Milestone Benefits Agency Inc
Powell, OH
Milestone Benefits Agency Inc of Powell, OH is the broker of record on 13 Form 5500 Schedule A filings covering 8 employer benefit plans, with $788,546 in reported broker commissions (plan year 2025).
Quick answer
Milestone Benefits Agency Inc (Powell, OH) is the broker of record for 8 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Milestone Benefits Agency Inc have?
- Milestone Benefits Agency Inc is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors.
- Who are Milestone Benefits Agency Inc's largest employer clients?
- By plan participants, the largest include Cardington Yutaka Technologies, Inc. (745 participants), American Kenda Rubber Ind Co Ltd (555 participants) and Southeast, Inc. (473 participants).
- How much does Milestone Benefits Agency Inc earn in commissions?
- Insurers reported $788,546 in broker commissions and $442,500 in fees paid to Milestone Benefits Agency Inc for plan year 2025, per Schedule A Part 1.
- Where is Milestone Benefits Agency Inc located?
- Milestone Benefits Agency Inc is based in Powell, OH.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Milestone Benefits Agency Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Cardington Yutaka Technologies, Inc. | OH | 745 | 2025-03-31 |
| American Kenda Rubber Ind Co Ltd | OH | 555 | 2026-05-31 |
| Southeast, Inc. | OH | 473 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.