Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$90K
- Short-term disability$90K
- Long-term disability$90K
- Other$90K
- Dental$68K
- Vision$8K
Sponsor portfolio
MILESTONE FUNERAL HOME
EIN 86-3687677Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$166K premiums
Participants
467
86 MAIN STREET, SUITE 304 - AUBURN, ME 04210207-333-5200
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $166K premiums / 152 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- STANDARD INSURANCE COMPANY54%
- DELTA DENTAL OF CALIFORNIA41%
- RED TREE INSURANCE COMPANY, INC.5%
Broker market share
Schedule A broker compensation
45%top
- CROSS BENEFIT SOLUTIONS45%
- JAMES R NELLIGAN & ASSOCIATES LLC33%
- BROWN & BROWN INSURANCE SERVICES20%
- COMBINED SERVICES LLC3%
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 FUNERAL PARTNERS 401(K) PLAN
401k
Assets$2.9M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH BENEFITS PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$166K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MILESTONE FUNERAL PARTNERS 401(K) PLAN | 401k | $2.9M | 351 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH BENEFITS PLAN | Mixed | STANDARD INSURANCE COMPANY | $166K | 152 | 2025 |
Retirement plans
Welfare plans