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Sponsor portfolio

PINNACLE TECHNICAL RESOURCES

EIN 75-2674696-Latest filing 2025
Plans
2
Retirement
1
$49.4M assets
Welfare
1
$7.5M premiums
Participants
3,674
10670 NORTH CENTRAL EXPRESSWAY, SUITE 600 - DALLAS, TX 75231972-619-4662
Plans on this EIN
2 filings
#001401k-$49.4M - 3,222 part#502Fully Insured-$7.5M - 1,081 lives

Benefits portfolio analytics

1 plan / $7.5M premiums / 1,081 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.0M
  • Dental$7.0M
  • Prescription drug$7.0M
  • Other$482K
  • Life$307K
  • Short-term disability$307K
  • +2 more
Total $7.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $7.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $155K1 slice

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 TECHNICAL RESOURCES 401(K) PLAN

401k

Assets$49.4M
Participants3,222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PINNACLE TECHNICAL RESOURCES, INC. FLEXIBLE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$7.5M
Covered lives1,081
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PINNACLE TECHNICAL RESOURCES 401(K) PLAN401k$49.4M3,2222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PINNACLE TECHNICAL RESOURCES, INC. FLEXIBLE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$7.5M1,0812025
Retirement plans
Welfare plans
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