Benefits brokerage · 6 offices
PATRIOT GROWTH INSURANCE SER
PATRIOT GROWTH INSURANCE SER is named as the broker of record on 14 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
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 |
|---|---|---|
| FORT WASHINGTON | PA | 9 |
| DENVER | CO | 2 |
| No city on file | — | 1 |
| FAIRFAX | VA | 1 |
| HAMDEN | CT | 1 |
| MELVILLE | NY | 1 |
Book profile
PATRIOT GROWTH INSURANCE SER brokers 14 insured contracts for 13 employers, across 7 states, led by CO, FL, NY.
Life is the largest line (3 contracts), followed by disability (2).
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD writes the most contracts in the book (10, about 71%); HARTFORD LIFE AND ACCIDENT, PRE-PAID LEGAL SERVICE DBA LEGALSHIELD, PRE-PAID LEGAL SERVICES INC DBA LEGALSHEILD follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 43% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD10
- HARTFORD LIFE AND ACCIDENT1
- PRE-PAID LEGAL SERVICE DBA LEGALSHIELD1
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHEILD1
- SUN LIFE ASSURANCE COMPANY OF CANADA1
Counted by each employer's own state. Largest first.
Contracts by line.
life 3 · disability 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| EMPYREAL ENTERPRISES, LLC | ENGLEWOOD, CO | FORT WASHINGTON, PA; DENVER, CO | SUN LIFE ASSURANCE COMPANY OF CANADA | Aug 1FY2025 |
| ALLIANCE FOR AUDITED MEDIA | SCHAUMBURG, IL | HAMDEN, CT | HARTFORD LIFE AND ACCIDENT | Sep 1FY2025 |
| ICR, INC. | AURORA, CO | FORT WASHINGTON, PA | PRE-PAID LEGAL SERVICE DBA LEGALSHIELD | Jun 1FY2025 |
| SONNY'S ENTERPRISES | TAMARAC, FL | FORT WASHINGTON, PA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | Jan 1FY2025 |
| EMPYREAL ENTERPRISES, LLC | ENGLEWOOD, CO | FORT WASHINGTON, PA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | Aug 1FY2025 |
more employers in PATRIOT GROWTH INSURANCE SER'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 year 2025 on this page)