Fundz
Fundz
Benefits Intelligence/Broker Directory/Ohio

Patriot Growth Insurance Srvcs

Loveland, OH

Patriot Growth Insurance Srvcs of Loveland, OH is the broker of record on 12 Form 5500 Schedule A filings covering 10 employer benefit plans across 7 states, with $135,612 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
12
States served
7
Reported commissions
$135,612
plan year 2025
Reported fees
$255,032

Quick answer

Patriot Growth Insurance Srvcs (Loveland, OH) is the broker of record for 10 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Patriot Growth Insurance Srvcs have?
Patriot Growth Insurance Srvcs is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 7 states.
Who are Patriot Growth Insurance Srvcs's largest employer clients?
By plan participants, the largest include Arlington Holding Company, LLC (754 participants), New Horizons Of The Treasure Coast & Okeechobee (293 participants) and Ght Corp (263 participants).
How much does Patriot Growth Insurance Srvcs earn in commissions?
Insurers reported $135,612 in broker commissions and $255,032 in fees paid to Patriot Growth Insurance Srvcs for plan year 2025, per Schedule A Part 1.
Where is Patriot Growth Insurance Srvcs located?
Patriot Growth Insurance Srvcs is based in Loveland, OH and has employer clients in 7 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Patriot Growth Insurance Srvcs 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
Arlington Holding Company, LLCAL7542025-04-30
New Horizons Of The Treasure Coast & OkeechobeeFL2932025-12-31
Ght CorpFL2632025-07-31
7 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Ohio

All brokers in Ohio →

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.