| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PARAGON PARTNERS LTD3 Filed as: PARAGON PARTNERS | 9420 EAST DOUBLETREE RANCH ROAD SUITE C103 SCOTTSDALE, AZ 85258 | UNITEDHEALTHCARE INSURANCE COMPANY | $10K | $186 | $10K | 2.21% |
| PARAGON PARTNERS LTD3 Filed as: PARAGON PARTNERS | 257 EAST 200 SOUTH, SUITE 100 SALT LAKE CITY, UT 84111 | HUMANA INSURANCE COMPANY | $2K | $0 | $2K | 3.88% |
| PARAGON PARTNERS LTD3 Filed as: PARAGON PARTNERS | 9420 EAST DOUBLETREE RANCH ROAD SUITE C103 SCOTTSDALE, AZ 85258 | HUMANA INSURANCE COMPANY | $908 | $0 | $908 | 2.13% |
| PARAGON PARTNERS LTD3 Filed as: PARAGON PARTNERS | 9420 EAST DOUBLETREE RANCH ROAD SUITE C103 SCOTTSDALE, AZ 85258 | HEALTHIEST YOU | $718 | $0 | $718 | 25.02% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 153 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 153 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 153 | $448K |
| Dental | HUMANA INSURANCE COMPANY | 52 | $43K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 153 | $448K |
| Prescription drug | UNITEDHEALTHCARE INSURANCE COMPANY | 153 | $448K |
| Other | HEALTHIEST YOU | 13 | $3K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 153 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.