Miller & Wade Insurance Agency
Lehi, UT
Miller & Wade Insurance Agency of Lehi, UT is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $123,318 in reported broker commissions (plan year 2025).
Quick answer
Miller & Wade Insurance Agency (Lehi, UT) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Miller & Wade Insurance Agency have?
- Miller & Wade Insurance Agency is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
- Who are Miller & Wade Insurance Agency's largest employer clients?
- By plan participants, the largest include Ion Solar LLC (307 participants), Taxhawk, Inc. (147 participants) and Imsar LLC (136 participants).
- How much does Miller & Wade Insurance Agency earn in commissions?
- Insurers reported $123,318 in broker commissions and $1,248 in fees paid to Miller & Wade Insurance Agency for plan year 2025, per Schedule A Part 1.
- Where is Miller & Wade Insurance Agency located?
- Miller & Wade Insurance Agency is based in Lehi, UT and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Miller & Wade Insurance Agency on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Ion Solar LLC | UT | 307 | 2026-02-28 |
| Taxhawk, Inc. | UT | 147 | 2025-12-31 |
| Imsar LLC | UT | 136 | 2025-12-31 |
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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.