How big is The Milner Insurance Group LLC's plan?

The Milner Insurance Group LLC's plan reported $53K in assets and 3 participants for 2025.

Original filing (PDF)20260427220841NAL0005147075019

The Milner Insurance Group LLC

Name: The Milner Insurance Group LLC — The Milner, Form 5500 (2025)
Creator: The Milner Insurance Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Milner Insurance Group LLC 401(k) Plan

401(k) retirement plan · The Milner Insurance Group LLC's The Milner Insurance Group LLC 401(k) Plan held $53K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

Plan identifiers

The Milner Insurance Group LLC's EIN is 81-3457485.

EIN 81-3457485

Plan number 001

Plan year 2025

ACK ID 20260427220841NAL0005147075019

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Milner Insurance Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Milner Insurance Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MILNER INSURANCE GROUP LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score