Benefits brokerage · 8 offices
PATRIOT GROWTH INSURANCE SERVICE
PATRIOT GROWTH INSURANCE SERVICE is named as the broker of record on 14 insurance contracts across its 8 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 |
|---|---|---|
| ATLANTA | GA | 4 |
| FORT WASHINGTON | PA | 3 |
| DALLAS | TX | 2 |
| HOUSTON | TX | 1 |
| MEDIA | PA | 1 |
| MELVILLE | NY | 1 |
| MONTGOMERY | AL | 1 |
| PHILADELPHIA | PA | 1 |
Book profile
PATRIOT GROWTH INSURANCE SERVICE brokers 14 insured contracts for 14 employers, across 7 states, led by TX, GA, AL.
Life is the largest line (9 contracts), followed by disability (8), dental (7), vision (5).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (9, about 64%); PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, CONTINENTAL AMERICAN INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 57% 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 9 · disability 8 · dental 7 · vision 5 · health 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 |
|---|---|---|---|---|
| COMPETITION IMPORTS | SAINT JAMES, NY | MELVILLE, NY | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Sep 1FY2025 |
| WARRANTY PROCESSING COMPANY, INC. | FLOWER MOUND, TX | DALLAS, TX | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| PENTEC HEALTH, INC. | BOOTHWYN, PA | PHILADELPHIA, PA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2023 |
| COPELAND, STAIR, VALZ & LOVELL, LLP | ATLANTA, GA | ATLANTA, GA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jul 1FY2025 |
| SIGNATUREFD, LLC | ATLANTA, GA | ATLANTA, GA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in PATRIOT GROWTH INSURANCE SERVICE'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 2023–2025 on this page)