PATRIOT GROWTH INSURANCE SERVICESbroker

Benefits brokerage · plan year 2024 · page 2

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
Viwinco, Inc. PA$28,243
Double Good IL$27,095
Swords to Plowshares CA$26,435
Detwiler's Operations, Inc. FL$26,355
Walker Scm, LLC NY$26,100
Physicians Laboratory Services, Inc NE$25,795
Target Surveying, LLC FL$25,747
Labvantage Solutions, Inc NJ$25,733
Moyle Petroleum Company SD$25,230
Plumbers' Supply Company MA$24,901
Knowesis, Inc. VA$24,890
Buddobot LLC IL$24,700
Hensley and Company AZ$24,676
Henry Brown Auto Group, LLC AZ$24,526
Thoutt Bros Concrete Contractors Inc. CO$24,174
Dixie Electric Company, Inc. AL$23,858
Fti Buyer LLC OH$23,579
Global Professional Services Group Inc. VA$23,544
First Presbyterian Day School GA$22,916
Trident Corporate Services GA$22,651
Lei Companies, Inc. CO$22,609
Urban Adventures Companies Inc. DC$22,577
Cdc Distributors Inc OH$22,415
E Entities LLC UT$22,397
Lno, Inc. GA$21,401
Wilson Company TX$21,180
Atlantic Tape Company, Inc. GA$20,800
Changeis, Inc. VA$20,586
Let's Do Lunch CA$19,741
Tanury Industries, Inc RI$19,217
Dark Wolf Solutions, LLC VA$18,879
Aveka Group, Inc. MN$18,775
Anchor Subaru, LLC RI$18,758
Cardiovascular Associates Inc CA$18,382
Searing Industries CA$17,751
Baker Foods Inc AL$17,683
Walker International Transportation, L.L.C. NY$17,317
F. Korbel and Bros, Inc. CA$17,292
Mycronic, Inc. MA$16,943
Bentley Group, Inc. AL$16,894
Security Engineers, Inc. AL$16,839
Specright, Inc. CA$16,605
The Winsford Company, LLC CA$16,438
Sjn Data Center LLC OH$16,409
Industrial Medical Support dba Amphibious Medics CA$15,441
Randall Reilly Talent, LLC AL$15,374
Huron Gastroenterology Assoc. PA MI$15,061
Janus Et Cie CA$14,486
The Haddad Apparel Group, LTD NJ$14,412
Shearer Supply, LLC TX$14,203
Henderson Nevada Chamber of Commerce, Inc. NV$14,154
Blade Urban Air Mobility, Inc NY$14,123
Residents at the Heights LLC, dba Unhooked Recovery AZ$14,121
Bleakley Financial Group, LLC NJ$13,516
Donegal Office Solutions, Inc PA$12,458
Inglett & Stubbs, LLC GA$12,411
Absolute Group, Inc. IA$12,046
Jrc Integrated Systems, LLC. DC$11,884
Indian Creek Foundation PA$11,723
Kenwood Dealer Group, Inc. OH$11,712
Bergstrom Corporation, Inc. WI$11,671
Simon Eye Management DE$11,446
Athena Global Advisors, Inc. PA$11,313
Morton Industries, LLC IL$10,950
National Graphics, LLC CA$10,707
Loewy Enterprises CA$10,654
W.L. Petrey Wholesale Co., Inc. AL$10,255
William H. Porter, Inc. DE$10,054
Community Hospital Association NE$9,986
Ci&T Inc PA$9,792
L.N.K. International, Inc. NY$9,252
Hylkema Roofing Company, Inc. CA$9,106
Abc Imaging of Washington, Inc. VA$8,831
Capacity LLC NJ$8,766
Allsouth Appliance Group AL$8,666
N Street Village, Inc. DC$8,596
Mazza Recycling Services LTD NJ$8,190
Randall-Reilly, LLC AL$8,132
Congreso de Latinos Unidos, Inc. PA$8,090
Robbie D. Wood, Inc. AL$8,024
Mumford & Miller Concrete, Inc. DE$8,010
Dempsey Uniferm & Linen Supply, Inc PA$7,971
Collette Travel Service Inc RI$7,905
Hei-Tek Automation, LLC Welfare Plan AZ$7,714
The Arc of Bergen and Passaic Counties, Inc. NJ$7,447
Interra International LLC GA$7,364
Atlanta Heart Specialists GA$7,333
Ceh Automotive Corp. AZ$7,305
Markt LLC AZ$7,285
Justice Resource Institute, Inc. MA$7,276
Alphasix VA$6,878
Pentec Health, Inc. PA$6,873
Core One Solutions LLC VA$6,739
Upward Projects AZ$6,554
Redefine Management LLC NJ$6,454
Fg Ventures, LLC GA$6,434
Spinal Evolution, Inc. PA$5,870
Ls Technologies, LLC DC$5,845
Yamaha Guitar Group, Inc. CA$5,679
Sonray Solar Inc. CA$5,605

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