Plan Ledger DOL Form 5500 · updated monthly

Patriot Growth Insurance Services, LLCbenefits

Patriot Growth Insurance Services,Llc Health and Welfare Plan · FORT WASHINGTON, PA · plan year 2025

Broker compensation reported · 2025
$476,799

Patriot Growth Insurance Services, LLC's benefits plans covered 2,061 active participants in 2025, providing health · dental · vision · life · other · long-term disability. Insurance brokers and agents were paid $476,799 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $231 per covered person, above the median for employer plans that report broker pay. Broker pay rose 7.2% from $444,578 in 2024.

Insurance contracts · 20259
HEALTHJOY, LLCpremiums n/a · 2,061 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health hmopremiums n/a · 52 covered
KAISER FOUNDATION HEALTH PLAN, INC · health hmopremiums n/a · 56 covered
PRE-PAID LEGAL SERVICES INC. DBA LEGAL SHIELDpremiums n/a · 342 covered
PRINCIPAL LIFE INSURANCE COMPANY · visionpremiums n/a · 3,025 covered
TRANSAMERICA LIFE INSURANCE COMPANY · lifepremiums n/a · 185 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 988 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 2,061 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 2,061 covered
Brokers & agents paid · 20258
VOLUNTARY BENEFITS SPECIALISTS LLC$107,554
FMLA SOURCE INC$35,620 · incl $35,620 fees
PATRIOT GROWTH INSURANCE SERVICES$275,806 · incl $57,043 fees
M. ROGERS GROUP LLC$11,078
GI GEORGE PARENT LP$45,437 · incl $45,437 fees
SUCCESS STRATEGIES INC$652
DORSEY & ASSOCIATES, INC.$163
Individual agent · names withheld$489

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 831204744 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.