98%top
- MARSH & MCLENNAN AGENCY LLC98%
- AON CONSULTING INC2%
- THE PARTNERS GROUP0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN
ProfitSharing
Assets$5.2M
Participants865
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MILESTONE RETIREMENT COMMUNITIES, LLC EMPLOYEE BENEFIT PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$2.3M
Covered lives1,015
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN | ProfitSharing | $5.2M | 865 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MILESTONE RETIREMENT COMMUNITIES, LLC EMPLOYEE BENEFIT PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $2.3M | 1,015 | 2025 |
Retirement plans
Welfare plans