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Benefits broker of record · SCOTTSDALE, AZ

PARAGON PARTNERS LTD

PARAGON PARTNERS LTD of SCOTTSDALE, AZ is named as the broker of record on 62 insurance contracts in public Form 5500 Schedule A filings.

One of 2 offices of PARAGON PARTNERS LTD.

Contracts brokered
62
Book size
$100k–1M
Office state
AZ

62 contracts on file name PARAGON PARTNERS LTD as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

PARAGON PARTNERS LTD brokers 62 insured contracts for 56 employers, across 9 states, led by AZ, UT, NM.

Health is the largest line (45 contracts), followed by life (35), dental (34), vision (34).

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (30, about 48%); UNITEDHEALTHCARE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY, DELTA DENTAL OF ARIZONA follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 48% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 45 · life 35 · dental 34 · vision 34 · disability 24

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
HENDERSON NEVADA CHAMBER OF COMMERCE, INC.HENDERSON, NVHEALTH PLAN OF NEVADAJan 1FY2024
TRUSTEES OF RESTAURANT & HOSPITALITY ASSOCIATION BENEFIT TRCHICAGO, ILUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
THE LOAN STORE, INCTUCSON, AZUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
FST HOLDINGS LLCCHANDLER, AZUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
THE CERBEREAN GROUP LLCGUADALUPE, AZUNITEDHEALTHCARE INSURANCE COMPANYAug 1FY2025
Subscriber access
51

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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