Value Beyond Benefits

Diving Deeper to Minimize Cost and Maximize Value

Specializing in employee benefits consulting since 1998

An employee benefit program is much like an iceberg. What an employee sees is only the “tip of the iceberg” while employers are responsible for the 90% that lies beneath the surface. At Milestone Benefits Agency, our “Value Beyond Benefits” is built from the bottom up to support everything you do for your employees’ benefits program. Shopping your plans and negotiating the best cost for the right benefits is just the beginning. We dive deeper to support you and your organization with compliance, communications, reporting, benefit administration, strategic planning, open enrollment, employee service, employee education and more.

Three Simple Words. One Results Driven Solution.


  • Administrative inefficiencies
  • Compliance gaps and concerns
  • Unnecessary costs
  • ACA and other legislative concerns
  • Insurance confusion and misconceptions
  • Inefficient usage of healthcare dollars


  • Cost effective solutions to everyday employee benefit needs
  • Sustainable benefit plan strategies
  • Cost reduction strategies
  • Greater utilization of tools and resources
  • Promotion of health and wellness
  • Smarter healthcare consumerism
  • Increased lines of communication/channels


  • Employers on best practices for plan administration
  • Employers and employees on the impact of legislative changes
  • Employees to get the best value out of their benefit plan
  • Employees on available tools and resources
  • Employees on healthcare consumerism best practices

Portfolio of Services

  • Medical
  • Prescription
  • Dental
  • Vision
  • Life and Accidental Death & Dismemberment (AD&D)
  • Short-Term Disability (STD)
  • Long-Term Disability (LTD)
  • Long-Term Care (LTC)
  • Flexible Spending Accounts (FSA)
  • Health Savings Accounts (HSA)
  • Health Reimbursement Accounts (HRA)
  • Worksite Benefits (Accident, Critical Illness, Cancer)
  • Telemedicine
  • Pet Insurance
  • Voluntary Benefits
  • Wellness Plans
  • Employee Assistance Programs (EAP)
  • Prepaid Legal
  • Payroll Services
  • On-Site Clinics
  • Compliance Audit
  • Benefit Plan Audit
  • Insurance Company/Rate Negotiation
  • Request for Proposal (RFP)
  • Collective Bargaining Assistance
  • Strategic Planning and Forecasting
  • Benchmarking/Modeling
  • Insurance Committee Facilitation
  • Benefit and Wellness Functions
  • HIPAA Training
  • 5500 Reporting
  • Dedicated Customer Service
  • Benefit Specific Discount Negotiation
  • Department of Labor (DOL) Audit Preparation
  • Medicare Part D Requirements
  • PCORI Filing Assistance
  • Variable Hour Tracking
  • Affordable Care Act (ACA) Reporting (1094/1095)
  • Summary Plan Description (SPD) Creation
  • Compliance Suite
  • Legislative Notice(s) Distribution
  • Benefit Administration Systems
  • Self-Billing Database Creation
  • Employee Benefit Websites
  • HR360
  • MyWave Connect
  • Ad Hoc/Customized Reporting
  • Individual Webinars and Webinar Series
  • Employee Professional Development Meetings
  • Insurance Committee Participation
  • Individual Webinars and Webinar Series
  • New Hire and Open Enrollment
  • Legislative and Compliance impact
  • Procedures for Resolving Complaints and Appealing Decisions
  • Enrollment Tools for Timely and Appropriate Benefit Plan Selection
  • Wellness and Health Improvement Opportunities
  • Proper Provider Network Utilization
  • Unnecessary Cost Incurrence

Live Webinars

May 25: Transparency Update: What’s New with the CAA and Transparency in Coverage rules?

 What's New with the CAA and Transparency in  Coverage rules?Wednesday...

April 27: How to Prepare for a DOL Audit

 How to Prepare for a DOL AuditWednesday 4/27 Eastern: 2:00 pm to 3:00 pm...

April 20: Cybersecurity: The Before and After You Have Been Breached

 The Before and After You Have Been BreachedWednesday 4/20 Eastern: 2:00...

March 23: What You Need to Know – Data Integrations

What You Need to Know - Data IntegrationsWednesday 3/23 Eastern: 2:00 pm...

March 9: 5 Ways to Win More Often: Knowing the Underwriting Game

 5 Ways to Win More Often: knowing the Underwriting GameWednesday 3/9...

February 23: HIPAA Privacy & Security Overview

HIPAA Privacy and Security OverviewFebruary 23, 2022 Eastern:2:00 pm to...

February 9th: Human Capital Trends Management Update

 Human Capital Management Trends UpdateWednesday 2/9 Eastern: 2:00 pm to...

January 12th: Overview of ACA Reporting Requirements

Overview of ACA Reporting Requirements Wednesday 1/12 Eastern: 2:00 pm to...

December 8, 2021: End of Year Compliance Roundup

 End of Year Compliance RoundupWednesday 12/8 Eastern: 12:00 pm to 1:00...

November 10, 2021: HR for 2022

 HR For 2022 Wednesday 11/10 Eastern: 12:00 pm to 1:00 pm   ...

Get Smart. Stay Smart.

Milestone Benefits Agency, Inc. (MBA) is a proud “Smart Partner” of the Benefit Advisors Network (BAN), the premier nationally credentialed network of over 130 independent benefit advisory & consulting companies. Through best practice sharing, resources and subject matter experts, MBA delivers industry leading tools, technology and expertise to our clients.

Subject Matter Expert Videos

Our Customers Say It Best…

Professional relationships are built on confidence and trust: qualities I am not willing to sacrifice. MBA’s enthusiasm, dedication, product knowledge and professionalism is a step above their peers.


As the Treasurer of the district, I have always been impressed with the professionalism that my representatives from MBA display in meetings. In the past few years, we have made significant changes to the health plan design. MBA and I have led the staff information meetings and they are always patient but assertive when necessary with the disgruntled employees.


In the seven years we have worked together, you have always been professional and you have been able to make what seems complicated into something we can all understand and has enabled us to make good decisions.  

It has been a joy to work with someone so passionate, calm and professional all at the same time.  It’s clear that your dedication to your customers makes a huge positive impact.


Our Location:

521 Village Park Drive
PO Box 2038 
Powell, Ohio 43065

Contact Info:

614.431.9540 (Phone)
614.844.5364 (Fax)

Hours of Operation:

M-F: 8:00 - 5:00 Eastern