Welfare broker

PARAGON PARTNERS LTD

Mailing address (most recent filing)

9420 EAST DOUBLETREE RANCH ROAD

SUITE C-103

SCOTTSDALE, AZ 85258

Total comp: $1.7M
Commissions: $1.3M
Fees: $359K
Filings: 138
Sponsors: 138

Carrier mix

Where PARAGON PARTNERS LTD places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY33.3%
UNITED HEALTHCARE INSURANCE COMPANY33.3%
PRINCIPAL LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$935K	33.3%
UNITED HEALTHCARE INSURANCE COMPANY	1	$402K	33.3%
PRINCIPAL LIFE INSURANCE COMPANY	1	$0	33.3%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
AZ	2	$1.3M	0.1%	57.27x
UT	1	$0	0.1%	43.82x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of PARAGON PARTNERS LTD's plans by broker comp / premium ratio. Median 6.33% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of PARAGON PARTNERS LTD's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where PARAGON PARTNERS LTD is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SUNSHINE RESIDENTIAL HOMES, INC. SUNSHINE RESIDENTIAL HOMES HSA PLAN	AZ	$402K	$36K	UNITED HEALTHCARE INSURANCE COMPAMY
COMMONWEALTH CASUALTY COMPANY COMMONWEALTH CASUALTY COMPANY WELFARE BENEFIT PLAN	AZ	$935K	$34K	UNITEDHEALTHCARE INSURANCE COMPANY
SIDWELL AIR FREIGHT, INC SIDWELL AIR FREIGHT, INC	UT	$0	$5K	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$935K

33.3%

UNITED HEALTHCARE INSURANCE COMPANY

$402K

33.3%

PRINCIPAL LIFE INSURANCE COMPANY

33.3%

State

Plans

Premium

State share

Index

$1.3M

0.1%

57.27x

0.1%

43.82x

Sponsor

Loc

Premium

Comp

Carrier

SUNSHINE RESIDENTIAL HOMES, INC.

SUNSHINE RESIDENTIAL HOMES HSA PLAN

$402K

$36K

UNITED HEALTHCARE INSURANCE COMPAMY

COMMONWEALTH CASUALTY COMPANY

COMMONWEALTH CASUALTY COMPANY WELFARE BENEFIT PLAN

$935K

$34K

UNITEDHEALTHCARE INSURANCE COMPANY

SIDWELL AIR FREIGHT, INC

$5K

PRINCIPAL LIFE INSURANCE COMPANY