Fundz
Fundz
Benefits Intelligence/Broker Directory/Ohio

Katie Miracle Agency

Loveland, OH

Katie Miracle Agency of Loveland, OH is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $7,300 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
2
Reported commissions
$7,300
plan year 2025

Quick answer

Katie Miracle Agency (Loveland, OH) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Katie Miracle Agency have?
Katie Miracle Agency is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Katie Miracle Agency's largest employer clients?
By plan participants, the largest include Superior Credit Union, Inc. (312 participants), Robbins, Inc. (179 participants) and Kenton Housing, Inc. D/B/A Rosedale Manor Nursing Home (114 participants).
How much does Katie Miracle Agency earn in commissions?
Insurers reported $7,300 in broker commissions paid to Katie Miracle Agency for plan year 2025, per Schedule A Part 1.
Where is Katie Miracle Agency located?
Katie Miracle Agency is based in Loveland, OH and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Katie Miracle Agency on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Superior Credit Union, Inc.OH3122025-12-31
Robbins, Inc.OH1792024-12-31
Kenton Housing, Inc. D/B/A Rosedale Manor Nursing HomeKY1142025-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Ohio

All brokers in Ohio →

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.