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Sponsor portfolioWelfare / HealthEIN 36-2769801
MILESTONE, INC.
4060 MCFARLAND ROAD · ROCKFORD, IL 61111
8156546100
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
698
No prior year
Total participants
698
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #501$3.7M
MILESTONE, INC. WRAP BENEFIT PLAN
Fully insured698 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF ILLINOIS
Plan #502$98K
MILESTONE, INC. DENTAL AND VISION PLAN
Fully insured543 covered·1 carrier
Primary: AMERITAS LIFE INSURANCE CORP.
Plan #503$49K
MILESTONE, INC. LIFE AND AD&D PLAN
Fully insured508 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #505$49K
MILESTONE, INC. VOLUNTARY LIFE AND EAP PLAN
Fully insured508 covered·1 carrier
Primary: STANDARD INSURANCE COMPANY
Plan #506$0
MILESTONE, INC. HRA PLAN
Self-funded0 covered·0 carriers
Plan #504$0
MILESTONE, INC. DISABILITY PLAN
Fully insured274 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.3M | 45.8% | |
| Prescription drug | $3.3M | 45.8% | |
| Short-term disability | $131K | 1.8% | |
| Dental | $119K | 1.6% | |
| Vision | $119K | 1.6% | |
| Life | $80K | 1.1% | |
| Long-term disability | $80K | 1.1% | |
| Other | $80K | 1.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRx | $3.3M | 91.0% | 1 | 1 | 383 |
EIN 930242990 | LSTDLTDOth | $212K | 5.8% | 1 | 2 | 698 |
EIN 470098400 | DV | $119K | 3.2% | 1 | 1 | 569 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ASSUREDPARTNERS | WARRENVILLE, IL | STANDARD INSURANCE COMPANY | $22K | $0 | $22K | 59.2% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | ROCKFORD, IL | BLUECROSS BLUESHIELD OF ILLINOIS, AMERITAS LIFE INSURANCE CORPORATION | $4K | $4K | $8K | 21.2% | 1 |
| COYLEKILEY INSURANCE AGENCY INC | ROCKFORD, IL | STANDARD INSURANCE COMPANY | $6K | $1K | $7K | 19.6% | 1 |
History & trajectory
11 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