form5500lookup

Benefits broker of record · FORT WASHINGTON, PA

PATRIOT GROWTH INSURANCE SRVCS

PATRIOT GROWTH INSURANCE SRVCS of FORT WASHINGTON, PA is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

One of 6 offices of PATRIOT GROWTH INSURANCE SRVCS, LLC.

Contracts brokered
3
Book size
under $10k
Office state
PA

Book profile

PATRIOT GROWTH INSURANCE SRVCS brokers 3 insured contracts for 3 employers, across 3 states, led by CO, GA, OH.

The book is entirely dental coverage.

DELTA DENTAL OF OHIO writes the most contracts in the book (1, about 33%); PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, PRE-PAID LEGAL SERVICES IN DBA LEGALSHIELD follow.

Renewals concentrate on January 1: 67% 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.

dental 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
JOHNSON INVESTMENT COUNSEL, INCCINCINNATI, OHDELTA DENTAL OF OHIOJan 1FY2025
THE CONLAN COMPANYMARIETTA, GAPRE-PAID LEGAL SERVICES IN DBA LEGALSHIELDJul 1FY2025
MARRICK MEDICAL FINANCE, LLCGREENWOOD VILLAGE, COPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELDJan 1FY2025

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)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT