Welfare broker

PARAGON RISK ADVISERS, LLC

Mailing address (most recent filing)

30 ADDISON LANE

MORELAND HILLS, OH 44022

Total comp: $83K
Commissions: $83K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where PARAGON RISK ADVISERS, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY33.3%
HARTFORD LIFE AND ACCIDENT33.3%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.4M	33.3%
HARTFORD LIFE AND ACCIDENT	1	$367K	33.3%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$46K	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
OH	2	$413K	0.0%	5.15x
UT	1	$1.4M	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 RISK ADVISERS, LLC's plans by broker comp / premium ratio. Median 10.75% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where PARAGON RISK ADVISERS, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MYPLANADVOCATE INSURANCE SOLUTIONS, INC. MYPLANADVOCATE EMPLOYEE BENEFIT PROGRAM	UT	$1.4M	$76K	UNITEDHEALTHCARE INSURANCE COMPANY
STATE INDUSTRIAL PRODUCTS CORPORATION STATE INDUSTRIAL PRODUCTS CORPORATION	OH	$367K	$39K	HARTFORD LIFE AND ACCIDENT
INTEGRITY REALTY GROUP LLC INTEGRITY REALTY GROUP	OH	$46K	$5K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$1.4M

33.3%

HARTFORD LIFE AND ACCIDENT

$367K

33.3%

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

$46K

33.3%

State

Plans

Premium

State share

Index

$413K

0.0%

5.15x

$1.4M

0.1%

43.82x

Sponsor

Loc

Premium

Comp

Carrier

MYPLANADVOCATE INSURANCE SOLUTIONS, INC.

MYPLANADVOCATE EMPLOYEE BENEFIT PROGRAM

$1.4M

$76K

UNITEDHEALTHCARE INSURANCE COMPANY

STATE INDUSTRIAL PRODUCTS CORPORATION

$367K

$39K

HARTFORD LIFE AND ACCIDENT

INTEGRITY REALTY GROUP LLC

INTEGRITY REALTY GROUP

$46K

$5K

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY