Benefits broker of record · NEEDHAM, MA
PATRIOT GROWTH INSURANCE SERVICES
PATRIOT GROWTH INSURANCE SERVICES of NEEDHAM, MA is named as the broker of record on 9 insurance contracts in public Form 5500 Schedule A filings.
Book profile
PATRIOT GROWTH INSURANCE SERVICES brokers 9 insured contracts for 3 employers covering 547 people, all in MA.
Dental is the largest line (2 contracts), followed by vision (2), health (1), life (1).
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. writes the most contracts in the book (1, about 11%); EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., PRINCIPAL LIFE INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSRUANCE COMPANY follow.
Renewals concentrate in December — 56% of contracts — so most of the book comes up for review at once.
dental 2 · vision 2 · health 1 · life 1 · disability 1
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| RUBIN AND RUDMAN LLP | BOSTON, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | December |
| SCIENTIFIC SYSTEMS COMPANY, INC. | BURLINGTON, MA | PRINCIPAL LIFE INSURANCE COMPANY | November |
| RUBIN AND RUDMAN LLP | BOSTON, MA | UNUM INSURANCE COMPANY | December |
| RUBIN AND RUDMAN LLP | BOSTON, MA | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | December |
| VILLAGE MOTORS, INC. | BOSTON, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | December |
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