Sponsor portfolio

TROY PRACTICE MANAGEMENT DBA PINNACLE GI PARTNERS

EIN 85-3798113Latest filing 2025

Plans

Retirement

$35.7M assets

Welfare

$2.8M premiums

Participants

622

1701 SOUTH BOULEVARD EAST, SUITE 300 - ROCHESTER HILLS, MI 48307248-243-0573

Plans on this EIN

2 filings

#002401k-$35.7M - 379 part #501Fully Insured-$2.8M - 253 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$2.4M
Prescription drug$2.4M
Long-term disability$381K
Life$367K
Dental$365K
Short-term disability$365K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

60%top

BLUE CARE NETWORK OF MICHIGAN60%
BLUE CROSS OF CALIFORNIA25%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY13%
VISION SERVICE PLAN1%
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY1%
+1 more

Broker market share

Schedule A broker compensation

Split broker

35%top

BROWN & BROWN INSURANCE SERVICES35%
RICHARD GRENAY26%
BRANDON M. WESLOCK22%
STRATEGIC NON-MEDICAL SOLUTIONS LLC12%
RICHARD SOMMERS2%
+2 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 GI PARTNERS EMPLOYEES' 401(K) PLAN

401k

Assets$35.7M

Participants379

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501