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Sponsor portfolioTH

PINNACLE LIVING

EIN 54-0720603-medical practice-Latest filing 2025
Plans
2
Retirement
1
$46.1M assets
Welfare
1
$1.6M premiums
Participants
1,890
120 EASTSHORE DRIVE, SUITE 130 - GLEN ALLEN, VA 23059804-474-8707vumh.orgLinkedIn1001-5000 employeesmedical practice
Plans on this EIN
2 filings
#001403b-$46.1M - 1,256 part#501Mixed-$1.6M - 965 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 965 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$961K
  • Other$586K
  • Life$568K
  • Short-term disability$568K
  • Long-term disability$568K
  • Vision$36K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • QBE INSURANCE61%
  • HARTFORD LIFE AND ACCIDENT36%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
  • WORKPARTNERS1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • JAMES A SCOTT & SON INC90%
  • G SCOTT COOKE8%
  • WATCHTOWER BENEFITS, LLC2%
Total $76K3 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 LIVING TSA RETIREMENT PLAN

403b

Assets$46.1M
Participants1,256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PINNACLE LIVING EMPLOYEE BENEFITS PLAN

Mixed - QBE INSURANCE

Premiums$1.6M
Covered lives965
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PINNACLE LIVING TSA RETIREMENT PLAN403b$46.1M1,2562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PINNACLE LIVING EMPLOYEE BENEFITS PLANMixedQBE INSURANCE$1.6M9652025
Retirement plans
Welfare plans
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