Benefits broker of record · PETALUMA, CA
PATRIOT GROWTH INS SERVICES, LLC
PATRIOT GROWTH INS SERVICES, LLC of PETALUMA, CA is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
One of 33 offices of PATRIOT GROWTH INS SERVICES LLC.
5 contracts on file name PATRIOT GROWTH INS SERVICES, LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
PATRIOT GROWTH INS SERVICES, LLC brokers 5 insured contracts for 3 employers, all in California.
Health is the largest line (3 contracts), followed by dental (2), vision (2), life (2).
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 40%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., SUTTER HEALTH PLAN 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.
health 3 · dental 2 · vision 2 · life 2
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 |
|---|---|---|---|
| ROCKET EMS | SANTA CLARA, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2023 |
| ROCKET EMS | SANTA CLARA, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2023 |
| ROCKET EMS | SANTA CLARA, CA | PRINCIPAL LIFE INSURANCE COMPANY | Jan 1FY2023 |
| MORRIS DISTRIBUTING COMPANY, INC. | PETALUMA, CA | PRINCIPAL LIFE INSURANCE COMPANY | Jan 1FY2024 |
| STRAUS FAMILY CREAMERY, INC. | PETALUMA, CA | SUTTER HEALTH PLAN | Jan 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 2023–2025 on this page)
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