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Benefits broker of record · LOVELAND, OH

PATRIOT GROWTH INSURANCE SVCS LLC

PATRIOT GROWTH INSURANCE SVCS LLC of LOVELAND, OH is named as the broker of record on 9 insurance contracts in public Form 5500 Schedule A filings.

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

Contracts brokered
9
Book size
$100k–1M
Office state
OH

9 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 9 insured contracts for 4 employers, all in Ohio.

Life is the largest line (4 contracts), followed by disability (4).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 89%); AMERICAN UNITED LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 78% 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.

life 4 · disability 4

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
KENWOOD DEALER GROUP, INC.MASON, OHUNITED OF OMAHA LIFE INSURANCE COMPANYOct 1FY2025
EASTER SEALS TRISTATE, LLCCINCINNATI, OHUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
ENERVISE LLCBLUE ASH, OHUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
ENERVISE LLCBLUE ASH, OHUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
ENERVISE LLCBLUE ASH, OHUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
1

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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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