Benefits brokerage · 2 offices
PATRIOT GROWTH INSURANCE SRVS
PATRIOT GROWTH INSURANCE SRVS is named as the broker of record on 2 insurance contracts across its 2 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 |
|---|---|---|
| HUNTINGTON BEACH | CA | 1 |
| LOVELAND | OH | 1 |
Book profile
PATRIOT GROWTH INSURANCE SRVS brokers 2 insured contracts for 2 employers, across 2 states, led by OH, TX.
Health is the largest line (1 contract), followed by dental (1), vision (1), disability (1).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 50%); UNITED OF OMAHA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% 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.
health 1 · dental 1 · vision 1 · disability 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 |
|---|---|---|---|---|
| CPRIME | PLANO, TX | HUNTINGTON BEACH, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| HAMILTON SAFE COMPANY | MILFORD, OH | LOVELAND, OH | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
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)