Benefits broker of record · MOUNTAIN BROOK, AL
PATRIOT GROWTH INSURANCE SVC
PATRIOT GROWTH INSURANCE SVC of MOUNTAIN BROOK, AL is named as the broker of record on 1 insurance contract in public Form 5500 Schedule A filings.
One of 4 offices of PATRIOT GROWTH INSURANCE SVC LLC.
Book profile
PATRIOT GROWTH INSURANCE SVC brokers 1 insured contract for 1 employer, all in Alabama.
Life is the largest line (1 contract), followed by disability (1).
MUTUAL OF OMAHA INSURANCE COMPANY writes the most contracts in the book (1, about 100%).
Renewals concentrate on May 1: 100% of the dated welfare contracts have policy years ending in April, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 1 · disability 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| NELSON BROTHERS, INC. | BIRMINGHAM, AL | MUTUAL OF OMAHA INSURANCE COMPANY | May 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)
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