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Benefits broker of record · WESTLAKE VILLAGE, CA

PATRIOT GROWTH INSURANCE SERVICES

PATRIOT GROWTH INSURANCE SERVICES of WESTLAKE VILLAGE, CA is named as the broker of record on 44 insurance contracts in public Form 5500 Schedule A filings.

One of 63 offices of PATRIOT GROWTH INSURANCE SERVICES.

Contracts brokered
44
Book size
$100k–1M
Office state
CA

44 contracts on file name PATRIOT GROWTH INSURANCE SERVICES 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 SERVICES brokers 44 insured contracts for 9 employers, all in California.

Disability is the largest line (16 contracts), followed by life (14), dental (7), vision (5).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (22, about 50%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, UNITED CONCORDIA INSURANCE COMPANY follow.

Renewals concentrate on January 1: 61% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

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.

disability 16 · life 14 · dental 7 · vision 5 · health 3

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
EDUPOINT EDUCATIONAL SYSTEMS, LLCIRVINE, CAAETNA LIFE INSURANCE COMPANYJan 1FY2025
LOEWY ENTERPRISESANAHEIM, CAUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
APPLIED ENTERPRISE MANAGEMENT CORPORATIONCAMARILLO, CAUNITED CONCORDIA INSURANCE COMPANYJan 1FY2025
TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.IRVINE, CAEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
TOSHIBA AMERICA ELECTRONIC COMPONENTS, INC.IRVINE, CALIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2025
Subscriber access
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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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