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Sponsor portfolioWelfare / HealthEIN 20-2338847
MILESTONE SYSTEMS INC
5300 MEADOWS ROAD · LAKE OSWEGO, OR 97035
5033501117
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
731
No prior year
Total participants
331
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.1M | 23.7% | |
| Vision | $1.1M | 23.7% | |
| Prescription drug | $1.1M | 23.7% | |
| Other | $372K | 8.2% | |
| Life | $287K | 6.3% | |
| Short-term disability | $287K | 6.3% | |
| Long-term disability | $287K | 6.3% | |
| Dental | $77K | 1.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930238155 | HRxV | $1.1M | 74.3% | 1 | 1 | 714 |
EIN 710505232 | LSTDLTDOth | $287K | 19.8% | 1 | 1 | 309 |
EIN 420127290 | DOth | $77K | 5.3% | 1 | 1 | 731 |
EIN 930774210 | Oth | $8K | 0.6% | 1 | 1 | 322 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GCG FINANCIAL LLC | PORTLAND, OR | USABLE LIFE | $24K | $0 | $24K | 55.4% | 1 |
| CSNW BENEFITS | PORTLAND, OR | REGENCE BLUECROSS BLUESHIELD OF OREGON, PRINCIPAL LIFE INSURANCE COMPANY | $19K | $0 | $19K | 44.6% | 1 |
History & trajectory
9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan