Benefits brokerage · 6 offices
PATRIOT GROWTH INSURANCE SRVCS, LLC
PATRIOT GROWTH INSURANCE SRVCS, LLC is named as the broker of record on 24 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 |
|---|---|---|
| WEST PALM BEACH | FL | 7 |
| ATLANTA | GA | 6 |
| LOVELAND | OH | 6 |
| FORT WASHINGTON | PA | 3 |
| FAIRFAX | VA | 1 |
| MOUNTAIN BRK | AL | 1 |
Book profile
PATRIOT GROWTH INSURANCE SRVCS, LLC brokers 24 insured contracts for 9 employers, across 6 states, led by FL, GA, OH.
Life is the largest line (9 contracts), followed by health (5), dental (5), disability (3).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 33%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 50% 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 · health 5 · dental 5 · disability 3 · vision 2
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 |
|---|---|---|---|---|
| THE CONLAN COMPANY | MARIETTA, GA | ATLANTA, GA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jul 1FY2025 |
| CACI PRODUCTS COMPANY, INC | RESTON, VA | FAIRFAX, VA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Oct 1FY2025 |
| THE CONLAN COMPANY | MARIETTA, GA | ATLANTA, GA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jul 1FY2025 |
| JOHNSON INVESTMENT COUNSEL, INC | CINCINNATI, OH | FORT WASHINGTON, PA | DELTA DENTAL OF OHIO | Jan 1FY2025 |
| THE CONLAN COMPANY | MARIETTA, GA | ATLANTA, GA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jul 1FY2025 |
more employers in PATRIOT GROWTH INSURANCE SRVCS, 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 year 2025 on this page)