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Benefits Intelligence/Broker Directory/Utah

Miles Financial Group & Insurance

Hooper, UT

Miles Financial Group & Insurance of Hooper, UT is the broker of record on 4 Form 5500 Schedule A filings covering 1 employer benefit plans, with $20,732 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$20,732
plan year 2025
Reported fees
$125,983

Quick answer

Miles Financial Group & Insurance (Hooper, UT) is the broker of record for 1 employer benefit plan sponsor on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Miles Financial Group & Insurance have?
Miles Financial Group & Insurance is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Miles Financial Group & Insurance's largest employer clients?
By plan participants, the largest include Trace Minerals Opco, LLC. (127 participants).
How much does Miles Financial Group & Insurance earn in commissions?
Insurers reported $20,732 in broker commissions and $125,983 in fees paid to Miles Financial Group & Insurance for plan year 2025, per Schedule A Part 1.
Where is Miles Financial Group & Insurance located?
Miles Financial Group & Insurance is based in Hooper, UT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Miles Financial Group & Insurance 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
Trace Minerals Opco, LLC.UT1272025-12-31

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Other benefits brokers in Utah

  • Gbs Benefits Inc: 200 employer clients, $21,827,558 reported commissions (South Salt Lake)
  • Mgis: 120 employer clients, $276 reported commissions (Salt Lake City)
  • Moreton & Company: 87 employer clients, $4,887,605 reported commissions (Salt Lake City)
  • Fred A. Moreton & Company: 80 employer clients, $2,896,477 reported commissions (Salt Lake City)
  • Trucordia Insurance Services LLC: 73 employer clients, $1,471,852 reported commissions (Lindon)
  • Leavitt Group Insur Advisors Inc: 37 employer clients, $394 reported commissions (Salt Lake City)
  • Employee Choice Solutions: 35 employer clients, $474,313 reported commissions (Salt Lake City)
  • Diversified Insurance Group: 31 employer clients, $442,280 reported commissions (Salt Lake City)

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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.