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Sponsor portfolioWelfare / HealthEIN 81-4756997
MILESTONE RETIREMENT COMMUNITIES, LLC
12500 SE 2ND CIRCLE · VANCOUVER, WA 98684
3608824500
- Plans filed
- 3
- Years active
- 2017–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
1,015
No prior year
Total participants
756
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #503$5.0M
MILESTONE RETIREMENT COMMUNITIES, LLC EMPLOYEE BENEFIT PLAN
Mixed1,682 covered·7 carriers
Primary: REGENCE BLUECROSS BLUESHIELD OF OREGON
Plan #502$2.3M
MILESTONE RETIREMENT COMMUNITIES, LLC EMPLOYEE BENEFIT PLAN
Mixed1,015 covered·6 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #504$535K
MILESTONE RETIREMENT COMMUNITIES, LLC EMPLOYEE BENEFIT PLAN
Fully insured114 covered·2 carriers
Primary: KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.2M | 33.6% | |
| Prescription drug | $2.2M | 33.6% | |
| Dental | $1.9M | 28.8% | |
| Other | $92K | 1.4% | |
| Life | $91K | 1.4% | |
| Long-term disability | $42K | 0.6% | |
| Vision | $35K | 0.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxD | $1.9M | 80.2% | 1 | 1 | 352 |
EIN 941340523 | HRx | $310K | 13.4% | 1 | 2 | 21 |
EIN 010278678 | LLTDOth | $99K | 4.3% | 1 | 4 | 599 |
EIN 237089668 | V | $35K | 1.5% | 1 | 1 | 197 |
EIN 331206383 | Oth | $15K | 0.6% | 1 | 1 | 1,015 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | FAIRFAX, VA | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, UNITED HEALTHCARE INSURANCE COMPANY, VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN, INC. | $82K | $0 | $82K | 97.9% | 1 |
| AON CONSULTING INC | CHICAGO, IL | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 2.1% | 1 |
| THE PARTNERS GROUP | PORTLAND, TN | UNITED HEALTHCARE INSURANCE COMPANY | $2 | $0 | $2 | 0.0% | 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