Welfare broker

MILES FINANCIAL GROUP & INSURANCE

Mailing address (most recent filing)
6416 W. 4425 S.
HOOPER, UT 84315
Total comp
$85K
Commissions
$15K
Fees
$70K
Filings
2
Sponsors
2

Miles Financial Group & Insurance at a glance

Miles Financial Group & Insurance appears as a broker on 2 Form 5500 Schedule A filings for 2 employer sponsors. Insurers reported $85K in commissions and fees paid to Miles Financial Group & Insurance. Most client plans are sponsored in UT. The most common carriers in the book are Usable Life and Cigna Health and Life Insurance Company. The largest clients include Trace Minerals Opco, LLC..

Primary-broker plans
2
Covered premium
$3.0M
Market share
0.001%
Of all reported broker comp

Top 2 client plans

Plans where Miles Financial Group & Insurance is the primary broker on the latest filing

SponsorStatePremiumCovered
Trace Minerals Opco, LLC.UT$1.5M171
Trace Minerals Opco, LLC.UT$11K124

Top client states

  1. UT2 plans

Frequently asked questions

Who uses Miles Financial Group & Insurance?
2 employer sponsors list Miles Financial Group & Insurance as a broker on Schedule A of Form 5500. The largest clients include Trace Minerals Opco, LLC.. Most client plans are sponsored in UT.
How many employer plans does Miles Financial Group & Insurance serve?
Miles Financial Group & Insurance appears on 2 Schedule A filings for 2 employer health and welfare plan sponsors.
How much does Miles Financial Group & Insurance earn?
Insurers reported $85K in total compensation paid to Miles Financial Group & Insurance: $15K in commissions and $70K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

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1-2 of 2 sponsors where MILES FINANCIAL GROUP & INSURANCE is the primary broker (latest filing per plan)

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