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MILESTONE, INC. EMPLOYER BENEFIT PLAN 401k Plan overview

Plan NameMILESTONE, INC. EMPLOYER BENEFIT PLAN
Plan identification number 501

MILESTONE, INC. EMPLOYER BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

MILESTONE INC. has sponsored the creation of one or more 401k plans.

Company Name:MILESTONE INC.
Employer identification number (EIN):362769801
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILESTONE, INC. EMPLOYER BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01LISA MUNSON2024-05-28
5012022-01-01LISA MUNSON2023-06-28
5012021-01-01LISA MUNSON2022-10-06
5012020-01-01LISA MUNSON2022-10-06
5012018-04-01LISA MUNSON2022-10-06
5012017-04-01LISA MUNSON2022-10-06
5012016-04-01LISA MUNSON2022-10-06
5012015-04-01LISA MUNSON2022-10-06
5012014-04-01LISA MUNSON2022-10-06
5012013-04-01LISA MUNSON2022-10-06
5012012-04-01LISA MUNSON2022-10-06
5012011-04-01LISA MUNSON2022-10-06
5012010-04-01LISA MUNSON2022-10-06
5012009-04-01LISA MUNSON2022-10-06
5012008-04-01LISA MUNSON2022-10-06
5012007-04-01LISA MUNSON2022-10-06
5012006-04-01LISA MUNSON2022-10-06
5012005-04-01LISA MUNSON2022-10-06
5012004-04-01LISA MUNSON2022-10-06
5012003-04-01LISA MUNSON2022-10-06
5012001-04-01LISA MUNSON2022-10-06
5012000-04-01LISA MUNSON2022-10-06
5011999-04-01LISA MUNSON2022-10-06
5011998-04-01LISA MUNSON2022-10-06
5011997-04-01LISA MUNSON2022-10-06
5011996-04-01LISA MUNSON2022-10-06
5011995-04-01LISA MUNSON2022-10-06
5011994-04-01LISA MUNSON2022-10-06
5011993-04-01LISA MUNSON2022-10-06
5011992-04-01LISA MUNSON2022-10-06
5011991-04-01LISA MUNSON2022-10-06
5011990-04-01LISA MUNSON2022-10-06
5011989-04-01LISA MUNSON2022-10-06
5011988-04-01LISA MUNSON2022-10-06

Form 5500 Responses for MILESTONE, INC. EMPLOYER BENEFIT PLAN

2023: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2018: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – General assets of the sponsorYes
2018-04-01Plan benefit arrangement – General assets of the sponsorYes
2017: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – General assets of the sponsorYes
2017-04-01Plan benefit arrangement – General assets of the sponsorYes
2016: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – General assets of the sponsorYes
2016-04-01Plan benefit arrangement – General assets of the sponsorYes
2015: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – General assets of the sponsorYes
2015-04-01Plan benefit arrangement – General assets of the sponsorYes
2014: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – General assets of the sponsorYes
2014-04-01Plan benefit arrangement – General assets of the sponsorYes
2013: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – General assets of the sponsorYes
2009-04-01Plan benefit arrangement – General assets of the sponsorYes
2008: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2008 form 5500 responses
2008-04-01Type of plan entitySingle employer plan
2008-04-01Plan funding arrangement – General assets of the sponsorYes
2008-04-01Plan benefit arrangement – General assets of the sponsorYes
2007: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2007 form 5500 responses
2007-04-01Type of plan entitySingle employer plan
2007-04-01Plan funding arrangement – General assets of the sponsorYes
2007-04-01Plan benefit arrangement – General assets of the sponsorYes
2006: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2006 form 5500 responses
2006-04-01Type of plan entitySingle employer plan
2006-04-01Plan funding arrangement – General assets of the sponsorYes
2006-04-01Plan benefit arrangement – General assets of the sponsorYes
2005: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2005 form 5500 responses
2005-04-01Type of plan entitySingle employer plan
2005-04-01Plan funding arrangement – General assets of the sponsorYes
2005-04-01Plan benefit arrangement – General assets of the sponsorYes
2004: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2004 form 5500 responses
2004-04-01Type of plan entitySingle employer plan
2004-04-01Plan funding arrangement – InsuranceYes
2004-04-01Plan benefit arrangement – InsuranceYes
2003: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2003 form 5500 responses
2003-04-01Type of plan entitySingle employer plan
2003-04-01Plan funding arrangement – InsuranceYes
2003-04-01Plan benefit arrangement – InsuranceYes
2001: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2001 form 5500 responses
2001-04-01Type of plan entitySingle employer plan
2001-04-01Plan funding arrangement – InsuranceYes
2001-04-01Plan benefit arrangement – InsuranceYes
2000: MILESTONE, INC. EMPLOYER BENEFIT PLAN 2000 form 5500 responses
2000-04-01Type of plan entitySingle employer plan
2000-04-01Plan funding arrangement – InsuranceYes
2000-04-01Plan benefit arrangement – InsuranceYes
1999: MILESTONE, INC. EMPLOYER BENEFIT PLAN 1999 form 5500 responses
1999-04-01Type of plan entitySingle employer plan
1999-04-01Plan funding arrangement – InsuranceYes
1999-04-01Plan benefit arrangement – InsuranceYes
1998: MILESTONE, INC. EMPLOYER BENEFIT PLAN 1998 form 5500 responses
1998-04-01Type of plan entitySingle employer plan
1998-04-01Plan funding arrangement – InsuranceYes
1998-04-01Plan benefit arrangement – InsuranceYes
1997: MILESTONE, INC. EMPLOYER BENEFIT PLAN 1997 form 5500 responses
1997-04-01Type of plan entitySingle employer plan
1997-04-01Plan funding arrangement – InsuranceYes
1997-04-01Plan benefit arrangement – InsuranceYes
1996: MILESTONE, INC. EMPLOYER BENEFIT PLAN 1996 form 5500 responses
1996-04-01Type of plan entitySingle employer plan
1996-04-01Plan funding arrangement – InsuranceYes
1996-04-01Plan benefit arrangement – InsuranceYes
1995: MILESTONE, INC. EMPLOYER BENEFIT PLAN 1995 form 5500 responses
1995-04-01Type of plan entitySingle employer plan
1995-04-01Plan funding arrangement – InsuranceYes
1995-04-01Plan benefit arrangement – InsuranceYes
1994: MILESTONE, INC. EMPLOYER BENEFIT PLAN 1994 form 5500 responses
1994-04-01Type of plan entitySingle employer plan
1994-04-01Plan funding arrangement – InsuranceYes
1994-04-01Plan benefit arrangement – InsuranceYes
1993: MILESTONE, INC. EMPLOYER BENEFIT PLAN 1993 form 5500 responses
1993-04-01Type of plan entitySingle employer plan
1993-04-01Plan funding arrangement – InsuranceYes
1993-04-01Plan benefit arrangement – InsuranceYes
1992: MILESTONE, INC. EMPLOYER BENEFIT PLAN 1992 form 5500 responses
1992-04-01Type of plan entitySingle employer plan
1992-04-01Plan funding arrangement – InsuranceYes
1992-04-01Plan benefit arrangement – InsuranceYes
1991: MILESTONE, INC. EMPLOYER BENEFIT PLAN 1991 form 5500 responses
1991-04-01Type of plan entitySingle employer plan
1991-04-01Plan funding arrangement – InsuranceYes
1991-04-01Plan benefit arrangement – InsuranceYes
1990: MILESTONE, INC. EMPLOYER BENEFIT PLAN 1990 form 5500 responses
1990-04-01Type of plan entitySingle employer plan
1990-04-01Plan funding arrangement – InsuranceYes
1990-04-01Plan benefit arrangement – InsuranceYes
1989: MILESTONE, INC. EMPLOYER BENEFIT PLAN 1989 form 5500 responses
1989-04-01Type of plan entitySingle employer plan
1989-04-01Plan funding arrangement – InsuranceYes
1989-04-01Plan benefit arrangement – InsuranceYes
1988: MILESTONE, INC. EMPLOYER BENEFIT PLAN 1988 form 5500 responses
1988-04-01Type of plan entitySingle employer plan
1988-04-01First time form 5500 has been submittedYes
1988-04-01Plan funding arrangement – InsuranceYes
1988-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number165120
Policy instance 4
Insurance contract or identification number165120
Number of Individuals Covered369
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $8,377
Total amount of fees paid to insurance companyUSD $1,106
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number283894
Policy instance 3
Insurance contract or identification number283894
Number of Individuals Covered334
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $21,529
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,320,447
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number394321
Policy instance 2
Insurance contract or identification number394321
Number of Individuals Covered250
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $13,359
Total amount of fees paid to insurance companyUSD $363
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $136,950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-031125
Policy instance 1
Insurance contract or identification number010-031125
Number of Individuals Covered488
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $3,139
Total amount of fees paid to insurance companyUSD $350
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $95,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number917033
Policy instance 1
Insurance contract or identification number917033
Number of Individuals Covered329
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,487,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-031125
Policy instance 2
Insurance contract or identification number010-031125
Number of Individuals Covered492
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,169
Total amount of fees paid to insurance companyUSD $788
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,697
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number165120
Policy instance 3
Insurance contract or identification number165120
Number of Individuals Covered502
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,474
Total amount of fees paid to insurance companyUSD $788
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number394321
Policy instance 4
Insurance contract or identification number394321
Number of Individuals Covered274
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $13,023
Total amount of fees paid to insurance companyUSD $323
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,276
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number917033
Policy instance 1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number917033
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100268
Policy instance 1
COVENTRY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100268
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100268
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number100268
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9801
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9801
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAIC5000003939
Policy instance 1

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