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Sponsor portfolioWelfare / HealthEIN 47-1817000

MILTON PARK PARTNERS, INC.

11175 CICERO DR · ALPHARETTA, GA 30022
7706163877
Plans filed
1
Years active
2018–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
212
No prior year
Total participants
212
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
MILTON PARK PARTNERS, INC. WELFARE BENEFITS PLAN
Fully insured212 covered·2 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M31.2%
Dental$1.2M31.2%
Vision$1.2M31.2%
Life$61K1.6%
Short-term disability$61K1.6%
Long-term disability$61K1.6%
Other$61K1.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HDV
$1.2M95.0%11212
COMPANION LIFE INSURANCE COMPANY
EIN 570523959
LSTDLTDOth
$61K5.0%11126

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCURY INSURANCE SERVICES LLC—CIGNA HEALTH AND LIFE INSURANCE COMPANY$168K$0$168K91.2%1
TED MAREKCROSBY, TXCOMPANION LIFE INSURANCE COMPANY$6K$0$6K3.3%1
LLRG SOLUTIONS LLCDALLAS, TXCOMPANION LIFE INSURANCE COMPANY$6K$0$6K3.3%1
SIMPLICITY LIFE INCMONTICELLO, MNCOMPANION LIFE INSURANCE COMPANY$4K$0$4K2.2%1

History & trajectory

8 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
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