# MILESTONE RETIREMENT COMMUNITIES, LLC EMPLOYEE BENEFIT PLAN

Health and welfare plan sponsored by **MILESTONE RETIREMENT COMMUNITIES, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | MILESTONE RETIREMENT COMMUNITIES, LLC |
| EIN | 814756997 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | VANCOUVER, WA |
| Industry | Health Care and Social Assistance |
| Funding | mixed |
| Total premiums | $2.3M |
| Participants | 756 |
| Persons covered | 1,015 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Rx, Dental |
| KAISER PERMANENTE | Health, Rx |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Other, LTD |
| VISION SERVICE PLAN (VSP) | Vision |
| CURALINC HEALTHCARE | Other |

## Brokers

| Broker | Placed with |
|---|---|
| ALAN J ZUCCARI INC | UNITED HEALTHCARE INSURANCE COMPANY |
| THE PARTNERS GROUP | UNITED HEALTHCARE INSURANCE COMPANY |
| ALAN J ZUCCARI INC | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST |
| ALAN J ZUCCARI INC | KAISER FOUNDATION HEALTH PLAN, INC. |
| AON CONSULTING INC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| ALAN J ZUCCARI INC | VISION SERVICE PLAN |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/814756997-502
- Cite as: PlanOptica, https://planoptica.com/welfare/814756997-502
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