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Milestone Benefits Agency INC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Powell · Ohio
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Ownership history

  • Ownership change documented · as of date of the public record · Milestone Medical Care, Inc. sold to Anthem

Historical event. Not a sale signal, and it does not rule out future candidacy if new evidence supports it.

Milestone Benefits Agency INC is a licensed insurance agency licensed in Powell, OH. Lines listed: Employee benefits consulting. Founding or history: 1998. Agency Match assessments based on public information: Business Partnerships low. 13 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
  • Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
  • Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
  • Carrier partnerships: based on carriers named on the agency's website.
  • Looking to Buy: not enough public facts for a score.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: not enough public facts for a score.
  • Business Partnerships: scored from specialties, markets and carriers published on the agency's website.

Research

Detailed profile

Geography

1 documented offices

Ownership events

1

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Insufficient Evidence

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Why: Three or more named leaders; public history of 15+ years in business or in the industry

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Three or more named leaders (supporting)+10 pts
  2. Public history of 15+ years in business or in the industry (supporting)+5 pts

Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 4 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Low · 5

Acquisition Research Fit is low. Formation year 1998 is on a verified record (28 years in operation). The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

Transition signals

  • A completed transfer of this agency is on file. It is not current willingness.

Countervailing evidence: A completed transfer of this agency is on file. It is not current willingness.

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Public history of 15+ years in business or in the industry; three or more named leaders

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Public history of 15+ years in business or in the industry (supporting)+10 pts
  2. Three or more named leaders (supporting)+5 pts

Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 4 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Low · 30

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Agency Match score: 30/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; several documented lines of business

  • Niche specialty line documented · Medical, Prescription, Dental, Vision, Life, Disability, LTC, COBRA, FSA, HSA, HRA, Telemedicine, Pet Insurancmilestonebenefits.com
  • Several documented lines of business · Employee benefits consultingmilestonebenefits.com
What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Niche specialty line documented+20 pts
    • Medical, Prescription, Dental, Vision, Life, Disability, LTC, COBRA, FSA, HSA, HRA, Telemedicine, Pet Insurance, Wellnesmilestonebenefits.com
  2. Several documented lines of business (supporting)+10 pts

Total: 30 points → Agency Match score 30/100, rated Low (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 4 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

Ohio resident business-entity license (NPN 2212733), licensed at Powell, OH

gateway.insurance.ohio.gov
ChannelUnknown

Licensed agency · channel not confirmed

No published statement found yet saying whether this agency is independent or represents one carrier.

OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Website: www.milestonebenefits.com

Locations & footprint

Powell, Ohio

Operating office

PublishedBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Employee benefits consultingFounding: 1998

Story so far

  1. —

    Milestone Medical Care, Inc. sold to Anthem

    Published

People & affiliations

Kent Bermingham Sr: Founder & CEOPublished

Kent Bermingham Sr Founder & CEO Kent Bermingham (aka Kent Sr.) founded Milestone Benefits Agency, Inc. in 1998 and still serves as the company’s CEO.

Kent Bermingham II: PresidentPublished

Kent Bermingham II, MBA, CPA (Inactive) President Kent Bermingham II (aka Kent Jr.) joined MBA in 1999 and on January 1, 2009 was named the new President.

Brenton Meininger: Director of Business DevelopmentPublished

Brenton joined Milestone Benefits Agency, Inc. in 2018 as the Director of Business Development.

Chad Smith: Vice PresidentIncomplete

Chad joined Milestone Benefits Agency, Inc. in July of 2003 and has served as a Vice President since that time.

Stacy Green: Director of Client ServicesIncomplete

Stacy joined Milestone Benefits Agency, Inc. in March, 2000 and served as a Vice President and then Executive Vice President until transitioning to as Director of Client Services in 2015.

Names & entities

MILESTONE BENEFITS AGENCY INCRecord

Legal name on license record

Facts from published sources (13 verified, 2 unverified)

FoundingPublicly sourced

1998

“Specializing in employee benefits consulting since 1998”
milestonebenefits.com
Office locationPublicly sourced

521 Village Park Drive Powell, Ohio 43065

“Our Location: 521 Village Park Drive Powell, Ohio 43065”
milestonebenefits.com
CarrierPublicly sourced

Smart Partner of Benefit Advisors Network

“Milestone Benefits Agency, Inc. (MBA) is a proud “Smart Partner” of the Benefit Advisors Network (BAN)”
milestonebenefits.com
Line of businessPublicly sourced

Employee benefits consulting

“Specializing in employee benefits consulting since 1998”
milestonebenefits.com
Line of businessPublicly sourced

Medical, Prescription, Dental, Vision, Life, Disability, LTC, COBRA, FSA, HSA, HRA, Telemedicine, Pet Insurance, Wellness, EAP, Legal, Payroll

“Medical Prescription Dental Vision Life and Accidental Death & Dismemberment (AD&D) Short-Term Disability (STD) Long-Term Disability (LTD) Long-Term Care (LTC) COBRA 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”
milestonebenefits.com
Line of businessPublicly sourced

Consulting, Compliance, Technology, Education

“Lines of Coverage Consulting Services Compliance and Reporting Technology Education”
milestonebenefits.com
FoundingPublicly sourced

1998

“Kent Bermingham (aka Kent Sr.) founded Milestone Benefits Agency, Inc. in 1998 and still serves as the company’s CEO.”
milestonebenefits.com
LeadershipPublicly sourced

Kent Bermingham Sr: Founder & CEO

“Kent Bermingham Sr Founder & CEO Kent Bermingham (aka Kent Sr.) founded Milestone Benefits Agency, Inc. in 1998 and still serves as the company’s CEO.”
milestonebenefits.com
LeadershipPublicly sourced

Kent Bermingham II: President

“Kent Bermingham II, MBA, CPA (Inactive) President Kent Bermingham II (aka Kent Jr.) joined MBA in 1999 and on January 1, 2009 was named the new President.”
milestonebenefits.com
LeadershipPublicly sourced

Brenton Meininger: Director of Business Development

“Brenton joined Milestone Benefits Agency, Inc. in 2018 as the Director of Business Development.”
milestonebenefits.com
Office locationPublicly sourced

521 Village Park Drive Powell, Ohio 43065

“Our Location: 521 Village Park Drive Powell, Ohio 43065”
milestonebenefits.com
AcquisitionPublicly sourced

Milestone Medical Care, Inc. sold to Anthem

“In the early 90’s he formed Milestone Medical Care, Inc. which established one of the early Preferred Provider Organization in Central Ohio and was eventually sold to Anthem.”
milestonebenefits.com
Line of businessPublicly sourced

Lines of business: July 8, 2026: Surviving a DOL Audit of your Group Health Plan in 2026

“July 8, 2026: Surviving a DOL Audit of your Group Health Plan in 2026”
milestonebenefits.com
Show 2 unverified facts (did not pass QA)
LeadershipDid not pass QA

Chad Smith: Vice President

“Chad joined Milestone Benefits Agency, Inc. in July of 2003 and has served as a Vice President since that time.”

QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.

milestonebenefits.com
LeadershipDid not pass QA

Stacy Green: Director of Client Services

“Stacy joined Milestone Benefits Agency, Inc. in March, 2000 and served as a Vice President and then Executive Vice President until transitioning to as Director of Client Services in 2015.”

QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.

milestonebenefits.com