form5500lookup

Form 5500 · Employee benefit plan · FORT WASHINGTON, PA

PATRIOT GROWTH INSURANCE SERVICES, LLC

PATRIOT GROWTH INSURANCE SERVICES, LLC of FORT WASHINGTON, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-1204744 · plan 501 · as of Jul 2026

Participants
1,338
Carriers on file
9
Disclosed commissions
$338,699
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability2,061December$138,586
TRANSAMERICA LIFE INSURANCE COMPANYLife185December$107,554
UNITED OF OMAHA LIFE INSURANCE COMPANYLife2,061December$29,393
UNITED OF OMAHA LIFE INSURANCE COMPANYLife988December$28,096
PRINCIPAL LIFE INSURANCE COMPANYVision3,025December$22,688
PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD342December$12,382
HEALTHJOY, LLC2,061December$0
KAISER FOUNDATION HEALTH PLAN, INCHealth56December$0
KAISER FOUNDATION HEALTH PLAN, INC.Health52December$0

Questions

Who is PATRIOT GROWTH INSURANCE SERVICES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, PATRIOT GROWTH INSURANCE SERVICES, LLC's broker of record is PATRIOT GROWTH INSURANCE SERVICES.

What insurance carrier does PATRIOT GROWTH INSURANCE SERVICES, LLC use?

PATRIOT GROWTH INSURANCE SERVICES, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 9 disclosed carriers.

When does PATRIOT GROWTH INSURANCE SERVICES, LLC's group plan renew?

The most recent Schedule A policy period for PATRIOT GROWTH INSURANCE SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PATRIOT GROWTH INSURANCE SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.