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Benefits broker of record · FORT WASHINGTON, PA

PATRIOT GROWTH INSURANCE SER

PATRIOT GROWTH INSURANCE SER of FORT WASHINGTON, PA is named as the broker of record on 9 insurance contracts in public Form 5500 Schedule A filings.

One of 6 offices of PATRIOT GROWTH INSURANCE SER.

Contracts brokered
9
Book size
$10k–100k
Office state
PA

9 contracts on file name PATRIOT GROWTH INSURANCE SER 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 INSURANCE SER brokers 9 insured contracts for 8 employers, across 5 states, led by CO, FL, CA.

Life is the largest line (2 contracts), followed by disability (1).

PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD writes the most contracts in the book (6, about 67%); PRE-PAID LEGAL SERVICE DBA LEGALSHIELD, PRE-PAID LEGAL SERVICES INC DBA LEGALSHEILD, SUN LIFE ASSURANCE COMPANY OF CANADA follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 44% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 2 · disability 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
EMPYREAL ENTERPRISES, LLCENGLEWOOD, COSUN LIFE ASSURANCE COMPANY OF CANADAAug 1FY2025
ICR, INC.AURORA, COPRE-PAID LEGAL SERVICE DBA LEGALSHIELDJun 1FY2025
SONNY'S ENTERPRISESTAMARAC, FLPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELDJan 1FY2025
EMPYREAL ENTERPRISES, LLCENGLEWOOD, COPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELDAug 1FY2025
SAELA HOLDINGS, LLCOREM, UTPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELDJan 1FY2025
Subscriber access
4

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

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