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Benefits broker of record · FAIRFAX, VA

PATRIOT GROWTH INSURANCE SVCS., LLC

PATRIOT GROWTH INSURANCE SVCS., LLC of FAIRFAX, VA is named as the broker of record on 51 insurance contracts in public Form 5500 Schedule A filings.

One of 42 offices of PATRIOT GROWTH INSURANCE SVCS., LLC.

Contracts brokered
51
Book size
$100k–1M
Office state
VA

51 contracts on file name PATRIOT GROWTH INSURANCE SVCS., 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 SVCS., LLC brokers 51 insured contracts for 24 employers, across 4 states, led by VA, DC, FL.

Life is the largest line (24 contracts), followed by disability (21), vision (19), dental (17).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (8, about 16%); UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN, METROPOLITAN LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; September 1 renewals (policy year ends August) are the largest group, at 20% of the dated welfare contracts.

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.

life 24 · disability 21 · vision 19 · dental 17 · health 9

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
MAXCYTE, INC.ROCKVILLE, MDUNITEDHEALTHCARE INSURANCE COMPANYSep 1FY2025
CITIZANT, INC.CHANTILLY, VAUNITEDHEALTHCARE INSURANCE COMPANYAug 1FY2025
INDIGO IT, LLCHERNDON, VAUNITEDHEALTHCARE INSURANCE COMPANYOct 1FY2025
NEXTPOINT GROUP LLCARLINGTON, VATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADec 1FY2025
M2 STRATEGY, INC.MCLEAN, VAUNITEDHEALTHCARE INSURANCE COMPANYSep 1FY2025
Subscriber access
19

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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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