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MILESTONE, INC. LIFE AND AD&D PLAN 401k Plan overview

Plan NameMILESTONE, INC. LIFE AND AD&D PLAN
Plan identification number 503

MILESTONE, INC. LIFE AND AD&D PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

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. LIFE AND AD&D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032021-01-01LISA MUNSON2022-10-10
5032020-01-01LISA MUNSON2022-10-10
5032018-01-01LISA MUNSON2022-10-10
5032017-01-01LISA MUNSON2022-10-10
5032016-01-01LISA MUNSON2022-10-10
5032015-01-01LISA MUNSON2022-10-10
5032014-01-01LISA MUNSON2022-10-10
5032013-01-01LISA MUNSON2022-10-10
5032012-01-01LISA MUNSON2022-10-10
5032011-01-01LISA MUNSON2022-10-10
5032010-01-01LISA MUNSON2022-10-10
5032009-01-01LISA MUNSON2022-10-10
5032008-01-01LISA MUNSON2022-10-10
5032007-01-01LISA MUNSON2022-10-10
5032006-01-01LISA MUNSON2022-10-10
5032005-01-01LISA MUNSON2022-10-10
5032004-01-01LISA MUNSON2022-10-10
5032003-01-01LISA MUNSON2022-10-10
5032002-01-01LISA MUNSON2022-10-10
5032001-01-01LISA MUNSON2022-10-10
5032000-01-01LISA MUNSON2022-10-10
5031999-01-01LISA MUNSON2022-10-10
5031998-01-01LISA MUNSON2022-10-10
5031997-01-01LISA MUNSON2022-10-10
5031996-01-01LISA MUNSON2022-10-10
5031995-01-01LISA MUNSON2022-10-10
5031994-01-01LISA MUNSON2022-10-10
5031993-01-01LISA MUNSON2022-10-10
5031992-01-01LISA MUNSON2022-10-10
5031991-01-01LISA MUNSON2022-10-10
5031990-01-01LISA MUNSON2022-10-10
5031989-01-01LISA MUNSON2022-10-10
5031988-01-01LISA MUNSON2022-10-10

Plan Statistics for MILESTONE, INC. LIFE AND AD&D PLAN

401k plan membership statisitcs for MILESTONE, INC. LIFE AND AD&D PLAN

Measure Date Value
2021: MILESTONE, INC. LIFE AND AD&D PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01582
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of employers contributing to the scheme2021-01-010
2020: MILESTONE, INC. LIFE AND AD&D PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01615
Total number of active participants reported on line 7a of the Form 55002020-01-01582
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01582
Number of employers contributing to the scheme2020-01-010
2018: MILESTONE, INC. LIFE AND AD&D PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01453
Total number of active participants reported on line 7a of the Form 55002018-01-01468
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01468
Number of employers contributing to the scheme2018-01-010
2017: MILESTONE, INC. LIFE AND AD&D PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01490
Total number of active participants reported on line 7a of the Form 55002017-01-01453
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01453
Number of employers contributing to the scheme2017-01-010
2016: MILESTONE, INC. LIFE AND AD&D PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01500
Total number of active participants reported on line 7a of the Form 55002016-01-01490
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01490
Number of employers contributing to the scheme2016-01-010
2015: MILESTONE, INC. LIFE AND AD&D PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01500
Total number of active participants reported on line 7a of the Form 55002015-01-01500
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01500
Number of employers contributing to the scheme2015-01-010
2014: MILESTONE, INC. LIFE AND AD&D PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01500
Total number of active participants reported on line 7a of the Form 55002014-01-01500
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01500
Number of employers contributing to the scheme2014-01-010
2013: MILESTONE, INC. LIFE AND AD&D PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01500
Total number of active participants reported on line 7a of the Form 55002013-01-01500
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01500
Number of employers contributing to the scheme2013-01-010
2012: MILESTONE, INC. LIFE AND AD&D PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01499
Total number of active participants reported on line 7a of the Form 55002012-01-01500
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01500
Number of employers contributing to the scheme2012-01-010
2011: MILESTONE, INC. LIFE AND AD&D PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01511
Total number of active participants reported on line 7a of the Form 55002011-01-01499
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01499
Number of employers contributing to the scheme2011-01-010
2010: MILESTONE, INC. LIFE AND AD&D PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01492
Total number of active participants reported on line 7a of the Form 55002010-01-01511
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01511
Number of employers contributing to the scheme2010-01-010
2009: MILESTONE, INC. LIFE AND AD&D PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01478
Total number of active participants reported on line 7a of the Form 55002009-01-01492
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01492
Number of employers contributing to the scheme2009-01-010
2008: MILESTONE, INC. LIFE AND AD&D PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01471
Total number of active participants reported on line 7a of the Form 55002008-01-01478
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-01478
Number of employers contributing to the scheme2008-01-010
2007: MILESTONE, INC. LIFE AND AD&D PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01477
Total number of active participants reported on line 7a of the Form 55002007-01-01471
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-01471
Number of employers contributing to the scheme2007-01-010
2006: MILESTONE, INC. LIFE AND AD&D PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-01100
Total number of active participants reported on line 7a of the Form 55002006-01-01477
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-01477
Number of employers contributing to the scheme2006-01-010
2005: MILESTONE, INC. LIFE AND AD&D PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-01100
Total number of active participants reported on line 7a of the Form 55002005-01-01100
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-01100
Number of employers contributing to the scheme2005-01-010
2004: MILESTONE, INC. LIFE AND AD&D PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-01100
Total number of active participants reported on line 7a of the Form 55002004-01-01100
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-010
Total of all active and inactive participants2004-01-01100
Number of employers contributing to the scheme2004-01-010
2003: MILESTONE, INC. LIFE AND AD&D PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-01100
Total number of active participants reported on line 7a of the Form 55002003-01-01100
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-010
Total of all active and inactive participants2003-01-01100
Number of employers contributing to the scheme2003-01-010
2002: MILESTONE, INC. LIFE AND AD&D PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-01100
Total number of active participants reported on line 7a of the Form 55002002-01-01100
Number of retired or separated participants receiving benefits2002-01-010
Number of other retired or separated participants entitled to future benefits2002-01-010
Total of all active and inactive participants2002-01-01100
Number of employers contributing to the scheme2002-01-010
2001: MILESTONE, INC. LIFE AND AD&D PLAN 2001 401k membership
Total participants, beginning-of-year2001-01-01100
Total number of active participants reported on line 7a of the Form 55002001-01-01100
Number of retired or separated participants receiving benefits2001-01-010
Number of other retired or separated participants entitled to future benefits2001-01-010
Total of all active and inactive participants2001-01-01100
Number of employers contributing to the scheme2001-01-010
2000: MILESTONE, INC. LIFE AND AD&D PLAN 2000 401k membership
Total participants, beginning-of-year2000-01-01100
Total number of active participants reported on line 7a of the Form 55002000-01-01100
Number of retired or separated participants receiving benefits2000-01-010
Number of other retired or separated participants entitled to future benefits2000-01-010
Total of all active and inactive participants2000-01-01100
Number of employers contributing to the scheme2000-01-010
1999: MILESTONE, INC. LIFE AND AD&D PLAN 1999 401k membership
Total participants, beginning-of-year1999-01-01100
Total number of active participants reported on line 7a of the Form 55001999-01-01100
Number of retired or separated participants receiving benefits1999-01-010
Number of other retired or separated participants entitled to future benefits1999-01-010
Total of all active and inactive participants1999-01-01100
Number of employers contributing to the scheme1999-01-010
1998: MILESTONE, INC. LIFE AND AD&D PLAN 1998 401k membership
Total participants, beginning-of-year1998-01-01100
Total number of active participants reported on line 7a of the Form 55001998-01-01100
Number of retired or separated participants receiving benefits1998-01-010
Number of other retired or separated participants entitled to future benefits1998-01-010
Total of all active and inactive participants1998-01-01100
Number of employers contributing to the scheme1998-01-010
1997: MILESTONE, INC. LIFE AND AD&D PLAN 1997 401k membership
Total participants, beginning-of-year1997-01-01100
Total number of active participants reported on line 7a of the Form 55001997-01-01100
Number of retired or separated participants receiving benefits1997-01-010
Number of other retired or separated participants entitled to future benefits1997-01-010
Total of all active and inactive participants1997-01-01100
Number of employers contributing to the scheme1997-01-010
1996: MILESTONE, INC. LIFE AND AD&D PLAN 1996 401k membership
Total participants, beginning-of-year1996-01-01100
Total number of active participants reported on line 7a of the Form 55001996-01-01100
Number of retired or separated participants receiving benefits1996-01-010
Number of other retired or separated participants entitled to future benefits1996-01-010
Total of all active and inactive participants1996-01-01100
Number of employers contributing to the scheme1996-01-010
1995: MILESTONE, INC. LIFE AND AD&D PLAN 1995 401k membership
Total participants, beginning-of-year1995-01-01100
Total number of active participants reported on line 7a of the Form 55001995-01-01100
Number of retired or separated participants receiving benefits1995-01-010
Number of other retired or separated participants entitled to future benefits1995-01-010
Total of all active and inactive participants1995-01-01100
Number of employers contributing to the scheme1995-01-010
1994: MILESTONE, INC. LIFE AND AD&D PLAN 1994 401k membership
Total participants, beginning-of-year1994-01-01100
Total number of active participants reported on line 7a of the Form 55001994-01-01100
Number of retired or separated participants receiving benefits1994-01-010
Number of other retired or separated participants entitled to future benefits1994-01-010
Total of all active and inactive participants1994-01-01100
Number of employers contributing to the scheme1994-01-010
1993: MILESTONE, INC. LIFE AND AD&D PLAN 1993 401k membership
Total participants, beginning-of-year1993-01-01100
Total number of active participants reported on line 7a of the Form 55001993-01-01100
Number of retired or separated participants receiving benefits1993-01-010
Number of other retired or separated participants entitled to future benefits1993-01-010
Total of all active and inactive participants1993-01-01100
Number of employers contributing to the scheme1993-01-010
1992: MILESTONE, INC. LIFE AND AD&D PLAN 1992 401k membership
Total participants, beginning-of-year1992-01-01100
Total number of active participants reported on line 7a of the Form 55001992-01-01100
Number of retired or separated participants receiving benefits1992-01-010
Number of other retired or separated participants entitled to future benefits1992-01-010
Total of all active and inactive participants1992-01-01100
Number of employers contributing to the scheme1992-01-010
1991: MILESTONE, INC. LIFE AND AD&D PLAN 1991 401k membership
Total participants, beginning-of-year1991-01-01100
Total number of active participants reported on line 7a of the Form 55001991-01-01100
Number of retired or separated participants receiving benefits1991-01-010
Number of other retired or separated participants entitled to future benefits1991-01-010
Total of all active and inactive participants1991-01-01100
Number of employers contributing to the scheme1991-01-010
1990: MILESTONE, INC. LIFE AND AD&D PLAN 1990 401k membership
Total participants, beginning-of-year1990-01-01100
Total number of active participants reported on line 7a of the Form 55001990-01-01100
Number of retired or separated participants receiving benefits1990-01-010
Number of other retired or separated participants entitled to future benefits1990-01-010
Total of all active and inactive participants1990-01-01100
Number of employers contributing to the scheme1990-01-010
1989: MILESTONE, INC. LIFE AND AD&D PLAN 1989 401k membership
Total participants, beginning-of-year1989-01-01100
Total number of active participants reported on line 7a of the Form 55001989-01-01100
Number of retired or separated participants receiving benefits1989-01-010
Number of other retired or separated participants entitled to future benefits1989-01-010
Total of all active and inactive participants1989-01-01100
Number of employers contributing to the scheme1989-01-010
1988: MILESTONE, INC. LIFE AND AD&D PLAN 1988 401k membership
Total participants, beginning-of-year1988-01-01100
Total number of active participants reported on line 7a of the Form 55001988-01-01100
Number of retired or separated participants receiving benefits1988-01-010
Number of other retired or separated participants entitled to future benefits1988-01-010
Total of all active and inactive participants1988-01-01100
Number of employers contributing to the scheme1988-01-010

Form 5500 Responses for MILESTONE, INC. LIFE AND AD&D PLAN

2021: MILESTONE, INC. LIFE AND AD&D PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: MILESTONE, INC. LIFE AND AD&D 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. LIFE AND AD&D PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: MILESTONE, INC. LIFE AND AD&D PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: MILESTONE, INC. LIFE AND AD&D PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: MILESTONE, INC. LIFE AND AD&D PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MILESTONE, INC. LIFE AND AD&D PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MILESTONE, INC. LIFE AND AD&D PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MILESTONE, INC. LIFE AND AD&D PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MILESTONE, INC. LIFE AND AD&D PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: MILESTONE, INC. LIFE AND AD&D PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MILESTONE, INC. LIFE AND AD&D PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: MILESTONE, INC. LIFE AND AD&D PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: MILESTONE, INC. LIFE AND AD&D PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes
2006: MILESTONE, INC. LIFE AND AD&D PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes
2005: MILESTONE, INC. LIFE AND AD&D PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan benefit arrangement – InsuranceYes
2004: MILESTONE, INC. LIFE AND AD&D PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan benefit arrangement – InsuranceYes
2003: MILESTONE, INC. LIFE AND AD&D PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan benefit arrangement – InsuranceYes
2002: MILESTONE, INC. LIFE AND AD&D PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Plan funding arrangement – InsuranceYes
2002-01-01Plan benefit arrangement – InsuranceYes
2001: MILESTONE, INC. LIFE AND AD&D PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Plan funding arrangement – InsuranceYes
2001-01-01Plan benefit arrangement – InsuranceYes
2000: MILESTONE, INC. LIFE AND AD&D PLAN 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Plan funding arrangement – InsuranceYes
2000-01-01Plan benefit arrangement – InsuranceYes
1999: MILESTONE, INC. LIFE AND AD&D PLAN 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Plan funding arrangement – InsuranceYes
1999-01-01Plan benefit arrangement – InsuranceYes
1998: MILESTONE, INC. LIFE AND AD&D PLAN 1998 form 5500 responses
1998-01-01Type of plan entitySingle employer plan
1998-01-01Plan funding arrangement – InsuranceYes
1998-01-01Plan benefit arrangement – InsuranceYes
1997: MILESTONE, INC. LIFE AND AD&D PLAN 1997 form 5500 responses
1997-01-01Type of plan entitySingle employer plan
1997-01-01Plan funding arrangement – InsuranceYes
1997-01-01Plan benefit arrangement – InsuranceYes
1996: MILESTONE, INC. LIFE AND AD&D PLAN 1996 form 5500 responses
1996-01-01Type of plan entitySingle employer plan
1996-01-01Plan funding arrangement – InsuranceYes
1996-01-01Plan benefit arrangement – InsuranceYes
1995: MILESTONE, INC. LIFE AND AD&D PLAN 1995 form 5500 responses
1995-01-01Type of plan entitySingle employer plan
1995-01-01Plan funding arrangement – InsuranceYes
1995-01-01Plan benefit arrangement – InsuranceYes
1994: MILESTONE, INC. LIFE AND AD&D PLAN 1994 form 5500 responses
1994-01-01Type of plan entitySingle employer plan
1994-01-01Plan funding arrangement – InsuranceYes
1994-01-01Plan benefit arrangement – InsuranceYes
1993: MILESTONE, INC. LIFE AND AD&D PLAN 1993 form 5500 responses
1993-01-01Type of plan entitySingle employer plan
1993-01-01Plan funding arrangement – InsuranceYes
1993-01-01Plan benefit arrangement – InsuranceYes
1992: MILESTONE, INC. LIFE AND AD&D PLAN 1992 form 5500 responses
1992-01-01Type of plan entitySingle employer plan
1992-01-01Plan funding arrangement – InsuranceYes
1992-01-01Plan benefit arrangement – InsuranceYes
1991: MILESTONE, INC. LIFE AND AD&D PLAN 1991 form 5500 responses
1991-01-01Type of plan entitySingle employer plan
1991-01-01Plan funding arrangement – InsuranceYes
1991-01-01Plan benefit arrangement – InsuranceYes
1990: MILESTONE, INC. LIFE AND AD&D PLAN 1990 form 5500 responses
1990-01-01Type of plan entitySingle employer plan
1990-01-01Plan funding arrangement – InsuranceYes
1990-01-01Plan benefit arrangement – InsuranceYes
1989: MILESTONE, INC. LIFE AND AD&D PLAN 1989 form 5500 responses
1989-01-01Type of plan entitySingle employer plan
1989-01-01Plan funding arrangement – InsuranceYes
1989-01-01Plan benefit arrangement – InsuranceYes
1988: MILESTONE, INC. LIFE AND AD&D PLAN 1988 form 5500 responses
1988-01-01Type of plan entitySingle employer plan
1988-01-01First time form 5500 has been submittedYes
1988-01-01Plan funding arrangement – InsuranceYes
1988-01-01Plan 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 1
Insurance contract or identification number165120
Number of Individuals Covered508
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,330
Total amount of fees paid to insurance companyUSD $1,376
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,330
Amount paid for insurance broker fees393
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number165120
Policy instance 1
Insurance contract or identification number165120
Number of Individuals Covered582
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,179
Total amount of fees paid to insurance companyUSD $2,631
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,179
Amount paid for insurance broker fees1384
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number52122
Policy instance 1
Insurance contract or identification number52122
Number of Individuals Covered468
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,397
Total amount of fees paid to insurance companyUSD $32
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $9,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,397
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEES
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number52122
Policy instance 1
Insurance contract or identification number52122
Number of Individuals Covered453
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,281
Total amount of fees paid to insurance companyUSD $32
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $8,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,281
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerFEES
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number52122
Policy instance 1
Insurance contract or identification number52122
Number of Individuals Covered490
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $1,346
Total amount of fees paid to insurance companyUSD $32
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $8,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,346
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerFEES
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number700000
Policy instance 1
Insurance contract or identification number700000
Number of Individuals Covered500
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number700000
Policy instance 1
Insurance contract or identification number700000
Number of Individuals Covered500
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number700000
Policy instance 1
Insurance contract or identification number700000
Number of Individuals Covered500
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10124772
Policy instance 1
Insurance contract or identification number10124772
Number of Individuals Covered500
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,987
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $13,246
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,987
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10124772
Policy instance 1
Insurance contract or identification number10124772
Number of Individuals Covered499
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,850
Total amount of fees paid to insurance companyUSD $253
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,334
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,850
Amount paid for insurance broker fees253
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10124772
Policy instance 1
Insurance contract or identification number10124772
Number of Individuals Covered511
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,685
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,234
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,685
Amount paid for insurance broker fees0
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF008675
Policy instance 1
Insurance contract or identification numberF008675
Number of Individuals Covered492
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $2,049
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $13,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,049
Amount paid for insurance broker fees0
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF008675
Policy instance 1
Insurance contract or identification numberF008675
Number of Individuals Covered478
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $2,295
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $15,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,295
Amount paid for insurance broker fees0
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF008675
Policy instance 1
Insurance contract or identification numberF008675
Number of Individuals Covered471
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $2,284
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $15,224
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,284
Amount paid for insurance broker fees0
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF008675
Policy instance 1
Insurance contract or identification numberF008675
Number of Individuals Covered477
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $1,725
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,499
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,725
Amount paid for insurance broker fees0
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date2003-01-01
Insurance policy end date2003-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date2000-01-01
Insurance policy end date2000-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date1999-01-01
Insurance policy end date1999-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date1998-01-01
Insurance policy end date1998-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date1997-01-01
Insurance policy end date1997-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date1996-01-01
Insurance policy end date1996-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED OF OMAHA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date1995-01-01
Insurance policy end date1995-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date1994-01-01
Insurance policy end date1994-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date1993-01-01
Insurance policy end date1993-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered99
Insurance policy start date1992-01-01
Insurance policy end date1992-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date1991-01-01
Insurance policy end date1991-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date1990-01-01
Insurance policy end date1990-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date1989-01-01
Insurance policy end date1989-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095H1
Policy instance 1
Insurance contract or identification numberG00095H1
Number of Individuals Covered100
Insurance policy start date1988-01-01
Insurance policy end date1988-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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