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  2. PINNACLE BANK
Sponsor portfolio

PINNACLE BANK

EIN 62-1829917-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
1
$564.6M assets
Welfare
2
$4.5M premiums
Participants
8,105
150 3RD AVENUE SOUTH SUITE 900 - NASHVILLE, TN 37201615-690-1438
Plans on this EIN
3 filings
#001401k-$564.6M - 3,865 part#502Mixed-$4.5M - 6,183 lives#504Self Funded-0 lives

Benefits portfolio analytics

2 plans / $4.5M premiums / 6,183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.6M
  • Short-term disability$2.6M
  • Long-term disability$2.6M
  • Other$2.6M
  • Stop-loss$1.6M
  • Vision$257K
Total $4.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • AFLAC58%
  • BLUE CROSS OF CALIFORNIA42%
Total $4.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HUB INTERNATIONAL MIDWEST LIMITED92%
  • AUSTIN MADISON8%
Total $471K2 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 FINANCIAL PARTNERS, INC. 401(K) PLAN

401k

Assets$564.6M
Participants3,865
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PINNACLE FINANCIAL PARTNERS, INC. HEALTH AND WELFARE PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$4.5M
Covered lives6,183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PINNACLE FINANCIAL PARTNERS, INC. FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN401k$564.6M3,8652024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PINNACLE FINANCIAL PARTNERS, INC. HEALTH AND WELFARE PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$4.5M6,1832024
504PINNACLE FINANCIAL PARTNERS, INC. FLEXIBLE BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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