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

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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

Where Patriot Growth Insurance Services appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

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

City footprint

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

  1. 1
  2. 2
    Petaluma, CA2 plan(s)
  3. 3
  4. 4
  5. 5
    San Jose, CA1 plan(s)
  6. 6
  7. 7
    Tempe, AZ1 plan(s)
  8. 8
    Seattle, WA1 plan(s)
  9. 9
    Larkspur, CA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Acore Capital Mortgage, Lp, CA · Direct $132.5K · 2023
  2. 2
    Willis Construction Company, Inc., CA · Direct $74.4K · 2023
  3. 3
    Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun, WA · Direct $71.5K · 2023
  4. 4
    Board Of Trustees Of East Bay Drayage Drivers Security Fund, CA · Direct $62.6K · 2023
  5. 5
    United Cerebral Palsy Of The North Bay, Inc., CA · Direct $49.8K · 2023
  6. 6
    Red River Management LLC & Sacate Pellet Mills Inc, AZ · Direct $33.1K · 2023
  7. 7
    Swords To Plowshares, CA · Direct $20.8K · 2023
  8. 8
    San Mateo County Electrical Construction Industry Retiremt Plan, CA · Direct $15K · 2023
  9. 9
    California Society Of Certified Public Accountants, CA · Direct $14.2K · 2023
  10. 10
    Willis Construction Company, Inc., CA · Direct $1.3K · 2023
  11. 11
    Straus Family Creamery, CA · Direct $814 · 2023
  12. 12
    San Francisco Food Bank, CA · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Patriot Growth Insurance Services?
Public Form 5500 Schedule C filings report compensation paid to Patriot Growth Insurance Services as a plan service provider. Across loaded filings, total reported compensation is $476,168.
How many plans report Patriot Growth Insurance Services as a service provider?
Patriot Growth Insurance Services appears on 11 loaded plan(s) across 11 sponsor(s).

Related Form 5500 pages