Benefits broker of record · LEHI, UT
MILLER & WADE INSURANCE AGENCY
MILLER & WADE INSURANCE AGENCY of LEHI, UT is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
Book profile
MILLER & WADE INSURANCE AGENCY brokers 4 insured contracts for 4 employers, across 2 states, led by UT, CA.
Life is the largest line (4 contracts), followed by disability (4), health (2), dental (2).
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 75%); SUN LIFE ASSURANCE COMPANY OF CANADA follow.
Renewals concentrate on January 1: 50% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 4 · disability 4 · health 2 · dental 2 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| TAXHAWK, INC. | PROVO, UT | SUN LIFE ASSURANCE COMPANY OF CANADA | Oct 1FY2025 |
| DIS TECH AMERICA, INC. | FREMONT, CA | PRINCIPAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| IMSAR LLC | SPRINGVILLE, UT | PRINCIPAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ION SOLAR LLC | OREM, UT | PRINCIPAL LIFE INSURANCE COMPANY | Mar 1FY2026 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)
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