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Sponsor portfolio

PINNACLE HOME CARE

EIN 45-0502569-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$7.1M premiums
Participants
1,795
4023 TAMPA ROAD, SUITE 100 - OLDSMAR, FL 34677813-814-6000pinnaclehomecare.netLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$12.3M - 845 part#501Fully Insured-$7.1M - 950 lives

Benefits portfolio analytics

1 plan / $7.1M premiums / 950 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.4M
  • Prescription drug$6.4M
  • Other$378K
  • Life$363K
  • Short-term disability$363K
  • Dental$318K
  • +1 more
Total $7.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • HUMANA INSURANCE COMPANY4%
  • ARAG INSURANCE COMPANY0%
Total $7.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • WALLACE WELCH & WILLINGHAM INC92%
  • WEB BENEFITS DESIGN CORPORATION7%
  • WWW INSURANCE, LLC0%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $291K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$12.3M
Participants845
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PINNACLE HOME CARE HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$7.1M
Covered lives950
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PINNACLE HOME CARE, INC. 401(K) PROFIT SHARING PLAN401k$12.3M8452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PINNACLE HOME CARE HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$7.1M9502025
Retirement plans
Welfare plans
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