PATRIOT GROWTH INSURANCE SERVICESbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024

$9.2M

PATRIOT GROWTH INSURANCE SERVICES was paid $9,172,230 in commissions and fees across 276 employer benefit plans in 2024, as reported on Schedule A ($1,865,911 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 125 client planslost 107
won Pentec Health, Inc.
won Community Health Systems, Inc.
won Village Motors, Inc.
won Sports Facilities Team Members, LLC
won Mid-Iowa Community Action, Inc.
won Phytogenx, Inc.
lost Seventh Sense Consulting, LLC
lost Private Health Management Inc
lost Revature, LLC
lost Cochise Private Industry Council
lost Huron Gastroenterology Associates P
lost Badger Plug Company
Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024276
Community Research Foundation CA$357,092
Icr, Inc. CO$339,648
Edupoint Educational Systems, LLC CA$252,713
Commercial Bank of California CA$240,007
Eisenhower Medical Associates, Inc. CA$229,464
General Wholesale Company GA$186,366
Nextpoint Group LLC VA$170,910
Board of Trustees, Cal Neca CA$166,553
Steampunk, Inc. VA$144,561
Lcg, Inc. MD$130,904
W.A. Rasic Construction Company, Inc. CA$130,725
Regional Women's Health Group, LLC NJ$125,295
Acore Capital Mortgage, LP CA$125,128
Tsg Enterprises, LLC MA$114,092
Rocketmiles dba Rocket Travel Inc IL$104,901
Rcm Technologies USA Inc. NJ$103,531
Bobbie Jessie, LLC TX$95,209
Italmatch USA Corporation GA$94,839
Lumacorp Plus, LLC dba Luma Residential TX$91,618
Chemtrusion,Inc TX$88,613
Adventurous Journeys Capital Partners dba Aj Capital Partners IL$88,476
Mindpetal Software Solutions, LLC VA$85,550
Associated Space Design, Inc. GA$85,423
Lindahl Reed, Inc OR$84,027
E & M Electric and Machinery, Inc. CA$83,329
Henderson Nevada Chamber of Commerce, Inc. NV$82,620
Regional Women's Health Management, LLC NJ$80,993
Sports Facilities Team Members, LLC FL$80,575
Ost, Inc. VA$80,484
Westcliff Management Group CA$79,494
Performance Lighting Systems CA$77,470
The Carioca Company AZ$75,743
Spotter, Inc. CA$73,468
Scientific Systems Company, Inc. MA$72,555
Deque Systems Inc VA$71,602
San Francisco Food Bank CA$70,016
Hollenbeck Palms CA$68,928
Aem, Inc. VA$67,734
Southern Tier Community Health Center Network, Inc. NY$66,692
Marin Airporter CA$65,443
E.S. Kluft & Company, Inc. CA$64,603
Genesis Corporation NY$62,993
Cahaba Medical Care Foundation AL$62,237
Cahaba Medical Care Foundation AL$62,237
Coredux-Usa, LLC CA$59,534
Consumerdirect, Inc. CA$59,499
Wood-Fruitticher Grocery Company, Inc. AL$59,468
Rambus, Inc. CA$59,431
State Collection Service, Inc. WI$59,160
Lcs-Westminster Partnership IV LLP AZ$59,050
Copper State Credit Union AZ$57,725
Straus Family Creamery CA$57,411
Ooma, Inc. CA$54,195
Bluum USA, Inc AZ$52,901
Home Brands Group LLC AZ$52,500
Veros Technologies, LLC VA$52,007
Veros Technologies, LLC VA$52,007
United Cerebral Palsy of the North Bay, Inc. CA$51,105
Clean Water Environmental Services, Inc. CO$50,042
Jjt Holdings, L.P. TX$49,978
Sunbelt Golf Corporation AL$49,902
Applied Enterprise Management Corporation CA$49,186
M.O. Dion and Sons, Inc. CA$49,162
Marathon Electrical Contractors LLC AL$49,024
Le'Fant, LLC VA$47,615
Trusted Doctors, LLC VA$47,082
Corporate IT Solutions, Inc. CA$46,913
Frazier & Deeter, LLC GA$46,409
Caddell Construction Co. (de), LLC AL$46,401
Girl Scouts of Colorado CO$46,030
Kaeko, Inc. AZ$44,078
Microboard Processing Inc. CT$44,000
Hesse Industrial Sales, Inc. NY$43,026
Therapy South LLC AL$41,329
Superior Transportation Associates, Inc. CA$41,010
Finqquery, LLC GA$40,439
Red River Management LLC & Sacate Pellet Mills Inc AZ$40,175
Ferolie Corporation NJ$39,780
Peaksware Holdings LLC CO$39,465
Cameo Consulting Group, LLC MD$38,014
Escoe Industrial Mechanical GA$37,553
Henderson Nevada Chamber of Commerce, Inc. NV$35,826
F. Korbel and Bros, Inc. CA$35,740
Bridgewater Consulting Group CA$34,851
Fresno Truck Center CA$34,643
Teads Holding Co NY$33,963
Ammo Inc AZ$33,793
Global Dimensions, LLC VA$33,533
Arthrex, Inc FL$33,279
Santa Cruz Community Health Centers CA$33,005
Environmental Products Group, Inc. FL$32,644
Sierra Pacific Orthopaedic & Spine Center CA$31,649
The Howard School, Inc. GA$31,392
Kaizen Resources, Inc. CA$30,445
Aui, Inc. MD$29,230
Kudu Dynamics, LLC VA$29,189
Ohio Valley Electrical Svcs Inc OH$29,133
National Property Solutions Group (Npsg), LLC GA$29,041
NS2 Mission VA$28,729
Camco Chemical Company Inc KY$28,521

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the PATRIOT GROWTH INSURANCE SERVICES brand.