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Sponsor portfolio

PATRIOT GROWTH INSURANCE SERVICES, LLC

EIN 83-1204744-insurance-Latest filing 2025
Plans
2
Retirement
1
$147.4M assets
Welfare
1
$2.6M premiums
Participants
4,334
501 OFFICE CENTER DRIVE, SUITE 215 - FORT WASHINGTON, PA 19034215-600-1357patriotgis.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
2 filings
#001401k-$147.4M - 2,273 part#501Mixed-$2.6M - 3,025 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 3,025 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$924K
  • Life$749K
  • Other$660K
  • Health$652K
  • Vision$210K
Total $2.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY50%
  • KAISER FOUNDATION HEALTH PLAN INC25%
  • TRANSAMERICA LIFE INSURANCE COMPANY14%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
  • +1 more
Total $2.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • PATRIOT GROWTH INSURANCE SERVICES58%
  • VOLUNTARY BENEFITS SPECIALISTS LLC23%
  • GALLAGHER BENEFIT SERVICES, INC.10%
  • FMLA SOURCE INC7%
  • ROGERS BENEFIT GROUP INC2%
  • +3 more
Total $477K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN

401k

Assets$147.4M
Participants2,273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PATRIOT GROWTH INSURANCE SERVICES,LLC HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives3,025
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN401k$147.4M2,2732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PATRIOT GROWTH INSURANCE SERVICES,LLC HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$2.6M3,0252025
Retirement plans
Welfare plans
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