form5500lookup

Benefits broker of record · WEST PALM BEACH, FL

PATRIOT GROWTH INSURANCE SRVCS, LLC

PATRIOT GROWTH INSURANCE SRVCS, LLC of WEST PALM BEACH, FL is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.

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

Contracts brokered
7
Book size
under $10k
Office state
FL

7 contracts on file name PATRIOT GROWTH INSURANCE SRVCS, LLC 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 SRVCS, LLC brokers 7 insured contracts for 3 employers, all in Florida.

Health is the largest line (3 contracts), followed by dental (3), vision (2), life (2).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 29%); EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., FLORIDA COMBINED LIFE, SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION follow.

Renewals concentrate on January 1: 57% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 3 · dental 3 · vision 2 · life 2

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
NEW HORIZONS OF THE TREASURE COAST & OKEECHOBEEFORT PIERCE, FLUSABLE LIFEJan 1FY2025
CAMPUS WORKS, INC.BRADENTON, FLUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
GHT CORPMIAMI, FLMETROPOLITAN LIFE INSURANCE COMPANYAug 1FY2025
NEW HORIZONS OF THE TREASURE COAST & OKEECHOBEEFORT PIERCE, FLFLORIDA COMBINED LIFEJan 1FY2025
NEW HORIZONS OF THE TREASURE COAST & OKEECHOBEEFORT PIERCE, FLEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Jan 1FY2025
Subscriber access
2

more contracts in PATRIOT GROWTH INSURANCE SRVCS, LLC'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 · 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