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Benefits Intelligence/Broker Directory/Alabama

Patriot Growth Dba Worksite Benefit

Birmingham, AL

Patriot Growth Dba Worksite Benefit of Birmingham, AL is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $553,422 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
4
Reported commissions
$553,422
plan year 2025
Reported fees
$19,419

Quick answer

Patriot Growth Dba Worksite Benefit (Birmingham, AL) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Patriot Growth Dba Worksite Benefit have?
Patriot Growth Dba Worksite Benefit is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
Who are Patriot Growth Dba Worksite Benefit's largest employer clients?
By plan participants, the largest include Peco Foods, Inc. (6,078 participants), Cadence Bank (5,806 participants) and Kloeckner Metals Corporation (2,107 participants).
How much does Patriot Growth Dba Worksite Benefit earn in commissions?
Insurers reported $553,422 in broker commissions and $19,419 in fees paid to Patriot Growth Dba Worksite Benefit for plan year 2025, per Schedule A Part 1.
Where is Patriot Growth Dba Worksite Benefit located?
Patriot Growth Dba Worksite Benefit is based in Birmingham, AL and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Patriot Growth Dba Worksite Benefit on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Peco Foods, Inc.AL6,0782024-12-31
Cadence BankMS5,8062025-12-31
Kloeckner Metals CorporationGA2,1072024-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Other benefits brokers in Alabama

  • Cobbs, Allen & Hall, Inc.: 124 employer clients, $6,875,750,783 reported commissions (Birmingham)
  • Valent Group: 92 employer clients, $6,844,465 reported commissions (Vestavia)
  • Optavise, LLC: 64 employer clients, $3,428,359 reported commissions (Birmingham)
  • Lakeshore Benefit Alliance: 64 employer clients, $2,189,990 reported commissions (Birmingham)
  • Sunstar Insurance Group LLC: 52 employer clients, $3,500,337 reported commissions (Birmingham)
  • Lba Service LLC: 54 employer clients, $215,798 reported commissions (Birmingham)
  • Able Benefit Solutions: 35 employer clients, $1,171,083 reported commissions (Birmingham)
  • Cobbs Allen Capital, LLC: 44 employer clients, $1,932,532 reported commissions (Birmingham)

All brokers in Alabama →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.