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Benefits brokerage · 2 offices

PARAGON PARTNERS LTD

PARAGON PARTNERS LTD is named as the broker of record on 63 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
63
Carriers
7

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
SCOTTSDALEAZ62
No city on file—1

Book profile

PARAGON PARTNERS LTD brokers 63 insured contracts for 57 employers, across 9 states, led by AZ, UT, NM.

Health is the largest line (46 contracts), followed by life (36), dental (35), vision (35).

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (31, about 49%); 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 46 · life 36 · dental 35 · vision 35 · disability 25

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

EmployerLocationOfficeCarrierRenews
HENDERSON NEVADA CHAMBER OF COMMERCE, INC.HENDERSON, NVSCOTTSDALE, AZHEALTH PLAN OF NEVADAJan 1FY2024
TRUSTEES OF RESTAURANT & HOSPITALITY ASSOCIATION BENEFIT TRCHICAGO, ILSCOTTSDALE, AZUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2024
THE LOAN STORE, INCTUCSON, AZSCOTTSDALE, AZUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
FST HOLDINGS LLCCHANDLER, AZSCOTTSDALE, AZUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
THE CERBEREAN GROUP LLCGUADALUPE, AZSCOTTSDALE, AZUNITEDHEALTHCARE INSURANCE COMPANYAug 1FY2025
Subscriber access
52

more employers in PARAGON PARTNERS LTD's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

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)