Benefits broker of record · HUNTINGTON BEACH, CA
PATRIOT GROWTH INSURANCE SERVICES
PATRIOT GROWTH INSURANCE SERVICES of HUNTINGTON BEACH, CA is named as the broker of record on 17 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
17
Book size
$100k–1M
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| VISTA POINT FINANCIAL HOLDINGS | CALIFORNIA PHYSICIANS SERVICE | December |
| VISTA POINT FINANCIAL HOLDINGS | PRINCIPAL LIFE INSURANCE COMPANY | December |
| BRIDGEWATER CONSULTING GROUP | PRINCIPAL LIFE INSURANCE COMPANY | June |
| WESTCLIFF MANAGEMENT GROUP | PRINCIPAL LIFE INSURANCE COMPANY | December |
| CORPORATE IT SOLUTIONS, INC. | PRINCIPAL LIFE INSURANCE COMPANY | November |
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12 more plans in PATRIOT GROWTH INSURANCE SERVICES's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A