Benefits brokerage · 33 offices
PATRIOT GROWTH INS SERVICES LLC
PATRIOT GROWTH INS SERVICES LLC is named as the broker of record on 151 insurance contracts across its 33 offices in public Form 5500 Schedule A filings.
Offices
The 12 offices with the largest books, largest first. The other 21 are in the list below.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| MEDIA | PA | 18 |
| ATLANTA | GA | 17 |
| FORT WASHINGTON | PA | 16 |
| FAIRFAX | VA | 13 |
| OMAHA | NE | 13 |
| PHILADELPHIA | PA | 10 |
| FT. WASHINGTON | PA | 8 |
| CHICAGO | IL | 6 |
| HAMDEN | CT | 5 |
| PETALUMA | CA | 5 |
| WESTLAKE VILLAGE | CA | 5 |
| No city on file | — | 4 |
| LOVELAND | OH | 4 |
| PALOS VERDES | CA | 4 |
| BELLEVUE | WA | 3 |
| BIRMINGHAM | AL | 2 |
| DENVER | CO | 2 |
| HOUSTON | TX | 2 |
| MOUNTAIN BRK | AL | 2 |
| SAN DIEGO | CA | 2 |
| WILLIAMSVILLE | NY | 2 |
| ATTLEBORO FALLS | MA | 1 |
| BUFFALO | NY | 1 |
| LOS ANGELES | CA | 1 |
| MELVILLE | NY | 1 |
| NEWPORT BEACH | CA | 1 |
| ROLLING HILLS ESTATE | CA | 1 |
| SAN JOSE | CA | 1 |
| SIOUX FALLS | SD | 1 |
| TEMPE | AZ | 1 |
| VESTAVIA | AL | 1 |
| WEST PALM BEACH | FL | 1 |
| WOODBRIDGE | NJ | 1 |
All 33 offices
Every office that files under the PATRIOT GROWTH INS SERVICES LLC name, largest book first.
Book profile
PATRIOT GROWTH INS SERVICES LLC brokers 151 insured contracts for 72 employers, across 19 states, led by CA, GA, PA.
Life is the largest line (49 contracts), followed by disability (48), health (35), dental (32).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (48, about 32%); UNITED OF OMAHA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. follow.
Renewals concentrate on January 1: 70% of the dated welfare contracts have policy years ending in December, 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 49 · disability 48 · health 35 · dental 32 · vision 32 · stop-loss 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 | Office | Carrier | Renews |
|---|---|---|---|---|
| REGENCY PACIFIC MANAGEMENT, LLC | BELLEVUE, WA | BELLEVUE, WA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| JOHNSON BARROW, INC. | SEATTLE, WA | FORT WASHINGTON, PA | PREMERA BLUE CROSS | Jan 1FY2025 |
| 66DEGREES LLC | CHICAGO, IL | CHICAGO, IL | BLUECROSS BLUESHIELD OF ILLINOIS | Jan 1FY2025 |
| TOPSTEP LLC | CHICAGO, IL | CHICAGO, IL | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| JACK NADEL INTERNATIONAL | CULVER CITY, CA | PALOS VERDES, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in PATRIOT GROWTH INS SERVICES LLC's book
See the full client list across every office, 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 years 2024–2025 on this page)