Patriot Growth Insurance Services — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Patriot Growth Insurance Services is reported as a service provider on 12 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $476,168 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$476.2KDirect + indirect, across loaded filings$476,168
Plans served11
Plan sponsors11
Filings12
Direct vs. indirect compensation
Direct compensation$476.2K
Indirect compensationNot reported

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation28%Acore Capital Mortgage, Lp
Top state share of plans82%CA
Plan sponsors served11
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Patriot Growth Insurance Services. Bars show relative scale.

  1. 1
    CA · 1 plan(s)
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
    CA · 1 plan(s)
  8. 8
  9. 9
  10. 10
    CA · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Patriot Growth Insurance Services are sponsored, by plan count.

  1. 1
    CA9 plan(s)
  2. 2
    AZ1 plan(s)
  3. 3
    WA1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Acore Capital Mortgage, LpAcore Capital Mortgage, Lp Health & Welfare Benefit Plan2023$132,527not reported in the loaded dataset
Willis Construction Company, Inc.Willis Construction Company Inc. Health & Welfare Plan2023$74,447not reported in the loaded dataset
Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare FunSouth Bay Hotel Employees Restaurant Employees Welfare Fund2023$71,500not reported in the loaded dataset
Board Of Trustees Of East Bay Drayage Drivers Security FundEast Bay Drayage Drivers Security Fund2023$62,620not reported in the loaded dataset
United Cerebral Palsy Of The North Bay, Inc.United Cerebral Palsy Of The North Bay, Inc. Health And Welfare Plan2023$49,836not reported in the loaded dataset
Red River Management LLC & Sacate Pellet Mills IncRed River Management LLC & Sacate Pellet Mills Inc Wrap Benefit Plan2023$33,121not reported in the loaded dataset
Swords To PlowsharesSwords To Plowshares Health & Welfare Plan2023$20,752not reported in the loaded dataset
San Mateo County Electrical Construction Industry Retiremt PlanSan Mateo County Electrical Construction Industry Retiremt Plan2023$15,000not reported in the loaded dataset
California Society Of Certified Public AccountantsGroup Insurance Trust Of The California Society Of Certified Public Accountants2023$14,213not reported in the loaded dataset
Willis Construction Company, Inc.Willis Construction Company Inc. Health & Welfare Plan2023$1,338not reported in the loaded dataset
Straus Family CreameryStraus Family Creamery Health & Welfare Benefits Plan2023$814not reported in the loaded dataset
San Francisco Food BankSan Francisco Food Bank Benefit Plan2023not reported in the loaded datasetnot reported in the loaded dataset

Related Form 5500 pages