Plan Ledger DOL Form 5500 · updated monthly

Milestone Retirement Communities, LLCbenefits

Milestone Retirement Communities, LLC Employee Benefit Plan · VANCOUVER, WA · plan year 2024

Broker compensation reported · 2024
$101,369

Milestone Retirement Communities, LLC's benefits plans covered 804 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $38,933. Insurance brokers and agents were paid $101,369 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 260.4% of premiums. That is $126 per covered person, below the median for employer plans that report broker pay. Broker pay rose 18% from $86,113 in 2023.

Insurance contracts · 202411
VISION SERVICE PLAN · vision$39K · 217 covered
UNITED HEALTHCARE INSURANCE COMPANY · health drugpremiums n/a · 410 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 39 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 659 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 91 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 24 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 161 covered
CURALINC HEALTHCAREpremiums n/a · 1,385 covered
KAISER FOUNDATION HEALTH PLAN INC · health drugpremiums n/a · 5 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drugpremiums n/a · 21 covered
UNITED HEALTHCARE INSURANCE COMPANY · dentalpremiums n/a · 192 covered
Brokers & agents paid · 20247
THE PARTNERS GROUP LLC$39,821
ALAN J ZUCCARI INC$28,045
THE PARTNERS GROUP LTD$5,058
THE PARTNERS GROUP$21,238 · incl $1,857 fees
BSWIFT$5,434
PHILIP VIGNOLA$1,699
Individual agent · names withheld$74

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by The Partners Group LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 814756997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.