Large Group Benefits

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The MBA Difference

Milestone Benefits Agency, Inc. is a full-service brokerage agency where you really do get more than you pay for. We don’t track hours, charge separately for new services, or leave it up to you to implement our recommendations. Full-service to us means being an extension of your Human Resources department by assisting employees directly with claims or benefit questions, building custom benefit websites for your employees to obtain information about their plans, preparing and presenting open enrollment materials, and volunteering to assist when new challenges arise.

However, we understand that outstanding service isn’t enough when it comes to managing your bottom line. We pride ourselves on working with our clients to develop long-term strategic plans with our “outside the box” philosophy. We meet regularly with our clients to monitor their plan performance, discuss opportunities and hurdles associated with industry and legislative changes, evaluate alternative options and paths to achieving their goals and plan for the annual renewal and Request for Proposal process.


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Products Offered

Milestone Benefits Agency has expertise in both fully insured and self insured funding arrangements. We represent a full portfolio of products and services to meet your employee benefit goals while focusing on controlling costs.

  • Medical
  • Dental
  • Vision
  • Group Life and AD&D
  • Voluntary Life and AD&D
  • Short-Term Disability
  • Long-Term Disability
  • Long-Term Care
  • Reimbursement Accounts
    • Health Savings Accounts
    • Health Reimbursement Accounts
    • Flexible Spending Accounts
  • COBRA Administration
  • Employee Assistance Programs
  • Wellness Plans and Administration
  • Worksite Products
    • Accident
    • Cancer
    • Critical Illness
    • Hospital
  • 401k Retirement Plans
  • Benefit Administration Systems
  • Payroll Administration
  • Dependent Audits


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Companies Represented

Milestone Benefits Agency works with numerous insurance and service companies to provide a wide range of products to your company and employees. A sample of these is shown below:

  • Aetna
  • Aflac
  • Anthem
  • Assurant
  • Ceridian
  • Cigna
  • Clinix
  • CoreSource
  • Delta Dental
  • Dental Care Plus
  • Easy Apps
  • EyeMed
  • Flex Bank
  • Form Fire
  • Fort Dearborn Life
  • Golden Rule
  • Guardian
  • Hartford
  • Health Span
  • Humana
  • Infinisource
  • InHealth (Ohio Co-op)
  • Integrated Wellness Solutions
  • Liberty Mutual
  • Lincoln Financial
  • MedBen
  • Medical Mutual of Ohio
  • MetLife
  • MGIS
  • Mutual of Omaha
  • Nippon
  • Pay Flex
  • Principal
  • Prudential
  • RxOC
  • StarMark
  • Sun Life
  • Superior Dental
  • Superior Vision
  • The Jefferson Health Plan
  • The Rite Bite
  • United Healthcare
  • UNUM
  • VSP


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Agency Services

Just as no two employers are alike, we don’t believe in a one size fits all approach to benefits consulting. As outlined in “The MBA Difference” section, we offer a full range of customizable services to our large group clients. These include but aren’t limited to:

  • Developing long-term strategic plans with our “outside the box” philosophy
  • Performing a complete Request for Proposal (RFP) with comparisons, recommendations, considerations and implementation
  • Plan experience reporting, analysis and comparisons
  • Direct employee benefits and claims assistance
  • Building custom benefit websites for your employees to obtain information about their plans
  • Preparing and presenting open enrollment materials
  • Meeting together throughout the year to monitor plan performance, discuss industry and legislative changes and evaluate alternative options
  • Affordable Care Act assistance, materials, calculations and tracking tools


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MBA Connect


MBA Connect is a customized website that can be a valuable resource for time-saving benefits and HR information at your fingertips. It is designed with our clients in mind, combining efficiency with user-friendly tools to streamline your daily work tasks. Highlights include:

Content News Feed
View a steady stream of the latest resources, easily searchable to find what you need, when you need it. Designate Favorite content to quickly find again later, and choose preferences to always receive what matters most to you.

Health Care Reform
Access valuable health care reform resources, including legislative updates, explanations and timelines for you, plus educational materials for employees.

Survey Benchmarking
Determine how your plans compare to other employers across the country.

Communicate with over 300,000 industry peers through an online forum to ask questions and share best practices.

Get exclusive access to comprehensive guides full of federal legislation regarding COBRA, HIPAA, HIPAA Privacy, Section 125, health care reform and FMLA.

Resource Library
Access a vast library of downloadable articles on topics including benefits, HR, wellness and employee communication.

Health and Wellness Newsletters
MBA Connect offers consumer-directed health information in ready-to-print newsletters to help your employees make informed health care decisions.

Resource Links
Find links to a range of vital industry-related websites from the convenience of your MBA Connect site.


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ACA Guidance

On March 23, 2010 the Affordable Care Act (ACA) was signed into law. While the majority of the provisions have been phased in, there are still a number of ongoing employer requirements such as: Annual distribution of required notices, tracking variable hour employees, shared responsibility fees and reporting to the DOL and IRS. We have the tools and resources to assist you with these requirements as they change over time.


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Benefits Audits and Recommendations

Milestone Benefits Agency has created a comprehensive benefits audit to assist employers in evaluating their current employee benefits package. Our goal is to take a 360° view of your employee benefits package to determine:

  • What opportunities exist to lower costs?
  • Are there any gaps or overlaps in coverage?
  • What funding options best suit your company?
  • Are the contribution strategies and plan designs consistent with your organization’s goals?


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Request for information form

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