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Sponsor portfolio

PINNACLE FERTILITY, INC.

EIN 84-3726293-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$74.2M assets
Welfare
1
$8.4M premiums
Participants
1,937
8800 E RAINTREE DRIVE, SUITE 200 - SCOTTSDALE, AZ 85260305-903-1903pinnaclefertility.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$74.2M - 1,076 part#501Mewa-$8.4M - 1,581 lives

Benefits portfolio analytics

1 plan / $8.4M premiums / 1,581 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$8.4M
  • Health$8.0M
  • Dental$8.0M
  • Vision$8.0M
  • Prescription drug$8.0M
  • Life$344K
  • +2 more
Total $8.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • STANDARD INSURANCE COMPANY4%
  • LEGALPLANS, USA0%
Total $8.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • LOCKTON COMPANIES, LLC57%
  • EMPLOYEE BENEFITS INTL AZ INC43%
Total $155K2 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 FERTILITY INC. 401(K) PLAN

401k

Assets$74.2M
Participants1,076
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PINNACLE FERTILITY WELFARE PLAN

Mewa - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$8.4M
Covered lives1,581
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PINNACLE FERTILITY INC. 401(K) PLAN401k$74.2M1,0762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PINNACLE FERTILITY WELFARE PLANMewaUNITEDHEALTHCARE INSURANCE COMPANY$8.4M1,5812025
Retirement plans
Welfare plans
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