Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

Patriot Growth Insurance Services

Fort Washington, PA

Patriot Growth Insurance Services of Fort Washington, PA is the broker of record on 525 Form 5500 Schedule A filings covering 373 employer benefit plans across 36 states, with $17,044,527 in reported broker commissions (plan year 2025).

Employer clients
373
distinct plan sponsors
Schedule A filings
525
States served
36
Reported commissions
$17,044,527
plan year 2025
Reported fees
$3,531,997

Quick answer

Patriot Growth Insurance Services (Fort Washington, PA) is the broker of record for 373 employer benefit plan sponsors on 525 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Patriot Growth Insurance Services have?
Patriot Growth Insurance Services is named as broker on Form 5500 Schedule A filings for 373 distinct plan sponsors in 36 states.
Who are Patriot Growth Insurance Services's largest employer clients?
By plan participants, the largest include Association Of Community Service Agents, Inc. (54,087 participants), Boston Insurance Employee Benefit Trust - Dfe (49,304 participants) and Acec Life/Health Insurance Trust Benefit Consortium (35,697 participants).
How much does Patriot Growth Insurance Services earn in commissions?
Insurers reported $17 million in broker commissions and $3.5 million in fees paid to Patriot Growth Insurance Services for plan year 2025, per Schedule A Part 1.
Where is Patriot Growth Insurance Services located?
Patriot Growth Insurance Services is based in Fort Washington, PA and has employer clients in 36 states.
How does Patriot Growth Insurance Services rank among benefits brokers in Pennsylvania?
Patriot Growth Insurance Services ranks #3 by employer clients among the 50 most active benefits brokers based in Pennsylvania.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Patriot Growth Insurance Services 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
Association Of Community Service Agents, Inc.CT54,0872025-12-31
Boston Insurance Employee Benefit Trust - DfeCT49,3042025-12-31
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,6972025-12-31
370 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 Pennsylvania

  • Marsh & Mclennan Agency LLC: 5,997 employer clients, $599,135,960 reported commissions (Conshohocken)
  • Emerson Rogers LLC: 1,804 employer clients, $32,536,623 reported commissions (Blue Bell)
  • Adp, Inc.: 249 employer clients, $28,710 reported commissions (Philadelphia)
  • Gi George Parent Lp: 232 employer clients, $333,057 reported commissions (Fort Washington)
  • Onedigital Premier Services LLC: 206 employer clients, $1,207,211 reported commissions (Berwyn)
  • Ascensus Holdings, Inc.: 168 employer clients, $417,985 reported commissions (Dresher)
  • Nfp Corporate Services (Pa) Inc: 156 employer clients, $11,360,708 reported commissions (Warrington)
  • The Hdh Group Inc: 146 employer clients, $9,239,462 reported commissions (Pittsburgh)

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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.