Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$278K
- Life$225K
- Long-term disability$225K
- Vision$40K
Sponsor portfolioTH
PINNACLE FINANCIAL CORPORATION
EIN 58-1538862Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$29.5M assets
Welfare
1
$318K premiums
Participants
762
884 ELBERT STREET - ELBERTON, GA 30635706-213-3309
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $318K premiums / 338 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- AMERICAN UNITED LIFE INSURANCE COMPANY71%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY12%
- BLUE CROSS OF CALIFORNIA12%
- AFLAC4%
Broker market share
Schedule A broker compensation
93%top
- POINTENORTH INSURANCE GROUP93%
- NORTHEPOINT INS GRP LLC - 430T03%
- THE CASON GROUP INC1%
- JAMES DAVIS0%
- DEJUAN B MARTIN0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PINNACLE FINANCIAL CORPORATION 401(K) PLAN
401k
Assets$29.5M
Participants426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAFETERIA PLAN OF PINNACLE BANK
Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$318K
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PINNACLE FINANCIAL CORPORATION 401(K) PLAN | 401k | $29.5M | 426 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAFETERIA PLAN OF PINNACLE BANK | Fully Insured | AMERICAN UNITED LIFE INSURANCE COMPANY | $318K | 338 | 2024 |
Retirement plans
Welfare plans