PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PARAGON HEALTH, P.C.
Sponsor portfolio

PARAGON HEALTH, P.C.

EIN 38-3309299-Latest filing 2025
Plans
2
Retirement
1
$62.6M assets
Welfare
1
$1.5M premiums
Participants
501
6938 ELM VALLEY DR, STE 105 - KALAMAZOO, MI 49009269-341-4554paragonhealthpc.comLinkedIn201-500 employees
Plans on this EIN
2 filings
#001401k-$62.6M - 236 part#502Mixed-$1.5M - 262 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 262 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Short-term disability$56K
  • Long-term disability$37K
  • Life$18K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • PRIORITY HEALTH92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • HARTFORD LIFE AND ACCIDENT1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • JAMES C. TEACHOUT68%
  • ROSE STREET ADVISORS LLC32%
Total $43K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PARAGON HEALTH, P.C. PROFIT SHARING 401(K) PLAN

401k

Assets$62.6M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PARAGON HEALTH HRA PLAN

Mixed - PRIORITY HEALTH

Premiums$1.5M
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARAGON HEALTH, P.C. PROFIT SHARING 401(K) PLAN401k$62.6M2362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PARAGON HEALTH HRA PLANMixedPRIORITY HEALTH$1.5M2622025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica