PATRIOT GROWTH INSURANCE SERVICESbroker

Benefits brokerage · plan year 2024 · page 3

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
Spinato's Pizzeria AZ$5,475
Jones, Edmunds & Associates, Inc. FL$5,354
Richard S. Burns & Company, Inc. PA$5,216
Windes, Inc. CA$5,112
Greater Las Vegas Chamber of Commerce NV$5,101
Dwd &Associates dba Just in Time PA$5,008
Mid-Iowa Community Action, Inc. IA$4,990
Agovx, LLC MD$4,937
Carlos Bakery Inc. NJ$4,838
Pare Corporation RI$4,654
Choice Logistics, Inc. PA$4,511
Success Rehabilitation, Inc. PA$4,325
Freedom Rain, Inc. AL$4,324
Ob-Gyn Associates PC IA$4,303
Sushi Nozawa LLC CA$4,168
McDaniel Food Management LA$4,160
Henderson Nevada Chamber of Commerce, Inc. NV$4,011
Hamilton Safe Company OH$3,865
Access Services, Inc. PA$3,837
Dental Management Strategies, LLC DE$3,594
Midwest Specialties, Inc. OH$3,200
The New Pioneer LLC NV$3,183
Utilities Employees Credit Union PA$3,083
Exhibitus Inc. GA$2,840
The Arc of Monmouth, Inc. NJ$2,832
Dmv Manufacturing, LLC PA$2,779
Stoneeagle F&I, Inc. TX$2,756
Nixon Uniform Service, Inc. DE$2,718
D&G Support Services, LLC VA$2,711
Livetrends Design Group LLC FL$2,641
Electrosoft Services, LLC VA$2,388
Alliance for Audited Media IL$2,219
Windes, Inc. CA$2,196
Technology Service Corporation VA$2,062
Village Motors, Inc. MA$2,042
Riverhills Healthcare OH$1,962
Community Health Systems, Inc. AL$1,767
Hansen Properties, Inc PA$1,749
Young Conaway Stargatt & Taylor LLP DE$1,748
Mister Kleen Maintenance Company, Inc. VA$1,746
Regalo Health LLC dba Regalorx AZ$1,616
Prime Healthcare, P.C. CT$1,481
Oct Consulting, LLC VT$1,357
Cdl Marketing Group LLC MI$1,349
Windes, Inc. CA$1,292
Rancho Valencia Resort Partners, LLC CA$1,042
Ash Resources, Inc. PA$1,034
Blair Academy NJ$922
Cprime TX$876
Verato, Inc. VA$721
Boys and Girls Club of Delaware, Inc. DE$648
Immanuel Caring Ministries, Inc. AZ$639
Phytogenx, Inc. PA$609
Munger Tolles & Olson CA$581
Carisk Partners FL$579
Sierra View Homes CA$499
Stratix Systems, Inc. PA$373
Innovative Concepts in Entertainment, Inc NY$357
Eastern Nephrology Associates PLLC NC$348
Mental Health Partnerships PA$263
Insurance Institute for Highway Safety VA$254
Language Services Associates, Inc. PA$252
Verato, Inc. VA$229
Boulden Services, LLC DE$203
Little Pub Holdings, LLC CO$196
Arc of Hunterdon County NJ$196
E.B.C. Carpet Services Corporation DE$193
Corecare Systems, Inc. PA$124
Adams Thermal Systems, Inc. SD$124
The Saint James School AL$72
Hcss Employer, Inc TX$44
Hwaseung Automotive America Holdings Inc. AL$43
Kirchain, Inc. NY$29
Keystone Pacific Property Management LLC CA$17
Pj Fitzpatrick, Inc. DE$6
Sai Med Partners, LLC PA$1

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