Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$924K
- Life$749K
- Other$660K
- Health$652K
- Vision$210K
Filings through .
Patriot Growth Insurance Services, LLC
EIN 83-1204744insuranceLatest filing 2025
Plans
2
Retirement
1
$194.2M assets
Health & Benefits
1
$2.6M premiums
Participants
4,320
501 OFFICE CENTER DRIVE, SUITE 215 - FORT WASHINGTON, PA 19034215-600-1357patriotgis.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.6M premiums / 3,025 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN
401(k)
Assets$194.2M
Participants2,259
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PATRIOT GROWTH INSURANCE SERVICES,LLC HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$2.6M
Covered lives3,025
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | 401(k) | $194.2M | 2,259 | 2025 |
- #001 · 401(k) · 20252,259
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PATRIOT GROWTH INSURANCE SERVICES,LLC HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2.6M | 3,025 | 2025 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 20253,025
Retirement plans
Health & Benefits plans