Plan Ledger DOL Form 5500 · updated monthly

Milestone, Inc.benefits

Milestone, Inc. Wrap Benefit Plan · ROCKFORD, IL · plan year 2025

Broker compensation reported · 2025
$36,311

Milestone, Inc.'s benefits plans covered 698 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $211,566. Insurance brokers and agents were paid $36,311 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 17.2% of premiums. That is $52 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 5.2% from $38,296 in 2024.

Insurance contracts · 20254
STANDARD INSURANCE COMPANY · life ltd$80K · 698 covered
AMERITAS LIFE INSURANCE CORPORATION · dental visionpremiums n/a · 569 covered
BLUECROSS BLUESHIELD OF ILLINOIS · health drug ppopremiums n/a · 383 covered
Brokers & agents paid · 20253
COYLEKILEY INSURANCE AGENCY INC$7,115 · incl $1,318 fees
GALLAGHER BENEFIT SERVICES, INC.$7,694 · incl $4,171 fees
Also brokered by Assuredpartners5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 362769801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.