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Sponsor portfolioWelfare / HealthEIN 83-1204744
PATRIOT GROWTH INSURANCE SERVICES, LLC
501 OFFICE CENTER DRIVE · FORT WASHINGTON, PA 19034
2156001357
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
3,025
No prior year
Total participants
2,061
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Long-term disability | $924K | 28.9% | |
| Life | $749K | 23.4% | |
| Other | $660K | 20.7% | |
| Health | $652K | 20.4% | |
| Vision | $210K | 6.6% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LLTDOth | $1.3M | 49.6% | 1 | 3 | 2,061 |
EIN 941340523 | H | $652K | 24.8% | 1 | 2 | 56 |
EIN 390989781 | LOth | $365K | 13.9% | 1 | 1 | 185 |
EIN 420127290 | V | $210K | 8.0% | 1 | 1 | 3,025 |
EIN 731016728 | Oth | $65K | 2.5% | 1 | 1 | 342 |
EIN 465722012 | Oth | $33K | 1.3% | 1 | 1 | 2,061 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | ROLLING HILLS EST, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY | $219K | $57K | $276K | 57.8% | 1 |
| VOLUNTARY BENEFITS SPECIALISTS LLC | LAS VEGAS, NV | TRANSAMERICA LIFE INSURANCE COMPANY | $108K | $0 | $108K | 22.6% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | FORT WASHINGTON, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $45K | $45K | 9.5% | 1 |
| FMLA SOURCE INC | CHICAGO, IL | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $36K | $36K | 7.5% | 1 |
| ROGERS BENEFIT GROUP INC | GEORGETOWN, CO | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $11K | $0 | $11K | 2.3% | 1 |
| SUCCESS STRATEGIES, INC. | SULPHUR SPRINGS, TX | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $652 | $0 | $652 | 0.1% | 1 |
| GEOFF CRAGG | PARKER, CO | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $489 | $0 | $489 | 0.1% | 1 |
| DORSEY & ASSOCIATES, INC. | CUMMING, GA | PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELD | $163 | $0 | $163 | 0.0% | 1 |
History & trajectory
7 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan