Benefits broker of record · PALOS VERDES, CA
PATRIOT GROWTH INS. SERVICES, LLC
PATRIOT GROWTH INS. SERVICES, LLC of PALOS VERDES, CA 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, all in California.
Health is the largest line (3 contracts), followed by dental (2), vision (2), life (1).
CALIFORNIA PHYSICIANS SERVICE writes the most contracts in the book (2, about 50%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 75% 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.
health 3 · dental 2 · vision 2 · life 1 · disability 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| JACK NADEL INTERNATIONAL | CULVER CITY, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
| OCEANAIR FEDERAL CREDIT UNION | OXNARD, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2025 |
| JACK NADEL INTERNATIONAL | CULVER CITY, CA | CALIFORNIA PHYSICIANS SERVICE | Jan 1FY2024 |
| SIMPLEHUMAN, LLC | TORRANCE, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Sep 1FY2025 |
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)
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