Benefits broker of record
PATRIOT GROWTH INS SERVICES, LLC
PATRIOT GROWTH INS SERVICES, LLC is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 33 offices of PATRIOT GROWTH INS SERVICES LLC.
Book profile
PATRIOT GROWTH INS SERVICES, LLC brokers 4 insured contracts for 3 employers, across 3 states, led by CA, IL, VA.
Dental is the largest line (1 contract), followed by life (1), disability (1), stop-loss (1).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 50%); BLUECROSS BLUESHIELD OF ILLINOIS, UNITED CONCORDIA INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 1 · life 1 · disability 1 · stop-loss 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| KENNICOTT BROTHERS COMPANY | CHICAGO, IL | BLUECROSS BLUESHIELD OF ILLINOIS | Jan 1FY2024 |
| ALESIG CONSULTING, LLC | FAIRFAX, VA | UNITED CONCORDIA INSURANCE COMPANY | Jan 1FY2025 |
| THE CENTER FOR EARLY EDUCATION | WEST HOLLYWOOD, CA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2024 |
| THE CENTER FOR EARLY EDUCATION | WEST HOLLYWOOD, CA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2024 |
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)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both