Welfare broker

MILLER & WADE INSURANCE AGENCY

Mailing address (most recent filing)

3200 W CLUBHOUSE DR

STE 225

LEHI, UT 84043

Total comp: $241K
Commissions: $230K
Fees: $10K
Filings: 5
Sponsors: 5

Carrier mix

Where MILLER & WADE INSURANCE AGENCY places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

SELECTHEALTH50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SELECTHEALTH	1	$2.1M	50.0%
BLUE CROSS OF CALIFORNIA	1	$0	50.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
UT	2	$2.1M	0.2%	131.45x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of MILLER & WADE INSURANCE AGENCY's plans by broker comp / premium ratio. Median 4.40% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of MILLER & WADE INSURANCE AGENCY's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where MILLER & WADE INSURANCE AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SOLUTION SERVICES, INC. SOLUTION SERVICES, INC CAFETERIA PLAN	UT	$0	$196K	REGENCE BLUE CROSS BLUE SHIELD
TAXHAWK, INC. TAXHAWK, INC.	UT	$2.1M	$93K	SELECTHEALTH

Carrier

Plans

Premium

SELECTHEALTH

$2.1M

50.0%

BLUE CROSS OF CALIFORNIA

50.0%

State

Plans

Premium

State share

Index

$2.1M

0.2%

131.45x

Sponsor

Loc

Premium

Comp

Carrier

SOLUTION SERVICES, INC.

SOLUTION SERVICES, INC CAFETERIA PLAN

$196K

REGENCE BLUE CROSS BLUE SHIELD

TAXHAWK, INC.

$2.1M

$93K

SELECTHEALTH